NXT

The market expects Nextpower (NXT) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This solar energy equipment supplier is expected to post quarterly earnings of $1.10 per share in its upcoming report, which represents a year-over-year change of -7.6%. Revenues are expected to be $1.06 billion, up 16.7% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 1.17% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Nextpower, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.54%. On the other hand, the stock currently carries a Zacks Rank of #4. So, this combination makes it difficult to conclusively predict that Nextpower will beat the consensus EPS estimate. While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Nextpower would post earnings of $1.04 per share when it actually produced earnings of $1.20, delivering a surprise of +15.38%. Over the last four quarters, the company has beaten consensus EPS estimates four times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Nextpower doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Among the stocks in the Zacks Solar industry, Enphase Energy (ENPH), is soon expected to post earnings of $0.47 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -47.8%. This quarter's revenue is expected to be $303.72 million, down 26% from the year-ago quarter. The consensus EPS estimate for Enphase Energy has been revised 10.6% lower over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +10.27%. When combined with a Zacks Rank of #4 (Sell), this Earnings ESP makes it difficult to conclusively predict that Enphase Energy will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Nextpower Inc. (NXT) : Free Stock Analysis Report Enphase Energy, Inc. (ENPH) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Nextpower (NXT). This company, which is in the Zacks Solar industry, shows potential for another earnings beat. When looking at the last two reports, this solar energy equipment supplier has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 16.68%, on average, in the last two quarters. For the last reported quarter, Nextpower came out with earnings of $1.2 per share versus the Zacks Consensus Estimate of $1.04 per share, representing a surprise of 15.38%. For the previous quarter, the company was expected to post earnings of $0.89 per share and it actually produced earnings of $1.05 per share, delivering a surprise of 17.98%. For Nextpower, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Nextpower currently has an Earnings ESP of +3.23%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric. Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate. Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Nextpower Inc. (NXT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Nextpower’s stock price has taken a beating over the past six months, shedding 32% of its value and falling to $80.28 per share. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation. Following the drawdown, is now an opportune time to buy NXT? Find out in our full research report, it’s free. With its technology playing a key role in the massive 1.2 gigawatt Noor Abu Dhabi solar farm project, Nextpower (NASDAQ:NXT) is a provider of solar tracker systems that help solar panels follow the sun. Examining a company’s long-term performance can provide clues about its quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Luckily, Nextpower’s sales grew at an incredible 23.9% compounded annual growth rate over the last five years. Its growth beat the average industrials company and shows its offerings resonate with customers. Free cash flow isn’t a prominently featured metric in company financials and earnings releases, but we think it’s telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king. As you can see below, Nextpower’s margin expanded by 23.4 percentage points over the last five years. This is encouraging, and we can see it became a less capital-intensive business because its free cash flow profitability rose more than its operating profitability. Nextpower’s free cash flow margin for the trailing 12 months was 15.1%. A company’s ROIC, or return on invested capital, shows how much operating profit it makes compared to the money it has raised (debt and equity). Nextpower’s ROIC has increased significantly over the last few years. This is a great sign when paired with its already strong returns. It could suggest its competitive advantage or profitable growth opportunities are expanding. These are just a few reasons why Nextpower ranks near the top of our list. After the recent drawdown, the stock trades at 17.1× forward P/E (or $80.28 per share). Is now the right time to buy? See for yourself in our comprehensive research report, it’s free. ONE MORE THING: Top 5 Growth Stocks. The biggest stock winners almost always had one thing in common before they ran. Revenue growing like crazy. Meta. CrowdStrike. Broadcom. Our AI flagged all three. They returned 315%, 314%, and 455%, respectively. Find out which 5 stocks it’s flagging this month — FREE. Get Our Top 5 Growth Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+271% between June 2020 and June 2025). Find your next big winner with StockStory today.

