earnings
confidence high
sentiment positive
materiality 0.85
Nextracker Q2 revenue $636M (+11% YoY), raises FY25 profit outlook; adj EPS $0.97
Nextpower Inc.
2025-Q2 EPS
reported $1.62
vs consensus $1.07
▲ beat
(+51.6%)
- Q2 GAAP net income $117M ($0.79 diluted EPS); adjusted net income $145M ($0.97 adj EPS).
- Gross margin expanded to 35.4% GAAP (vs 26.0% prior year) benefiting from IRA 45X credits.
- FY25 revenue outlook reaffirmed at $2.8-2.9B; adj EBITDA outlook raised to $625-665M.
- Adjusted free cash flow $260M in H1 FY25; total liquidity over $1.5B.
- Signed 100% U.S. domestic content contracts; accelerated ship date to end of CY24.