Company Dossier · Information Technology
First Solar
- S&P 500
- Russell 1000
What First Solar is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $5.38 billion, up 24% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $1.50 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.66 billion, down 47% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.37 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 30, 2026): sentiment 0.40 on a −1 to +1 scale (mixed), confidence 0.50 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 0 lowered, 7 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 24, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $3.6 million on the open market.SEC Form 4
- 1,014 institutional managers reported a position at June 30, 2026 (+42 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 32 (44 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 1 — latest OSHA inspection, Feb 24, 2026 →
Company Posture
How Company Posture is measured →What First Solar is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending4th pct
- Debt raised—
- Buybacks vs capex—
- Hiring filings92nd pct
- Deals and private raises48th pct
- Patent publications8th pct
Confident ↔ Hedging
Mixed
- Call sentiment45th pct
- Call confidence10th pct
- Guidance changes56th pct
- Risk factors added83rd pct
- Insider open-market trades45th pct
- − Call confidence
- + Risk factors added
- + Guidance changes
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver38th pct
- Stress filings49th pct
Credit
How these are built →First Solar's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$0.1B
- Due within a year $0.0B
- Longer term $0.0B
- Default point $0.1B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (MISSION STRATEGIES LLC (ENERGY))third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (FIRST SOLAR, INC.)third_quarter 2026 · $0.3 million
- Oct 20, 2026Patent
- Oct 19, 2026LobbyingLobbying report (THORN RUN PARTNERS)third_quarter 2026 · $0.1 million
- Oct 13, 2026Patent
- Sep 29, 2026Patent
- Jul 28, 2026Trademark
- Jul 21, 2026Patent
- Jul 20, 2026LobbyingLobbying report (FIRST SOLAR, INC.)second_quarter 2026 · $0.3 million
- Jul 20, 2026LobbyingLobbying report (THORN RUN PARTNERS)second_quarter 2026 · $0.1 million
- Jul 16, 2026LobbyingLobbying report (MISSION STRATEGIES LLC (ENERGY))second_quarter 2026 · $0.1 million
- May 26, 2026Patent
- May 15, 20268-KShareholder vote resultsItem 5.07
- Apr 20, 2026LobbyingLobbying report (FIRST SOLAR, INC.)first_quarter 2026 · $0.3 million
- Apr 18, 2026LobbyingLobbying report (THORN RUN PARTNERS)first_quarter 2026 · $0.1 million
- Feb 24, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 24, 2026Risk event
- Feb 19, 20268-KMaterial agreement signedItem 1.01
- Feb 19, 20268-KMaterial agreement terminatedItem 1.02
- Jan 9, 2026Trademark
- Jan 9, 2026Trademark
- Oct 14, 2025Trademark
- Oct 14, 2025Trademark
- Oct 13, 2025Risk event
- May 16, 20258-KShareholder vote resultsItem 5.07
- Mar 14, 20258-KDirector or officer changeItem 5.02
- Feb 25, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Jan 10, 20258-KDirector or officer changeItem 5.02
- Dec 12, 20248-KMaterial agreement signedItem 1.01
- Nov 6, 2024Risk event
- Feb 27, 202410-KAnnual report (10-K)2 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Microchip Technology MCHP | $5.1B | $1.1B | Jun 30, 2026 |
| ON Semiconductor ON | $6.2B | $1.5B | Jul 3, 2026 |
| Amkor Technology AMKR | $7.1B | $0.2B | Mar 31, 2026 |
| Skyworks Solutions SWKS | $4.0B | $0.4B | Jul 3, 2026 |
| Qorvo QRVO | $3.7B | $0.7B | Mar 28, 2026 |
| Monolithic Power Systems MPWR | $3.3B | $0.6B | Jun 30, 2026 |
| Marvell Technology MRVL | $9.4B | $1.7B | Aug 1, 2026 |
| NXP Semiconductors NXPI | $12.6B | $2.7B | Mar 29, 2026 |