Nextpower Inc.
NXT · Semiconductors & Related Devices · 136.5M shares · +0%/yr ↑ shares · EDGAR filings ↗
Reference price $151.79 · est. market cap ~$20.7B — last insider sale, 2026-06-01 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B74Power/semiconductor company — profitable and growing with strong free cash flow.
Strengths
- Profitable and growing — operating margin 20% (77th), net margin 16% (76th), ROE 25% (86th)
- Strong free cash flow — FCF $514M (77th), FCF margin 14%
Risks
- Cyclicality/customer-concentration risk — per 10-K
- Competition — per 10-K
- Input-cost/supply-chain exposure — per 10-K
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Customer concentration~10% of revenue from one customer/distributor — $ 2,730,699 77% $ 2,031,603 69% $ 1,702,611 68% Rest of the World 828,691 23% 927,594 31% 797,230 32% Total $ 3,559,390 $ 2,959,197 $ 2,499,841 The following table sets forth the revenue from c
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC, RENAISSANCE TECHNOLOGIES LLC
- Strong balance sheetStrong balance sheet — $1.1B cash & investments
- Notable holderHeld by 5 notable fund(s): FMR LLC, STATE STREET CORP, GOLDMAN SACHS GROUP INC +2 more (as of 2026-03-31)
- Insider sellingInsider selling — 24 open-market sale(s) by 6 insider(s) (cluster of 6 insiders, ~$34M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
32.6%
Operating margin
19.6%
Net margin
16.5%
Return on equity
25.1%
Return on assets
14.4%
Revenue growth (QoQ)
-3.2%
Net-income growth
15.1%
Current ratio
2.4×
Free cash flow
$514M
EBITDA
$728M
Tangible book value
$1.8B
Cash & investments
$1.1B
Stock comp / revenue
3.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-22 | LEDESMA BRUCE | Other | 10K | $128.38 |
| 2026-06-22 | SHUGAR DANIEL S | Other | 30K | $128.38 |
| 2026-06-22 | Bennett David P | Other | 13K | $128.38 |
| 2026-06-22 | Wenger Howard | Other | 16K | $128.38 |
| 2026-06-18 | SHUGAR DANIEL S | Option exercise | 57K | — |
| 2026-06-18 | LEDESMA BRUCE | Option exercise | 20K | — |
| 2026-06-18 | Bennett David P | Option exercise | 25K | — |
| 2026-06-18 | Wenger Howard | Option exercise | 30K | — |
| 2026-06-15 | Vinje Robert | Grant | 15K | — |
| 2026-06-05 | SHUGAR DANIEL S | Other | 21K | $144.73 |
| 2026-06-04 | SHUGAR DANIEL S | Option exercise | 21K | $21.00 |
| 2026-06-01 | SHUGAR DANIEL S | Other | 1.4K | $150.67 |
| 2026-06-01 | SHUGAR DANIEL S | Other | 200 | $152.09 |
| 2026-06-01 | SHUGAR DANIEL S | Other | 700 | $149.36 |
| 2026-06-01 | SHUGAR DANIEL S | Other | 700 | $151.47 |
| 2026-06-01 | BOYNTON CHARLES D | Sell | 4.5K | $151.79 |
| 2026-06-01 | SHUGAR DANIEL S | Other | 7.4K | $142.45 |
