FSLR First Solar (FSLR) Q4 FY25 earnings call
First Solar navigated a complex policy and trade environment in Q4 FY25, leveraging its differentiated product and contracting structure to secure strong bookings and maintain a substantial backlog. The company advanced its U.S. capacity expansion with the Louisiana factory and announced a new South Carolina finishing facility, while also progressing its CuRe and perovskite thin-film technologies. Despite significant tariff impacts and underutilization costs for international facilities, First Solar ended the year with a robust cash position and provided a positive outlook for 2026, emphasizin
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FSLR operating KPIs by quarter
| KPI | This call Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Contracted backlog | 50.1 GWWe ended the year with a contracted backlog of 50.1 gigawatts valued at $15 billion.Source: earnings call transcript | 47.9 GWAs of March 31, 2026, our contracted backlog was 47.9 gigawatts at an aggregate transaction price of $14.4 billion, exclusive of technology adjusters with deliveries through 2030.Source: earnings call transcript | ~45.1 GWWe ended the quarter with approximately 45.1 gigawatts of contracted backlog.Source: earnings call transcript | — |
| Contracted backlog value | $15BWe ended the year with a contracted backlog of 50.1 gigawatts valued at $15 billion.Source: earnings call transcript | $14.4BAs of March 31, 2026, our contracted backlog was 47.9 gigawatts at an aggregate transaction price of $14.4 billion, exclusive of technology adjusters with deliveries through 2030.Source: earnings call transcript | $13.6BAs of June 30, 2026, our contracted backlog totaled 45.1 gigawatts with an aggregate transaction value of $13.6 billion, exclusive of technology adjusters, with scheduled deliveries extending through 2030.Source: earnings call transcript | -5.6% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.