Latest news with #XTR
Yahoo
09-06-2025
- Automotive
- Yahoo
Go Full XTR with Updated PD-M9200 Pedals and XTR-Inspired Shoes
Along with the much-anticipated and exciting news of the new XTR Di2 wireless components, Shimano is also releasing an updated version of its top-tier cross-country and gravel pedal, the XTR PD-M9200. Shimano is also debuting a special edition of its flagship S-Phyre XC903 that is offered in an exclusive XTR-inspired silver colorway. These new shoes give XTR aficionados the ability to truly go full XTR. Unlike the all-new XTR drivetrain components, the updates to the pedals appear to be relatively subtle, more of a refinement than an overhaul. In fact, they look nearly identical to the existing M9100 pedals, although some minor changes to the shape of the pedal body distinguish the two models from each other. The main giveaway is that the outboard end of the axle is flat on the new version, versus the sculpted look of the previous. Dual-Sided SPD Lower platform height for pedaling stability Step in and out consistency Open binding design for mud shedding Adjustable spring release tension for personal adjustment Weight: 314 grams (pair) Best Paired with SHIMANO XC903 MTB Race Shoe or RX801 Gravel Race Shoe MSRP: $220 USD Of course, the new M9200 pedals are built around Shimano's long-standing SPD system. For 35 years and counting, SPD has set the benchmark for clipless pedals with its incredibly consistent performance, and it continues to impress. Like its predecessor, the new XTR pedals have a very minimal, sculpted pedal body with a slim profile and open binding design. The portions of the pedal body surrounding the axle on both sides of the binding mechanism provide a small platform to interface with the pontoons/tread lugs of stiff-soled shoes for lateral stability. With a stout chrome-molly spindle and sealed cup and cone bearings, the new pedals should provide the same legendary durability and low-maintenance that Shimano pedals are known for. The PD-M9200 is offered in a standard axle length or a -3 mm short axle version for those seeking to narrow their Q-factor/stance width. With a claimed weight of 314 grams for the pair, the new version weighs the same as its predecessor. With a retail price of $220, the cost of the XTR M9200 pedals has gone up compared to its predecessor, the M9100, at $180. That said, fans of the current version might be happy to know that the M9100 can now be found at discounted prices. To celebrate the launch of the new XTR components, Shimano is offering its top-of-the-line S-Phyre XC903 XC, gravel, and CX race shoes in a special edition colorway. With a shimmery silver upper, these look to combine the race-winning performance of the Shimano XC9 shoes with a color honoring the legacy of Shimano's top-level mountain bike components. Weight: 307g (size 43) Color: Silver Stiffness: 11 Standard Sizes: 36-48, half sizes available 39.5-46.5 Wide Sizes: 38-48, half sizes available 39.5-46.5 MSRP: $450 USD, €419.95 EUR, $649.95 AUD 'We created the S-PHYRE XC903S to celebrate the latest generation of XTR and provide riders with a shoe that reflects the premium craftsmanship and performance of our flagship mountain bike components,' said Jessie Gascon, SHIMANO Soft Goods Product Manager. 'This limited-edition model embodies the highest standards of racing technology and showcases the style and power of XTR.' Beyond the XTR-inspired color and metal BOA dials, the S-Phyre XC903S shoes are essentially identical to the current XC903 off-road shoes. And we think that's a good thing, given that they are among the best racing shoes on the market. The new XTR PD-M9200 pedals and special edition S-Phyre XC903S shoes, as well as the new XTR component group, are available now on Shimano's website. You can also find all of the new XTR goodies at Shimano's online and brick-and-mortar retail partners soon. The post Go Full XTR with Updated PD-M9200 Pedals and XTR-Inspired Shoes appeared first on Bikerumor.