| 2026-06-01 | SHUGAR DANIEL S | Other | 11K | $143.13 |
| 2026-06-01 | SHUGAR DANIEL S | Other | 10K | $144.28 |
| 2026-06-01 | SHUGAR DANIEL S | Other | 12K | $145.44 |
| 2026-06-01 | SHUGAR DANIEL S | Other | 7.1K | $146.19 |
| 2026-06-01 | SHUGAR DANIEL S | Other | 3.8K | $147.33 |
| 2026-06-01 | SHUGAR DANIEL S | Other | 1.5K | $148.19 |
| 2026-05-29 | Miller Nicholas Marco | Sell | 22K | $156.00 |
| 2026-05-29 | SHUGAR DANIEL S | Option exercise | 55K | $21.00 |
| 2026-05-27 | SHUGAR DANIEL S | Other | 3.3K | $133.28 |
| 2026-05-27 | SHUGAR DANIEL S | Other | 18K | $135.60 |
| 2026-05-27 | SHUGAR DANIEL S | Other | 13K | $136.37 |
| 2026-05-27 | SHUGAR DANIEL S | Other | 2.8K | $137.20 |
| 2026-05-27 | SHUGAR DANIEL S | Other | 1.7K | $129.01 |
| 2026-05-27 | SHUGAR DANIEL S | Other | 2.9K | $130.11 |
| 2026-05-27 | SHUGAR DANIEL S | Other | 2.5K | $131.40 |
| 2026-05-27 | SHUGAR DANIEL S | Other | 4.4K | $132.36 |
| 2026-05-27 | SHUGAR DANIEL S | Other | 6.4K | $134.51 |
| 2026-05-26 | Miller Nicholas Marco | Other | 25K | $130.94 |
| 2026-05-26 | SHUGAR DANIEL S | Option exercise | 55K | $21.00 |
| 2026-05-26 | Miller Nicholas Marco | Other | 13K | $129.04 |
| 2026-05-26 | Miller Nicholas Marco | Other | 22K | $129.84 |
| 2026-05-26 | Miller Nicholas Marco | Other | 3.7K | $131.76 |
| 2026-05-26 | Miller Nicholas Marco | Other | 422 | $132.60 |
| 2026-05-26 | Miller Nicholas Marco | Other | 199 | $134.89 |
| 2026-05-26 | Miller Nicholas Marco | Other | 6.4K | $129.38 |
| 2026-05-26 | BOYNTON CHARLES D | Other | 9.9K | $129.38 |
| 2026-05-26 | Wenger Howard | Sell | 7.7K | $128.91 |
| 2026-05-26 | Wenger Howard | Sell | 23K | $129.66 |
| 2026-05-26 | Wenger Howard | Sell | 22K | $130.78 |
| 2026-05-26 | Wenger Howard | Sell | 7.8K | $131.39 |
| 2026-05-26 | Wenger Howard | Sell | 1.3K | $132.59 |
| 2026-05-26 | Wenger Howard | Other | 9.9K | $129.38 |
| 2026-05-26 | SHUGAR DANIEL S | Sell | 26K | $134.72 |
| 2026-05-26 | SHUGAR DANIEL S | Other | 20K | $129.38 |
| 2026-05-26 | LEDESMA BRUCE | Sell | 3.2K | $134.72 |
| 2026-05-26 | LEDESMA BRUCE | Other | 6.6K | $129.38 |
| 2026-05-26 | Bennett David P | Other | 1.2K | $129.38 |
| 2026-05-22 | Wenger Howard | Other | 10K | $125.81 |
| 2026-05-22 | SHUGAR DANIEL S | Other | 21K | $125.81 |
| 2026-05-22 | Miller Nicholas Marco | Other | 6.5K | $125.81 |
| 2026-05-22 | LEDESMA BRUCE | Other | 6.9K | $125.81 |
| 2026-05-22 | Bennett David P | Other | 2.6K | $125.81 |
| 2026-05-22 | BOYNTON CHARLES D | Other | 34K | $125.81 |
| 2026-05-22 | Miller Nicholas Marco | Option exercise | 63K | $21.00 |
| 2026-05-22 | Wenger Howard | Sell | 9.1K | $121.02 |
| 2026-05-21 | Wenger Howard | Other | 22K | $122.82 |
