Energy
First Solar
First Solar is the largest US-headquartered solar panel manufacturer, producing thin-film cadmium telluride modules for utility-scale solar installations. The company reported Q1 2026 net sales of $1.04 billion, up 24% year-over-year, driven by higher module sales volumes to third parties, with net income per diluted share of $3.22 (up 65% year-over-year) and a contracted sales backlog of 47.9 GW as of March 31, 2026, positioning it to benefit from record US utility-scale solar capacity additions -- solar is expected to make up 51% of all new 2026 US generating capacity, with 43.4 GW of new utility-scale solar planned.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
2 sources · 1 government/SEC filing · 76% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — First Solar FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- SEC Form 8-K — First Solar reports $1.04B Q1 2026 net sales, 47.9GW backlog56% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What First Solar depends on below, and who depends on First Solar above — click any node to make it the new center, 5 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
First Solar's Timeline
A sourced, dated history of First Solar's key moments — founding to present.
2026-Q1 · Reports $1.04B net sales, 47.9GW backlog
First Solar reported Q1 2026 net sales of $1.04 billion (up 24% year-over-year) and net income per diluted share of $3.22 (up 65% year-over-year), with a contracted sales backlog of 47.9 gigawatts as of March 31, 2026, reflecting strong demand for US-manufactured utility-scale solar modules.