| FSLR |
Report |
Net sales |
BEAT |
pred ~$1.06B vs. cons $1.03B |
MEDIUM |
| FSLR |
Report |
Adjusted EBITDA |
BEAT |
pred ~$465M vs. cons $450M |
MEDIUM |
| FSLR |
Report |
Diluted EPS |
BEAT |
pred ~$2.78 vs. cons $2.67 |
MEDIUM |
| FSLR |
Guide |
FY2026 net-sales guidance |
UNCHANGED |
guide ~$5.05B vs. cons $5.06B (FY2026) |
MEDIUM |
| FSLR |
Guide |
FY2026 adjusted-EBITDA guidance |
UNCHANGED |
guide ~$2.70B vs. cons $2.71B (FY2026) |
MEDIUM |
| FSLR |
Guide |
FY2026 Section 45X-credit assumption |
UNCHANGED |
guide ~$2.15B vs. cons $2.15B (FY2026) |
MEDIUM |
| FSLR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| FSLR |
Return |
5-day cumulative residual |
+2.0% (FADE) |
A ~$465M EBITDA result versus ~$450M consensus and a ~$2.70B FY2026 EBITDA midpoint versus ~$2.71B consensus should initially reward a clean execution print, but unchanged guidance leaves limited out-period estimate upside and preserves Section 232, project-timing, and 2027 normalization uncertainty. |
MEDIUM |