| 2026-05-21 | Wenger Howard | Other | 3.7K | $124.18 |
| 2026-05-21 | Wenger Howard | Other | 100 | $125.66 |
| 2026-05-21 | SHUGAR DANIEL S | Other | 10K | $120.05 |
| 2026-05-21 | SHUGAR DANIEL S | Other | 18K | $122.03 |
| 2026-05-21 | SHUGAR DANIEL S | Other | 14K | $121.03 |
| 2026-05-21 | SHUGAR DANIEL S | Other | 10K | $122.78 |
| 2026-05-21 | SHUGAR DANIEL S | Other | 1.2K | $123.84 |
| 2026-05-21 | Wenger Howard | Other | 1.3K | $124.89 |
| 2026-05-21 | SHUGAR DANIEL S | Other | 800 | $124.92 |
| 2026-05-21 | Wenger Howard | Other | 16K | $119.99 |
| 2026-05-21 | Wenger Howard | Other | 37K | $121.07 |
| 2026-05-21 | Wenger Howard | Other | 45K | $121.94 |
| 2026-05-20 | Wenger Howard | Option exercise | 124K | $21.00 |
| 2026-05-20 | Wenger Howard | Sell | 16K | $127.32 |
| 2026-05-20 | SHUGAR DANIEL S | Option exercise | 55K | $21.00 |
| 2026-05-20 | Miller Nicholas Marco | Sell | 25K | $127.32 |
| 2026-05-20 | LEDESMA BRUCE | Other | 1.9K | $123.21 |
| 2026-05-20 | LEDESMA BRUCE | Other | 28K | $124.28 |
| 2026-05-20 | LEDESMA BRUCE | Other | 60K | $125.16 |
| 2026-05-20 | LEDESMA BRUCE | Other | 23K | $125.97 |
| 2026-05-20 | LEDESMA BRUCE | Other | 8.7K | $126.92 |
| 2026-05-20 | LEDESMA BRUCE | Other | 811 | $127.86 |
| 2026-05-19 | BOYNTON CHARLES D | Grant | 25K | — |
| 2026-05-19 | Wenger Howard | Grant | 25K | — |
| 2026-05-19 | BOYNTON CHARLES D | Grant | 96K | — |
| 2026-05-19 | Bennett David P | Other | 3.4K | $123.91 |
| 2026-05-19 | Bennett David P | Other | 4.2K | $124.91 |
| 2026-05-19 | Bennett David P | Other | 5.0K | $125.81 |
| 2026-05-19 | Miller Nicholas Marco | Grant | 11K | — |
| 2026-05-19 | Miller Nicholas Marco | Grant | 6.2K | — |
| 2026-05-19 | LEDESMA BRUCE | Grant | 64K | — |
| 2026-05-19 | Bennett David P | Other | 13K | $127.19 |
| 2026-05-19 | Bennett David P | Other | 14K | $128.00 |
| 2026-05-19 | Miller Nicholas Marco | Grant | 62K | — |
| 2026-05-19 | Bennett David P | Other | 7.3K | $128.97 |
| 2026-05-19 | Bennett David P | Other | 3.1K | $130.08 |
| 2026-05-19 | Bennett David P | Other | 2.9K | $130.98 |
| 2026-05-19 | Bennett David P | Other | 2.1K | $131.79 |
| 2026-05-19 | Bennett David P | Grant | 6.2K | — |
| 2026-05-19 | Wenger Howard | Grant | 96K | — |
| 2026-05-19 | Bennett David P | Grant | 8.3K | — |
| 2026-05-19 | LEDESMA BRUCE | Option exercise | 123K | — |
| 2026-05-19 | Bennett David P | Grant | 12K | — |
| 2026-05-19 | SHUGAR DANIEL S | Grant | 50K | — |
| 2026-05-19 | SHUGAR DANIEL S | Grant | 192K | — |
| 2026-05-18 | Bennett David P | Option exercise | 55K | $21.00 |
| 2026-04-28 | Wenger Howard | Other | 41K | $115.82 |
| 2026-04-28 | SHUGAR DANIEL S | Other | 77K | $115.82 |
