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Just reported
Q3 2026 results
From First Solar's results release of 29 de outubro de 2026; its quarterly report has since been filed.
Revenue
Actual
US$ 1,23B
-23% y/y
+17% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$ 5,30
+25% y/y
+35% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$ 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 theme 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 $2B or more: largest first.
LRCXLAM Research Corporation22 de out. de 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 de out. de 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 de out. de 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 de out. de 2026BAGraded B, now A
UIUbiquiti Inc.6 de nov. de 2026BAGraded B, now A
Como ganha dinheiro
- Sales of CdTe solar modules100%
As participações na receita são estimativas para nine months ended September 30, 2026, não números de um relatório oficial.
Concorre com
- JKSJinkoSolar Holding Co., Ltd.F
- Tamanho
- US$ 492,7M
- Margem
- -5,1%
- CSIQCanadian Solar Inc.F
- Tamanho
- US$ 668,6M
- Margem
- -3,7%
- 601012LONGi Green Energy Technology Co., Ltd.
O que 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.
Quem 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.
Mostrar mais 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).
Em que se apoia e o que pode quebrá-lo
Do que o negócio depende
- 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).
O que pode dar errado
- 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.
Demonstrações financeiras completas →
Sobre a 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
- Fundada em
- 1999
- Funcionários
- Approximately 7,900 (December 31, 2025, high)
- Listada em
- NASDAQ
- Fim do exercício
- December 31
Construído a partir dos próprios documentos de First Solar, Inc. entregues à Comissão de Valores Mobiliários dos EUA (SEC). Os números são os divulgados, com o histórico por ação recalculado para a base de ações de hoje. Isto descreve um negócio — não é recomendação de investimento nem sugestão de compra ou venda.