The earnings call highlighted significant revenue and EBITDA growth, record backlog, and strategic acquisitions in robotics and AI, underscoring strong market leadership and technological innovation. However, challenges such as decreased cash flow, regulatory uncertainties, and supply chain issues were noted. Despite these concerns, the positive aspects significantly outweighed the negatives, indicating strong overall performance and optimism about future prospects.

Company Guidance

During Nextracker's First Quarter Fiscal Year 2026 Earnings Call, CEO Dan Shugar highlighted the company's strong financial performance, with Q1 revenue increasing by 20% year-over-year to $864 million and adjusted EBITDA rising by 23% to $215 million. The company's backlog reached a record $4.75 billion, demonstrating robust global demand. Additionally, Nextracker's adjusted EBITDA margin improved by approximately 100 basis points, reaching 25%, and the adjusted gross margin was reported at 33%. CFO Chuck Boynton shared that the company generated $70 million in adjusted free cash flow and maintained a strong balance sheet with $743 million in cash and no debt. Looking ahead, Nextracker projects full-year fiscal 2026 revenue between $3.2 billion and $3.45 billion, with adjusted EBITDA ranging from $750 million to $810 million. Furthermore, strategic acquisitions in robotics and AI aim to enhance operational capabilities and customer value, aligning with the International Energy Agency's prediction that solar will become the largest source of global electricity supply within the next decade.

Strong Revenue and EBITDA Growth

Q1 revenue grew 20% year-over-year to $864 million, and adjusted EBITDA increased 23% to $215 million, with an adjusted EBITDA margin of 25%, an increase of approximately 100 basis points compared to the previous year.

Record Backlog

Backlog hit a new record of over $4.75 billion, reflecting healthy global demand and a strong competitive position.

Strategic Acquisitions

Announced three strategic acquisitions in robotics and AI to enhance customer value and optimize project performance.

Market Leadership

Nextracker is the #1 tracker provider worldwide for the tenth consecutive year, increasing market share to 26% during 2024.

Technological Innovations

Strong demand for NX Horizon tracker systems and TrueCapture technology; Hail Pro system and expanded XTR tracker series sales up 43% and 22% quarter-over-quarter, respectively.

NEXTracker, Inc. Class A (NXT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

NXT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2026 (Q2)	1.01 / -	0.97	―	―	―
Jul 29, 2025	2026 (Q1)	1.03 / 1.16	0.93	24.73% (+0.23)
May 14, 2025	2025 (Q4)	0.96 / 1.29	0.96	34.38% (+0.33)
Jan 28, 2025	2025 (Q3)	0.58 / 1.03	0.96	7.29% (+0.07)
Oct 30, 2024	2025 (Q2)	0.60 / 0.97	0.65	49.23% (+0.32)
Aug 01, 2024	2025 (Q1)	0.64 / 0.93	0.48	93.75% (+0.45)	―
May 14, 2024	2024 (Q4)	0.65 / 0.96	0.383	150.65% (+0.58)
Jan 31, 2024	2024 (Q3)	0.49 / 0.96	0.256	275.00% (+0.70)
Oct 25, 2023	2024 (Q2)	0.36 / 0.65	0.236	175.42% (+0.41)
Jul 26, 2023	2024 (Q1)	0.30 / 0.48	0.526	-8.75% (-0.05)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

NXT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$64.90	$58.88	-9.28%
May 14, 2025	$55.04	$61.59	+11.90%
Jan 28, 2025	$39.62	$49.24	+24.28%
Oct 30, 2024	$31.97	$39.82	+24.55%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does NEXTracker, Inc. Class A (NXT) report earnings?

NEXTracker, Inc. Class A (NXT) is schdueled to report earning on Oct 22, 2025, After Close (Confirmed).

What is NEXTracker, Inc. Class A (NXT) earnings time?

NEXTracker, Inc. Class A (NXT) earnings time is at Oct 22, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is NXT EPS forecast?

NXT EPS forecast for the fiscal quarter 2026 (Q2) is 1.01.

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