| 2026-04-28 | Miller Nicholas Marco | Other | 21K | $115.82 |
| 2026-04-28 | LEDESMA BRUCE | Other | 27K | $115.82 |
| 2026-04-28 | Bennett David P | Other | 34K | $115.82 |
| 2026-04-27 | SHUGAR DANIEL S | Other | 74K | $120.32 |
| 2026-04-27 | Miller Nicholas Marco | Other | 20K | $120.32 |
| 2026-04-27 | Wenger Howard | Other | 39K | $120.32 |
| 2026-04-27 | LEDESMA BRUCE | Other | 26K | $120.32 |
| 2026-04-27 | Bennett David P | Other | 33K | $120.32 |
| 2026-04-24 | SHUGAR DANIEL S | Other | 73K | $121.25 |
| 2026-04-24 | LEDESMA BRUCE | Other | 26K | $121.25 |
| 2026-04-24 | Bennett David P | Other | 33K | $121.25 |
| 2026-04-24 | Miller Nicholas Marco | Other | 20K | $121.25 |
| 2026-04-24 | Wenger Howard | Other | 39K | $121.25 |
| 2026-04-22 | Miller Nicholas Marco | Grant | 57K | — |
| 2026-04-22 | LEDESMA BRUCE | Grant | 76K | — |
| 2026-04-22 | SHUGAR DANIEL S | Grant | 214K | — |
| 2026-04-22 | Bennett David P | Grant | 95K | — |
| 2026-04-22 | Wenger Howard | Grant | 114K | — |
| 2026-03-09 | SHUGAR DANIEL S | Sell | 16K | $107.75 |
| 2026-03-09 | SHUGAR DANIEL S | Sell | 3.2K | $100.07 |
| 2026-03-09 | SHUGAR DANIEL S | Sell | 6.7K | $101.25 |
| 2026-03-09 | SHUGAR DANIEL S | Sell | 3.7K | $102.17 |
| 2026-03-09 | SHUGAR DANIEL S | Sell | 4.0K | $103.18 |
| 2026-03-09 | SHUGAR DANIEL S | Sell | 3.2K | $104.76 |
| 2026-03-09 | SHUGAR DANIEL S | Sell | 9.8K | $105.58 |
| 2026-03-09 | SHUGAR DANIEL S | Sell | 11K | $106.45 |
| 2026-03-09 | SHUGAR DANIEL S | Sell | 1.4K | $108.22 |
| 2026-03-06 | SHUGAR DANIEL S | Gift | 221K | — |
| 2026-03-06 | SHUGAR DANIEL S | Gift | 221K | — |
| 2026-03-04 | SHUGAR DANIEL S | Sell | 40K | $101.04 |
| 2026-03-02 | BOYNTON CHARLES D | Sell | 4.5K | $100.45 |
| 2026-01-30 | WATKINS WILLIAM D | Sell | 5.0K | $118.57 |
| 2025-12-11 | Bennett David P | Sell | 34K | $88.08 |
| 2025-12-01 | BOYNTON CHARLES D | Sell | 4.5K | $89.33 |
| 2025-11-18 | WATKINS WILLIAM D | Sell | 10K | $91.85 |
| 2025-11-17 | SHUGAR DANIEL S | Sell | 7.1K | $92.28 |
| 2025-11-17 | SHUGAR DANIEL S | Sell | 41K | $91.10 |
| 2025-09-29 | Wenger Howard | Sell | 5.2K | $75.00 |
| 2025-09-15 | BOYNTON CHARLES D | Sell | 4.5K | $67.21 |
| 2025-09-12 | Bennett David P | Sell | 29K | $67.08 |
| 2025-08-25 | WATKINS WILLIAM D | Gift | 7.7K | — |
| 2025-08-25 | WATKINS WILLIAM D | Gift | 7.7K | — |
| 2025-08-19 | Thomas Brandi Elizabeth | Grant | 3.7K | — |
| 2025-08-19 | GULDNER JEFFREY B. | Grant | 3.7K | — |
| 2025-08-19 | Wenger Howard | Sell | 5.7K | $70.00 |
| 2025-08-19 | Menezes Mark | Grant | 3.7K | — |
| 2025-08-19 | SHIH WILLY C | Grant | 3.7K | — |
| 2025-08-19 | Karuturi Monica | Grant | 3.7K | — |
| 2025-08-19 | Blunden Julia | Grant | 3.7K | — |