Yahoo
04-06-2025
- Business
- Yahoo
NXT Q1 Earnings Call: Missed Revenue Expectations, Expanding Product Portfolio, and Margin Outlook
Solar tracker company Nextracker (NASDAQ:NXT) fell short of the market's revenue expectations in Q1 CY2025, but sales rose 25.5% year on year to $924.3 million. Its non-GAAP EPS of $1.29 per share was 32% above analysts' consensus estimates. Is now the time to buy NXT? Find out in our full research report (it's free). Revenue: $924.3 million (25.5% year-on-year growth) Adjusted EPS: $1.29 vs analyst estimates of $0.98 (32% beat) Adjusted Operating Income: $162.8 million vs analyst estimates of $175 million (17.6% margin, 7% miss) Adjusted EPS guidance for the upcoming financial year 2026 is $3.84 at the midpoint, missing analyst estimates by 1.5% EBITDA guidance for the upcoming financial year 2026 is $737.5 million at the midpoint, below analyst estimates of $762.6 million Adjusted EBITDA Margin: 18.1% Backlog: $4.92 billion at quarter end, up 23% year on year Market Capitalization: $8.48 billion Nextracker's first quarter results were shaped by continued demand for utility-scale solar trackers and expanded international activity, which management said drove a sequential increase in backlog and bookings. CEO Dan Shugar emphasized the company's efforts to strengthen its market leadership, highlighting recent wins in regions such as Europe, Latin America, and Australia. President Howard Wenger pointed to the successful uptake of new products like the Hail Pro series and strong customer demand for fully domestic content in the U.S., supported by a flexible supply chain. Management also noted stable pricing and project execution, with the backlog providing enhanced visibility into near-term revenue streams. Looking ahead, Nextracker's guidance reflects increased investment in research and development, expansion into adjacent technologies, and ongoing policy uncertainty in the U.S. solar market. CEO Dan Shugar described a strategic move toward becoming a broader solar technology platform provider, with recent acquisitions such as Bentek Corporation expected to contribute to future growth. CFO Chuck Boynton cautioned that higher operating expenses and capital expenditures would impact margins, stating, 'We're leaning in on growth and investing in OpEx and CapEx to drive multi-year expansion.' Management acknowledged risks related to evolving U.S. policy, tariffs, and global project mix but pointed to a strong contracted backlog as a buffer for the coming year. Management attributed Q1 performance to a combination of robust international sales, the steady ramp of new product offerings, and the expansion of its order backlog. The quarter also saw the company continue its shift towards a comprehensive solar technology platform. International expansion momentum: Management highlighted that contracts were signed in 17 different countries during the quarter, including growth in less-discussed markets such as Saudi Arabia, Greece, Peru, Chile, and Bulgaria. Europe, especially Spain, saw record deliveries, attributed to the success of the XTR terrain-following tracker tailored for regional conditions. Domestic content demand: In the U.S., Nextracker observed rising demand for tracker systems with 100% domestic content, a trend tied to policy incentives and customer requirements. The company's flexible supply chain, with 90 manufacturing sites across 19 countries, allowed it to meet these needs and secure long-term customer relationships. New product adoption: The Hail Pro series and TrueCapture yield management platform gained strong traction, with over nine gigawatts of Hail Pro trackers sold and significant sales of the XTR series. These products address insurance and system performance requirements, which management claims are increasingly important for customers. Order backlog growth: The order backlog increased sequentially, with management reporting 'record bookings and backlog' and continued book-to-bill ratios above one. This backlog, encompassing both domestic and international projects, was described as providing visibility and reducing revenue uncertainty. Strategic acquisitions: The acquisition of Bentek Corporation and two specialty foundation companies marked a shift toward a solar power technology platform. Management stated that integrating tracker and electrical balance-of-system (eBOS) offerings would simplify procurement for customers and create new revenue streams beyond the traditional tracker business. Nextracker's outlook is shaped by ongoing investments in product development, expansion into new business lines, and uncertainties related to policy and market conditions. Platform expansion strategy: Management is prioritizing investment in adjacent technologies, such as electrical balance-of-system solutions, with the expectation that these new offerings will drive a significant portion of future revenue. CEO Dan Shugar stated that in five years, one-third of revenue could come from non-tracker sources. Margin headwinds from investment: CFO Chuck Boynton outlined that higher operating and capital expenditures—particularly to scale recent acquisitions and develop new products—will weigh on EBITDA margins in the near term. The company expects structural gross margins to remain in the low-30% range, but operating margins will be influenced by