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Just reported
Q3 2026 results
From First Solar's results release of 2026年10月29日; its quarterly report has since been filed.
Revenue
Actual
$1.23B
-23% y/y
+17% q/qGuided
—
No guide given
EPS, GAAP
Actual
$5.30
+25% y/y
+35% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$546.1M
+17% y/y
+21% q/qGuided
—
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.
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 themes it is part of
Highest-graded in Solar
Graded A or B and worth $2B or more: A first, then the largest.
All 21 graded companies in its industryGrade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Sales of CdTe solar modules100%
売上構成比はnine months ended September 30, 2026の推計であり、提出された報告書の数字ではありません。
競合
- 601012LONGi Green Energy Technology Co., Ltd.
何を売っているか3
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.
誰が買っているか5
- 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.
さらに2件を表示
- 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).
何に支えられ、何に崩されうるか
事業が頼っているもの
- 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).
うまくいかなくなる可能性
- 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.
First Solar, Inc.について
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.
- 本社
- Tempe, Arizona
- 設立
- 1999
- 従業員数
- Approximately 7,900 (December 31, 2025, high)
- 上場市場
- NASDAQ
- 決算期
- December 31
First Solar, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。