Company expands independent third-party assurance, integrated technology systems, and use of lower-carbon steel FREMONT, Calif., September 01, 2026--(BUSINESS WIRE)--Nextpower™ (Nasdaq: NXT), a leading provider of clean power technology solutions, today published its fiscal year 2026 Sustainability Report, highlighting its environmental, social, and governance (ESG) progress across its operations, global supply chain, products, and expanding technology solutions platform. The company’s third annual report, and the first published under the Nextpower brand, highlights the validation of the company’s climate targets by the Science Based Targets initiative (SBTi), expanded independent third-party assurance across scope 1, 2, and 3 GHG emissions, and continued investment in lower-carbon materials, product innovation, and responsible supply chain operations. It also details a 12% reduction in Scope 3 emissions intensity compared with FY2025 levels due in part to the use of lower carbon electric arc furnace (EAF) steel in its products. The report also expands the depth and transparency of its ESG disclosures. "Sustainability is embedded in how we engineer products, operate our business, and create long-term value for our customers," said Lindsey Wiedmann, chief legal and compliance officer, Nextpower. "This year’s report demonstrates measurable progress stemming from our focus on product innovation, disciplined execution, and supply chain quality across a global network of over 100 partner manufacturing facilities. These efforts help reduce environmental impact while enabling our customers to build faster, operate more reliably, and improve the long-term economics of critical power infrastructure." Since the close of FY2026, Nextpower has also received higher ratings from two third-party ESG rating organizations. In July 2026, the company’s ISS STOXX ESG Corporate Rating improved from C+ to B-, maintained Prime status, and achieved a Decile Rank of 1 within its applicable industry classification. The company’s MSCI ESG Rating increased from A to AA, placing Nextpower in MSCI’s "Leader" category among 180 companies in the electrical equipment industry. Download the full FY2026 Sustainability Report. Key Highlights Responsible Products and Supply Chain Increased utilization of lower-carbon electric arc furnace (EAF) steel across Nextpower products Showed greater renewable energy adoption among suppliers, lower-carbon logistics solutions, and packaging optimization GHG Emissions and Accountability Nextpower strengthened the targets, transparency, and accountability supporting its climate program during FY2026, including: Received validation from the Science Based Targets initiative (SBTi) for targets to reduce absolute Scope 1 and 2 emissions by 58.8% and Scope 3 emissions by 63.8% per MW of solar tracker systems sold by FY2035 Reduced Scope 3 emissions intensity by 12% compared with FY2025 levels per MW of solar tracker systems sold Expanded independent third-party limited assurance over greenhouse gas emissions inventory to include Scope 3, which currently represents the majority of the company's reported GHG footprint Incorporated SBTi commitments into its corporate goals and performance-based executive compensation framework, strengthening management’s accountability for progress against the company’s climate targets People and Culture Volunteered and funded delivery of solar-powered lighting, battery storage, and refrigeration for 50 families in the Navajo Nation and the Hopi Tribe near Holbrook and Chinle, Arizona, with EPC customer SOLV Energy and the Skip the Grid initiative Partnered with SD Foundation to provide scholarships to 213 students across India pursuing graduate degrees in science, engineering, and computer applications Continued collaboration with the United Way of Hyderabad through the Rural Forestry Project and other projects, including planting nearly 4,500 native saplings and installing solar-powered LED streetlights in remote areas with limited grid access Download the FY26 Sustainability Report. For additional information about Nextpower's sustainability program, visit www.nextpower.com/sustainability or reach out to the ESG team at [email protected]. About Nextpower Nextpower™ (Nasdaq: NXT) innovates and delivers integrated technology solutions for modern energy infrastructure. Its solar and energy storage platforms help customers design, build, and operate utility-scale power plants and other critical power infrastructure with faster project delivery, improved system performance, greater reliability, and long-term operational value. Building on more than a decade of energy technology leadership, Nextpower partners with customers worldwide to accelerate the deployment of reliable firm power needed for a rapidly electrifying world. Learn more at www.nextpower.com. Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including without limitation, statements relating to: Nextpower’s sustainability strategy, climate targets, emission reductions, and expected progress toward its FY2035 targets; the validation of Nextpower’s climate targets by the Science Based Targets initiative and related third-party assurances; Nextpower’s past and future investment in lower-carbon materials and future reductions in emissions; and the potential benefits of Nextpower’s ESG strategies, including product innovations and customer benefits. These forward-looking statements are only predictions and may differ materially from actual results due to a variety of factors including but not limited to: our ability to execute our strategies, mission, plans, objectives and goals; our ability to integrate our recently completed acquisitions and to realize their anticipated benefits and synergies; the market demand for our products, solutions and services and our ability to deliver them to customers; projections regarding the U.S. and global demand for electricity and solar power; macro-economic trends; changes in emissions-measurement methodologies; technological developments; Nextpower’s ability to implement its sustainability initiatives and achieve its climate targets; changing business conditions in our industry and markets overall; and legislative, regulatory and economic developments. These forward-looking statements are based on various assumptions and on the current expectations of Nextpower’s management. These statements involve risks and uncertainties that could cause the actual results to differ materially from those anticipated by these forward-looking statements, including risks and uncertainties that are also described under "Risk Factors" and "Management’s Discussion and Analysis of Financial Condition and Results of Operations" in Nextpower’s most recent Quarterly Report on Form 10-Q, Annual Report on Form 10-K and other documents that Nextpower has filed or will file with the Securities and Exchange Commission. There may be additional risks that Nextpower is not aware of or that Nextpower currently believes are immaterial that could also cause actual results to differ from these forward-looking statements. Readers are cautioned not to place undue reliance on these forward-looking statements. Nextpower assumes no obligation to update these forward-looking statements. View source version on businesswire.com: https://www.businesswire.com/news/home/20260901636368/en/ Contacts Investor Relations Contact Sarah [email protected] Media Contact Brandy [email protected]

Nextpower (NXT) recently approved amendments to its Second Amended & Restated Certificate of Incorporation at its August 18, 2026 AGM, shortly after Q2 results that came in below analyst expectations. At a share price of $84.81, Nextpower has seen short term momentum fade, with the 30 day share price return down 15.22% and the 90 day share price return down 37.54%, even though the 1 year total shareholder return is 23.67% and the 3 year total shareholder return is 102.17%. The 13.1% drop in the stock since Q2 results and the recent amendments to the incorporation documents are now feeding into how investors weigh Nextpower’s growth potential against execution risk and governance changes. Compare how Nextpower stacks up against other solar and power infrastructure plays by scanning a curated 38 power grid technology and infrastructure stocks that are also reacting to earnings and policy shifts. After a sharp pullback in Q2 and fresh governance changes, some investors may view Nextpower near $84 as an early entry opportunity, while others may prefer to wait for more clarity. How does the current valuation frame that choice? Analysts following the most popular narrative see Nextpower’s fair value at $150.19 compared with the recent $84.81 close. This creates a wide gap that hinges on specific growth and profitability assumptions. Read the complete narrative. Read the complete narrative. Want to see what is baked into that gap between price and fair value? The narrative leans heavily on faster top line growth, resilient margins and a premium future earnings multiple. Curious which specific revenue path and profitability mix support that $150.19 figure? Result: Fair Value of $150.19 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, those fair value assumptions could be challenged if U.S. policy shifts affect tariffs or domestic content rules, or if international pricing pressure squeezes Nextpower’s margins. Find out about the key risks to this Nextpower narrative. With sentiment on Nextpower split between concern and optimism, this is a good time to act quickly and review the full picture yourself using 4 key rewards and 1 important warning sign. If you stop with Nextpower, you risk missing other stocks that might suit your goals even better. Take a few minutes to scan focused ideas built from hard numbers. Target reliable income streams by reviewing a curated set of 12 dividend fortresses that could help anchor the income side of your portfolio. Hunt for quality at a reasonable price by scanning a focused group of 18 high quality undiscovered gems before the crowd pays closer attention. Prioritise resilience by assessing companies in our 74 resilient stocks with low risk scores that pair sturdier fundamentals with lower overall risk scores. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NXT. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the renewable energy stocks, including Nextpower (NASDAQ:NXT) and its peers. Renewable energy companies are buoyed by the secular trend of green energy that is upending traditional power generation. Those who innovate and evolve with this dynamic market can win share while those who continue to rely on legacy technologies can see diminishing demand, which includes headwinds from increasing regulation against “dirty” energy. Additionally, these companies are at the whim of economic cycles, as interest rates can impact the willingness to invest in renewable energy projects. The 15 renewable energy stocks we track reported a satisfactory Q2. As a group, revenues beat analysts’ consensus estimates by 3.1% while next quarter’s revenue guidance was 7.9% below. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 7.6% since the latest earnings results. With its technology playing a key role in the massive 1.2 gigawatt Noor Abu Dhabi solar farm project, Nextpower (NASDAQ:NXT) is a provider of solar tracker systems that help solar panels follow the sun. Nextpower reported revenues of $935.2 million, up 8.2% year on year. This print fell short of analysts’ expectations by 0.9%. Overall, it was a softer quarter for the company with a significant miss of analysts’ EBITDA estimates and full-year EBITDA guidance missing analysts’ expectations. The market seems disappointed with the results as the stock is down 13.1% since reporting and currently trades at $84.23. Is now the time to buy Nextpower? Access our full analysis of the earnings results here, it’s free. Working in stealth mode for eight years, Bloom Energy (NYSE:BE) designs, manufactures, and markets solid oxide fuel cell systems for on-site power generation. Bloom Energy reported revenues of $1.07 billion, up 166% year on year, outperforming analysts’ expectations by 27.7%. The business had an incredible quarter with a beat of analysts’ EPS and EBITDA estimates. Bloom Energy pulled off the biggest analyst estimate beat, fastest revenue growth, and highest full-year guidance raise of the whole group. The market seems happy with the results as the stock is up 24.8% since reporting. It currently trades at $208.28. Is now the time to buy Bloom Energy? Access our full analysis of the earnings results here, it’s free. Pioneering the use of lithium-ion batteries for grid storage, Fluence (NASDAQ:FLNC) helps store renewable energy sources with battery systems. Fluence Energy reported revenues of $649.8 million, up 7.9% year on year, falling short of analysts’ expectations by 18.8%. It was a disappointing quarter as it posted full-year revenue guidance missing analysts’ expectations significantly and full-year EBITDA guidance missing analysts’ expectations significantly. Fluence Energy delivered the weakest performance against analyst estimates and weakest full-year guidance update in the group. As expected, the stock is down 23.3% since the results and currently trades at $10.91. Read our full analysis of Fluence Energy’s results here. With its name deriving from a combination of “generating” and “AC”, Generac (NYSE:GNRC) offers generators and other power products for residential, industrial, and commercial use. Generac reported revenues of $1.17 billion, up 10.6% year on year. This result missed analysts’ expectations by 0.5%. More broadly, it was actually a very strong quarter as it logged a beat of analysts’ EPS and EBITDA estimates. The stock is up 3.2% since reporting and currently trades at $201.78. Read our full, actionable report on Generac here, it’s free. Created through a settlement between NRG Energy and the California Public Utilities Commission, EVgo (NASDAQ:EVGO) is a provider of electric vehicle charging solutions, operating fast charging stations across the United States. EVgo reported revenues of $82.65 million, down 15.7% year on year. This number beat analysts’ expectations by 3.5%. However, it was a slower quarter as it logged full-year revenue guidance missing analysts’ expectations significantly and full-year EBITDA guidance missing analysts’ expectations significantly. The stock is down 13.6% since reporting and currently trades at $1.50. Read our full, actionable report on EVgo here, it’s free. Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership. Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products. By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

Interested in Nextpower Inc.? Here are five stocks we like better. Record first-quarter performance: Revenue rose 8% year over year to $935 million, while adjusted EBITDA reached $233 million and adjusted free cash flow totaled $105 million. Nextpower ended the quarter with more than $1.2 billion in cash and no debt. Backlog and product expansion accelerated: Backlog surpassed $5.5 billion, including more than $300 million from the Prevalon acquisition, as non-tracker products such as storage, eBOS, foundations and TrueCapture gained momentum. The company also expanded into inverters through its Apex acquisition and has a pending German acquisition to broaden its European offerings. Fiscal 2027 outlook raised: Nextpower now expects revenue of $4.1 billion to $4.4 billion, adjusted EBITDA of $870 million to $930 million and adjusted diluted EPS of $4.42 to $4.73, including approximately $50 million in planned growth investments. 3 Clean Energy Stocks With Bullish Moving Average Signals Nextpower (NASDAQ:NXT) reported record first-quarter fiscal 2027 revenue and expanded its backlog while advancing a strategy to broaden its offerings beyond solar trackers into energy storage, power conversion and electrical balance-of-system products. Revenue for the quarter totaled $935 million, up 8% from a year earlier and 6% sequentially. Adjusted EBITDA was $233 million, representing a 25% margin, while adjusted gross margin reached 37%. The company generated $121 million of operating cash flow and $105 million of adjusted free cash flow, ending the quarter with more than $1.2 billion in cash and cash equivalents and no debt. → Why SK hynix Could Be the Best AI Chip Stock to Buy Now If Solar’s Rally Has Legs, These 2 Stocks Could Benefit Most CEO and Founder Dan Shugar said the quarter reflected continued bookings momentum, operational execution and progress expanding the company’s technology platform. Tracker and non-tracker demand helped lift backlog to more than $5.5 billion, with Nextpower Energy Storage adding more than $300 million of additional backlog following the recent closing of the Prevalon acquisition. Shugar said Wood Mackenzie recognized Nextpower as the leading solar tracker provider in the U.S. and globally for the 11th consecutive year in its 2025 market-share data. The company held 55% of the U.S. tracker market and 30% of the global market, according to Shugar, and has deployed its technology across projects totaling more than 160 gigawatts. → Microsoft Just Flipped the AI Spending Narrative Overnight 3 Stocks Quietly Powering the AI and Tech Revolution While tracker systems remain the primary business, non-tracker offerings represented about 14% of first-quarter revenue. CFO Chuck Boynton said revenue during the period included contributions from TrueCapture controls, eBOS, foundations, robotic solutions and other platform products. President Howard Wenger said eBOS had record bookings and remains on track to generate well over $100 million in revenue during fiscal 2027. The company has booked 850 megawatts of its UL-certified NX PowerMerge eBOS solution, with deliveries expected to begin in the current quarter. → Carrier Earnings Could Send the Stock to a New All-Time High Nextpower’s foundations business posted a 50% year-over-year revenue increase in the first quarter, while TrueCapture produced record revenue and backlog. Wenger said the company is seeing a higher TrueCapture attach rate, though it did not provide a specific figure. Boynton said TrueCapture historically represented about 2% of revenue and was above that level during the quarter. Nextpower closed its acquisition of Prevalon, launching Nextpower Energy Storage. Shugar said Prevalon brings a team with experience across 6 gigawatt-hours of turnkey storage solutions and approximately 38 projects. The business serves applications including dispatchable peaking power, data-center stabilization and utility-scale storage. The company also closed its acquisition of the Apex inverter business and said its inverter product received UL 1741 SB certification. Nextpower expects deliveries to begin in early 2027 and plans to have more than 10 gigawatts of U.S. inverter capacity online by next summer. Shugar said the company had begun investing in inverters more than two years ago in response to customer needs for operating performance, domestic manufacturing, cybersecurity and service support. He said the company is accelerating its U.S. manufacturing buildout across multiple locations and intends to offer inverters and power-conditioning products for both solar and storage applications. The company also addressed the Federal Communications Commission’s announcement related to imported inverters, with Shugar saying Nextpower’s inverter business could help customers manage potential restrictions on overseas equipment. He said the UL-certified Apex product is designed to use site-level optical-fiber communications and to meet government requirements. Internationally, Nextpower secured a tracker order for what Wenger described as Australia’s largest solar-plus-storage project to date, a 721-megawatt project that includes locally made steel. The company’s customer reach now spans more than 50 countries. Nextpower also has a pending acquisition of Germany-based Zimmermann PV-Steel Group. If completed, the transaction would add five product lines, extend the company’s presence into 15 additional countries and expand its offerings in fixed-tilt and structural solar systems. Wenger said Zimmermann has deployed more than 20 gigawatts of projects and would strengthen Nextpower’s European position, particularly in Germany, where fixed-tilt systems represent a significant portion of the ground-mount market. The acquisition is not included in the company’s fiscal 2027 outlook because the timing of its closing remains uncertain, Boynton said. Based on first-quarter results, backlog and demand across established and newer product categories, Nextpower raised the lower end of its fiscal 2027 outlook. The company now expects: Revenue of $4.1 billion to $4.4 billion. Adjusted EBITDA of $870 million to $930 million. Adjusted diluted earnings per share of $4.42 to $4.73. The outlook includes approximately $50 million of planned growth investments, primarily to accelerate the company’s power-conversion market entry. Boynton said this is the same $50 million investment previously disclosed, rather than an additional amount. Management reiterated its longer-term margin framework of gross margins in the low 30% range and operating margins in the low 20% range. First-quarter margins exceeded those targets partly because of IEEPA tariff recoveries, a higher relative contribution from U.S. revenue and strong TrueCapture revenue, partially offset by higher logistics costs. Nextpower plans to provide an updated 2030 outlook at its Capital Markets Day on Nov. 16 at the RE+ conference in Las Vegas. Shugar said the update will reflect market momentum, recent acquisitions and the company’s operating performance. Nextpower, formerly known as Nextracker, is traded on NASDAQ under the symbol NXT and is a leading provider of advanced solar tracking solutions for utility-scale and distributed energy projects. The company specializes in the design, engineering and manufacturing of single-axis tracker systems that optimize the capture of solar energy by following the sun’s trajectory throughout the day. Nextpower’s core hardware offerings aim to enhance energy yield, reduce balance-of-system costs and simplify installation and maintenance for downstream solar developers and operators. In addition to its tracker hardware, Nextpower provides a suite of digital software and analytics tools to maximize asset performance. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Nextpower Q1 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for July 2026.

