FSLR First Solar

FY2024 10-K
Filed: Feb 25, 2025
Information Technology
Semiconductors & Related DevicesSEC EDGAR

First Solar (FSLR) filed its fiscal year 2024 10-K annual report with the SEC on Feb 25, 2025. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2024 10-K

Business Overview

  • Core business: Advanced thin film photovoltaic (PV) solar module manufacturing using fully integrated U.S.-based process independent of Chinese crystalline silicon supply chains
  • Emphasis on scaling highest-performance thin film PV tech as largest Western Hemisphere solar module manufacturer, maintaining U.S. headquarters leadership
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Management Discussion & Analysis

  • Revenue $4.2B in 2024, up 27% from $3.3B in 2023, driven by higher module sales and contract termination payments
  • Gross profit margin 44.2% in 2024 vs 39.2% in 2023, up 5.0 percentage points due to advanced manufacturing credits and sales mix
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Risk Factors

  • Supply chain risk from long-term substrate glass agreements with termination penalties up to $475.1 million as of December 31, 2024
  • Geopolitical exposure with expanding U.S. and Indian facilities requiring increased property, plant, and equipment investments
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Financial Summary
XBRL

Revenue

$4.2B

Net Income

$1.3B

Gross Margin

44.2%

Operating Margin

33.2%

Net Margin

30.7%

ROE

16.2%

Total Assets

$12.1B

EPS (Diluted)

$12.02

Operating Cash Flow

$1.2B

Source: XBRL data from First Solar FY2024 10-K filing on SEC EDGAR. All figures in USD.

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