Stocks股票 / Industrials / NXT
NXT US listed · USD美股 · 美元
Nextpower Inc. (NXT) is a global energy technology provider based in Fremont, California.Nextpower Inc. (NXT) 是一家全球性能源技术供应商,总部位于加利福尼亚州弗里蒙特市。
Company news公司新闻
The latest reporting最新报道
One story, with the reporting behind it.将同一事件汇总,保留各来源报道。
The latest call, in context把最新财报放回历史脉络
A synthesized event record across management commentary and recorded metrics. Read as context; verify exact wording in the transcript before relying.综合管理层表述与记录指标形成事件档案。仅供参考;使用前请在电话会原文中核对准确措辞。
Live company record实时公司记录
JavaScript loads the source-bounded event record here. Open Terminal if the live module does not start.JavaScript 会在此加载受来源约束的事件记录。如实时模块未启动,请打开终端。
Continue with full transcript history继续查看完整电话会历史 ↗Price chart价格图表
Technicals技术面
daily bars日线数据 · 2026-10-26Earnings财务业绩
Beat expectations 4 quarters in a row连续 4 季度超预期
Post-earnings drift: -3.5% (20d)财报后漂移:-3.5%(20日)
EPS surprise vs consensus, last quarters每股收益相对预期的超预期幅度(近几个季度) · average平均 23.6%
Financials财务数据
fiscal years财年Leverage杠杆
Debt coming due到期债务
FY2024 10-KIn the 12-month bucket following fiscal period end 2024-03-31, it reported $3.8M due — about 3% of its disclosed principal.在财年期末 2024-03-31 之后12个月的区间内,已披露到期本金为 $3.8M,约占其披露本金的 3%。
All maturity buckets are measured from fiscal period end 2024-03-31, not from today.所有到期区间均从财年期末 2024-03-31 起算,而非从今天起算。
Cash reported at 2026-03-31: $1094976000.截至 2026-03-31 披露的现金:$1094976000。 Operating cash flow exceeded or equaled equipment spending over 2025-04-01 to 2026-03-31; no cash burn to measure.在 2025-04-01 至 2026-03-31 期间,经营现金流不低于设备支出,无可衡量的现金消耗。
Capital-need coverage is partial; incomplete or incompatible filing inputs are not combined.资本需求覆盖信息不完整;不会合并不完整或不兼容的报告数据。
Any available cash-flow scenario is context only. Missing or incompatible inputs are not replaced with zero or a financing forecast.可用现金流情景仅供参考;缺失或不兼容的输入不以零值或融资预测替代。
Sources and cash-flow calculation来源与现金流计算
Figures are XBRL facts from one filing — no two years are mixed. Filing数据取自同一份文件中的 XBRL 事实,不跨文件拼接。文件
0001628280-24-025460, period ending报告期截至 2024-03-31, unit单位 USD.
Cache acquired缓存获取时间: 2026-09-30T09:02:53.444390+00:00.
4/6 buckets reported.个区间有披露。
LongTermDebtMaturitiesRepaymentsOfPrincipalInNextTwelveMonthsLongTermDebtMaturitiesRepaymentsOfPrincipalInYearTwoLongTermDebtMaturitiesRepaymentsOfPrincipalInYearThreeLongTermDebtMaturitiesRepaymentsOfPrincipalInYearFourLongTermDebtMaturitiesRepaymentsOfPrincipalInYearFive— period_mismatchLongTermDebtMaturitiesRepaymentsOfPrincipalAfterYearFive— absent
Annual period年度区间 2025-04-01 — 2026-03-31 · USD · 10-K · 0001852131-26-000017 · Filed提交日期 2026-05-19.
Cache acquired缓存获取时间: 2026-09-30T09:02:53.444390+00:00 · Evaluated as of评估截至 2026-10-26.