both investments and geographic revenue mix. Policy and market risks: Management identified evolving U.S. policy, including tax credit provisions and tariffs, as risk factors for future results. They noted that much of the coming year's business is already contracted, which limits near-term downside but leaves future periods exposed to potential regulatory shifts. In the coming quarters, the StockStory team will monitor (1) the pace of integration and revenue contribution from recent acquisitions such as Bentek, (2) signs of sustained demand for new product offerings like TrueCapture and Hail Pro, and (3) regulatory developments affecting domestic content requirements and tax credit incentives in the U.S. The durability of margins amid international expansion and investment will also be closely tracked. Nextracker currently trades at a forward P/E ratio of 14.9×. Is the company at an inflection point that warrants a buy or sell? See for yourself in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-05-2025
- Business
- Yahoo
Why Nextracker (NXT) Stock Is Up Today
Shares of solar tracker company Nextracker (NASDAQ:NXT) jumped 12.9% in the morning session after the company reported impressive first quarter 2025 (fiscal fourth quarter) results which blew past analysts' revenue, EPS, and EBITDA expectations. In addition, its full-year revenue guidance outperformed Wall Street's estimates. Sales grew 26% year-over-year, driven by booming demand for its Hail Pro and XTR solar trackers. On the other hand, its full-year EPS and EBITDA guidance fell short. Overall, this print was mixed but still had some key positives. Is now the time to buy Nextracker? Access our full analysis report here, it's free. Nextracker's shares are extremely volatile and have had 35 moves greater than 5% over the last year. But moves this big are rare even for Nextracker and indicate this news significantly impacted the market's perception of the business. The previous big move we wrote about was 23 days ago when the stock gained 5.4% as investor sentiment improved on renewed optimism that the US-China trade conflict might be nearing a resolution. According to reports, Treasury Secretary Scott Bessent reinforced this positive outlook by describing the trade war as "unsustainable," and emphasized that a potential agreement between the two economic powers "was possible." His comments signaled to markets that both sides might be motivated to seek common ground, raising expectations for reduced tariffs and more stability across markets. Nextracker is up 56.2% since the beginning of the year, and at $61.70 per share, has set a new 52-week high. Investors who bought $1,000 worth of Nextracker's shares at the IPO in February 2023 would now be looking at an investment worth $2,026. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
South China Morning Post
07-03-2025
- Entertainment
- South China Morning Post
Meet Natasha Lyonne's filmmaker boyfriend, Bryn Mooser: the Emmy winner, Oscar nominee and humanitarian who has been dating the star of Orange is the New Black and Big Mouth since 2023
Russian Doll star Natasha Lyonne knows a thing or two about showing off her style … and her man. The multi-Emmy-nominated actress recently attended the 2025 Independent Spirit Awards with her filmmaker boyfriend Bryn Mooser, Lyonne sporting a stunning dress by Rochas, per Harper's Bazaar. The couple made sure to put on a loved-up display for the cameras. Days before that, the Orange is the New Black actress, 45, was with her beau at the SNL 50: The Anniversary Special after-party in New York, wearing a white satin floor-length gown with a black lace bodice. Mooser complemented her look in a classic black tux with a white shirt. Natasha Lyonne and Bryn Mooser at Chanel's 2025 pre-Oscar Awards dinner in Los Angeles. Photo: AP Advertisement More recently, Lyonne, who is also known for the TV shows Big Mouth and Poker Face pitched up with Mooser at the Chanel and Charles Finch annual Pre-Oscar Awards Dinner at The Beverly Hills Hotel's Polo Lounge in Los Angeles, both wearing chic all-black ensembles. 'I think I will take a boyfriend picture, thank you so much,' she told photographers before reaching for Mooser's hand to pose. But when Regé-Jean Page, star of Shonda Rhimes' Regency-era show Bridgerton entered the frame, she casually quipped, 'They're both my boyfriends.' So who is Bryn Mooser, who once made Esquire's Americans of the Year list for his philanthropy? He's a Hollywood executive Natasha Lyonne and Bryn Mooser at the SNL50: The Homecoming Concert in February. Photo: AFP Mooser, 45, is an award-winning director and producer, best known for co-founding Ryot, a documentary-oriented media company that also works with virtual and augmented reality, per his IMDb page. After selling the company to Verizon in 2016, he briefly served as a senior vice-president for the new firm before moving on to launch another film and TV studio, XTR, in 2019. According to The Hollywood Reporter, XTR focuses on non-fiction content. In 2020, Mooser became CEO of Documentary+ and last year he founded LA-based production company Asteria Film, per his LinkedIn page. Mooser won an Emmy and earned an Oscar nomination for producing the 2015 documentary Body Team 12; and in 2019 he received another Oscar nod for documentary Lifeboat (2018). He's a humanitarian
