View ValuationNextpower 将来の成長Future 基準チェック /46Nextpower利益と収益がそれぞれ年間11.7%と11.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に21.1% 11.9%なると予測されています。主要情報11.7%収益成長率11.88%EPS成長率Electrical 収益成長0%収益成長率11.3%将来の株主資本利益率21.10%アナリストカバレッジGood最終更新日19 May 2026今後の成長に関する最新情報お知らせ • May 14Nextpower Inc. Updates Earnings Guidance for the Fiscal Year 2027Nextpower Inc. updated earnings guidance for the fiscal year 2027. For the year, the company expected revenue of $3.8 billion to $4.1 billion as compared to previous guidance of $3.6 billion to $3.8 billion; GAAP Net Income of $501 million to $559 million; GAAP Diluted EPS of $3.19 to $3.56.お知らせ • Oct 24Nextracker Inc. Updates Earnings Guidance for the Fiscal Year 2026Nextracker Inc. updated earnings guidance for the fiscal year 2026. For the period, the company updates Revenue to be in the range of $3.275 billion to $3.475 billion compared to previous guidance of $3.2 billion to $3.45 billion. The company expects GAAP Net Income to be in the range of $499 million to $529 million compared to previous guidance of $496 million to $543 million. GAAP Diluted EPS is expected to be in the range of $3.26 to $3.46 compared to previous guidance of $3.24 to $3.55.お知らせ • Jul 30+ 2 more updatesNextracker Inc. Raises Earnings Guidance for the Fiscal Year 2026Nextracker Inc. raised earnings guidance for the fiscal year 2026. For the period, the company expects Revenue to be in the range of $3.2 billion to $3.45 billion compared to previous guidance of $3.2 billion to $3.4 billion. The company expects GAAP Net Income to be in the range of $496 million to $543 million compared to previous guidance of $445 million to $503 million. GAAP Diluted EPS is expected to be in the range of $3.24 to $3.55 compared to previous guidance of $2.91 to $3.29.お知らせ • Nov 02Nextracker Inc. Raises Earnings Guidance for the Fiscal Year 2025Nextracker Inc. raised earnings guidance for the fiscal year 2025. For the year, the company expects Revenue to be $2.8 billion to $2.9 billion. GAAP Net Income to be $378 million to $408 million compared to previous guidance of $363 million to $393 million. GAAP Diluted EPS to be $2.50 to $2.70 compared to previous guidance of $2.37 to $2.57.お知らせ • Aug 02Nextracker Inc. Updates Earnings Guidance for Full Fiscal Year 2025NNextracker Inc. updated earnings guidance for full fiscal year 2025 . For the year, company expected Revenue to be in range of $2.8 billion to $2.9 billion. GAAP net income range of $363 million to $393 million is updated from previous range of $369 million to $399 million to include estimated impact of incremental net intangible asset amortization resulting from acquisitions. GAAP diluted EPS range of $2.37 to $2.57 is updated from previous $2.41 to $2.61 .お知らせ • May 16Nextracker Inc. Provides Earnings Guidance for the Fiscal Year 2025Nextracker Inc. provided earnings guidance for the fiscal year 2025. For the year, the company expects revenue: $2.8 billion to $2.9 billion; GAAP net income: $369 million to $399 million; GAAP diluted EPS: $2.41 to $2.61.すべての更新を表示Recent updatesお知らせ • May 14Nextpower Inc. Updates Earnings Guidance for the Fiscal Year 2027Nextpower Inc. updated earnings guidance for the fiscal year 2027. For the year, the company expected revenue of $3.8 billion to $4.1 billion as compared to previous guidance of $3.6 billion to $3.8 billion; GAAP Net Income of $501 million to $559 million; GAAP Diluted EPS of $3.19 to $3.56.Reported Earnings • May 14Full year 2026 earnings released: EPS: US$3.96 (vs US$3.55 in FY 2025)Full year 2026 results: EPS: US$3.96 (up from US$3.55 in FY 2025). Revenue: US$3.56b (up 20% from FY 2025). Net income: US$585.9m (up 15% from FY 2025). Profit margin: 17% (in line with FY 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Electrical industry.Board Change • Apr 29High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mark Menezes was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 22Nextpower Inc. to Report Q4, 2026 Results on May 12, 2026Nextpower Inc. announced that they will report Q4, 2026 results After-Market on May 12, 2026Valuation Update With 7 Day Price Move • Feb 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to Mex$1,832, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Electrical industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,352 per share.Board Change • Feb 18High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Mark Menezes was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Feb 06Independent Chairman recently sold Mex$10m worth of stockOn the 30th of January, William D. Watkins sold around 5k shares on-market at roughly Mex$2,056 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$17m. William D. has been a net seller over the last 12 months, reducing personal holdings by Mex$38m.Recent Insider Transactions • Feb 03Independent Chairman recently sold Mex$10m worth of stockOn the 30th of January, William D. Watkins sold around 5k shares on-market at roughly Mex$2,056 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$17m. William D. has been a net seller over the last 12 months, reducing personal holdings by Mex$38m.Reported Earnings • Jan 28Third quarter 2026 earnings released: EPS: US$0.88 (vs US$0.80 in 3Q 2025)Third quarter 2026 results: EPS: US$0.88 (up from US$0.80 in 3Q 2025). Revenue: US$909.4m (up 34% from 3Q 2025). Net income: US$131.2m (up 14% from 3Q 2025). Profit margin: 14% (down from 17% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Electrical industry.Board Change • Jan 28High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jan 28+ 2 more updatesNextpower Inc. (NasdaqGS:NXT) acquired Fracsun Inc.Nextpower Inc. (NasdaqGS:NXT) acquired Fracsun Inc. on December 31, 2025. The transaction occurred during Nextpower's third quarter of fiscal year 2026, ended December 31, 2025. Nextpower Inc. (NasdaqGS:NXT) completed the acquisition of Fracsun Inc. on December 31, 2025.お知らせ • Jan 07Nextpower Inc. to Report Q3, 2026 Results on Jan 27, 2026Nextpower Inc. announced that they will report Q3, 2026 results After-Market on Jan 27, 2026Recent Insider Transactions • Nov 20Independent Chairman recently sold Mex$17m worth of stockOn the 18th of November, William D. Watkins sold around 10k shares on-market at roughly Mex$1,688 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. William D. has been a net seller over the last 12 months, reducing personal holdings by Mex$28m.Board Change • Nov 10High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Oct 28Nextracker Debuts NX Earth Truss Foundation Solution in Australia Backed by ARENA to Accelerate Large-Scale Solar DeploymentNextracker announced the launch of its NX Earth Truss®? foundation solution in Australia, supported by a grant from the Australian Renewable Energy Agency (ARENA) to accelerate large-scale solar in the country. With support from ARENA, and working with leading Australian developers, EPCs, and installation partners, Nextracker aims to cut the cost and complexity of building large-scale solar projects on challenging terrain such as hard or rocky soils. By overcoming these barriers, NX Earth Truss expands Australia's solar siting potential, easing land-use constraints and accelerating project timelines. With increased automation and lighter labour requirements, NX Earth Truss also improves the viability of building in remote project sites, opening new opportunities for utility-scale solar developments that might otherwise face delays or environmental limitations. At the core of Nextracker's system is the NX Truss Driver™?, a semi-autonomous drilling machine equipped with precision GNSS controls and unique drill-and-drive technology. It installs NX Earth Truss foundations in a single pass, reducing labour hours, eliminating rework, and de-risking construction timelines -- a critical advantage as Australia races to deploy renewables at unprecedented speed.