Nextpower
Logotype for Nextpower Inc

Nextpower (NXT) investor relations material

Nextpower Q3 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Nextpower Inc
Q3 2026 earnings summary27 Jan, 2026

Executive summary

  • Q3 revenue reached $909 million, up 34% year-over-year, with strong operational execution and robust growth in both U.S. and international markets.

  • Transitioned to an end-to-end solar technology platform, including power conversion and battery energy storage, and rebranded to Nextpower.

  • Launched Nextpower Arabia JV, securing a 2.25 GW order and establishing a foundation for up to 12 GW of annual solar capacity in the Middle East.

  • Achieved investment-grade credit rating and upgraded ISS Corporate ESG rating to Prime status.

  • Authorized a $500 million share repurchase program over three years, reflecting confidence in cash flow and balance sheet strength.

Financial highlights

  • Q3 revenue was $909 million, a 34% year-over-year increase; adjusted EBITDA was $214 million, up 15% year-over-year.

  • Q3 GAAP net income was $131 million, with diluted EPS of $0.85; adjusted net income was $170 million, adjusted diluted EPS $1.10.

  • Fiscal year-to-date revenue was $2.68 billion; GAAP net income of $435 million year-to-date.

  • Gross margin for Q3 was 31.7% GAAP and 32.4% adjusted.

  • Generated $123 million in Q3 operating cash flow and $391 million year-to-date; exited Q3 with $953 million in cash and no debt.

Outlook and guidance

  • FY26 revenue guidance raised to $3.425–$3.5 billion; adjusted EBITDA guidance $810–$830 million; adjusted diluted EPS $4.26–$4.36.

  • FY26 GAAP net income outlook increased to $525–$540 million.

  • Gross margins expected in the low 30s, operating margins in the low 20s.

  • Guidance assumes stable U.S. policy and permitting environment; monitoring regulatory risks that could impact project timing.

  • Current outlook for next year indicates another year of solid growth.

Nextpower Arabia JV's strategic significance
Share repurchase program's capital allocation view
Impact of IRA 45X credits on Q3 FY26 results?
How will Nextpower Arabia JV impact margins?
What is the timeline for power conversion solutions?
How will increased storage impact solar demand?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Nextpower earnings date

Logotype for Nextpower Inc
Q4 202613 May, 2026
Nextpower
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Nextpower earnings date

Logotype for Nextpower Inc
Q4 202613 May, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Nextracker Inc is a provider of intelligent, integrated solar tracker and software solutions used in utility-scale and ground-mounted distributed generation solar projects around the world. The company design, engineers and offers smart solar tracking technology that enables solar panels in utility-scale power plants to follow the sun's movement across the sky and optimize plant performance. The company was founded in 2013, and went public in February 2023.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage