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Navigate tariff challenges and …

  • Revenue: 0.8 billion US dollars in the first quarter of 2025, which reflects a decline in a decline of 0.7 billion US dollars compared to the previous quarter.

  • Gross marge: 41% in the first quarter of 2025, compared to 37% in the previous quarter.

  • Yield per diluted share: $ 1.95, below the lower end of the guide area.

  • Module sales: 2.9 gigawatts in Q1 2025.

  • Production: 4.0 gigawatts in Q1 2025, including 2 gigawatts of series 6 and 2 gigawatts of the 7 modules.

  • Contract deficit: 66.1 gigawatts on March 31, 2025 with a total value of 19.8 billion US dollars.

  • Cash and marketable securities: $ 0.9 billion at the end of the first quarter of 2025, a decline of $ 0.9 billion compared to the end of 2024.

  • Operating income: 221 million US dollars in the first quarter of 2025.

  • SG & A-, F & e- and production start costs: 123 million US dollars in the first quarter of 2025.

  • Investment expenses: 206 million US dollars in the first quarter of 2025.

  • All year 2025 guidelines – net sales: 4.5 billion USD to 5.5 billion US dollars.

  • All year 2025 guidelines – profits per watered share: $ 12.50 to $ 17.50.

  • All year 2025 instructions – gross margin: USD 1.96 billion to $ 2.47 billion, approx. 44%.

  • All year 2025 guidelines – investment expenditure: 1 billion to 1.5 billion US dollars.

  • All year 2025 guidelines – Netto bargain: $ 0.4 billion by $ 0.9 billion by the end of the year.

Appearance date: April 29, 2025

You can find the complete copy of the earnings call in the complete earnings call.

  • First Solar Inc (NASDAQ: FSLR) secured net bookings of 0.6 gigawatt with a base -Sp of USD 0.305 per watt and increased its contractual deficit to 66.3 gigawatts.

  • The company produced 4.0 gigawatts in the first quarter, including 2 gigawatts of series 6 and 2 gigawatts of the 7 -modules series that met their production forecast.

  • Initial data from the Cure Technology modules show improved energy profiles and the annual degradation rates for the industry-leading deterioration.

  • First Solar Inc (Nasdaq: FSLR) expands its domestic capacity, whereby the Alabama factory is up to date in the second half of the year and the establishment of Louisiana on the right track.

  • The company has a strong long-term outlook for the sun supplies, especially on the US market, and is well positioned due to its unique profile as a PV manufacturer of US main seats with a vertically integrated presence.

  • The result of Q1 per diluted share was below the low end of the guidelines of $ 1.95 per share, especially due to a larger part of international sales compared to US products.

  • The new tariff regime, including potential mutual tariffs, provides significant economic challenges for First Solar Inc (Nasdaq: FSLR), in particular the production facilities in India, Malaysia and Vietnam.

  • There is uncertainty in relation to the potential reinstatement of mutual tariffs after a break of 90 days, which creates the quantification of the precise tariffs for module shipping.

  • Due to the new tariffs, the company is suspended increased project costs and potential shipping delays, which affects its financial guidelines for the year.

  • First Solar Inc (Nasdaq: FSLR) may have to reduce production in your factories in Malaysia and Vietnam or be able to implement the announced mutual tariffs, which affects your international production capacity.

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