🔹 Revenue: $1.68B (Est. $1.57B) 🟢
🔹 EPS: $4.84 (Est. $5.15) 🔴
🔹 Net Cash Balance (Q4 end): $2.4B
FY’26 Guide:
🔹 Net Sales: $4.9B–$5.2B (Est. $6.09B) 🔴
🔹 Volume Sold: 17.0GW–18.2GW
🔹 Gross Margin: $2.4B–$2.6B
🔹 OpEx: $610M–$635M
🔹 Adj. EBITDA: $2.6B–$2.8B
🔹 Capex: $0.8B–$1.0B
🔹 Year-end Net Cash Balance: $1.7B–$2.3B
Commentary:
🔸 “We maintained a disciplined approach to contracting and remained anchored in our core principle of pricing and delivery certainty…”