お知らせ • Oct 24Nextracker Inc. Updates Earnings Guidance for the Fiscal Year 2026Nextracker Inc. updated earnings guidance for the fiscal year 2026. For the period, the company updates Revenue to be in the range of $3.275 billion to $3.475 billion compared to previous guidance of $3.2 billion to $3.45 billion. The company expects GAAP Net Income to be in the range of $499 million to $529 million compared to previous guidance of $496 million to $543 million. GAAP Diluted EPS is expected to be in the range of $3.26 to $3.46 compared to previous guidance of $3.24 to $3.55.Board Change • Oct 11High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Oct 03Nextracker Inc. to Report Q2, 2026 Results on Oct 23, 2025Nextracker Inc. announced that they will report Q2, 2026 results After-Market on Oct 23, 2025お知らせ • Sep 09Nextracker Inc. (NasdaqGS:NXT) acquired Origami Solar, Inc.Nextracker Inc. (NasdaqGS:NXT) acquired Origami Solar, Inc. for $53 million on September 8, 2025. Nextracker Inc. (NasdaqGS:NXT) completed the acquisition of Origami Solar, Inc. on September 8, 2025.お知らせ • Sep 05Nextracker Inc. Introduces NX PowerMerge, a Transformative Electrical Balance of Systems (eBOS) Trunk ConnectorNextracker announced the launch of its proprietary NX PowerMerge trunk connector, a next generation DC power component designed to streamline electrical balance of systems (eBOS) installation and boost long-term reliability. With NX PowerMerge, Nextracker has reimagined DC architectures to deliver a field flexible, cost efficient, and reliable solution to aggregate DC power collection to meet the needs of engineering procurement and construction (EPC) providers and owners. This innovative solution marks the first product introduction to the Nextracker eBOS portfolio since its acquisition of Bentek earlier this year and reinforces its commitment to delivering high performance solar plant solutions at scale. Compared to traditional trunk systems, NX PowerMerge provides field flexibility with fewer connections and a simplified installation process, establishing a more secure, stable power distribution path across the tracker array. Built for compatibility with all solar trackers and fixed systems, NX PowerMerge accelerates installation and commissioning, and enhances long-term reliability and energy production yield. NX PowerMerge is available for purchase now with deliveries beginning in spring 2026 with a manufactured in the U.S.A. option. Developed to meet the demands of today's high-voltage, high-density solar arrays, Nextracker's NX PowerMerge trunk connector delivers a robust, 2kV-ready solution for PV string-to-trunk bus connections. With 400A+ capacity, support for up to eight tap wires (6-8 AWG), and compatibility with trunk conductors up to 1000 kcmil, NX PowerMerge enables developers to reduce the number of connection points, simplify inverter block layouts, and streamline project designs. NX PowerMerge trunk connector key features include: Field adaptable installation that aligns flexibly with diverse solar field layouts and site conditions; Expanded contact surface area, lowering electrical resistance and enhancing connection stability; Maintenance-free operation that reduces long-term O&M and enhances energy production. As labor costs rise and skilled field resources tighten, NX PowerMerge helps EPCs to accelerate timelines through simplified installation and standardized, scalable architecture designed for long-term field performance. This solution also supports the industry's shift toward more centralized testing, standardization, and greater visibility for operators with fewer units to monitor in the field.Board Change • Sep 02High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Recent Insider Transactions • Aug 07Independent Chairman recently sold Mex$11m worth of stockOn the 5th of August, William D. Watkins sold around 10k shares on-market at roughly Mex$1,066 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was William D.'s only on-market trade for the last 12 months.Reported Earnings • Jul 30First quarter 2026 earnings released: EPS: US$1.07 (vs US$0.86 in 1Q 2025)First quarter 2026 results: EPS: US$1.07 (up from US$0.86 in 1Q 2025). Revenue: US$864.3m (up 20% from 1Q 2025). Net income: US$157.2m (up 29% from 1Q 2025). Profit margin: 18% (up from 17% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Electrical industry.お知らせ • Jul 30+ 2 more updatesNextracker Inc. Raises Earnings Guidance for the Fiscal Year 2026Nextracker Inc. raised earnings guidance for the fiscal year 2026. For the period, the company expects Revenue to be in the range of $3.2 billion to $3.45 billion compared to previous guidance of $3.2 billion to $3.4 billion. The company expects GAAP Net Income to be in the range of $496 million to $543 million compared to previous guidance of $445 million to $503 million. GAAP Diluted EPS is expected to be in the range of $3.24 to $3.55 compared to previous guidance of $2.91 to $3.29.お知らせ • Jul 11Nextracker Inc. to Report Q1, 2026 Results on Jul 29, 2025Nextracker Inc. announced that they will report Q1, 2026 results After-Market on Jul 29, 2025Board Change • Jul 07High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jun 26Nextracker Inc., Annual General Meeting, Aug 18, 2025Nextracker Inc., Annual General Meeting, Aug 18, 2025.お知らせ • Jun 18Nextracker Inc. Announces Directorate ChangesNextracker Inc. increased the number of directors serving on the Board from nine to eleven and appointed Monica Karuturi and Mark Menezes to serve as directors of the Company. Ms. Karuturi will serve as a Class III director of the Company and as a member of the Compensation and People Committee of the Board (the “ Compensation Committee”), effective immediately, with a term of office expiring at the Company’s 2025 annual meeting of stockholders, and Mr. Menezes will serve as a Class I director of the Company and a member of the Nominating, Governance and Public Responsibility Committee of the Board (the “Nominating Committee ”), also effective immediately, with a term of office expiring at the Company’s 2026 annual meeting of stockholders. Appointment of Monica Karuturi: Ms. Karuturi, 46, has served as Executive Vice President and General Counsel of CenterPoint Energy, an electric and gas utility company, since January 2022. Ms. Karuturi joined CenterPoint Energy in 2024, and held several leadership positions at CenterPoint Energy prior to her current role, including Senior Vice President and General Counsel from July 2020 to January 2022 and Vice President and Deputy General Counsel from April 2019 to July 2020. Prior to joining CenterPoint Energy, Ms. Karuturi served as Counsel, Corporate Finance and Strategic Transactions at LyondellBasell Industries. Ms. Karuturi earned her B.A. from Brown University, her M.P.H. from Columbia University, and her J.D. from Georgetown University Law Center. The Board has determined that Ms. Karuturi qualifies as an independent director in