- Reported operating cash flow已披露经营活动现金流: $562911000
- Reported equipment spending (capex outflow)已披露设备支出(资本开支流出): $49277000
- Derived free cash flow (operating cash flow minus capex)计算所得自由现金流(经营现金流减资本开支): $513634000
Cash is the reported balance at period end. The runway scenario holds this annual cash-flow pace constant and excludes debt payments, restricted-cash adjustments and future financing.现金为期末已披露余额。现金跑道情景假设本年度现金流速度保持不变,不包括债务偿还、受限现金调整与未来融资。
Why is it moving为何波动
6 checks · nightly六项检查 · 每晚Options positioning期权持仓
as of last close截至上一收盘Market makers are net short gamma — price moves may amplify做市商净持有负伽玛,价格波动可能被放大
Flow:资金流向: $1M premium traded; 0% 0DTE; 2 fresh positions; P/C 0.77; ~leans bullish (direction approx)成交权利金 $1M;0DTE占0%;2个新建仓;看跌看涨比 0.77;≈偏看涨(方向近似)
Ownership & smart money持仓与聪明钱
13FInsider activity:内部人动向: -$32.6M net (0 buyers, 7 sellers)-$32.6M 净值(0 买家,7 卖家)
Signal history信号历史
engine events引擎事件Company profile公司档案
Nextpower Inc. (NXT) is a global energy technology provider based in Fremont, California.Nextpower Inc. (NXT) 是一家全球性能源技术供应商,总部位于加利福尼亚州弗里蒙特市。
Demand chain:需求链: Hyperscaler capex accelerating (+69% YoY to ~$379B) — the demand pool for data-center power & cooling云厂商资本开支加速(同比+69%,约 $379B)——数据中心供电与散热的需求来源
- Margin compression despite revenue growth
- Capital intensity rising
The whole US universe — S&P 1500 and Russell 2000 — read nightly.覆盖标普1500与罗素2000全部成分股 — 每晚更新解读。
Signals, options positioning, smart-money moves and factor DNA — the same engine that wrote this page covers 2,700+ US stocks.信号、期权持仓、聪明钱动向与因子基因 — 撰写本页的引擎覆盖2700多只美股。
Relative strength相对强度
Price history价格历史
| Period周期 | This stock本股 | S&P 500标普500 |
|---|---|---|
| 1 Week近1周 | -1.4% | -0.4% |
| 1 Month近1月 | -3.6% | -1.0% |
| 3 Months近3月 | -21.1% | +3.1% |
| 6 Months近6月 | -35.0% | +7.0% |
| Year to date年初至今 | -15.0% | +12.1% |
| 1 Year近1年 | -12.7% | +14.4% |
| 3 Years近3年 | +110.8% | +86.0% |
Trading information交易信息
Multi-year record多年财务记录
| 20232023 | 20242024 | 20252025 | 20262026 | |
|---|---|---|---|---|
| Revenue营业收入 | $1.9B | $2.5B | $3.0B | $3.6B |
| EPS每股收益 | $0.02 | $3.37 | $3.47 | $3.84 |
| Free cash flow自由现金流 | $104M | $423M | $622M | $514M |
| Gross margin毛利率 | 15.1% | 32.5% | 34.1% | 32.6% |
| Net margin净利率 | 0.1% | 12.3% | 17.2% | 16.5% |
| FCF margin自由现金流利润率 | 5.5% | 16.9% | 21.0% | 14.4% |
Latest fiscal year最近财年
Returns & growth回报与增长
Accounting quality checks会计质量检查
- Earnings quality: accruals trending up over 4 fiscal years — earnings increasingly not cash-backed盈利质量:应计利润在 4 个财年间走高——盈利的现金支撑减弱
- Working capital: working capital roughly in line with sales营运资本:营运资本与销售大致同步
- Pricing power: gross margin +17.5pts over 4 years定价能力:毛利率 4 年上升 17.5 个百分点
- Capital discipline: assets +27.4% (aggressive expansion)资本纪律:资产 +27.4%(扩张激进)
- Balance sheet: leverage unremarkable资产负债表:杠杆水平一般
Indicator readings指标读数
Timeframe alignment多周期共振
Volatility regime波动状态
Surprise history超预期历史
| Quarter季度 | Reported实际 | Expected预期 | Surprise超预期 |
|---|---|---|---|
| Jun 2026 | $1.10 | $0.80 | +37.5% |
| Mar 2026 | $0.87 | $0.72 | +20.8% |
| Dec 2025 | $0.88 | $0.76 | +15.8% |
| Sep 2025 | $1.00 | $0.83 | +20.5% |
Estimate revisions预期修正
Dealer positioning map做市商持仓地图
Volatility pricing波动率定价
Insiders & shorts内部人与空头
Recent fund flows近期基金流向
Month by month逐月统计
| Month月份 | Closed higher收涨占比 | Median move中位涨跌 | Years年数 |
|---|---|---|---|
| Jan1月 | 67% | +31.7% | 3 |
| Feb2月 | 33% | -9.4% | 3 |
| Mar3月 | 67% | +0.4% | 3 |
| Apr4月 | 33% | -2.4% | 3 |
| May5月 | 100% | +29.8% | 3 |
| Jun6月 | 0% | -15.2% | 3 |
| Jul7月 | 67% | +5.6% | 3 |
| Aug8月 | 33% | -7.8% | 3 |
| Sep9月 | 25% | -3.4% | 4 |
| Oct10月 | 75% | +9.3% | 4 |
| Nov11月 | 33% | -2.7% | 3 |
| Dec12月 | 33% | -3.6% | 3 |