Canadian Solar (CSIQ) Q2 FY26 earnings call

Canadian Solar delivered strong Q2 FY26 results driven by robust U.S. manufacturing and energy storage growth, with significant module and storage shipments. The company achieved a major milestone with the opening of its HJT solar cell facility in Jeffersonville, securing substantial domestic backlog. Despite these operational successes, profitability was challenged by elevated freight costs, ramp-up expenses for new facilities, and deferred project sales at Recurrent Energy, leading to a net loss for the quarter. Management remains focused on leveraging U.S. policy shifts and technology roadm