FSLR Earnings Predictions — 2026-07-30

Ticker	Report or Guide	KPI	Prediction	Answer	Confidence
FSLR	Report	Net sales	IN-LINE	pred ~$1.060B vs. cons $1.067B	MEDIUM
FSLR	Report	Operating diluted EPS incl. 45X	BEAT	pred ~$2.88 vs. cons $2.85	MEDIUM
FSLR	Report	Total shipments	BEAT	pred ~3.830 GW vs. cons 3.791 GW	MEDIUM
FSLR	Guide	FY26 net sales	UNCHANGED	guide ~$4.9–5.2B vs. cons $5.071B	MEDIUM
FSLR	Guide	FY26 volume sold	UNCHANGED	guide ~17.0–18.2 GW vs. cons 17.69 GW	MEDIUM
FSLR	Guide	FY26 adjusted EBITDA	BETTER	guide ~$2.6–2.8B vs. cons $2.643B operating EBITDA	MEDIUM
FSLR	Guide	Q3 shipment cadence	UNCHANGED	guide ~4.5–4.8 GW vs. cons 4.676 GW	LOW
FSLR	Guide	Bookings / pricing commentary	BETTER	guide constructive domestic pricing/supply commentary vs. cons UNVERIFIED	LOW
FSLR	Return	Day-1 residual (stock − beta × S&P 500)	+3.0%	—	LOW
FSLR	Return	5-day cumulative residual	+4.0% (FOLLOW-THROUGH)	FOLLOW-THROUGH — maintained FY guide preserves forward estimates	LOW