accordance with the Nasdaq listing rules and otherwise meets all applicable requirements to serve on each of the Board and the Compensation Committee. Ms. Karuturi will be compensated in accordance with Nextracker’s director compensation program. As such, Ms. Karuturi is entitled to receive an annual cash retainer of $77,500 for her service as a member of Nextracker’s Board, and as a member of the Compensation Committee, and an annual equity grant of $150,000 in restricted stock units to be paid at the conclusion of each annual meeting of our stockholders (the “ Annual Equity Award ”). Ms. Karuturi will receive a pro-rated portion of the Annual Equity Award and retainer fees for her service on our Board of Directors and Compensation Committee between the date of her appointment and Nextracker’s 2025 annual meeting. The number of shares of common stock underlying the Annual Equity Award will be determined based upon the closing price of Nextracker common stock on the Nasdaq Global Select Market on the business day immediately preceding the date of grant. Appointment of Mark Menezes: Mr. Menezes, 69, has served as the President and Chief Executive Officer of the United States Energy Association (USEA) since June 2023. USEA is a non-profit energy organization founded in 1924 to foster the advancement of scientific and technological energy knowledge and the adoption of sound policies to ensure the access of affordable, reliable, clean and resilient energy both in the U.S. and internationally. Additionally,Mr. Menezes has served as an adjunct professor at Georgetown University Law School since August 2021. Mr. Menezes also founded Global Sustainable Energy Advisors LLC, a strategic advisory firm focused on energy policy and security matters, as well as innovative technologies, transactions and investments. Mr. Menezes also served as the Deputy Secretary of the United States Department of Energy from August 2020 to January 2021. Prior to serving as the Deputy Secretary, Mr. Menezes held several positions at the Department of Energy, including Under Secretary. Previously, Mr. Menezes was a partner at the law firm Hunton & Williams LLP, where he headed and managed the firm’s regulated markets and energy infrastructure practice group. Mr. Menezes earned his B.A. from Louisiana State University and his J.D. from the Louisiana State University Law Center.お知らせ • May 15+ 1 more updateNextracker Inc. (NasdaqGS:NXT) acquired Bentek Corporation for $78 million.Nextracker Inc. (NasdaqGS:NXT) acquired Bentek Corporation for $78 million on May 14, 2025. The cash consideration is $78 million including future contingent earnout consideration. Michael Gilson, Jason Bassetti, Patrick E. Sigmon, Travis Triano, Matthew J. Bacal and Mikaela Dealissia of Davis Polk & Wardwell LLP acted as legal advisor to Nextracker Inc. (NasdaqGS:NXT). Nextracker Inc. (NasdaqGS:NXT) acquired Bentek Corporation on May 14, 2025.お知らせ • Apr 24Nextracker Inc. to Report Q4, 2025 Results on May 14, 2025Nextracker Inc. announced that they will report Q4, 2025 results After-Market on May 14, 2025お知らせ • Jan 07Nextracker Inc. to Report Q3, 2025 Results on Jan 28, 2025Nextracker Inc. announced that they will report Q3, 2025 results After-Market on Jan 28, 2025お知らせ • Dec 31Robbins Geller Rudman & Dowd LLP Announces Class Action Lawsuit Against Nextracker IncThe law firm of Robbins Geller Rudman & Dowd LLP announced that purchasers of Nextracker Inc. common stock between February 1, 2024 and August 1, 2024, inclusive, have until February 25, 2025 to seek appointment as lead plaintiff of the Nextrackerclass action lawsuit. Captioned Weber v. Nextracker Inc., No. 24-cv-09467 (N.D. Cal.), the Nextracker class action lawsuit charges Nextracker and certain of Nextracker's top executive officers with violations of the Securities Exchange Act of 1934. CASE ALLEGATIONS: Nextracker is a supplier of software solutions and products that enable solar panels to follow the sun's movements across the sky to optimize utility power plant performance. The Nextracker class action lawsuit alleges that throughout the Class Period defendants made false and/or misleading statements and/or failed to disclose that: (i) the impact of project delays on Nextracker's business, financial results, and prospects was far more severe than represented to investors; (ii) permitting and interconnection delays had materially impaired Nextracker's ability to convert backlog into revenue at historical conversion rates; (iii) Nextracker had been unable to offset the negative impact from project delays through increased client demand and the purported ability to pull forward its other projects in the manner represented by defendants; (iv) Nextracker did not possess the competitive advantages which purportedly shielded it from industry-wide headwinds or the ability to effectively offset the adverse effects of project delays as claimed by defendants; and (v) consequently, defendants lacked a reasonable basis for their positive statements about Nextracker's business, financial results, and prospects. The Nextracker class action lawsuit further alleges that on August 1, 2024Nextracker revealed that its revenue had declined sequentially, from $737 million in the fourth fiscal quarter of 2024 to $720 million during the first fiscal quarter of 2025. Similarly, Nextracker's GAAP gross profit had declined sequentially from $340 million in the fourth fiscal quarter of 2024 to $237 million during the first fiscal quarter of 2025. Notably, Nextracker did not raise guidance for the first time since it became a public company, implying a slowdown in growth for the remainder of the year. On this news, the price of Nextracker stock fell approximately 15% over two trading days.Board Change • Dec 26High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.New Risk • Nov 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future.お知らせ • Nov 02Nextracker Inc. Raises Earnings Guidance for the Fiscal Year 2025Nextracker Inc. raised earnings guidance for the fiscal year 2025. For the year, the company expects Revenue to be $2.8 billion to $2.9 billion. GAAP Net Income to be $378 million to $408 million compared to previous guidance of $363 million to $393 million. GAAP Diluted EPS to be $2.50 to $2.70 compared to previous guidance of $2.37 to $2.57.Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: US$0.80 (vs US$0.64 in 2Q 2024)Second quarter 2025 results: EPS: US$0.80 (up from US$0.64 in 2Q 2024). Revenue: US$635.6m (up 11% from 2Q 2024). Net income: US$115.4m (up 194% from 2Q 2024). Profit margin: 18% (up from 6.8% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Electrical industry.Board Change • Oct 17High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Oct 10Nextracker Inc. to Report Q2, 2025 Results on Oct 30, 2024Nextracker Inc. announced that they will report Q2, 2025 results After-Market on Oct 30, 2024お知らせ • Aug 02Nextracker Inc. Updates Earnings Guidance for Full Fiscal Year 2025NNextracker Inc. updated earnings guidance for full fiscal year 2025 . For the year, company expected Revenue to be in range of $2.8 billion to $2.9 billion. GAAP net income range of $363 million to $393 million is updated from previous range of $369 million to $399 million to include estimated impact of incremental net intangible asset amortization resulting from acquisitions. GAAP diluted EPS range of $2.37 to $2.57 is updated from previous $2.41 to $2.61 .