The earnings call reflected a mix of positive achievements such as record module sales and earnings, as well as significant challenges, including contract terminations with BP affiliates and supply chain disruptions. While the company demonstrated resilience and strategic planning, the impact of the negative aspects was notable.
Company Guidance
During First Solar's Third Quarter 2025 earnings call, the company provided several key metrics and updates. They reported securing gross bookings of approximately 2.7 gigawatts at a base ASP of $0.309 per watt, with some Series 7 modules impacted by manufacturing issues booked at $0.29 per watt. The company also terminated 6.6 gigawatts of bookings with BP affiliates, citing defaults, resulting in total debookings of 6.9 gigawatts and a current expected contracted backlog of 54.5 gigawatts. First Solar delivered a record 5.3 gigawatts of module sales, with Q3 earnings reaching $4.24 per diluted share. Their gross cash position increased to $2 billion, bolstered by improved working capital and new bookings. They produced 3.6 gigawatts of modules in Q3, with 2.5 gigawatts from U.S. facilities and 1.1 gigawatts from international operations. The company also announced plans to establish a new 3.7 gigawatts U.S. production facility for onshoring the finishing of Series 6 modules initiated internationally.
Record Module Sales
First Solar delivered a record 5.3 gigawatts of module sales in Q3 2025.
Earnings and Cash Improvement
Q3 earnings were $4.24 per diluted share, and gross cash increased to $2 billion.
Initiation of New U.S. Production Facility
First Solar announced the establishment of a new 3.7 gigawatt U.S. production facility for module finishing, expected to enhance the gross margin profile.
Sustainability Achievements
First Solar's Ohio facilities progressed to a gold rating in the Responsible Business Alliance's validated assessment program.
First Solar (FSLR) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FSLR Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
$233.58
$266.94
+14.28%
Jul 31, 2025
$174.73
$183.97
+5.29%
Apr 29, 2025
$137.24
$125.82
-8.32%
Feb 25, 2025
$147.46
$156.84
+6.36%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does First Solar (FSLR) report earnings?
First Solar (FSLR) is schdueled to report earning on Mar 03, 2026, After Close (Confirmed).
What is First Solar (FSLR) earnings time?
First Solar (FSLR) earnings time is at Mar 03, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.