---
schema_version: "secwatch.filing_event.v1"
accession: "0001274494-26-000169"
form_type: "8-K"
ticker: "FSLR"
cik: "0001274494"
company_name: "FIRST SOLAR, INC."
filed_at: "2026-07-30T20:04:00+00:00"
generated_at: "2026-07-30T20:05:07.908664+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# First Solar Q2 net income $423M ($3.92/diluted), up 23% YoY; reaffirms 2026 guidance

## Summary
- Net sales $1.06B, down 4% YoY on customer contract terminations, partially offset by higher module volume.
- Net income $423M ($3.92/diluted) vs $342M ($3.18) in Q2 2025; adjusted EBITDA $644M vs $560M.
- Net cash balance $1.7B as of June 30, 2026, down from $2.4B at Dec 31, 2025 due to working capital and capex.
- Contracted sales backlog 45.1 GW extending through 2030; cumulative module sales surpassed 100 GW.
- 2026 guidance reaffirmed; management cites strong demand for differentiated technology and domestic manufacturing.

## SEC filing metadata
- accession: 0001274494-26-000169
- form_type: 8-K
- ticker: FSLR
- cik: 0001274494
- company_name: FIRST SOLAR, INC.
- filed_at: 2026-07-30T20:04:00+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1274494/000127449426000169/0001274494-26-000169-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1274494/000127449426000169/fslr-20260730.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001274494-26-000169
- JSON: https://secwatch.observer/filing/0001274494-26-000169.json
- Plain text: https://secwatch.observer/filing/0001274494-26-000169.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.