Azioni First Solar, Inc. (FSLR) — è una buona azienda?

Azioni First Solar, Inc. (FSLR) — è una buona azienda? — InspectStocks

Just reported

Q3 2026 results

From First Solar's results release of 29 ottobre 2026; its quarterly report has since been filed.

Revenue
Actual
1,23B USD
-23% y/y
+17% q/q
Guided
—
No guide given
EPS, GAAP
Actual
5,30 USD
+25% y/y
+35% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
546,1M USD
+17% y/y
+21% q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

Come guadagna

Sales of CdTe solar modules100%

Le quote di ricavo sono stime per nine months ended September 30, 2026, non cifre tratte da un documento depositato.

Compete con

JKSJinkoSolar Holding Co., Ltd.
F
Dimensione
492,7M USD
Margine
-5,1%
CSIQCanadian Solar Inc.
F
Dimensione
668,6M USD
Margine
-3,7%
601012LONGi Green Energy Technology Co., Ltd.

Che cosa vende3

Series 6 Plus
A glass solar panel that uses thin layers of CdTe to generate electricity from sunlight.
Series 7
A larger glass solar panel with a steel back rail designed to make installation faster.
Module collection and recycling
A service that collects eligible First Solar panels at the end of their use and recovers materials for reuse.

Chi lo compra5

Solar project developers and independent power producers that buy modules for projects they build or own.
Utilities that buy modules for solar power plants.
Commercial and industrial companies that buy modules for their electricity projects.

Mostra altri 2

System owners and operators that buy modules for large solar installations.
Silicon Ranch Corporation and NextEra Energy, both of which accounted for at least 10% of module-business net sales (2025, high).

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

1The business depends on supplies of tellurium and other materials used in CdTe modules; some key materials and components come from a limited number of suppliers.
2United States sales made up 95.7% of geographic net sales (2025, high), making demand and trade rules in that market important to the business.
3Federal and state incentives, tax-credit rules, and tariffs can affect the cost of solar projects and the demand and prices for First Solar modules.
4Two customers, Silicon Ranch Corporation and NextEra Energy, each accounted for at least 10% of module-business net sales (2025, high).

Che cosa potrebbe andare storto

1Crystalline-silicon manufacturers compete intensely on price, and excess global panel supply can push selling prices down.
2Changes to tax incentives, domestic-content rules, and tariffs can alter customer demand and the cost or eligibility of modules made across First Solar’s manufacturing network.
3Manufacturing issues affecting some Series 7 modules have caused premature power loss and increased warranty claims, potentially bringing further costs and customer concerns.

Bilanci completi →

Informazioni su First Solar, Inc.

First Solar makes solar panels using cadmium telluride (CdTe), a thin-film material that turns sunlight into electricity. It sells mainly to project developers, utilities, and other buyers of large solar power systems, with most sales in the United States. It also offers recycling for its panels at the end of their useful life.

Sede: Tempe, Arizona
Fondata nel: 1999
Dipendenti: Approximately 7,900 (December 31, 2025, high)
Quotata su: NASDAQ
Chiusura dell'esercizio: December 31

Costruito dai documenti depositati da First Solar, Inc. presso la Securities and Exchange Commission (SEC), l’autorità di vigilanza statunitense. Le cifre sono quelle dichiarate, con lo storico per azione ricalcolato sulla base azionaria di oggi. Questo descrive un’azienda: non è consulenza finanziaria né una raccomandazione di acquisto o vendita.

Just reported

Q3 2026 results

From First Solar's results release of 29 ottobre 2026; its quarterly report has since been filed.

Revenue
Actual
1,23B USD
-23% y/y
+17% q/q
Guided
—
No guide given
EPS, GAAP
Actual
5,30 USD
+25% y/y
+35% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
546,1M USD
+17% y/y
+21% q/q
Guided
—
No guide given

The full earnings report →

Keep exploring

The themes First Solar is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Solar

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

Come guadagna

Sales of CdTe solar modules100%

Le quote di ricavo sono stime per nine months ended September 30, 2026, non cifre tratte da un documento depositato.

Compete con

JKSJinkoSolar Holding Co., Ltd.
F
Dimensione
492,7M USD
Margine
-5,1%
CSIQCanadian Solar Inc.
F
Dimensione
668,6M USD
Margine
-3,7%
601012LONGi Green Energy Technology Co., Ltd.

Che cosa vende3

Series 6 Plus
A glass solar panel that uses thin layers of CdTe to generate electricity from sunlight.
Series 7
A larger glass solar panel with a steel back rail designed to make installation faster.
Module collection and recycling
A service that collects eligible First Solar panels at the end of their use and recovers materials for reuse.

Chi lo compra5

Solar project developers and independent power producers that buy modules for projects they build or own.
Utilities that buy modules for solar power plants.
Commercial and industrial companies that buy modules for their electricity projects.

Mostra altri 2

System owners and operators that buy modules for large solar installations.
Silicon Ranch Corporation and NextEra Energy, both of which accounted for at least 10% of module-business net sales (2025, high).

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

1The business depends on supplies of tellurium and other materials used in CdTe modules; some key materials and components come from a limited number of suppliers.
2United States sales made up 95.7% of geographic net sales (2025, high), making demand and trade rules in that market important to the business.
3Federal and state incentives, tax-credit rules, and tariffs can affect the cost of solar projects and the demand and prices for First Solar modules.
4Two customers, Silicon Ranch Corporation and NextEra Energy, each accounted for at least 10% of module-business net sales (2025, high).

Che cosa potrebbe andare storto

1Crystalline-silicon manufacturers compete intensely on price, and excess global panel supply can push selling prices down.
2Changes to tax incentives, domestic-content rules, and tariffs can alter customer demand and the cost or eligibility of modules made across First Solar’s manufacturing network.
3Manufacturing issues affecting some Series 7 modules have caused premature power loss and increased warranty claims, potentially bringing further costs and customer concerns.

Bilanci completi →

Informazioni su First Solar, Inc.

Sede: Tempe, Arizona
Fondata nel: 1999
Dipendenti: Approximately 7,900 (December 31, 2025, high)
Quotata su: NASDAQ
Chiusura dell'esercizio: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Come guadagna

Compete con

Che cosa vende3

Chi lo compra5

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su First Solar, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The theme it is part of

Highest-graded in Solar

Grade rose recently in Technology

Come guadagna

Compete con

Che cosa vende3

Chi lo compra5

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su First Solar, Inc.

First Solar, Inc.

Keep exploring

The theme it is part of

Highest-graded in Solar

Grade rose recently in Technology

Solar & clean energy

Crescita e cassa — 3 su 5

Andamento dell'attività

Prezzo dell’azione e voto nel tempo

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Come guadagna

Compete con

Che cosa vende3

Chi lo compra5

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su First Solar, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The theme it is part of

Highest-graded in Solar

Grade rose recently in Technology

Come guadagna

Compete con

Che cosa vende3

Chi lo compra5

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su First Solar, Inc.

First Solar, Inc.

Andamento passato

Keep exploring

The theme it is part of

Highest-graded in Solar

Grade rose recently in Technology

Solar & clean energy

Crescita e cassa — 3 su 5

Andamento dell'attività

Prezzo dell’azione e voto nel tempo