This article first appeared on GuruFocus. Revenue: Record quarterly revenue of $935 million, representing 8% year-over-year and 6% sequential growth. Adjusted Gross Profit: $342 million in Q1, with an adjusted gross margin of 37%. Adjusted EBITDA: $233 million, representing an adjusted EBITDA margin of 25%. Backlog: Grew to over $5.5 billion, with an additional $300 million from NextPower Energy Storage. Geographic Revenue Mix: Approximately 83% US and 17% Rest of World. Non-Tracker Revenue: Represented approximately 14% of total revenue, including contributions from TrueCapture, EBOS, Foundations, and Robotic Solutions. EBOS Bookings: Record bookings in the quarter, on track to contribute well over $100 million in revenue for the year. Foundations Business: 50% year-over-year increase in the quarter. Cash and Cash Equivalents: Over $1.2 billion with no debt. Operating Cash Flow: $121 million generated in the quarter. Adjusted Free Cash Flow: $105 million in the quarter. Fiscal 2027 Outlook: Revenue expected in the range of $4.1 billion to $4.4 billion; adjusted EBITDA between $870 million and $930 million; adjusted diluted EPS between $4.42 and $4.73. Warning! GuruFocus has detected 2 Warning Sign with NXT. Is NXT fairly valued? Test your thesis with our free DCF calculator. Release Date: July 30, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Record quarterly revenue of $935 million and adjusted EBITDA of $233 million, with backlog growing to over $5.5 billion. Continued global market leadership in solar trackers, with 55% US and 30% worldwide market share for 2025. Successful expansion into non-tracker products, with EBOS on track to contribute over $100 million in revenue this year and strong attach rates. Strategic acquisitions (Prevalon, Apex inverter, Zimmermann) are expanding the platform into energy storage and power conversion, with UL certification achieved for the Apex inverter. Strong balance sheet with over $1.2 billion in cash, no debt, and an investment-grade credit rating, supporting continued investment and M&A. Adjusted operating expenses increased year-over-year due to platform expansion and R&D investment, impacting near-term margins. Gross margin overachievement was partly due to one-time IEPA tariff recoveries, which may not be sustainable in future quarters. Integration of recent acquisitions (Prevalon, Apex, Zimmermann) may cause near-term margin dilution and require significant management attention. The company faces potential risks from US government restrictions on imported inverters, which could disrupt supply chains and increase costs. Project timing remains uncertain, with some projects accelerating and others moving to the right, creating potential revenue volatility. Q: How do you view the scale of the opportunity in the inverter segment following the FCC's announcement on imported inverters, and how incremental is this to your long-term outlook for market share? A: Dan Shugar (CEO and Founder): We made the decision to launch our inverter and power conditioning business over two years ago based on direct customer feedback identifying these as major pain points. Our objective is to deliver the most available inverter and power conditioning products in the industry. The recent FCC announcement validates our strategy, as customers are increasingly valuing domestic production, enhanced cybersecurity, and support from an investment-grade U.S. company. We have seen very strong demand and feedback, which is why we are accelerating our investment with an incremental $50 million. We are doubling down on our ramp plan with the goal of having the highest availability operating inverters for solar and storage power plant owners. Q: Can you provide an early read on the integration efforts and realization of synergy potential for your recent M&A deals, and how has your engagement with hyperscaler and data center customers evolved with your more robust portfolio? A: Dan Shugar (CEO and Founder) and Howard Wenger (President): We have a strong history of successful M&A integration, from the BrightBox acquisition that led to TrueCapture to the recent integration of EBOS, which has doubled its revenue run rate to over $100 million annually. The Prevalon acquisition is different as it brings a mature team with 38 completed projects and strong customer references, requiring less integration. Regarding hyperscalers, we serve them both indirectly through IPP developer partners and directly with products like Prevalon's Hybrid OS power stabilizer, which provides sub-10-millisecond response for data center demand fluctuations. The demand from this segment is very real, and we are seeing expanding pipelines and closing business. Q: Can you provide more color on the percentage of tracker projects coming with other technologies and the average