First Solar (FSLR 5.29%), a U.S.-based leader in advanced solar module manufacturing, announced quarterly results for the second quarter of 2025 on July 31, 2025. The company posted GAAP revenue of $1.10 billion, noticeably surpassing analyst GAAP estimates of $1.04 billion, and reported earnings per share (GAAP) of $3.18, also topping the expected $2.66 (GAAP). The quarter showed revenue growth, as GAAP net sales increased to $1.1 billion from the prior quarter. and a substantial beat on profit (GAAP net i ...

Key Takeaways FSLR posted Q2 EPS of $3.18, beating estimates but down 2.2% year over year due to higher operating costs.Q2 sales rose 8.6% to $1.10 billion, surpassing expectations by 6.6%.FSLR raised 2025 revenue and shipment guidance while narrowing its EPS and profit forecast ranges.First Solar, Inc. ((FSLR) reported second-quarter 2025 earnings of $3.18 per share, which were down 2.2% from the prior-year quarter’s figure of $3.25. The bottom line, however, surpassed the Zacks Consensus Estimate of $2.68 ...

First Solar (FSLR) Q2 2025 Earnings Call July 31, 2025 04:30 PM ET Company ParticipantsByron Jeffers - VP - Finance, Treasury & IRMark Widmar - CEOAlex Bradley - CFOBrian Lee - Vice PresidentMark Strouse - Executive DirectorMoses Sutton - Managing DirectorConference Call ParticipantsPraneeth Satish - AnalystPhilip Shen - MD & Senior Research AnalystJulien Dumoulin-Smith - II-Ranked & 'Hall of Fame' Research Analyst covering Power, Utilities & Clean EnergyOperatorGood afternoon, and welcome to First Solar's ...

First Solar (FSLR) Q2 2025 Earnings Call July 31, 2025 04:30 PM ET Speaker0Good afternoon, and welcome to First Solar's Second Quarter twenty twenty five Earnings Call. Today's call is being webcast live on the Investors section of First Solar's website at investor.firstsolar.com. All participants are in a listen only mode. And please note that today's call is being recorded. I would now like to turn the conference over to your host, Byron Jeffers, Head of Investor Relations.Please go ahead, sir.Speaker1Goo ...

First Solar Q2'25 Earnings Call July 31, 2025 | Important Information Cautionary Note Regarding Forward Looking Statements This presentation contains forward-looking statements which are made pursuant to safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements in this presentation, other than statements of historical fact, are forward-looking statements. These forward-looking statements include, but are not limited to, statements concerning: demand for solar technology ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-33156 First Solar, Inc. (Exact name of registrant as specified in its charter) Delaware 20-4623678 (State or other jurisdiction ...

EXHIBIT 99.1 News Release First Solar, Inc. Announces Second Quarter 2025 Financial Results and Updates Guidance TEMPE, Arizona, July 31, 2025 – First Solar, Inc. (Nasdaq: FSLR) (the "Company") today announced financial results for the second quarter ended June 30, 2025, and updated its 2025 guidance. Net sales for the second quarter were $1.1 billion, an increase of $0.3 billion from the prior quarter. The increase in net sales was primarily due to an increase in the volume of modules sold to third parties ...

公司业绩预告 - First Solar将于2025年7月31日盘后公布2025年第二季度财报 [1] - 上一季度公司每股收益低于预期22%，过去四个季度平均负收益意外为6.94% [1] 业绩驱动因素 - 全球太阳能需求稳步增长，能源消耗增加、安装成本下降及清洁能源意识提升推动销量增长 [2] - 美国工厂产能提升及符合45X税收抵免资格的高比例模块销售有望提振收入 [2][3] - 预计第二季度营收10.3亿美元（同比增长1.9%），每股收益2.68美元（同比下滑17.5%） [7] 业绩压力因素 - 马来西亚和越南工厂产能利用率下降，受美国新关税影响导致东南亚模块需求减少 [4] - 销售结构向低价印度市场倾斜，替代原美国市场，因东南亚生产受关税限制 [5] - 美国本土模块生产成本高企及亚洲工厂未满负荷运转产生的费用拖累利润 [6] 行业可比公司 - Array Technologies预计第二季度每股收益0.21美元（同比增5%），营收2.903亿美元（同比增13.5%） [11][12] - ONEOK预计第二季度每股收益1.39美元（同比增4.5%），营收85.6亿美元（同比增75%） [12][13] - Nextracker Inc预计第一财季每股收益1.04美元（同比增11.8%），营收8.534亿美元（同比增18.5%） [13][14]

First Solar (FSLR) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 31. On t ...

股价表现 - 最新收盘价上涨1.33%至175.85美元，表现优于标普500指数（下跌0.01%）、道指（下跌0.32%）和纳斯达克指数（上涨0.05%）[1] - 过去一个月累计上涨20.79%，远超石油能源行业（下跌1.27%）和标普500指数（上涨5.37%）[1] 即将发布的财报 - 预计7月31日发布财报，预期每股收益2.68美元，同比下降17.54%[2] - 预期营收10.2亿美元，同比增长1.12%[2] - 全年预期每股收益14.85美元（同比增长23.54%），营收49.8亿美元（同比增长18.44%）[3] 分析师预期调整 - 过去30天共识每股收益预期上调2.41%[5] - 正向的预期调整通常预示着良好的业务前景[3] 估值指标 - 当前远期市盈率11.69倍，低于行业平均的15.73倍[5] - PEG比率0.34，显著低于太阳能行业平均的0.58[6] 行业排名 - 太阳能行业在石油能源板块中排名第92位，处于所有250多个行业的前38%[6] - 行业排名基于组内个股的平均Zacks排名，前50%行业的表现优于后50%行业2:1[7]