bullbear.ninja

Industry top-down

Solar

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

9 companiesMedian revenue YoY: +35.2%EPS beat rate:

AI industry top-down

The solar industry is exhibiting robust sales growth overall. Many companies, including ASTI (179%), ARRY (97.1%), and FTCI (65.3%), posted high sales growth rates, with the industry's median sales growth rate at 35.2%. However, company-specific performance variations exist, as BEEM's sales decreased and FSLR's EPS declined. NXT's EPS increased by 29.6%.

  • Robust sales growth across many companies (Median 35.2%)
  • Decline in profitability metrics for some companies (FSLR EPS -11.4%)
Where companies diverge: Significant variation in revenue growth rates by company (ASTI 179% vs BEEM -13.7%) · Divergent trends in profitability metrics (NXT EPS +29.6% vs FSLR EPS -11.4%)

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
FSLRFIRST SOLAR, INC.FY2026 Q1$844.57M+6.4%$1.95-11.4%
NXTNextpower Inc.FY2026 Q3$2.03B+15.4%$2.41+29.6%
ENPHEnphase Energy, Inc.FY2026 Q1$356.08M+35.2%$0.22
ARRYArray Technologies, Inc.FY2026 Q1$302.36M+97.1%$0.02
HYSRSUNHYDROGEN, INC.FY2026 Q3$1.25K$0.00
FTCIFTC Solar, Inc.FY2026 Q1$20.8M+65.3%$-0.58
ASTIAscent Solar Technologies, Inc.FY2026 Q1$15.62K+179.0%$-1.13
BEEMBeam GlobalFY2025 Q3$40.86M-13.7%$-0.46
PTOSP2 Solar, Inc.FY2025 Q3$154.23K$0.00

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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