FSLR · Technology

FIRST SOLAR, INC.

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-08-08

Trade Policy and TariffsImportance 53 · Surprise 60
The Trump Administration imposed new Section 232 import restrictions on polysilicon and its derivatives, including products made in China, to reduce China’s control of a critical solar supply chain. Third-party reports…
Guidance and OutlookImportance 46 · Surprise 42
First Solar reaffirmed its 2026 sales and volume guidance following the new U.S. tariffs on polysilicon-based products. The tariff action could provide upside to the company’s existing 2026 projections by widening the…

Market Demand TrendsImportance 56 · Surprise 24
First Solar has a contracted sales backlog of approximately 45 GW extending through 2030, supporting visibility into future module demand. A third-party analysis nevertheless characterized booking trends as slowing and…
Revenue Performance and MixImportance 54 · Surprise 14
First Solar reported second-quarter 2026 revenue of approximately $1.06 billion, representing a slight year-over-year decline. Second-quarter earnings reached $3.92 per share and exceeded analyst expectations. The…
Guidance and OutlookImportance 46 · Surprise 42
First Solar reaffirmed its 2026 sales and volume guidance following the new U.S. tariffs on polysilicon-based products. The tariff action could provide upside to the company’s existing 2026 projections by widening the…
Gross Margin DriversImportance 40 · Surprise 42
First Solar’s gross margin was described as surging because of tariff benefits and tax-credit-supported module sales. New U.S. tariffs on polysilicon-based products are expected to widen the cost advantage of First…

Revenue Performance and MixImportance 54 · Surprise 14
First Solar reported second-quarter 2026 revenue of approximately $1.06 billion, representing a slight year-over-year decline. Second-quarter earnings reached $3.92 per share and exceeded analyst expectations. The…
Trade Policy and TariffsImportance 53 · Surprise 60
The Trump Administration imposed new Section 232 import restrictions on polysilicon and its derivatives, including products made in China, to reduce China’s control of a critical solar supply chain. Third-party reports…
Securities Fraud LitigationImportance 34 · Surprise 42
Multiple law firms reported a federal securities class action against First Solar and certain officers covering investors who purchased securities from February 26, 2025 through February 24, 2026. The allegations…
Products and TechnologyImportance 31 · Surprise 42
First Solar’s proprietary cadmium telluride (CdTe) thin-film modules are positioned to gain a competitive advantage over polysilicon-based products. New U.S. tariffs on polysilicon-based solar products were reported to…

Revenue Performance and MixImportance 54 · Surprise 14
First Solar reported second-quarter 2026 revenue of approximately $1.06 billion, representing a slight year-over-year decline. Second-quarter earnings reached $3.92 per share and exceeded analyst expectations. The…
Guidance and OutlookImportance 46 · Surprise 42
First Solar reaffirmed its 2026 sales and volume guidance following the new U.S. tariffs on polysilicon-based products. The tariff action could provide upside to the company’s existing 2026 projections by widening the…
Securities Fraud LitigationImportance 34 · Surprise 42
Multiple law firms reported a federal securities class action against First Solar and certain officers covering investors who purchased securities from February 26, 2025 through February 24, 2026. The allegations…

Market Demand TrendsImportance 56 · Surprise 24
First Solar has a contracted sales backlog of approximately 45 GW extending through 2030, supporting visibility into future module demand. A third-party analysis nevertheless characterized booking trends as slowing and…
Revenue Performance and MixImportance 54 · Surprise 14
First Solar reported second-quarter 2026 revenue of approximately $1.06 billion, representing a slight year-over-year decline. Second-quarter earnings reached $3.92 per share and exceeded analyst expectations. The…
Manufacturing and CapacityImportance 46 · Surprise 42
Third-party reports linked First Solar’s international production facilities in Malaysia and Vietnam to underutilization amid tariff-related operating changes. The reports also described challenges associated with…
Securities Fraud LitigationImportance 34 · Surprise 42
Multiple law firms reported a federal securities class action against First Solar and certain officers covering investors who purchased securities from February 26, 2025 through February 24, 2026. The allegations…
Products and TechnologyImportance 31 · Surprise 42
First Solar’s proprietary cadmium telluride (CdTe) thin-film modules are positioned to gain a competitive advantage over polysilicon-based products. New U.S. tariffs on polysilicon-based solar products were reported to…