お知らせ • Jul 12Nextracker Inc. to Report Q1, 2025 Results on Aug 01, 2024Nextracker Inc. announced that they will report Q1, 2025 results After-Market on Aug 01, 2024Board Change • Jun 28High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jun 28Nextracker Inc., Annual General Meeting, Aug 19, 2024Nextracker Inc., Annual General Meeting, Aug 19, 2024.お知らせ • Jun 21Nextracker Inc. (NasdaqGS:NXT) acquired Ojjo, Inc. for approximately $120 million.Nextracker Inc. (NasdaqGS:NXT) acquired Ojjo, Inc. for approximately $120 million on June 20, 2024. The transaction is not expected to be material to fiscal 2025 results. Nextracker Inc. (NasdaqGS:NXT) completed the acquisition of Ojjo, Inc. for approximately $120 million on June 20, 2024. Michael Gilson, Jason Bassetti, Patrick E. Sigmon, Liang Zhang, Travis Triano and Matthew J. Bacal of Davis Polk & Wardwell LLP acted as legal advisor to Nextracker Inc. (NasdaqGS:NXT).Board Change • Jun 03High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • May 16Nextracker Inc. Provides Earnings Guidance for the Fiscal Year 2025Nextracker Inc. provided earnings guidance for the fiscal year 2025. For the year, the company expects revenue: $2.8 billion to $2.9 billion; GAAP net income: $369 million to $399 million; GAAP diluted EPS: $2.41 to $2.61.お知らせ • Apr 24Nextracker Launches First Low Carbon Solar Tracker SolutionNextracker announced the availability of its NX Horizon™ solar tracker system with up to 35% lower carbon footprint. Marking a significant milestone for solar energy, the NX Horizon low carbon tracker solution culminates Nextracker’s technology leadership and robust supply chain solutions including the use of electric arc furnace (EAF) manufacturing, recycled steel, and logistics strategically located near project sites. Initially offered in the United States, the low carbon tracker solution includes Life Cycle Assessment (LCA) documentation using a third-party verified analysis of environmental benefits, including reductions in carbon footprint, land use, water consumption and other metrics associated with the sourcing, manufacturing, delivery, and operation of solar trackers. Nextracker also achieved the Carbon Trust Product Carbon Footprint label certification for its NX Horizon low carbon solar tracker system demonstrating it has met the global standard for carbon emission data collecting, evaluation and reporting methodology throughout the life cycle of its solar trackers. Nextracker secured initial orders for its newly launched NX Horizon low carbon tracker from several solar customers–both have committed to reduced carbon solar tracker systems for their U.S.-based solar power projects. Nextracker is at the forefront of implementing sustainable supply chain solutions for the energy sector through controlled upstream sourcing of raw materials and domestic manufacturing for its solar tracker systems. Electric Arc Furnace (EAF) processing uses recycled steel and electricity to generate new steel, significantly reducing greenhouse gas emissions compared to traditional Basic Oxygen Furnace (BOF) operations, which rely on iron ore and coal. This not only aligns with Nextracker’s commitment to minimize environmental impact but also leverages American scrap steel supply enabling resource efficiency and growth for the U.S. steel industry. Nextracker has also reduced carbon-intense materials such as aluminum from its NX Horizon low carbon offering to under 1% aluminum by weight in the product. The new NX Horizon low carbon tracker offering is available now with the first shipments scheduled for later the year 2024.お知らせ • Apr 20Nextracker Inc. to Report Q4, 2024 Results on May 14, 2024Nextracker Inc. announced that they will report Q4, 2024 results After-Market on May 14, 2024お知らせ • Mar 19Nextracker Announces Chief Financial Officer ChangesNextracker announced the appointment of Charles “Chuck” Boynton as Chief Financial Officer (CFO), effective after he completes his tenure with his current employer, which is expected in May 2024. Nextracker’s current CFO, David Bennett, will continue to serve in this role until transitioning to Chief Accounting Officer (CAO) once Mr. Boynton joins the company. Mr. Boynton has more than 30 years of finance and accounting experience, as well as significant experience in the solar industry. Mr. Boynton will lead Nextracker’s global finance and accounting organization and will report directly to founder and CEO, Dan Shugar. Mr. Boynton has been on Nextracker’s Board since February 2023 and will step down from that position effective March 18, 2024. David Bennett, who has served as Nextracker’s CFO since June 2021, will remain with Nextracker as its CAO, reporting directly to the CFO. Mr. Boynton joins Nextracker from Logitech International S.A., where he served as CFO. Prior to Logitech, Mr. Boynton served as the Executive Vice President (EVP) and CFO of Plantronics Inc.Mr. Boynton has also held executive leadership or CFO positions within the renewable energy sector, including as EVP and CFO at SunPower Corporation, a global energy company and provider of solar power solutions, and as CEO and Chairman of the Board of 8point3 General Partner LLC, an owner/operator of solar energy generation projects.New Risk • Mar 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 48% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (48% increase in shares outstanding).New Risk • Mar 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 48% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (48% increase in shares outstanding).Board Change • Mar 06High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.業績と収益の成長予測BMV:NXT1 * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20295,106831895902173/31/20284,526717726787253/31/20273,982579556601253/31/20263,559586514563N/A12/31/20253,603592587629N/A9/26/20253,373576604649N/A6/27/20253,104545574616N/A3/31/20252,959509622656N/A12/31/20242,771558503530N/A9/27/20242,802484431451N/A6/28/20242,740408315324N/A3/31/20242,500306423429N/A12/31/20232,282102348353N/A9/29/20232,08561305308N/A6/30/20231,97822327331N/A3/31/20231,9021104108N/A12/31/20221,82462831N/A9/30/20221,64818-67-63N/A7/1/20221,51934-116-111N/A3/31/20221,45851-153-147N/A12/31/20211,32378-77-71N/A10/1/20211,290983439N/A7/2/20211,2411146064N/A3/31/20211,1961249194N/A3/31/20201,171118239241N/A3/31/2019661-2N/A-14N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: NXT1 *の予測収益成長率 (年間11.7% ) は 貯蓄率 ( 9% ) を上回っています。収益対市場: NXT1 *の収益 ( 11.7% ) はMX市場 ( 9% ) よりも速いペースで成長すると予測されています。高成長収益: NXT1 *の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: NXT1 *の収益 ( 11.3% ) MX市場 ( 6.2% ) よりも速いペースで成長すると予測されています。高い収益成長: NXT1 *の収益 ( 11.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: NXT1 *の 自己資本利益率 は、3年後には高くなると予測されています ( 21.1 %)成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 21:58終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Nextpower Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。38 アナリスト機関Benjamin KalloBairdChristine ChoBarclaysnull nullBMO Capital Markets Equity Research35 その他のアナリストを表示
お知らせ • May 14Nextpower Inc. Updates Earnings Guidance for the Fiscal Year 2027Nextpower Inc. updated earnings guidance for the fiscal year 2027. For the year, the company expected revenue of $3.8 billion to $4.1 billion as compared to previous guidance of $3.6 billion to $3.8 billion; GAAP Net Income of $501 million to $559 million; GAAP Diluted EPS of $3.19 to $3.56.