| 2025-08-19 | WATKINS WILLIAM D | Grant | 4.7K | — |
| 2025-08-18 | SHUGAR DANIEL S | Gift | 88K | — |
| 2025-08-18 | SHUGAR DANIEL S | Gift | 88K | — |
| 2025-08-08 | LEDESMA BRUCE | Sell | 7.0K | $56.24 |
| 2025-08-05 | WATKINS WILLIAM D | Sell | 10K | $56.79 |
| 2025-07-03 | Wenger Howard | Sell | 5.2K | $65.00 |
| 2025-07-01 | Miller Nicholas Marco | Sell | 946 | $54.27 |
| 2025-06-25 | Miller Nicholas Marco | Sell | 5.6K | $57.32 |
| 2025-06-23 | LEDESMA BRUCE | Other | 8.3K | $57.24 |
| 2025-06-23 | Miller Nicholas Marco | Other | 5.8K | $57.24 |
| 2025-06-23 | Miller Nicholas Marco | Other | 5.2K | $57.38 |
| 2025-06-23 | Bennett David P | Other | 10K | $57.24 |
| 2025-06-23 | Wenger Howard | Other | 12K | $57.24 |
| 2025-06-23 | SHUGAR DANIEL S | Other | 22K | $57.24 |
| 2025-06-21 | LEDESMA BRUCE | Option exercise | 15K | — |
| 2025-06-21 | SHUGAR DANIEL S | Option exercise | 43K | — |
| 2025-06-21 | Bennett David P | Option exercise | 19K | — |
| 2025-06-21 | Miller Nicholas Marco | Option exercise | 11K | — |
| 2025-06-21 | Wenger Howard | Option exercise | 23K | — |
| 2025-06-17 | Menezes Mark | Grant | 419 | $60.75 |
| 2025-06-17 | Karuturi Monica | Grant | 419 | $60.75 |
| 2025-06-12 | Miller Nicholas Marco | Sell | 22K | $59.89 |
| 2025-06-12 | Miller Nicholas Marco | Sell | 48K | $59.54 |
| 2025-06-12 | SHUGAR DANIEL S | Gift | 153K | — |
| 2025-06-12 | SHUGAR DANIEL S | Gift | 153K | — |
| 2025-05-29 | LEDESMA BRUCE | Sell | 84K | $55.71 |
| 2025-05-28 | LEDESMA BRUCE | Other | 67K | $55.35 |
| 2025-05-28 | Wenger Howard | Other | 67K | $55.35 |
| 2025-05-28 | SHUGAR DANIEL S | Other | 109K | $55.35 |
| 2025-05-28 | Miller Nicholas Marco | Other | 36K | $55.35 |
| 2025-05-28 | Bennett David P | Other | 32K | $55.35 |
| 2025-05-23 | SHUGAR DANIEL S | Grant | 127K | — |
| 2025-05-23 | BOYNTON CHARLES D | Grant | 64K | — |
| 2025-05-23 | BOYNTON CHARLES D | Grant | 62K | — |
| 2025-05-23 | Bennett David P | Grant | 8.0K | — |
| 2025-05-23 | Bennett David P | Grant | 16K | — |
| 2025-05-23 | Bennett David P | Option exercise | 71K | — |
| 2025-05-23 | Wenger Howard | Grant | 64K | — |
| 2025-05-23 | Wenger Howard | Grant | 64K | — |
| 2025-05-23 | Wenger Howard | Option exercise | 151K | — |
| 2025-05-23 | SHUGAR DANIEL S | Grant | 128K | — |
| 2025-05-23 | SHUGAR DANIEL S | Option exercise | 244K | — |
| 2025-05-23 | Miller Nicholas Marco | Grant | 42K | — |
| 2025-05-23 | Miller Nicholas Marco | Grant | 40K | — |
| 2025-05-23 | Miller Nicholas Marco | Option exercise | 81K | — |
| 2025-05-23 | LEDESMA BRUCE | Grant | 43K | — |
| 2025-05-23 | LEDESMA BRUCE | Grant | 42K | — |
| 2025-05-23 | LEDESMA BRUCE | Option exercise | 151K | — |
