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SEDG posts wider-than-expected Q1 loss as revenues jump 41% y/y and beat estimates, signaling improving operations despite ongoing losses.

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. They are also bound to benefit from a friendlier regulatory environment with the Trump administration, and this excitement has led to a six-month gain of 16.3% for the sector - higher than the S&P 500’s 6.4% return.

In April 2026, First Solar reported first‑quarter 2026 results showing sales of US$1,044.24 million and net income of US$346.62 million, with earnings per share rising year on year and full‑year 2026 guidance for US$4.9 billion to US$5.2 billion in net sales reaffirmed. Alongside record first‑quarter revenue, the company highlighted margin expansion supported by U.S. manufacturing tax credits, strong facility utilization, and a 47.9 GW contracted backlog that extends revenue visibility...

Shares of home energy technology company Enphase (NASDAQ:ENPH) jumped 4% in the afternoon session after positive sentiment swept through the solar sector as competitor First Solar reported strong first-quarter 2026 results, boosting investor confidence across the industry.

Solar panel manufacturer First Solar (NASDAQ:FSLR) beat Wall Street’s revenue expectations in Q1 CY2026, with sales up 23.6% year on year to $1.04 billion. On the other hand, the company’s full-year revenue guidance of $5.05 billion at the midpoint came in 3.2% below analysts’ estimates. Its non-GAAP profit of $3.22 per share was 13.8% above analysts’ consensus estimates.

First Solar Inc (FSLR) reports a record $1 billion in revenue with significant margin expansion, while navigating trade dynamics and regulatory uncertainties.

Moby summary of First Solar, Inc.'s Q1 2026 earnings call