First Solar (FSLR) Q2 2026 — GAAP diluted EPS $3.92 crushes $2.74 est (+43% surprise) on net sales <meta name="viewport" content="width=device-width, initial-scale=1.0" />.056B (-4% Y/Y, in-line <meta name="viewport" content="width=device-width, initial-scale=1.0" />.065B est); gross margin 57.3% (vs 45.5% Y/Y), adj EBITDA $644M (+15% Y/Y), 45.1 GW backlog through 2030; FY26 guide reaffirmed, FSLR +2.44% to $211.03 on Friday July 31

.056B (-4% Y/Y, in-line .065B est); gross margin 57.3% (vs 45.5% Y/Y), adj EBITDA $644M (+15% Y/Y), 45.1 GW backlog through 2030; FY26 guide reaffirmed, FSLR +2.44% to $211.03 on Friday July 31" /> .056B (-4% Y/Y, in-line .065B est); gross margin 57.3% (vs 45.5% Y/Y), adj EBITDA $644M (+15% Y/Y), 45.1 GW backlog through 2030; FY26 guide reaffirmed, FSLR +2.44% to $211.03 on Friday July 31" />

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