Fundamental analysis · SEC EDGAR · TTM through 30/06/2026

Fundamental analysis of First Solar, Inc.

FSLR · Nasdaq · Technology

Fundamental quality

ATTRACTIVE

87

out of 100

First Solar, Inc. grows profitably: it increases revenue at double digits (13.3% a year) without giving up profitability (net margin 32.5%). On fundamental quality it scores 87 out of 100, profiling it as a company with solid fundamentals. Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

First Solar is the largest US solar panel manufacturer, with proprietary technology (cadmium telluride) distinct from China's and factories on American soil. It sells mostly to large solar farms, not residential rooftops.

What will shape its future

  • US industrial policy: made-in-America incentives are central to its thesis.
  • Its multi-year order backlog, giving unusual visibility for the sector.
  • Chinese competition, producing panels at costs almost nobody can match without tariffs.

Breakdown by area

I.Growth
86

EPS growth: 30.7% · Revenue growth: 13.3%

II.Profitability
81

Net margin: 32.5% · ROE: 16.9% · ROIC: 20%

III.Financial health
95

Net debt/EBITDA: -0.69x · FCF: 27.9%

Source: SEC EDGAR · TTM through 30/06/2026

The score combines growth, profitability and financial strength, and here its pillars hold up evenly.

Versus its sector

Percentile against the other 101 Technology companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 86%
ROEbeats 48%
Growthbeats 47%
Cash generationbeats 66%
Less debtbeats 85%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

First Solar, Inc. strengths

  • Excellent free-cash-flow generation (FCF margin of 27.9%): profit turns into real cash.
  • Expanding margins: net margin has risen from 15% to 29% in recent years.
  • Exceptional net margin (32.5%), high even for its sector: the business is clearly profitable.
  • Growing earnings per share (30.7% annualized).

First Solar, Inc. risks and weaknesses

  • Erratic free cash flow, with several years in the red.

First Solar, Inc. historical evolution

YearRevenueNet incomeFree cash flowNet debt
20202,711398-380-948
20212,923469-303-1,211
20222,619-44-30-1,297
20233,319831-785-1,387
20244,2061,292-308-1,012
20255,2191,5281,187-2,305

Between 2020 and 2025, revenue went from $2,711M to $5,219M (+93%) and net income went from $398M to $1,528M (+284%). Meanwhile, its margins have widened (from 15% to 29%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the half-year ended June 30, 2026, versus the half-year ended June 30, 2025 (SEC filings):

  • Revenue+8.2%
  • Net income+39.5%

What changed with the June 30, 2026 results

Compared with the previous close (March 31, 2026), this is what moved in its accounts:

  • Quality score8887
  • Net margin30.7%32.5%
  • FCF margin30.8%27.9%

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

This company doesn't pay a dividend: it reinvests all its earnings back into the business.

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Is First Solar, Inc. cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

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Frequently asked questions

Is First Solar, Inc. a good company to invest in?

In terms of business quality, First Solar, Inc. scores 87 out of 100 in our analysis, placing it as a company of high fundamental quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is First Solar, Inc. a profitable company?

Very. First Solar, Inc. shows a net margin of 32.5% and an ROE of 16.9%, typical of a highly profitable business.

Does First Solar, Inc. have a lot of debt?

No. First Solar, Inc. has a net cash position: more cash than debt.

Is First Solar, Inc. growing?

Its revenue has grown 13.3% annualized in recent years and its earnings per share 30.7%.

Does First Solar, Inc. generate cash?

Yes. It converts about 27.9% of its revenue into free cash flow.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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