Nextpower, Inc. engages in the provision of integrated solar tracker and software solutions used in utility-scale and ground-mounted distributed generation solar projects. ...
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Est. EPS $4.67 · Revenue $4.31B · 12 analysts
Est. EPS $1.49 · Revenue $1.34B · 6 analysts
Est. EPS $5.72 · Revenue $5.12B · 12 analysts
Est. EPS $1.49 · Revenue $1.34B · 6 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $3.6B | +20.3% | +6.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $585.9M | +15.1% | +9.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +32.6% | -3.4% | +6.3% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +19.6% | -9.3% | +17.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +16.5% | -4.3% | +3.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $511.6M | -17.7% | -31.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +14.4% | -31.6% | -35.5% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 2.3% | +8.1% | -100.0% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.45x | +17.1% | +9.9% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $4.1B | +27.6% | +4.6% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 3.84 vs 4.37 | -12.1% | 1.07 vs 1.49 | -28.2% |
| Revenue Surprise | $3.6B vs $3.5B | +1.5% | $935.2M vs $1.3B | -30.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | BOYNTON CHARLES D | officer: Chief Financial Officer | Common Stock | D | 4,500 | $79.98 |
| Aug 24, 2026 | Blunden Julia | director | Common Stock | D | 3,692 | $84.10 |
| Aug 21, 2026 | Blunden Julia | director | Common Stock | D | 3,723 | $88.08 |
| Aug 19, 2026 | Thomas Brandi Elizabeth | director | Common Stock | D | 7,415 | $91.25 |
| Aug 19, 2026 | Karuturi Monica | director | Common Stock | A | 2,742 | — |
Operator: Good afternoon, everyone. Thank you for standing by. My name is Kevin, and I will be your conference operator today. Today's call is being recorded. I would like to welcome everyone to Next Power's fourth quarter fiscal year 26 Earnings Call. After the speakers' remarks, there will be a Q&A session. If you would like to ask a question, please raise your hand. If you have dialed in to today's call, please press 9 to raise your hand. and 6 to unmute. At this time, for opening remarks, I would like to pass the call over to Ms. Sarah Lee, head of investor relations. Sarah, you may begin. Sarah Lee: Thank you, and good afternoon, everyone. Welcome to NextPower Fourth Quarter Fiscal Year 26 Earnings Call. I am Sarah Lee, NextEra Energy's Head of Investor Relations and I am joined by Daniel S. Shugar, our CEO and Founder. Howard J. Wenger, our President and Chuck Boynton, our CFO. As a reminder, there will be a replay of this call posted on the IR website along with the earnings press release and shareholder letter. Today's call contains statements regarding our business, including our business and our industry that may be considered forward looking statements, and such statements involve risks and uncertainties, that may cause actual results to differ materially from our expectations. Those statements are based on current beliefs, assumptions and expectations and speak only as of the current date. For more information on those risks and uncertainties, please review our earnings press release shareholder letter and our SEC filings, including our most recently filed quarterly report Form 10 Q and annual report on Form 10-K, which are available on our IR website at investors.nxpower.com. This information is subject to change, we undertake no obligation to update any forward looking statements as a result of new information future events or changes in our expectations. Please note we will provide GAAP and non-GAAP measures on today's call. The full non-GAAP to GAAP reconciliations can be found in the appendix to the press release and the shareholder letter as well as the financial section of the IR website. And now I will turn the call over to our CEO and Founder, Daniel. Daniel S. Shugar: Good afternoon, everyone, and thank you for joining us. We are pleased to report a strong finish to fiscal year 26. And recap what has been a defining year for Next Power. We delivered solid financial performance across the business. Including 20% revenue growth year over year, strong profitability, and record backlog of over 5.25 billion. Demand remains healthy and we continue to see strong bookings momentum supported by a flight to quality across our customer base. Let me lay out a few key themes you will hear during today's call. First, our core tracker business continues to strengthen and perform at industry leading levels. Second, we are seeing clear traction from our platform strategy, with increasing adoption of our expanded product portfolio. Third, we …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Daniel S. Shugar | Co-Founder, Chief Executive Officer & Director | USD 2,761,956 | Male | 1964 | Active |
Charles D. Boynton | Chief Financial Officer | USD 1,477,304 | Male | 1968 | Active |
Howard J. Wenger | Director & President | USD 1,459,035 | Male | 1960 | Active |
Bruce R. Ledesma | Chief Legal & Compliance Officer and Secretary | USD 1,164,976 | Male | 1968 | Active |
David Bennett | Chief Accounting Officer | USD 1,069,475 | Male | 1970 | Active |
Nicholas Miller | Co-Founder & Chief Project Development Officer | USD 958,139 | Male | 1969 | Active |
Jake Morin | Chief Product Officer | — | Male | — | Active |
Jonathan Eastwood | Senior Vice President of Sales | — | Male | — | Active |
Lance R. Turner | Chief Human Resources Manager | — | Male | 1971 | Active |
Robert Vinje | Chief Operating Officer | — | Male | 1970 | Active |
Jyoti Jain | Head of Software Product Management | — | Female | — | Active |
Sarah Lee | Head of Investor Relations | — | Female | — | Active |
Kristan Kirsh | Vice President of Global Marketing | — | Female | — | Active |
Marco Garcia | Co-Founder & Chief Commercial Officer | — | Male | — | Active |
Mike Mehawich | Co-Founder & Chief Strategy Officer | — | Male | — | Active |
Francesco Borrelli | Chief AI and Robotics Officer | — | — | — | Active |
Alex Au | Co-Founder & Chief Technology Officer | — | Male | — | Active |
Deutsche Bank has raised its target price on Next PLC (LSE:NXT) to 16,000p from 14,000p following the clothing retailer's second-quarter trading update, while keeping a hold recommendation on the stock. Analyst Adam Cochrane said the shares, which closed at 15,715p on Thursday, now offer only around 2% upside.
CALGARY, AB / ACCESS Newswire / August 6, 2026 / NXT Energy Solutions Inc. ("NXT" or the "Company") (TSX:SFD)(OTCQB:NSFDF) today announced financial and operating results for the quarter ended June 30, 2026. Dollar amounts are in Canadian Dollars, unless otherwise identified.
Next PLC's (LSE:NXT) latest upgrade has left analysts asking a familiar question: how much is the retailer holding back in its guidance? Second-quarter full-price sales grew 9.2%, more than double management's 4% assumption.
On August 04, 2026, Nextpower Inc (NXT) shares rose 8.6%, closing at $98.44. The stock has had a volatile year, with a 52-week range of $52.61 to $163.13.
Nextpower leverages its dominant tracker franchise to expand into higher-margin, non-tracker products, driving platform-based growth beyond core solar industry trends. NXT's premium valuation is justified by strong cash generation, no debt, and leadership in the U.S. tracker market, but future upside relies on earnings growth, not multiple expansion. The recent pullback offers a compelling entry point, with nearly 29% upside to an estimated intrinsic value of $116 per share and a Buy rating supported by robust execution and strategic acquisitions.
