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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

Overall, the solar industry experienced revenue growth. According to data, the industry's median revenue growth rate was 35.22%, with Ascent Solar Technologies and Array Technologies showing high revenue growth of 179% and 97.10%, respectively. In contrast, Beam Global experienced a decrease in revenue. While profitability metrics were limited, performance varied by company, with Nextpower Inc. seeing an increase in EPS while First Solar saw a decrease.

  • Most companies' sales increased year-on-year, indicating overall industry growth.
  • Some companies recorded triple-digit sales growth, showing high growth potential.
Where companies diverge: Revenue growth rates varied significantly across companies, ranging from -13.67% to 179%. · While some companies experienced a decrease in EPS, others saw an increase.

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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