Nextpower Q4 revenue beats estimates, raises 2027 outlook

Nextpower

12/05/2026 21:23

Overview

US solar power systems provider's Q4 revenue beat analyst expectations, despite yr/yr decline

Adjusted diluted EPS for Q4 fell yr/yr

Company raised FY27 outlook, citing strong execution and bookings

Outlook

Nextpower raises FY27 revenue outlook to $3.8-$4.1 bln from $3.6-$3.8 bln

Company expects FY27 adjusted EBITDA of $825-$900 mln, up from prior $800-$900 mln range

Nextpower sees FY27 adjusted diluted EPS of $4.21-$4.59

Result Drivers

PRODUCT BOOKINGS - Co said increased bookings for new products and bundled solutions contributed to Q4 performance

RECORD eBOS AND TRUECAPTURE REVENUE - Co reported record quarterly and annual revenue for eBOS and TrueCapture products

TECHNOLOGY ADOPTION - Co cited rising adoption of robotics, foundations, and new product offerings as supporting results

Company press release: ID:nBwc3d1X3a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$881 mln
$826.95 mln (21 Analysts)
Q4 Gross Profit
$297 mln
Q4 Operating Income
$153.59 mln
Q4 Pretax Profit
$159.64 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 21 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the renewable energy equipment & services peer group is "buy"

Wall Street's median 12-month price target for Nextpower Inc is $130.00, about 3% above its May 11 closing price of $126.26

The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 25 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)