Nextracker (NXT)

13 atoms · 跨 1 天 · 首见 2026-05-12 · 最近 2026-05-12

三色: 🟦 fact 10 · 🟥 take 3 · stance ▲6/▼0/◆7

来源: X 13

时态: fresh:10 · aging:3

标签: 好数字:10 · 好观点:6 · 好思考:1

叙事 (narrative) (3)

• 2026-05-12 ⭐ [老化中] · 平台策略定性
  We are now seeing clear, measurable traction around our platform strategy, reflected in rising adoption across eBOS, foundations, and robotics solutions, early success in bundled deployments, and growing demand for new products such as NX PowerMerge.
  tags: 好观点·好思考 · → daily
• 2026-05-12 [老化中] · CEO 定性 FY26 为转折点
  Fiscal 2026 marked a defining inflection point for Nextpower as we accelerated our evolution from the solar tracker leader... to an integrated utility-scale energy technology platform.
  tags: 好观点 · → daily
• 2026-05-12 [老化中] · 核心跟踪器业务定性
  Our core tracker business remains very strong, supported by one of the highest booking quarters in our history and expanding market leadership.
  tags: 好观点 · → daily

事实 (fact) (10)

• 2026-05-12 · 季末积压订单
  Backlog: Over $5.25B, record level
  tags: 好数字·好观点 · → daily
  value: qty=Over $5.25B · date=Q4 FY26
• 2026-05-12 · FY27 营收指引
  FY27 Guide: Revenue: $3.8B-$4.1B, raised from $3.6B-$3.8B
  tags: 好数字·好观点 · → daily
  value: qty=$3.8B-$4.1B · date=FY27
• 2026-05-12 · FY27 调整后 EBITDA 指引
  Adj. EBITDA: $825M-$900M, raised from $800M-$900M
  tags: 好数字·好观点 · → daily
  value: qty=$825M-$900M · date=FY27
• 2026-05-12 · Q4 FY26 营收
  Revenue: $880.5M (Est. $828.9M)
  tags: 好数字 · → daily
  value: qty=$880.5M · date=Q4 FY26
• 2026-05-12 · Q4 FY26 调整后 EPS
  Adj. EPS: $1.05 (Est. $0.90)
  tags: 好数字 · → daily
  value: qty=$1.05 · date=Q4 FY26
• 2026-05-12 · Q4 FY26 调整后净利
  Adj. Net Income: $161.7M (Est. $137M)
  tags: 好数字 · → daily
  value: qty=$161.7M · date=Q4 FY26
• 2026-05-12 · FY27 调整后 EPS 指引
  Adj. EPS: $4.21-$4.59
  tags: 好数字 · → daily
  value: qty=$4.21-$4.59 · date=FY27
• 2026-05-12 · 累计跟踪器出货量
  Cumulative Tracker Shipments: Surpassed 160 GW globally
  tags: 好数字 · → daily
  value: qty=Surpassed 160 GW · date=Q4 FY26
• 2026-05-12 · 收购 Zigor 电力转换资产
  Zigor Power Conversion Assets Acquisition: Approx. $80.5M in cash
  tags: 好数字 · → daily
  value: qty=$80.5M · date=Q4 FY26
• 2026-05-12 · 新增成长投资
  Additional Growth Investment: $50M
  tags: 好数字 · → daily
  value: qty=$50M · date=Q4 FY26

时间轴 (近 20)

• 2026-05-12 · fact · Q4 FY26 营收 · → daily
• 2026-05-12 · fact · Q4 FY26 调整后 EPS · → daily
• 2026-05-12 · fact · Q4 FY26 调整后净利 · → daily
• 2026-05-12 · fact · 季末积压订单 · → daily
• 2026-05-12 · fact · FY27 营收指引 · → daily
• 2026-05-12 · fact · FY27 调整后 EBITDA 指引 · → daily
• 2026-05-12 · fact · FY27 调整后 EPS 指引 · → daily
• 2026-05-12 · fact · 累计跟踪器出货量 · → daily
• 2026-05-12 · fact · 收购 Zigor 电力转换资产 · → daily
• 2026-05-12 · fact · 新增成长投资 · → daily
• 2026-05-12 · narrative · CEO 定性 FY26 为转折点 · → daily
• 2026-05-12 · narrative · 核心跟踪器业务定性 · → daily
• 2026-05-12 · narrative · 平台策略定性 · → daily

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