Event time: 事件时间： 29/10/2026 20:02:00 UTC 2026/10/29 20:02:00 UTC
Published: 文章发布： 29/10/2026 20:38:17 UTC 2026/10/29 20:38:17 UTC
Key Results
Actual vs Consensus EPS: $5.30 vs $4.67 estimate, beat+13.5%. Revenue: $1.2B vs $1.3B estimate, missed-4.5%.
Profitability and Cash Flow Period: 2026 Q3 period ended 2026-09-30 Revenue: $1.2B; YoY: -22.8%; QoQ: +16.5% Gross profit: $713M; Gross margin: 57.9% Operating income: $546M; Operating margin: 44.4%; YoY: +17.2%; QoQ: +21.3% Net income: $571M; GAAP diluted EPS: $5.30; YoY: +25.2%; QoQ: +35.1% Operating cash flow: -$43M; Capex: $155M; Free cash flow: -$198M Cash: $1.6B; Total debt: $108M; Net cash: $1.5B
Official release: First Solar, Inc. Announces Third Quarter 2026 Financial Results, Updates Guidance, and Announces $500 Million Share Repurchase Program
核心结果
实际值与市场预期 EPS：$5.30 vs $4.67 预期，高于预期+13.5%。 营收：$1.2B vs $1.3B 预期，低于预期-4.5%。
财务指标 期间：2026 Q3（截至 2026-09-30） 营收：$1.2B；同比：-22.8%；环比：+16.5% 毛利润：$713M；毛利率：57.9% 经营利润：$546M；经营利润率：44.4%；同比：+17.2%；环比：+21.3% 净利润：$571M；GAAP 稀释 EPS：$5.30；同比：+25.2%；环比：+35.1% 经营现金流：-$43M；资本开支：$155M；自由现金流：-$198M 现金：$1.6B；总债务：$108M；净现金：$1.5B 
