Semiconductors & Related Devices · SIC 3674

Nextpower Inc.

NXT

Watch

Latest revenue

$909.4M

as of 2025-12-31

Latest net income

$131.2M

as of 2025-12-31

Net margin

14.4%

as of 2025-12-31

Price · 5Y

+55.0% / yr 41.3 pts / yr vs S&P 500 320.8% total
Compare:

Live market

delayed ≤15 min
$130.50
7.83%
Market cap
$17.82B
Enterprise value
$17.82B
P/E (trailing)
35.0×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$156.78
52-wk low
$51.69
Beta
Shares out
136.5M

5-year trend

What this company does

AI

ITEM 1. BUSINESS Unless the context requires otherwise, references in this Annual Report on Form 10-K to “Nextracker,” the “Company,” “we,” “us” and “our” mean Nextracker Inc. and its consolidated subsidiaries. Our vision We envision a world powered by renewable energy where clean, affordable power is available to all. Our mission Our mission is to be the most trusted and valued renewable energy company by delivering intelligent, reliable, and productive solar power. Overview We are a leading solar technology platform provider used in power plants around the world. Our products enable solar power plants to follow the sun’s movement across the sky and optimize performance. With products…

AI summary unavailable — showing raw filing excerpt

Generated from NXT's filing dated 2025-05-22

Key risks

AI

ITEM 1A. RISK FACTORS Our business and our ability to execute our strategy are subject to many risks. These risks and uncertainties include, but are not limited to, the following: Summary of Risk Factors •The demand for solar energy and, in turn, our products is impacted by many factors outside of our control, and if such demand does not continue to grow or grows at a slower rate than we anticipate, our business and prospects will suffer. •Competitive pressures within our industry may harm our business, results of operations, financial condition and prospects. •We face competition from conventional and other renewable energy sources that may offer products and solutions that are less…

AI summary unavailable — showing raw filing excerpt

Generated from NXT's filing dated 2025-05-22

Profitability

Gross margin

34.1%

4.8%

Operating margin

21.6%

8.0%

Net margin

17.2%

47.7%

Return on equity

31.3%

63.5%

Return on assets

15.9%

51.2%

Leverage

Debt / equity

0.96×

40.7%

Long-term debt / equity

0.00×

100.0%

Debt / assets

49.0%

20.8%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q4 2025

2025-12-31

$909.4M+33.9%$131.2M+13.8%14.4%

Q3 2025

2025-09-26

$905.3M+42.4%$146.9M+27.3%16.2%

Q2 2025

2025-06-27

$864.3M+20.0%$157.2M+29.2%18.2%

Q1 2025

2025-03-31

$924.3M+25.5%$156.8M-78.3%17.0%

Q4 2024

2024-12-31

$679.4M-4.4%$115.3M+178.5%17.0%

Q3 2024

2024-09-27

$635.6M+10.9%$115.4M+194.0%18.2%

Q2 2024

2024-06-28

$719.9M+50.1%$121.7M+495.7%16.9%

Q1 2024

2024-03-31

$736.5M$721.6M98.0%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Semiconductors & Related Devices · SIC 3674

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Insider activity

Insider buying

$0

Insider selling

$33.5M

Net activity

−$33.5M

Distinct insiders

7

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns NXT

Institutional value

$8.43B

Total shares held

73.6M

Distinct holders

471

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.24.9M$3.00BNew
2PRIMECAP MANAGEMENT CO/CA/6.8M$815.0MNew
3Invesco Ltd.4.7M$571.3MNew
4Pictet Asset Management Holding SA2.8M$332.5MNew
5DIMENSIONAL FUND ADVISORS LP1.6M$196.5MNew
6WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1.6M$195.6MNew
7UBS Group AG1.6M$189.0MNew
8ROYAL LONDON ASSET MANAGEMENT LTD1.6M$187.9MNew
9DEUTSCHE BANK AG\1.2M$149.3MNew
10JPMORGAN CHASE & CO1.2M$135.3MNew
11WESTFIELD CAPITAL MANAGEMENT CO LP1.1M$133.5MNew
12Bank of New York Mellon Corp966.1K$116.5MNew
13Nuveen, LLC936.5K$112.9MNew
14Robeco Schweiz AG858.2K$103.5MNew
15ASSETMARK, INC841.0K$101.4MNew
16Voya Investment Management LLC671.4K$80.9MNew
17STOREBRAND ASSET MANAGEMENT AS647.6K$78.1MNew
18Erste Asset Management GmbH672.6K$76.0MNew
19FRANKLIN RESOURCES INC584.7K$70.5MNew
20FIRST TRUST ADVISORS LP528.2K$63.7MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once NXT's latest filing finishes processing.