Recent 8-K filings for FSLR

• May 15, 2026, 4:02 PM ET other material materiality 0.15 neutral item 5.07

  First Solar 2026 annual meeting results: directors elected, shareholder proposal fails

  All 10 director nominees elected; Paul Stebbins received 17.7M against votes (22% of cast votes).

• April 30, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  First Solar Q1 net sales $1.04B (+24% YoY), EPS $3.22 (+65% YoY); reaffirms guidance

  Net sales $1.04B, +24% YoY; net income $347M ($3.22 diluted EPS, +65% YoY).

• February 24, 2026, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  First Solar reports FY2025 EPS $14.21; guides FY2026 sales $4.9B-$5.2B

  Net sales FY2025 $5.2B (+24% YoY module volume); Q4 net sales $1.7B.

• February 19, 2026, 6:59 PM ET debt materiality 0.55 positive item 1.01item 1.02item 2.03item 9.01 ◈ Material Agreements ×2◈ Debt Financings

  First Solar enters $1.5B unsecured revolver, terminates prior secured facility

  New 5-year senior unsecured revolving credit facility of $1.5B, with $450M letter of credit sublimit.

• October 30, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  First Solar Q3 net income $4.24/shr on record 5.3 GW volume; guides FY 2025 EPS $14-15

  Net sales $1.6B, up $0.5B QoQ; record volume sold 5.3 GW.

• October 21, 2025, 7:59 PM ET other material materiality 0.65 positive item 8.01

  First Solar sells up to $775M of 45X tax credits to digital payments firm for 95.5% value

  Fixed agreement: sells $600M of 2025 Section 45X credits for $573M (0.955/$1), payable Oct 31 and Dec 29, 2025.

• July 31, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  First Solar Q2 EPS $3.18 on $1.1B sales; guides FY EPS $13.50-$16.50

  Q2 net sales $1.1B (+$0.3B QoQ); net income per diluted share $3.18 (vs $1.95 Q1).

• July 30, 2025, 7:59 PM ET other material materiality 0.65 positive item 8.01

  First Solar sells up to $391M of Section 45X tax credits to financial institution

  Enters tax credit transfer agreement to sell up to $391M of Section 45X credits for up to $372.755M.

• June 24, 2025, 7:59 PM ET other material materiality 0.55 neutral item 8.01

  First Solar sells $311.9M in 45X tax credits for $296.3M cash

  Tax Credit Transfer Agreement entered June 20, 2025, to sell Section 45X production tax credits generated from US module sales in early 2025.

• May 16, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07

  First Solar annual meeting: directors elected, auditor ratified, say-on-pay approved; shareholder proposal rejected

  All nine director nominees elected; largest against vote was Paul H. Stebbins with 15.4M against (20.5%).

• April 29, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  First Solar Q1 EPS $1.95 on $0.8B sales; cuts FY25 guidance on new tariffs

  Net sales $0.8B, down from $1.5B in Q4 2024 due to seasonal module volume drop.

• March 14, 2025, 7:59 PM ET leadership materiality 0.20 neutral item 5.02 ◈ executive_change

  First Solar director Molly Joseph will not stand for re-election at 2025 Annual Meeting

  Molly E. Joseph notified the Board on March 12, 2025, she will not seek re-election.

• February 25, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  First Solar reports FY2024 EPS $12.02, guides FY2025 EPS $17-$20 on $5.3B-$5.8B sales

  Q4 net sales $1.5B, FY2024 net sales $4.2B (up from $3.3B prior year). EPS $3.65 Q4, $12.02 FY2024.

• February 20, 2025, 6:59 PM ET other material materiality 0.80 neutral item 2.02item 9.01

  First Solar Announces Final Sale of $857M in Section 45X Tax Credits

  Sold $857M in 2024 Section 45X tax credits at $0.955 per $1, expecting ~$819M in gross cash proceeds.

• January 10, 2025, 6:59 PM ET leadership materiality 0.35 neutral item 5.02 ◈ executive_change ×2

  First Solar appoints Nathan Theurer as CAO; Jeffers moves to Investor Relations

  Nathan Theurer, age 44, appointed VP Global Controller and Chief Accounting Officer, effective Jan 6, 2025.

• December 12, 2024, 6:59 PM ET other material materiality 0.60 positive item 1.01item 9.01

  First Solar sells up to $870M in Section 45X tax credits to Visa for $616M fixed plus variable tranche

  Fixed tranche: $645M tax credits sold for $615.975M, representing 4.5% discount.

• October 29, 2024, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  First Solar Q3 earns $2.91/sh; cuts FY2024 net sales guidance to $4.1-4.25B, volume to 14.2-14.6GW

  Net sales $0.9B, down from prior quarter; net diluted EPS $2.91 vs $3.25 Q2, impacted by $50M product warranty reserve charge.

• July 30, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  First Solar Q2 EPS $3.25 on sales $1.0B; maintains full-year guidance

  Net income per diluted share $3.25, up from $2.20 in Q1 2024; net sales $1.0B (+$0.2B QoQ).

• May 9, 2024, 7:59 PM ET other material materiality 0.40 neutral item 5.03item 5.07item 9.01 ◈ Shareholder Votes ×5◈ Governance Changes

  First Solar shareholders approve special meeting right for 25%+ holders; all directors re-elected

  Stockholders approved amendment to bylaws enabling holders of 25%+ of outstanding common stock with a one-year holding period to call special meetings.

• May 1, 2024, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01 ◈ Earnings Releases

  First Solar Q1 net sales $794M, EPS $2.20; guides FY24 net cash to $600-900M, capex $1.8-2.0B

  Net sales $794M (down $0.4B QoQ); diluted EPS $2.20 (vs $3.25 Q4 2023).

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.65 · Most common event earnings

9 positive 2 negative 9 neutral

source · FSLR on sec.gov