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Mar 31, 2025
NEXTracker Q4 2025 Earnings Report
Nextracker reported record Q4 revenue and solid earnings growth.
Key Takeaways
Nextracker delivered a strong Q4 FY25 with record quarterly revenue of $924 million and net income of $158 million. The company launched a new eBOS business with the acquisition of Bentek and ended the year with strong cash reserves and no debt.
Achieved record Q4 FY25 revenue of $924 million, up 26% YoY
Reported GAAP net income of $158 million and EPS of $1.05
Adjusted EPS came in at $1.29, showing strong operational performance
Acquired Bentek to expand into electrical balance-of-systems (eBOS)
Forward Guidance
Nextracker expects strong growth in FY26, driven by increased demand, expanding product lines, and strong cash flow to fund strategic initiatives.
Positive Outlook
- FY26 revenue expected between $3.2 to $3.4 billion
- FY26 GAAP net income guidance between $445 to $503 million
- Adjusted EBITDA projected at $700 to $775 million
- Strong adjusted EPS outlook between $3.65 to $4.03
- Continued product uptake and new market opportunities
Challenges Ahead
- GAAP gross margin declined YoY from 46.2% to 33.1%
- Higher SG&A and R&D expenses impacting operating margin
- Ongoing competition in solar tech market could affect pricing
- Integration of Bentek may present short-term execution risks
Historical Earnings Impact
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Avg. Return Before/After Earnings
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