お知らせ • Oct 24Nextracker Inc. Updates Earnings Guidance for the Fiscal Year 2026Nextracker Inc. updated earnings guidance for the fiscal year 2026. For the period, the company updates Revenue to be in the range of $3.275 billion to $3.475 billion compared to previous guidance of $3.2 billion to $3.45 billion. The company expects GAAP Net Income to be in the range of $499 million to $529 million compared to previous guidance of $496 million to $543 million. GAAP Diluted EPS is expected to be in the range of $3.26 to $3.46 compared to previous guidance of $3.24 to $3.55.
お知らせ • Jul 30+ 2 more updatesNextracker Inc. Raises Earnings Guidance for the Fiscal Year 2026Nextracker Inc. raised earnings guidance for the fiscal year 2026. For the period, the company expects Revenue to be in the range of $3.2 billion to $3.45 billion compared to previous guidance of $3.2 billion to $3.4 billion. The company expects GAAP Net Income to be in the range of $496 million to $543 million compared to previous guidance of $445 million to $503 million. GAAP Diluted EPS is expected to be in the range of $3.24 to $3.55 compared to previous guidance of $2.91 to $3.29.
お知らせ • Nov 02Nextracker Inc. Raises Earnings Guidance for the Fiscal Year 2025Nextracker Inc. raised earnings guidance for the fiscal year 2025. For the year, the company expects Revenue to be $2.8 billion to $2.9 billion. GAAP Net Income to be $378 million to $408 million compared to previous guidance of $363 million to $393 million. GAAP Diluted EPS to be $2.50 to $2.70 compared to previous guidance of $2.37 to $2.57.
お知らせ • Aug 02Nextracker Inc. Updates Earnings Guidance for Full Fiscal Year 2025NNextracker Inc. updated earnings guidance for full fiscal year 2025 . For the year, company expected Revenue to be in range of $2.8 billion to $2.9 billion. GAAP net income range of $363 million to $393 million is updated from previous range of $369 million to $399 million to include estimated impact of incremental net intangible asset amortization resulting from acquisitions. GAAP diluted EPS range of $2.37 to $2.57 is updated from previous $2.41 to $2.61 .
お知らせ • May 16Nextracker Inc. Provides Earnings Guidance for the Fiscal Year 2025Nextracker Inc. provided earnings guidance for the fiscal year 2025. For the year, the company expects revenue: $2.8 billion to $2.9 billion; GAAP net income: $369 million to $399 million; GAAP diluted EPS: $2.41 to $2.61.
お知らせ • May 14Nextpower Inc. Updates Earnings Guidance for the Fiscal Year 2027Nextpower Inc. updated earnings guidance for the fiscal year 2027. For the year, the company expected revenue of $3.8 billion to $4.1 billion as compared to previous guidance of $3.6 billion to $3.8 billion; GAAP Net Income of $501 million to $559 million; GAAP Diluted EPS of $3.19 to $3.56.
Reported Earnings • May 14Full year 2026 earnings released: EPS: US$3.96 (vs US$3.55 in FY 2025)Full year 2026 results: EPS: US$3.96 (up from US$3.55 in FY 2025). Revenue: US$3.56b (up 20% from FY 2025). Net income: US$585.9m (up 15% from FY 2025). Profit margin: 17% (in line with FY 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Electrical industry.
Board Change • Apr 29High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mark Menezes was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 22Nextpower Inc. to Report Q4, 2026 Results on May 12, 2026Nextpower Inc. announced that they will report Q4, 2026 results After-Market on May 12, 2026
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to Mex$1,832, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Electrical industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,352 per share.
Board Change • Feb 18High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Mark Menezes was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Feb 06Independent Chairman recently sold Mex$10m worth of stockOn the 30th of January, William D. Watkins sold around 5k shares on-market at roughly Mex$2,056 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$17m. William D. has been a net seller over the last 12 months, reducing personal holdings by Mex$38m.
Recent Insider Transactions • Feb 03Independent Chairman recently sold Mex$10m worth of stockOn the 30th of January, William D. Watkins sold around 5k shares on-market at roughly Mex$2,056 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$17m. William D. has been a net seller over the last 12 months, reducing personal holdings by Mex$38m.
Reported Earnings • Jan 28Third quarter 2026 earnings released: EPS: US$0.88 (vs US$0.80 in 3Q 2025)Third quarter 2026 results: EPS: US$0.88 (up from US$0.80 in 3Q 2025). Revenue: US$909.4m (up 34% from 3Q 2025). Net income: US$131.2m (up 14% from 3Q 2025). Profit margin: 14% (down from 17% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Electrical industry.
Board Change • Jan 28High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jan 28+ 2 more updatesNextpower Inc. (NasdaqGS:NXT) acquired Fracsun Inc.Nextpower Inc. (NasdaqGS:NXT) acquired Fracsun Inc. on December 31, 2025. The transaction occurred during Nextpower's third quarter of fiscal year 2026, ended December 31, 2025. Nextpower Inc. (NasdaqGS:NXT) completed the acquisition of Fracsun Inc. on December 31, 2025.
