返回排名列表

Nextracker Inc. (NXT)

NEUTRAL
TechnologySolarUnited States

基本面

68

价格

$84.47

市值

$13.08B

第一部分 · 这家公司值多少

概览

Nextpower Inc. provides solar and energy technology solutions for utility-scale power plants in the United States and internationally. It offers tracking solutions, including NX Horizon, a solar tracking solution; NX Horizon-XTR, a terrain-following tracker to expand the addressable market for trackers on sites with sloped, uneven, and challenging terrain; NX Horizon Hail Pro adds automatic stowing using weather service information; and NX Horizon Low Carbon, a solar tracker solution with a reduced carbon footprint. The company also provides TrueCapture, an energy yield management system that addresses power production shortfalls; NX Anchor and NX Earth Truss, a solar foundation technology to facilitate solar project development in challenging soil conditions; Truss Driver, an advanced installation equipment; and NX Navigator, which assists solar power plant owners and operators in monitoring, controlling, and protecting their solar projects. It serves engineering, procurement, and construction firms, as well as solar project developers and owners. The company was formerly known as Nextracker Inc. and changed its name to Nextpower Inc. in November 2025. The company was founded in 2013 and is headquartered in Fremont, California.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

No editorial profile for this company yet

No competitor list for this company yet.

资产负债表与流动性

营收

$3.63B

最近12个月(截至2026/7/3)

净利润

$594M

最近12个月(截至2026/7/3)

自由现金流

$514M

股东权益合计

$2.33B

负债合计

$1.74B

流动比率

2.69

利息覆盖率

-

债务/EBITDA

0.05

每股收益

营收与净利润

自由现金流

收入构成

历史财务表

利润率变化

债务变化

债务负担有多重

增长一览表

增长 — 营业收入

公允价值估算

合理估值

公允价值

$83.43

当前价格

$84.47

安全边际

-1.2%

公允价值区间

$54.23 - $112.63

估算方法

Analyst Target:$141.52
DCF:$40.98
PE-based:$74.79
Graham Growth:$64.77
EPV:$23.03
分析师共识:强力买入 (29B / 5H / 0S)
最近财报超预期:+12.75%

估值指标

市盈率(P/E)

21.89

ROE

25.1%

市净率(P/B)

4.52

P/FCF

21.08

毛利率

33.4%

ROIC

17.7%

盈利能力雷达图

Value Creation (Economic Moat)

ROIC

17.7%

WACC

15.5%

ROIC − WACC

+2.2 pp

ROIC exceeds the cost of capital — the company is creating value for shareholders.

基本面分析标准

通过(18)

  • EPS shows upward trend
  • EPS CAGR 476.90%
  • Price CAGR 22.52%
  • ROIC 17.7%
  • Gross Margin 33.4%
  • P/FCF 21.08
  • Debt/Equity ratio
  • Operating Margin 19.3%
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 26.3%
  • Revenue Growth 5Y 24.4%
  • Analyst Consensus 85% Buy
  • Earnings Surprise avg 15.0%
  • Earnings Quality (OCF/NI) 1.01

未通过(8)

  • P/B Ratio 4.52
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • PEG Ratio 5.08
  • Share Dilution 4.0%
  • Net Margin Trend 16.4% vs 17.5%
  • Piotroski F-Score 4/9

不可用(2)

  • Dividend Payout NaN%
  • Interest Coverage

Piotroski F-评分

4/9

信号混杂:部分领域需关注

score
criteria

盈利质量

1.01

高质量:盈利有现金流支撑

股权稀释

4.0%

正在发行新股,稀释所有权

公司治理

管理团队

姓名职位年龄
Mr. Daniel S. ShugarCo-Founder, CEO & Director61
Mr. Howard J. WengerDirector & President65
Mr. Nicholas MillerCo-Founder & Chief Project Development Officer56
Mr. Charles D. BoyntonChief Financial Officer57
Mr. Marco GarciaCo-Founder & Chief Commercial Officer-
Mr. Alex AuCo-Founder & CTO-
Mr. Mike MehawichCo-Founder & Chief Strategy Officer-
Mr. Robert VinjeChief Operating Officer55
Mr. David P. BennettChief Accounting Officer55
Ms. Sarah LeeHead of Investor Relations-

审计风险

7

董事会风险

5

薪酬风险

3

股东权利风险

8

第二部分 · 价格与买入时机

这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。

Latest News

Recent headlines for NXT, sourced from Markets Gazette.

  • 5/13/2026POSITIVE
    Why Nextpower Shares Are Trading Higher By Over 12%; Here Are 20 Stocks Moving Premarket

    Nextpower Inc. (NXT) experienced a significant pre-market surge, trading up over 12%. This upward momentum is attributed to the company's robust fourth-quarter financial performance, which exceeded expectations. Furthermore, Nextpower Inc. has revised its sales guidance upwards, signaling strong future growth prospects. The announcement of a strategic acquisition also contributes to the positive sentiment, indicating expansion and potential market share gains. Investors are likely reacting to the combination of solid current results and promising future outlook, making NXT an attractive prospect.

  • 5/12/2026NEUTRAL
    NEXTracker Q4 2026 Earnings Call: Complete Transcript

    NEXTracker Inc. has released its Q4 2026 Earnings Call transcript. While the transcript provides a detailed account of the company's financial performance and strategic outlook, it does not contain specific forward-looking guidance or new material announcements that would directly impact its stock price in the short term. Investors should review the transcript for qualitative insights into management's strategy, operational efficiency, and market positioning, but the information itself is primarily historical and informational.

via Markets Gazette