NASDAQ$FSLR

First Solar, Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

First Solar reported strong Q2 2024 results, driven by increased module volume and average selling price.

First Solar announced Q2 2024 financial results with net sales of $1.0 billion and net income per diluted share of $3.25. The company maintains its full-year 2024 guidance and has a net cash balance of $1.2 billion.

  • Net sales reached $1.0 billion.
  • Net income per diluted share was $3.25.
  • Net cash balance totaled $1.2 billion.
  • Full-year 2024 guidance remains unchanged.

Headline financials

Total Revenue

$1.01B

Previous: $811M+24.6%
EPS

$3.25

Previous: $1.89+72.0%
Capital Expenditures

-$779M

Previous: -$754M-3.3%
Free Cash Flow

-$429M

Previous: -$583M+26.4%
Net Income

$349M

Previous: $171M+104.8%
Operating Income

$373M

Previous: $169M+121.1%
Gross Profit

$499M

Previous: $310M+60.7%
Cash & Equivalents

$1.7B

Previous: $830M+105.2%
Total Assets

$11B

Previous: $9B+22.4%
R&D Expense

$51.9M

No prior period
Stock-Based Comp

$8.4M

Previous: $8.41M-0.1%

Revenue & EPS history

First Solar · Revenue · Quarterly

$1.01B

Q2 2024+24.6%vs Q2 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

First Solar maintains its full-year 2024 guidance.

Tailwinds

  • Net Sales: $4.4B to $4.6B
  • Gross Margin: $2.0B to $2.1B
  • Operating Expenses: $455M to $485M
  • Operating Income: $1.5B to $1.6B
  • Earnings per Diluted Share: $13.00 to $14.00

Headwinds

  • Net Cash Balance: $0.6B to $0.9B
  • Capital Expenditures: $1.8B to $2.0B
  • Volume Sold: 15.6GW to 16.3GW
  • Second half earnings cadence perspective, net sales and cost of sales profile, excluding the advanced manufacturing production credit available to us under Section 45X of the Internal Revenue Code (“Section 45X tax credit”), to be approximately 40 % in the third quarter and 60% in the fourth quarter.
  • Forecast Section 45X tax credits of approximately $240 million in the third quarter and $335 million in the fourth quarter.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.1%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+5.7%

Avg return

30 days after

46%

33 / 72 earnings

Positive

+29.2%

Q2 2022

Best reaction

-17.4%

Q4 2012

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.9%+15.1%+60.7%
Q4 2025-3.5%-17.8%-21.8%
Q3 2025+10.0%+18.8%+16.8%
Q1 2025-8.3%-7.3%+15.2%
Q4 2024+6.4%-13.4%-13.7%
Q3 2024-3.7%-0.0%-6.1%
Q2 2024-2.0%-3.3%+1.2%
Q1 2024+2.4%+9.9%+54.1%
Q4 2023+3.2%+9.3%+16.8%
Q3 2023+4.8%+11.5%+15.7%
Q2 2023+5.6%+2.7%-10.1%
Q1 2023-8.5%-11.6%+1.1%
Q4 2022+17.8%+26.5%+28.4%
Q3 2022+1.0%+13.1%+30.5%
Q2 2022+29.2%+29.9%+58.6%
Q1 2022+1.2%+4.1%-0.2%
Q4 2021-7.7%-4.6%+11.2%
Q3 2021-0.4%-2.3%-15.9%
Q2 2021+3.1%+10.6%+13.1%
Q1 2021-13.7%-16.8%-14.2%
Q4 2020-8.0%-5.5%-2.7%
Q3 2020+11.4%+3.9%+10.4%
Q2 2020+11.0%+6.8%+9.6%
Q1 2020+2.4%-6.4%+19.2%
Q4 2019-11.8%-15.3%-41.3%
Q3 2019-4.7%-3.6%-1.6%
Q2 2019+3.3%-2.6%-3.8%
Q1 2019+1.5%+1.3%-4.6%
Q4 2018+3.9%+0.4%+1.4%
Q3 2018-7.2%-6.2%+2.1%
Q2 2018-4.4%-3.1%-3.6%
Q1 2018+5.9%-8.2%-7.2%
Q4 2017-7.4%-4.8%+5.9%
Q3 2017+21.7%+15.7%+27.9%
Q2 2017+7.5%+9.3%+4.4%
Q1 2017+14.8%+16.9%+29.7%
Q4 2016-3.6%+8.8%-18.0%
Q3 2016-15.9%-17.8%-26.6%
Q2 2016-8.5%-8.3%-20.1%
Q1 2016-6.9%
Q4 2015+8.1%
Q3 2015+12.2%
Q2 2015+18.8%
Q1 2015-7.4%
Q4 2014+17.9%
Q3 2014-10.6%
Q2 2014+3.9%
Q1 2014-7.1%
Q4 2013-8.7%
Q3 2013+15.1%
Q2 2013-15.4%
Q1 2013-5.6%
Q4 2012-17.4%
Q3 2012-7.2%
Q2 2012+15.4%
Q1 2012-7.0%
Q4 2011-16.4%
Q3 2011-0.9%
Q2 2011-7.5%
Q1 2011+3.2%
Q4 2010-5.4%
Q3 2010-0.0%
Q2 2010+1.0%
Q1 2009+12.4%
Q1 2010+2.5%
Q4 2009-8.8%
Q4 2007-8.8%
Q3 2008-3.8%
Q3 2009-3.8%
Q2 2008-4.2%
Q2 2009-4.2%
Q4 2008-4.2%

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