The earnings call highlighted significant growth in revenue, EBITDA, and backlog, showcasing strong demand and strategic advancements in technology and market position. However, there were concerns about decreased free cash flow and potential regulatory uncertainties. Despite these challenges, the positive aspects dominated the discussion.

Company Guidance -

Q2 2026

During Nextracker's First Quarter Fiscal Year 2026 Earnings Call, CEO Dan Shugar reported robust financial performance with Q1 revenue growing 20% year-over-year to $864 million, and adjusted EBITDA increasing by 23% to $215 million. The company reached a record backlog of over $4.75 billion, indicating strong global demand. CFO Chuck Boynton highlighted an adjusted EBITDA margin of 25%, an adjusted gross margin of 33%, and a Q1 adjusted free cash flow of $70 million. For the full fiscal year, Nextracker expects revenue between $3.2 billion and $3.45 billion, adjusted EBITDA ranging from $750 million to $810 million, and adjusted diluted EPS between $3.96 and $4.27 per share. The company is also expanding its technology portfolio, announcing three strategic acquisitions in robotics and AI to enhance customer value and optimize performance.

Strong Revenue and EBITDA Growth

Q1 revenue grew 20% year-over-year to $864 million, and adjusted EBITDA increased 23% to $215 million.

Record Backlog

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

Strategic Acquisitions

Announced acquisitions in robotics and AI, including Onsight Technology and Amir Robotics, to enhance product offerings.

Market Leadership

Nextracker is the #1 tracker provider worldwide for the tenth consecutive year with a market share increase to 26% in 2024.

U.S. Manufacturing Expansion

Expansion of over 25 manufacturing facilities across the United States to strengthen the U.S. supply chain.

Positive Regulatory Developments

Passage of the OBBBA reconciliation bill, addressing solar manufacturing and investment tax spreads.

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)	0.99 / -	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 0.99.

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