Key Highlights

  • Consensus EPS of 1.10 compares with fiscal first-quarter diluted EPS of 1.07, against 1.04 a year earlier.
  • Consensus revenue of USD 1.06 billion compares with fiscal first-quarter revenue of USD 935,170 thousand, against USD 864,253 thousand.
  • Gross profit was USD 335,853 thousand against USD 281,726 thousand, and operating income was USD 190,907 thousand.
  • Cash and cash equivalents were USD 1,213,898 thousand against USD 1,094,976 thousand at March 31, 2026.

Nextpower (NASDAQ:NXT) reports second-quarter results on Wednesday, Oct. 28, after the market closes. Consensus stands at EPS of 1.10 on revenue of USD 1.06 billion, and the company has a market capitalization of USD 11.60 billion.

Nextpower reports on a fiscal year ending March 31, and its latest filing covers the fiscal first quarter ended July 3, 2026. Revenue was USD 935,170 thousand against USD 864,253 thousand, and net income was USD 165,355 thousand against USD 157,183 thousand.

Estimates Against the Last Reported Quarter

The EPS estimate of 1.10 is above the fiscal first-quarter diluted EPS of 1.07, which compared with 1.04 a year earlier. The estimates table does not state its EPS basis. The revenue estimate of USD 1.06 billion is above the USD 935,170 thousand reported, which compared with USD 864,253 thousand.

Basic EPS was 1.10 against 1.06. Cost of revenue was USD 599,317 thousand against USD 582,527 thousand.

What the Filing Gives and What the Sources Leave Open

The sources supplied include no earnings call transcript or published guidance, so there are no management ranges to set against the estimates. The filing carries no third-quarter figures.

The filing's risk factors state that the company may not be able to convert orders in backlog into revenue, and that contracts may be canceled, suspended, delayed or not renewed. The estimates in the table apply to the fiscal second quarter, which this filing does not cover.

Gross Profit, Operating Income and Pretax Lines

Gross profit was USD 335,853 thousand against USD 281,726 thousand, and operating income was USD 190,907 thousand against USD 186,230 thousand. Income before income taxes was USD 198,925 thousand against USD 190,967 thousand.

Net income was USD 165,355 thousand against USD 157,183 thousand, with diluted EPS of 1.07 against 1.04. Revenue was USD 935,170 thousand against USD 864,253 thousand.

Balance Sheet: Cash, Contract Assets and Section 45X Receivable

Cash and cash equivalents were USD 1,213,898 thousand against USD 1,094,976 thousand, and accounts receivable, net were USD 444,711 thousand against USD 417,043 thousand. Contract assets were USD 607,382 thousand against USD 533,257 thousand.

The Section 45X credit receivable was USD 311,560 thousand against USD 352,598 thousand, and inventories were USD 261,625 thousand. Goodwill was USD 488,950 thousand. Cost of revenue was USD 599,317 thousand against USD 582,527 thousand, and operating income was USD 190,907 thousand against USD 186,230 thousand. Net income was USD 165,355 thousand, with basic EPS of 1.10 and diluted EPS of 1.07. Gross profit was USD 335,853 thousand. The estimates table lists a market capitalization of USD 11.60 billion.

Comparisons to Make in the Report

Reported EPS against 1.10 and revenue against USD 1.06 billion are the headline comparisons for the fiscal second quarter. Other markers are gross profit, contract assets and the Section 45X receivable.