お知らせ • Jan 07Nextpower Inc. to Report Q3, 2026 Results on Jan 27, 2026Nextpower Inc. announced that they will report Q3, 2026 results After-Market on Jan 27, 2026
Recent Insider Transactions • Nov 20Independent Chairman recently sold Mex$17m worth of stockOn the 18th of November, William D. Watkins sold around 10k shares on-market at roughly Mex$1,688 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. William D. has been a net seller over the last 12 months, reducing personal holdings by Mex$28m.
Board Change • Nov 10High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Oct 28Nextracker Debuts NX Earth Truss Foundation Solution in Australia Backed by ARENA to Accelerate Large-Scale Solar DeploymentNextracker announced the launch of its NX Earth Truss®? foundation solution in Australia, supported by a grant from the Australian Renewable Energy Agency (ARENA) to accelerate large-scale solar in the country. With support from ARENA, and working with leading Australian developers, EPCs, and installation partners, Nextracker aims to cut the cost and complexity of building large-scale solar projects on challenging terrain such as hard or rocky soils. By overcoming these barriers, NX Earth Truss expands Australia's solar siting potential, easing land-use constraints and accelerating project timelines. With increased automation and lighter labour requirements, NX Earth Truss also improves the viability of building in remote project sites, opening new opportunities for utility-scale solar developments that might otherwise face delays or environmental limitations. At the core of Nextracker's system is the NX Truss Driver™?, a semi-autonomous drilling machine equipped with precision GNSS controls and unique drill-and-drive technology. It installs NX Earth Truss foundations in a single pass, reducing labour hours, eliminating rework, and de-risking construction timelines -- a critical advantage as Australia races to deploy renewables at unprecedented speed.
お知らせ • Oct 24Nextracker Inc. Updates Earnings Guidance for the Fiscal Year 2026Nextracker Inc. updated earnings guidance for the fiscal year 2026. For the period, the company updates Revenue to be in the range of $3.275 billion to $3.475 billion compared to previous guidance of $3.2 billion to $3.45 billion. The company expects GAAP Net Income to be in the range of $499 million to $529 million compared to previous guidance of $496 million to $543 million. GAAP Diluted EPS is expected to be in the range of $3.26 to $3.46 compared to previous guidance of $3.24 to $3.55.
Board Change • Oct 11High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Oct 03Nextracker Inc. to Report Q2, 2026 Results on Oct 23, 2025Nextracker Inc. announced that they will report Q2, 2026 results After-Market on Oct 23, 2025
お知らせ • Sep 09Nextracker Inc. (NasdaqGS:NXT) acquired Origami Solar, Inc.Nextracker Inc. (NasdaqGS:NXT) acquired Origami Solar, Inc. for $53 million on September 8, 2025. Nextracker Inc. (NasdaqGS:NXT) completed the acquisition of Origami Solar, Inc. on September 8, 2025.
お知らせ • Sep 05Nextracker Inc. Introduces NX PowerMerge, a Transformative Electrical Balance of Systems (eBOS) Trunk ConnectorNextracker announced the launch of its proprietary NX PowerMerge trunk connector, a next generation DC power component designed to streamline electrical balance of systems (eBOS) installation and boost long-term reliability. With NX PowerMerge, Nextracker has reimagined DC architectures to deliver a field flexible, cost efficient, and reliable solution to aggregate DC power collection to meet the needs of engineering procurement and construction (EPC) providers and owners. This innovative solution marks the first product introduction to the Nextracker eBOS portfolio since its acquisition of Bentek earlier this year and reinforces its commitment to delivering high performance solar plant solutions at scale. Compared to traditional trunk systems, NX PowerMerge provides field flexibility with fewer connections and a simplified installation process, establishing a more secure, stable power distribution path across the tracker array. Built for compatibility with all solar trackers and fixed systems, NX PowerMerge accelerates installation and commissioning, and enhances long-term reliability and energy production yield. NX PowerMerge is available for purchase now with deliveries beginning in spring 2026 with a manufactured in the U.S.A. option. Developed to meet the demands of today's high-voltage, high-density solar arrays, Nextracker's NX PowerMerge trunk connector delivers a robust, 2kV-ready solution for PV string-to-trunk bus connections. With 400A+ capacity, support for up to eight tap wires (6-8 AWG), and compatibility with trunk conductors up to 1000 kcmil, NX PowerMerge enables developers to reduce the number of connection points, simplify inverter block layouts, and streamline project designs. NX PowerMerge trunk connector key features include: Field adaptable installation that aligns flexibly with diverse solar field layouts and site conditions; Expanded contact surface area, lowering electrical resistance and enhancing connection stability; Maintenance-free operation that reduces long-term O&M and enhances energy production. As labor costs rise and skilled field resources tighten, NX PowerMerge helps EPCs to accelerate timelines through simplified installation and standardized, scalable architecture designed for long-term field performance. This solution also supports the industry's shift toward more centralized testing, standardization, and greater visibility for operators with fewer units to monitor in the field.
Board Change • Sep 02High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Recent Insider Transactions • Aug 07Independent Chairman recently sold Mex$11m worth of stockOn the 5th of August, William D. Watkins sold around 10k shares on-market at roughly Mex$1,066 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was William D.'s only on-market trade for the last 12 months.
Reported Earnings • Jul 30First quarter 2026 earnings released: EPS: US$1.07 (vs US$0.86 in 1Q 2025)First quarter 2026 results: EPS: US$1.07 (up from US$0.86 in 1Q 2025). Revenue: US$864.3m (up 20% from 1Q 2025). Net income: US$157.2m (up 29% from 1Q 2025). Profit margin: 18% (up from 17% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Electrical industry.
お知らせ • Jul 30+ 2 more updatesNextracker Inc. Raises Earnings Guidance for the Fiscal Year 2026Nextracker Inc. raised earnings guidance for the fiscal year 2026. For the period, the company expects Revenue to be in the range of $3.2 billion to $3.45 billion compared to previous guidance of $3.2 billion to $3.4 billion. The company expects GAAP Net Income to be in the range of $496 million to $543 million compared to previous guidance of $445 million to $503 million. GAAP Diluted EPS is expected to be in the range of $3.24 to $3.55 compared to previous guidance of $2.91 to $3.29.
お知らせ • Jul 11Nextracker Inc. to Report Q1, 2026 Results on Jul 29, 2025Nextracker Inc. announced that they will report Q1, 2026 results After-Market on Jul 29, 2025
Board Change • Jul 07High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jun 26Nextracker Inc., Annual General Meeting, Aug 18, 2025Nextracker Inc., Annual General Meeting, Aug 18, 2025.