| 2025-05-23 | LEDESMA BRUCE | Sell | 3.0K | $55.95 |
| 2025-05-22 | Bennett David P | Other | 2.8K | $53.37 |
| 2025-05-22 | BOYNTON CHARLES D | Other | 39K | $53.37 |
| 2025-05-22 | Miller Nicholas Marco | Other | 6.9K | $53.37 |
| 2025-05-22 | LEDESMA BRUCE | Other | 7.4K | $53.37 |
| 2025-05-22 | SHUGAR DANIEL S | Other | 22K | $53.37 |
| 2025-05-22 | Wenger Howard | Other | 11K | $53.37 |
| 2025-05-16 | LEDESMA BRUCE | Sell | 27K | $60.17 |
| 2025-05-15 | Wenger Howard | Sell | 5.7K | $60.00 |
| 2025-05-13 | Bennett David P | Sell | 9.8K | $55.00 |
| 2025-05-13 | Wenger Howard | Sell | 6.1K | $55.00 |
| 2025-04-25 | SHUGAR DANIEL S | Gift | 30K | — |
| 2025-04-25 | SHUGAR DANIEL S | Gift | 30K | — |
| 2025-04-02 | Bennett David P | Other | 5.6K | $43.09 |
| 2025-04-02 | SHUGAR DANIEL S | Other | 27K | $43.09 |
| 2025-04-02 | Wenger Howard | Other | 17K | $43.09 |
| 2025-04-02 | Miller Nicholas Marco | Other | 6.5K | $43.09 |
| 2025-04-02 | LEDESMA BRUCE | Other | 17K | $43.09 |
| 2025-04-01 | LEDESMA BRUCE | Option exercise | 33K | — |
| 2025-04-01 | SHUGAR DANIEL S | Option exercise | 53K | — |
| 2025-04-01 | Bennett David P | Option exercise | 15K | — |
| 2025-04-01 | Miller Nicholas Marco | Option exercise | 18K | — |
| 2025-04-01 | Wenger Howard | Option exercise | 33K | — |
| 2025-02-10 | LEDESMA BRUCE | Sell | 9.9K | $46.05 |
| 2025-01-29 | Bennett David P | Sell | 9.8K | $49.90 |
| 2025-01-16 | Wenger Howard | Sell | 6.1K | $45.00 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-22 | 3.02Reg FDExhibits | filing ↗ |
| 2026-05-28 | 3.02Reg FDExhibits | filing ↗ |
| 2026-05-12 | ResultsExec/director changeExhibits | filing ↗ |
| 2026-04-29 | Exec/director change | filing ↗ |
| 2026-01-27 | ResultsOtherExhibits | filing ↗ |
| 2025-11-12 | 5.03Reg FDExhibits | filing ↗ |
| 2025-10-23 | ResultsExhibits | filing ↗ |
| 2025-09-08 | Material agreement1.02Debt obligationExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-22 | 2026-06-21 | 0001852131-26-000026 ↗ |
| 8-K | 2026-05-28 | 2026-05-28 | 0001852131-26-000020 ↗ |
| 10-K | 2026-05-19 | 2026-03-31 | 0001852131-26-000017 ↗ |
| 8-K | 2026-05-12 | 2026-05-10 | 0001852131-26-000014 ↗ |
| 8-K | 2026-04-29 | 2026-04-23 | 0001852131-26-000009 ↗ |
| 10-Q | 2026-01-30 | 2025-12-31 | 0001852131-26-000006 ↗ |
| 8-K | 2026-01-27 | 2026-01-27 | 0001852131-26-000003 ↗ |
| 8-K | 2025-11-12 | 2025-11-12 | 0001852131-25-000069 ↗ |
| 10-Q | 2025-10-30 | 2025-09-26 | 0001852131-25-000064 ↗ |
| 8-K | 2025-10-23 | 2025-10-23 | 0001852131-25-000061 ↗ |
| 8-K | 2025-09-08 | 2025-09-08 | 0001852131-25-000057 ↗ |
| 8-K | 2025-08-18 | 2025-08-18 | 0001852131-25-000053 ↗ |