First Solar, Inc.

NasdaqGS:FSLR 주식 리포트

시가총액: US$22.7b

First Solar 과거 순이익 실적

과거 기준 점검 4/6

First Solar은 연평균 38.4%의 비율로 수입이 증가해 온 반면, Semiconductor 산업은 수입이 6.6% 증가했습니다. 매출은 연평균 15.4%의 비율로 증가했습니다. First Solar의 자기자본이익률은 16.9%이고 순이익률은 30.7%입니다.

핵심 정보

38.39%

순이익 성장률

38.19%

주당순이익(EPS) 성장률

Semiconductor 산업 성장률27.66%
매출 성장률15.39%
자기자본이익률16.86%
순이익률30.73%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

First Solar (FSLR): The Domestic Titan Braces for a High-Output Verdict

First Solar, Inc. (FSLR) , the global vanguard of advanced thin-film solar technology and the largest domestic PV manufacturer in the United States, enters the final week of April 2026 in a state of formidable strategic momentum.

FSLR: Section 232 Tariff Outcome Will Shape Future U.S. Pricing Power

First Solar's analyst price targets have generally moved lower in recent weeks, with cuts ranging from around $9 to more than $100 as analysts respond to Q4 earnings, weaker 2026 guidance, tariff related volume headwinds, and higher uncertainty around future demand and policy outcomes. Analyst Commentary The recent wave of price target cuts and rating changes on First Solar reflects a reset in expectations following Q4 results and updated 2026 guidance.

FSLR: Section 232 Tariff Decision Will Drive Future U.S. Pricing Power

Narrative Update on First Solar The analyst price target for First Solar has been revised lower from $335.32 to $313.00, as analysts reworked models after Q4 earnings, citing weaker 2026 guidance, softer demand signals in utility-scale solar, tariff related uncertainty, and a greater reliance on potential Section 232 outcomes for the longer term story. Analyst Commentary Street research around First Solar has turned more cautious after Q4 results and 2026 guidance, with many firms cutting price targets and shifting to neutral or Hold stances.

First Solar: Sold Out U.S. Solar Leader At An Attractive Discount

Mar 31

FSLR: Section 232 Tariff Outcomes Will Support Future U.S. Pricing Power

Narrative Update on First Solar The analyst fair value estimate for First Solar has been adjusted from $347.10 to $335.32 as analysts recalibrated their models after Q4 results, weaker 2026 guidance, lower price targets across several firms, and updated views on demand, margins, tariffs, and policy outcomes. Analyst Commentary Recent Street research on First Solar has shifted toward more cautious stances, with several firms moving to Hold or Neutral ratings and trimming price targets after Q4 results and weaker 2026 guidance.

FSLR: Section 232 Tariffs And 2026 Reset Year Will Shape Pricing Power

We are trimming our fair value estimate for First Solar to $175.45 from $198.37 as analysts lower price targets across the board after weaker Q4 results and 2026 guidance, softer revenue growth and profit margin assumptions, and a higher implied future P/E despite only a modest adjustment in discount rate. Analyst Commentary Street research has turned more cautious following First Solar's Q4 results and 2026 guidance, with several firms cutting price targets and shifting to more neutral stances.

FSLR: Utility Scale Projects And U.S. Manufacturing Expansion Will Support Pricing Power

Our updated analyst price target for First Solar edges lower by $9. This reflects a mixed batch of recent research in which some analysts trim expectations on competitive and policy concerns, while others still highlight supportive P/E assumptions and solid margin and growth inputs.

FSLR: U.S. Manufacturing Expansion Will Support Long-Term Pricing Power

The analyst price target for First Solar has been raised by about US$12 to US$347.10. Analysts are balancing lower modeled revenue growth with higher profit margin expectations, a slightly reduced discount rate and a higher assumed future P/E.

FSLR: Elevated Pricing Power Will Likely Struggle With Section 232 Tariff Outcomes

Our updated analyst price target for First Solar edges lower by about US$1 to US$198, as analysts weigh slightly softer modeled revenue growth and a higher discount rate against firmer profit margin expectations and mixed recent research, including both target hikes and a key downgrade. Analyst Commentary Recent Street research on First Solar has turned more mixed, with some bullish price target lifts offset by cautious views and at least one downgrade.

