| FSLR |
Report |
Q2 2026 adjusted EBITDA |
BEAT |
pred ~$470M vs. cons $455M |
MEDIUM |
| FSLR |
Report |
Q2 2026 net sales |
MISS |
pred ~$1.03B vs. cons $1.06B |
MEDIUM |
| FSLR |
Report |
Q2 2026 diluted EPS |
MISS |
pred ~$2.78 vs. cons $2.87 |
LOW |
| FSLR |
Guide |
FY2026 adjusted EBITDA guidance |
UNCHANGED |
guide ~$2.70B vs. cons $2.72B (FY2026) |
HIGH |
| FSLR |
Guide |
FY2026 net sales guidance |
UNCHANGED |
guide ~$5.05B vs. cons $5.06B (FY2026) |
HIGH |
| FSLR |
Guide |
Net booking volume commentary |
LOWER |
guide/commentary ~1.2GW vs. cons 2.0GW (Q2 2026) |
MEDIUM |
| FSLR |
Guide |
FY2026 volume sold guidance |
UNCHANGED |
guide ~17.6GW vs. cons 17.7GW (FY2026) |
HIGH |
| FSLR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| FSLR |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
A modest adjusted EBITDA beat is likely outweighed by weak replacement bookings, unresolved Section 232 timing, and unchanged annual guidance requiring roughly $1.71B of second-half adjusted EBITDA versus approximately $0.99B in the first half; the back-end-loaded out-period math limits upward revisions and supports continued estimate and multiple pressure. |
MEDIUM |