earnings
confidence high
sentiment positive
materiality 0.80
Nextracker Q2 FY26 revenue up 42% YoY to $905M; raises FY26 profit outlook
Nextpower Inc.
2026-Q2 EPS reported
$2.01
revenue$1,769,521,000
- Revenue $905M (+42% YoY); GAAP diluted EPS $0.97; Adj. diluted EPS $1.19.
- Record backlog >$5B; acquired Origami Solar; JV in Saudi Arabia with Abunayyan.
- FY26 outlook raised: revenue $3.275-3.475B, Adj. EBITDA $775-815M, Adj. EPS $4.04-4.25.
- Cash $845M, no debt; secured $1B unsecured revolving credit facility at IG terms.
- Record bookings in Europe, foundation solutions, TrueCapture, and eBOS in Q2.