FSLR: U.S. Manufacturing Buildout And Section 232 Policies Will Shape Upside

Analysts have nudged their fair value estimate for First Solar higher from about US$271.61 to roughly US$281.65. This reflects updated views on policy driven demand, tariff risks and the company's position as a U.S. focused utility scale supplier within clean energy.

FSLR: Domestic Finishing Capacity Expansion Will Drive Long-Term Pricing Power

We raise our First Solar fair value estimate to $335 from $287, reflecting analysts' higher price targets following Q3 results and their view that the company remains a structurally advantaged U.S. solar manufacturer with durable pricing power, policy tailwinds, and expanded domestic finishing capacity that offset near term guidance and margin headwinds. Analyst Commentary Recent Street research highlights a broad and constructive shift in sentiment toward First Solar, with multiple bullish analysts lifting price targets in the wake of Q3 results and updated guidance.

FSLR: Elevated Pricing Power Will Face Policy And Tariff Headwinds

We are lifting our First Solar fair value estimate to $199 from $142, reflecting analysts' broad price target increases into the mid $200s to $300 range, as they highlight the company's structurally advantaged U.S. manufacturing footprint, durable pricing power, and policy driven tailwinds, despite near term supply and tariff headwinds. Analyst Commentary Recent Street research reflects a broadly constructive stance on First Solar, with multiple firms lifting price targets into the mid $200s and even approaching $300.

FSLR: U.S. Manufacturing Expansion And Policy Trends Will Guide Balanced Outlook

The analyst price target for First Solar rose modestly to $271.61 from $269.64. Analysts cited supportive factors such as recent Q3 results, expanding U.S. capacity, and policy tailwinds.

FSLR: U.S. Expansion And Policy Will Shape Upside Amid Changing Industry Support

First Solar's analyst price target has risen significantly, increasing from approximately $259 to about $270 per share. Analysts point to durable pricing advantage, supportive government policy, and robust supply chain initiatives as key drivers behind the upgrade.

FSLR: Domestic Manufacturing Expansion And Policy Tailwinds Will Offset Sector Risks

First Solar's analyst price target has increased from $238.59 to $259.11 per share, as analysts cite the company's resilient market position, margin stability, and favorable policy developments, even though expectations for near-term revenue growth have been somewhat tempered. Analyst Commentary Analyst reactions to First Solar's latest results and updated guidance reflect a mix of continued optimism for the company's long-term positioning and acknowledgement of industry headwinds affecting near-term performance.

US Manufacturing Expansion Will Secure Future Solar Leadership

First Solar's analyst price target has been raised from $224 to approximately $239. This reflects analyst confidence in the company's U.S. manufacturing expansion, favorable policy developments, and consistent bookings momentum despite near-term industry headwinds.

US Manufacturing Expansion Will Secure Future Solar Leadership

Analysts have raised their price target for First Solar, increasing it by nearly $4 to $224. Improved bookings, favorable policy developments, and potential market share gains support a more optimistic outlook for the company.

First Solar, Inc. (NASDAQ:FSLR) Shares Could Be 30% Below Their Intrinsic Value Estimate

Sep 06
First Solar, Inc. (NASDAQ:FSLR) Shares Could Be 30% Below Their Intrinsic Value Estimate

US Manufacturing Expansion Will Secure Future Solar Leadership

Upward revisions in First Solar’s price target reflect bullish analyst sentiment driven by supportive U.S. policy developments, legislative incentives (notably 45X tax credits), and strong Q2 results, offsetting some lingering risks and resulting in a modest consensus price target increase from $215.56 to $218.66. Analyst Commentary Bullish analysts cite "One Big Beautiful Bill" (OBBB) and related legislative developments—especially retention and extension of 45X tax credits and advanced manufacturing incentives—as major demand and margin tailwinds for First Solar.

US Manufacturing Expansion Will Secure Future Solar Leadership

Driven by a significant expansion in net profit margin despite a modestly higher discount rate, analyst fair value estimates for First Solar have increased, raising the consensus price target from $204.38 to $215.77. What's in the News First Solar raised 2025 net sales guidance to $4.9–$5.7 billion (from $4.5–$5.5 billion); narrowed operating income guidance to $1.53–$1.87 billion (from $1.45–$2.00 billion); and lifted EPS outlook to $13.50–$16.50 (from $12.50–$17.50).