お知らせ • Jun 18Nextracker Inc. Announces Directorate ChangesNextracker Inc. increased the number of directors serving on the Board from nine to eleven and appointed Monica Karuturi and Mark Menezes to serve as directors of the Company. Ms. Karuturi will serve as a Class III director of the Company and as a member of the Compensation and People Committee of the Board (the “ Compensation Committee”), effective immediately, with a term of office expiring at the Company’s 2025 annual meeting of stockholders, and Mr. Menezes will serve as a Class I director of the Company and a member of the Nominating, Governance and Public Responsibility Committee of the Board (the “Nominating Committee ”), also effective immediately, with a term of office expiring at the Company’s 2026 annual meeting of stockholders. Appointment of Monica Karuturi: Ms. Karuturi, 46, has served as Executive Vice President and General Counsel of CenterPoint Energy, an electric and gas utility company, since January 2022. Ms. Karuturi joined CenterPoint Energy in 2024, and held several leadership positions at CenterPoint Energy prior to her current role, including Senior Vice President and General Counsel from July 2020 to January 2022 and Vice President and Deputy General Counsel from April 2019 to July 2020. Prior to joining CenterPoint Energy, Ms. Karuturi served as Counsel, Corporate Finance and Strategic Transactions at LyondellBasell Industries. Ms. Karuturi earned her B.A. from Brown University, her M.P.H. from Columbia University, and her J.D. from Georgetown University Law Center. The Board has determined that Ms. Karuturi qualifies as an independent director in accordance with the Nasdaq listing rules and otherwise meets all applicable requirements to serve on each of the Board and the Compensation Committee. Ms. Karuturi will be compensated in accordance with Nextracker’s director compensation program. As such, Ms. Karuturi is entitled to receive an annual cash retainer of $77,500 for her service as a member of Nextracker’s Board, and as a member of the Compensation Committee, and an annual equity grant of $150,000 in restricted stock units to be paid at the conclusion of each annual meeting of our stockholders (the “ Annual Equity Award ”). Ms. Karuturi will receive a pro-rated portion of the Annual Equity Award and retainer fees for her service on our Board of Directors and Compensation Committee between the date of her appointment and Nextracker’s 2025 annual meeting. The number of shares of common stock underlying the Annual Equity Award will be determined based upon the closing price of Nextracker common stock on the Nasdaq Global Select Market on the business day immediately preceding the date of grant. Appointment of Mark Menezes: Mr. Menezes, 69, has served as the President and Chief Executive Officer of the United States Energy Association (USEA) since June 2023. USEA is a non-profit energy organization founded in 1924 to foster the advancement of scientific and technological energy knowledge and the adoption of sound policies to ensure the access of affordable, reliable, clean and resilient energy both in the U.S. and internationally. Additionally,Mr. Menezes has served as an adjunct professor at Georgetown University Law School since August 2021. Mr. Menezes also founded Global Sustainable Energy Advisors LLC, a strategic advisory firm focused on energy policy and security matters, as well as innovative technologies, transactions and investments. Mr. Menezes also served as the Deputy Secretary of the United States Department of Energy from August 2020 to January 2021. Prior to serving as the Deputy Secretary, Mr. Menezes held several positions at the Department of Energy, including Under Secretary. Previously, Mr. Menezes was a partner at the law firm Hunton & Williams LLP, where he headed and managed the firm’s regulated markets and energy infrastructure practice group. Mr. Menezes earned his B.A. from Louisiana State University and his J.D. from the Louisiana State University Law Center.
お知らせ • May 15+ 1 more updateNextracker Inc. (NasdaqGS:NXT) acquired Bentek Corporation for $78 million.Nextracker Inc. (NasdaqGS:NXT) acquired Bentek Corporation for $78 million on May 14, 2025. The cash consideration is $78 million including future contingent earnout consideration. Michael Gilson, Jason Bassetti, Patrick E. Sigmon, Travis Triano, Matthew J. Bacal and Mikaela Dealissia of Davis Polk & Wardwell LLP acted as legal advisor to Nextracker Inc. (NasdaqGS:NXT). Nextracker Inc. (NasdaqGS:NXT) acquired Bentek Corporation on May 14, 2025.
お知らせ • Apr 24Nextracker Inc. to Report Q4, 2025 Results on May 14, 2025Nextracker Inc. announced that they will report Q4, 2025 results After-Market on May 14, 2025
お知らせ • Jan 07Nextracker Inc. to Report Q3, 2025 Results on Jan 28, 2025Nextracker Inc. announced that they will report Q3, 2025 results After-Market on Jan 28, 2025
お知らせ • Dec 31Robbins Geller Rudman & Dowd LLP Announces Class Action Lawsuit Against Nextracker IncThe law firm of Robbins Geller Rudman & Dowd LLP announced that purchasers of Nextracker Inc. common stock between February 1, 2024 and August 1, 2024, inclusive, have until February 25, 2025 to seek appointment as lead plaintiff of the Nextrackerclass action lawsuit. Captioned Weber v. Nextracker Inc., No. 24-cv-09467 (N.D. Cal.), the Nextracker class action lawsuit charges Nextracker and certain of Nextracker's top executive officers with violations of the Securities Exchange Act of 1934. CASE ALLEGATIONS: Nextracker is a supplier of software solutions and products that enable solar panels to follow the sun's movements across the sky to optimize utility power plant performance. The Nextracker class action lawsuit alleges that throughout the Class Period defendants made false and/or misleading statements and/or failed to disclose that: (i) the impact of project delays on Nextracker's business, financial results, and prospects was far more severe than represented to investors; (ii) permitting and interconnection delays had materially impaired Nextracker's ability to convert backlog into revenue at historical conversion rates; (iii) Nextracker had been unable to offset the negative impact from project delays through increased client demand and the purported ability to pull forward its other projects in the manner represented by defendants; (iv) Nextracker did not possess the competitive advantages which purportedly shielded it from industry-wide headwinds or the ability to effectively offset the adverse effects of project delays as claimed by defendants; and (v) consequently, defendants lacked a reasonable basis for their positive statements about Nextracker's business, financial results, and prospects. The Nextracker class action lawsuit further alleges that on August 1, 2024Nextracker revealed that its revenue had declined sequentially, from $737 million in the fourth fiscal quarter of 2024 to $720 million during the first fiscal quarter of 2025. Similarly, Nextracker's GAAP gross profit had declined sequentially from $340 million in the fourth fiscal quarter of 2024 to $237 million during the first fiscal quarter of 2025. Notably, Nextracker did not raise guidance for the first time since it became a public company, implying a slowdown in growth for the remainder of the year. On this news, the price of Nextracker stock fell approximately 15% over two trading days.
Board Change • Dec 26High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
New Risk • Nov 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future.