number of offerings per project? Also, is the $50 million incremental investment in power conversion the same as what you announced in May, or is it incremental on top of that? A: Chuck Boynton (CFO) and Howard Wenger (President): The $50 million investment is the same number we announced in May, not incremental. Regarding attach rates, we are seeing strong progress in porting more products alongside our tracker platform. Foundations grew 50% year-over-year, and the EBOS attach rate is exceeding the overall non-tracker attach rate of 14%. For example, integrating our foundations with trackers reduced install time by 20% by eliminating all fasteners between the foundation and tracker, demonstrating the value of our bundled solutions. Q: Can you split out the margin expansion drivers, specifically the impact of TrueCapture and tariff recoveries? What percentage of your install base has TrueCapture, and what is the attach rate on new bookings? A: Chuck Boynton (CFO) and Howard Wenger (President): TrueCapture historically represented 2% of revenue, but it has gone higher with a strong quarter tied to commissioning. The overall beat on margins was primarily driven by significant IEPA tariff recoveries, with more expected in Q2, partially offset by freight headwinds. We are not publishing exact attach rates, but TrueCapture attach rates are increasing. We have many tens of gigawatts of TrueCapture installed with validated performance, and it becomes even more valuable on uneven terrain and difficult installation sites. Q: Can you share the bookings mix between different products, and do you see the quarterly bookings level of around $1 billion accelerating? A: Chuck Boynton (CFO) and Howard Wenger (President): We raised our backlog to over $5.5 billion, with the energy storage business adding more than $300 million on top. We booked well over $1 billion in the quarter, supported by strong U.S. and international sales and meaningful contributions from non-tracker products. We are not breaking out the precise mix, but the non-tracker contributions are very meaningful and directionally increasing. Q: With 10 gigawatts of U.S. inverter capacity planned, is this directional to about 8% of 2028 revenue? And what other areas are you looking to conquer next, such as medium voltage transformers or commercial solar battery kits? A: Dan Shugar (CEO and Founder) and Howard Wenger (President): We are sizing domestic production capacity in response to market needs and are not focused on a specific percentage of revenue. The inverter product family is actually a higher margin business than trackers, and we are focused on meeting customer expectations with schedule, product performance, and reliability. We have brought in Rob Vingey as COO to lead this effort. Regarding future areas, we are continuing to invest over $100 million annually in R&D and will pursue opportunities that help customers improve their IRR, either through organic development or disciplined M&A to accelerate time to market. Q: Now that Prevalon is closed, can you provide an update on the cell procurement strategy and the appetite for offering a U.S. domestic product? Also, why was only the bottom end of the guidance range raised? A: Dan Shugar (CEO and Founder) and Chuck Boynton (CFO): The NextPower Energy Storage team has a portfolio of supply options to meet customer domestic content requirements, and we have not heard any requirements we cannot meet. We are seeing additional battery factories being built in the U.S., and our position will grow as capacity grows. Regarding guidance, we raised the bottom end due to strong Q1 performance and increased visibility. However, we did not add an outlook for the Zimmermann acquisition due to uncertainty on closing timing. We are being prudent with only one quarter completed and three remaining. Q: Can you provide concrete numbers around the gating factors for the storage business, such as cell supply, module capacity, or containers? A: Dan Shugar (CEO and Founder): The NextPower Energy Storage team has both DC block and AC block solutions addressing eight of ten use cases in battery energy storage. I see no impediments from a supply, design, or financing standpoint to satisfy customer needs. The battery segment is growing at a 33% CAGR through 2030. We are seeing a transition from one-hour to four-hour and even six to eight-hour applications. Storage is highly synergistic with solar, addressing the need for more duration and dispatchability, and we are very bullish on the long-term prospects. Q: Can you talk about the international strategy, specifically the Saudi JV (NX Arabia) and the non-U.S. inverter strategy, particularly in Asia? A: Howard Wenger (President): For the complete transcript of the earnings call, please refer to the full earnings call transcript.