The Market Lifts First Solar, Inc. (NASDAQ:FSLR) Shares 39% But It Can Do More

May 19
The Market Lifts First Solar, Inc. (NASDAQ:FSLR) Shares 39% But It Can Do More

First Solar: Very Cheap And Industry Outlook Is Still Solid

Apr 25

First Solar: Made In America, High Growth, And Dirt Cheap

Apr 15

First Solar: Limited Impact Of IRA Overhang, Focus On Healthy Balance Sheet

Mar 24

First Solar Q4: Policy Uncertainty Creates A Rare Value Opportunity

Mar 07

First Solar: Radiating Quality Following Robust 2025 Guidance

Feb 26

First Solar Stock: Deep Analysis Reveals Solar's Geopolitical Importance

Feb 19

First Solar: Don't Let This Buying Opportunity Go To Waste

Jan 24

First Solar Shines Through Cloudy Market

Jan 14

First Solar Could Be Well Poised As A Future Leader In Renewable Energy

Dec 20

First Solar: Quick Gains Likely Behind Us - Slow & Steady Ahead

Dec 07

First Solar: Dominant Market Position

Nov 19

First Solar Q3: Set Your Sights On 2025 And 2026

Nov 04

First Solar Q3 Preview: Robust Growth And Strategic Expansions

Oct 26

First Solar: Expected To Thrive Regardless Of The 2024 Election Results (Reiterate Buy)

Oct 07

Growing Revenue, Improving Margins Combine For A Boom Time For First Solar

Sep 16

First Solar: Growth Outlook Continues To Shine

Sep 05

매출 및 비용 세부 내역

First Solar가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NasdaqGS:FSLR 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 265,4191,665293248
31 Dec 255,2191,528290233
30 Sep 255,0511,400303214
30 Jun 254,3431,257292204
31 Mar 254,2571,265282201
31 Dec 244,2061,292273191
30 Sep 243,8511,248275189
30 Jun 243,7641,204264180
31 Mar 243,5641,025260165
31 Dec 233,319831262152
30 Sep 233,162474271140
30 Jun 232,990156275128
31 Mar 232,80142257116
31 Dec 222,619-44238113
30 Sep 222,52495206111
30 Jun 222,479189186108
31 Mar 222,487216172106
31 Dec 212,92346919199
30 Sep 212,62545322792
30 Jun 212,96956324489
31 Mar 212,98351726488
31 Dec 202,71139826394
30 Sep 203,50122324796
30 Jun 203,1219925698
31 Mar 203,06343260100
31 Dec 193,063-11525197
30 Sep 192,355-325493
30 Jun 192,4842423090
31 Mar 192,209-624486
31 Dec 182,24414426884
30 Sep 181,892-34027787
30 Jun 182,303-19229285
31 Mar 182,617-9227486
31 Dec 172,941-16624589
30 Sep 172,933-48424094
30 Jun 172,527-539238106
31 Mar 172,920-603245117
31 Dec 162,905-416263125
30 Sep 163,516499255132
30 Jun 164,106698251129
31 Mar 163,986803265126
31 Dec 154,113593272131
30 Sep 153,645576283129
30 Jun 153,264316294137

양질의 수익: FSLR는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: FSLR의 현재 순 이익률 (30.7%)은 지난해 (29.7%)보다 높습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: FSLR의 수익은 지난 5년 동안 연평균 38.4%로 크게 증가했습니다.

성장 가속화: 지난 1년간 FSLR 의 수익 증가율(31.6%)은 5년 평균(연간 38.4%)보다 낮습니다.

수익 대 산업: FSLR의 지난 1년 수익 증가율(31.6%)은 Semiconductor 업계의 8.1%를 상회했습니다.

자기자본이익률

높은 ROE: FSLR의 자본 수익률(16.9%)은 낮음으로 평가됩니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/03 17:21
종가2026/05/01 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

First Solar, Inc.는 67명의 분석가가 다루고 있습니다. 이 중 31명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James FontanelliArete Research Services LLP
null nullArgus Research Company
Benjamin KalloBaird