お知らせ • Nov 02Nextracker Inc. Raises Earnings Guidance for the Fiscal Year 2025Nextracker Inc. raised earnings guidance for the fiscal year 2025. For the year, the company expects Revenue to be $2.8 billion to $2.9 billion. GAAP Net Income to be $378 million to $408 million compared to previous guidance of $363 million to $393 million. GAAP Diluted EPS to be $2.50 to $2.70 compared to previous guidance of $2.37 to $2.57.
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: US$0.80 (vs US$0.64 in 2Q 2024)Second quarter 2025 results: EPS: US$0.80 (up from US$0.64 in 2Q 2024). Revenue: US$635.6m (up 11% from 2Q 2024). Net income: US$115.4m (up 194% from 2Q 2024). Profit margin: 18% (up from 6.8% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Electrical industry.
Board Change • Oct 17High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Oct 10Nextracker Inc. to Report Q2, 2025 Results on Oct 30, 2024Nextracker Inc. announced that they will report Q2, 2025 results After-Market on Oct 30, 2024
お知らせ • Aug 02Nextracker Inc. Updates Earnings Guidance for Full Fiscal Year 2025NNextracker Inc. updated earnings guidance for full fiscal year 2025 . For the year, company expected Revenue to be in range of $2.8 billion to $2.9 billion. GAAP net income range of $363 million to $393 million is updated from previous range of $369 million to $399 million to include estimated impact of incremental net intangible asset amortization resulting from acquisitions. GAAP diluted EPS range of $2.37 to $2.57 is updated from previous $2.41 to $2.61 .
お知らせ • Jul 12Nextracker Inc. to Report Q1, 2025 Results on Aug 01, 2024Nextracker Inc. announced that they will report Q1, 2025 results After-Market on Aug 01, 2024
Board Change • Jun 28High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jun 28Nextracker Inc., Annual General Meeting, Aug 19, 2024Nextracker Inc., Annual General Meeting, Aug 19, 2024.
お知らせ • Jun 21Nextracker Inc. (NasdaqGS:NXT) acquired Ojjo, Inc. for approximately $120 million.Nextracker Inc. (NasdaqGS:NXT) acquired Ojjo, Inc. for approximately $120 million on June 20, 2024. The transaction is not expected to be material to fiscal 2025 results. Nextracker Inc. (NasdaqGS:NXT) completed the acquisition of Ojjo, Inc. for approximately $120 million on June 20, 2024. Michael Gilson, Jason Bassetti, Patrick E. Sigmon, Liang Zhang, Travis Triano and Matthew J. Bacal of Davis Polk & Wardwell LLP acted as legal advisor to Nextracker Inc. (NasdaqGS:NXT).
Board Change • Jun 03High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • May 16Nextracker Inc. Provides Earnings Guidance for the Fiscal Year 2025Nextracker Inc. provided earnings guidance for the fiscal year 2025. For the year, the company expects revenue: $2.8 billion to $2.9 billion; GAAP net income: $369 million to $399 million; GAAP diluted EPS: $2.41 to $2.61.
お知らせ • Apr 24Nextracker Launches First Low Carbon Solar Tracker SolutionNextracker announced the availability of its NX Horizon™ solar tracker system with up to 35% lower carbon footprint. Marking a significant milestone for solar energy, the NX Horizon low carbon tracker solution culminates Nextracker’s technology leadership and robust supply chain solutions including the use of electric arc furnace (EAF) manufacturing, recycled steel, and logistics strategically located near project sites. Initially offered in the United States, the low carbon tracker solution includes Life Cycle Assessment (LCA) documentation using a third-party verified analysis of environmental benefits, including reductions in carbon footprint, land use, water consumption and other metrics associated with the sourcing, manufacturing, delivery, and operation of solar trackers. Nextracker also achieved the Carbon Trust Product Carbon Footprint label certification for its NX Horizon low carbon solar tracker system demonstrating it has met the global standard for carbon emission data collecting, evaluation and reporting methodology throughout the life cycle of its solar trackers. Nextracker secured initial orders for its newly launched NX Horizon low carbon tracker from several solar customers–both have committed to reduced carbon solar tracker systems for their U.S.-based solar power projects. Nextracker is at the forefront of implementing sustainable supply chain solutions for the energy sector through controlled upstream sourcing of raw materials and domestic manufacturing for its solar tracker systems. Electric Arc Furnace (EAF) processing uses recycled steel and electricity to generate new steel, significantly reducing greenhouse gas emissions compared to traditional Basic Oxygen Furnace (BOF) operations, which rely on iron ore and coal. This not only aligns with Nextracker’s commitment to minimize environmental impact but also leverages American scrap steel supply enabling resource efficiency and growth for the U.S. steel industry. Nextracker has also reduced carbon-intense materials such as aluminum from its NX Horizon low carbon offering to under 1% aluminum by weight in the product. The new NX Horizon low carbon tracker offering is available now with the first shipments scheduled for later the year 2024.
お知らせ • Apr 20Nextracker Inc. to Report Q4, 2024 Results on May 14, 2024Nextracker Inc. announced that they will report Q4, 2024 results After-Market on May 14, 2024
お知らせ • Mar 19Nextracker Announces Chief Financial Officer ChangesNextracker announced the appointment of Charles “Chuck” Boynton as Chief Financial Officer (CFO), effective after he completes his tenure with his current employer, which is expected in May 2024. Nextracker’s current CFO, David Bennett, will continue to serve in this role until transitioning to Chief Accounting Officer (CAO) once Mr. Boynton joins the company. Mr. Boynton has more than 30 years of finance and accounting experience, as well as significant experience in the solar industry. Mr. Boynton will lead Nextracker’s global finance and accounting organization and will report directly to founder and CEO, Dan Shugar. Mr. Boynton has been on Nextracker’s Board since February 2023 and will step down from that position effective March 18, 2024. David Bennett, who has served as Nextracker’s CFO since June 2021, will remain with Nextracker as its CAO, reporting directly to the CFO. Mr. Boynton joins Nextracker from Logitech International S.A., where he served as CFO. Prior to Logitech, Mr. Boynton served as the Executive Vice President (EVP) and CFO of Plantronics Inc.Mr. Boynton has also held executive leadership or CFO positions within the renewable energy sector, including as EVP and CFO at SunPower Corporation, a global energy company and provider of solar power solutions, and as CEO and Chairman of the Board of 8point3 General Partner LLC, an owner/operator of solar energy generation projects.
New Risk • Mar 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 48% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (48% increase in shares outstanding).
New Risk • Mar 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 48% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (48% increase in shares outstanding).
Board Change • Mar 06High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Independent Director Steven Mandel is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.