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北京时间·🕒 发布 07-31 04:05:42时区推断·⟳ 抓取 07-31 04:05:44·⚡ 决策 08-01 01:34:52 +21h29m·87.6 天前
First Solar二季度EPS大幅超预期但三季度EBITDA指引低于预期
本条是First Solar二季度财报摘要：EPS、净利润和经营利润超预期，但收入基本符合预期且三季度Adjusted EBITDA指引低于市场预期。
📄 原文Wall St Engine@wallstengine↗ 原文
FIRST SOLAR $FSLR Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.06B (Est. $1.06B) 🟡; -4% YoY 🔹 EPS: $3.92 (Est. $2.84) 🟢; +23…
不做 First Solar（FSLR.US）
已处理消息库命中同一具体催化：08-01 01:17 CST 的FSLR.US官方IR页财报记录已覆盖本次二季度财报，按去重纪律不重复建仓或推卡。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-30 · 扩散 medium · price-in 风险 high ↗
关键理由
- 本条是First Solar二季度财报摘要：EPS、净利润和经营利润超预期，但收入基本符合预期且三季度Adjusted EBITDA指引低于市场预期。
- 已处理消息库命中同一具体财报催化：08-01 01:17 CST 已有FSLR.US官方IR页财报决策记录，按去重纪律不再重复出卡。
主要风险
- 财报信号已进入美股下一交易日盘中阶段，剩余edge需要依赖实时价格与盘中承接；本轮因重复处理不再建仓。
工具调用 · 历史记录,结果未知(3 种)
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原文全文
展开原文 · 1,119 字
FIRST SOLAR $FSLR Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $1.06B (Est. $1.06B) 🟡; -4% YoY
🔹 EPS: $3.92 (Est. $2.84) 🟢; +23% YoY
🔹 Net Income: $423M (Est. $301M) 🟢; +24% YoY
🔹 Adjusted EBITDA: $644M (Est. $475M) 🟢; +15% YoY
Q3 Guide:
🔹 Module Sales: 3.9 GW-4.5 GW
🔹 Adjusted EBITDA: $625M-$775M (Est. $773M) 🔴
Affirms FY26 Guide:
🔹 Volume Sold: 17.0GW-18.2GW
🔹 Net Sales: $4.9B-$5.2B (Est. $5.12B) 🟡
🔹 Gross Profit: $2.4B-$2.6B
🔹 Adjusted EBITDA: $2.6B-$2.8B (Est. $2.67B) 🟡
🔹 CapEx: $0.8B-$1.0B (Est. $892M) 🟡
Other Q2 Metrics:
🔹 Operating Income: $450.4M (Est. $296M) 🟢
🔹 Net Cash Balance: $1.7B; down from $2.4B at Dec 31, 2025
🔹 Contracted Backlog: 45.1 GW as of June 30, 2026
Comments:
🔸 “We delivered both record second-quarter and first-half sales volume and improved financial performance relative to the prior year.”
🔸 “We also surpassed 100 GW of cumulative module sales globally and ended the quarter with approximately 45.1 GW of contracted backlog extending through 2030, demonstrating continued demand for our differentiated technology platform, domestic manufacturing footprint and delivery certainty.”
🔹 Revenue: $1.06B (Est. $1.06B) 🟡; -4% YoY
🔹 EPS: $3.92 (Est. $2.84) 🟢; +23% YoY
🔹 Net Income: $423M (Est. $301M) 🟢; +24% YoY
🔹 Adjusted EBITDA: $644M (Est. $475M) 🟢; +15% YoY
Q3 Guide:
🔹 Module Sales: 3.9 GW-4.5 GW
🔹 Adjusted EBITDA: $625M-$775M (Est. $773M) 🔴
Affirms FY26 Guide:
🔹 Volume Sold: 17.0GW-18.2GW
🔹 Net Sales: $4.9B-$5.2B (Est. $5.12B) 🟡
🔹 Gross Profit: $2.4B-$2.6B
🔹 Adjusted EBITDA: $2.6B-$2.8B (Est. $2.67B) 🟡
🔹 CapEx: $0.8B-$1.0B (Est. $892M) 🟡
Other Q2 Metrics:
🔹 Operating Income: $450.4M (Est. $296M) 🟢
🔹 Net Cash Balance: $1.7B; down from $2.4B at Dec 31, 2025
🔹 Contracted Backlog: 45.1 GW as of June 30, 2026
Comments:
🔸 “We delivered both record second-quarter and first-half sales volume and improved financial performance relative to the prior year.”
🔸 “We also surpassed 100 GW of cumulative module sales globally and ended the quarter with approximately 45.1 GW of contracted backlog extending through 2030, demonstrating continued demand for our differentiated technology platform, domestic manufacturing footprint and delivery certainty.”
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