secwatch.observer — SEC 8-K summary
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Issuer:     FIRST SOLAR, INC. (FSLR)
CIK:        0001274494
Form:       8-K
Filed at:   2026-07-30T20:04:00+00:00
Accession:  0001274494-26-000169
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1274494/000127449426000169/0001274494-26-000169-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1274494/000127449426000169/fslr-20260730.htm
  HTML page:      https://secwatch.observer/filing/0001274494-26-000169

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer