Nasdaq
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Our mission is to be the world’s leading energy solutions company enabling the most intelligent, reliable and productive solar power for future generations. Our principal executive offices are located at 6200 Paseo Padre Parkway, Fremont, California.
Roles derived from SEC Form 4 filings.
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
| Line item | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|
| Revenue | $1.2B | $1.5B | $1.9B | $2.5B | $3.0B | $3.6B |
| Gross profit | $232.0M | $147.0M | $287.0M | $813.0M | $1.0B | $1.2B |
| Operating income | $158.5M | $65.9M | $168.5M | $587.1M | $639.1M | $697.3M |
| Net income | $0.00 | $0.00 | $121.3M | $496.2M | $517.2M | $585.9M |
| Diluted EPS | — | — | $0.02 | $3.37 | $3.47 | $3.84 |
| Operating cash flow | $94.3M | -$147.1M | $107.7M | $429.0M | $655.8M | $562.9M |
| Free cash flow | $91.8M | -$153.0M | $104.5M | $422.8M | $621.9M | $513.6M |
| Gross margin | 19.4% | 10.1% | 15.1% | 32.5% | 34.1% | 32.6% |
| Operating margin | 13.3% | 4.5% | 8.9% | 23.5% | 21.6% | 19.6% |
| Net margin | 0.0% | 0.0% | 6.4% | 19.8% | 17.5% | 16.5% |
| Line item | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '25 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $719.9M | $635.6M | $679.4M | $924.3M | $864.3M | $905.3M | $909.4M | $880.5M |
| Gross profit | $237.4M | $224.8M | $240.9M | $305.7M | $281.7M | $292.9M | $288.1M | $297.4M |
| Operating income | $160.1M | $133.5M | $150.2M | $195.3M | $186.2M | $181.3M | $176.1M | $153.6M |
| Net income | $121.7M | $115.4M | $115.3M | $164.9M | $157.2M | $146.9M | $131.2M | $150.6M |
| Diluted EPS | $0.84 | $0.79 | $0.79 | $1.05 | $1.04 | $0.97 | $0.85 | $0.98 |
| Operating cash flow | $120.8M | $153.8M | $143.8M | $237.3M | $81.3M | $186.9M | $123.3M | $171.4M |
| Free cash flow | $118.0M | $141.8M | $134.9M | $227.2M | $70.1M | $171.4M | $118.5M | $153.6M |
| Gross margin | 33.0% | 35.4% | 35.5% | 33.1% | 32.6% | 32.4% | 31.7% | 33.8% |
| Operating margin | 22.2% | 21.0% | 22.1% | 21.1% | 21.5% | 20.0% | 19.4% | 17.4% |
| Net margin | 16.9% | 18.2% | 17.0% | 17.8% | 18.2% | 16.2% | 14.4% | 17.1% |
Consensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-06-22 | SHUGAR DANIEL S· Chief Executive Officer | J | 30,077 | $128.38 | $3.9M | filing |
| 2026-06-22 | Wenger Howard· President | J | 16,041 | $128.38 | $2.1M | filing |
| 2026-06-22 | Bennett David P· Chief Accounting Officer | J | 13,368 | $128.38 | $1.7M | filing |
| 2026-06-22 | LEDESMA BRUCE· Chief Legal & Compliance Ofc | J | 10,436 | $128.38 | $1.3M | filing |
| 2026-06-18 | Wenger Howard· President | Option exercise | 30,488 | — | — | filing |
| 2026-06-18 | LEDESMA BRUCE· Chief Legal & Compliance Ofc | Option exercise | 20,326 | — | — | filing |
| 2026-06-18 | SHUGAR DANIEL S· Chief Executive Officer | Option exercise | 57,165 | — | — | filing |
| 2026-06-18 | Bennett David P· Chief Accounting Officer | Option exercise | 25,407 | — | — | filing |
| 2026-06-15 | Vinje Robert· Chief Operating Officer | Award | 15,262 | $0.00 | $0.00 | filing |
| 2026-06-05 | SHUGAR DANIEL S· Chief Executive Officer | J | 21,402 | $144.73 | $3.1M | filing |
| 2026-06-04 | SHUGAR DANIEL S· Chief Executive Officer | Option exercise | 21,402 | $21.00 | $449,442.00 | filing |
| 2026-06-01 | SHUGAR DANIEL S· Chief Executive Officer | J | 11,598 | $145.44 | $1.7M | filing |
| 2026-06-01 | SHUGAR DANIEL S· Chief Executive Officer | J | 10,502 | $143.13 | $1.5M | filing |
| 2026-06-01 | SHUGAR DANIEL S· Chief Executive Officer | J | 10,067 | $144.28 | $1.5M | filing |
| 2026-06-01 | SHUGAR DANIEL S· Chief Executive Officer | J | 7,435 | $142.45 | $1.1M | filing |
| 2026-06-01 | SHUGAR DANIEL S· Chief Executive Officer | J | 7,131 | $146.19 | $1.0M | filing |
| 2026-06-01 | BOYNTON CHARLES D· Chief Financial Officer | Sale | 4,500 | $151.79 | $683,055.00 | filing |
| 2026-06-01 | SHUGAR DANIEL S· Chief Executive Officer | J | 3,807 | $147.33 | $560,885.31 | filing |
| 2026-06-01 | SHUGAR DANIEL S· Chief Executive Officer | J | 1,500 | $148.19 | $222,285.00 | filing |
| 2026-06-01 | SHUGAR DANIEL S· Chief Executive Officer | J | 1,360 | $150.67 | $204,911.20 | filing |
| 2026-06-01 | SHUGAR DANIEL S· Chief Executive Officer | J | 700 | $151.47 | $106,029.00 | filing |
| 2026-06-01 | SHUGAR DANIEL S· Chief Executive Officer | J | 700 | $149.36 | $104,552.00 | filing |
| 2026-06-01 | SHUGAR DANIEL S· Chief Executive Officer | J | 200 | $152.09 | $30,418.00 | filing |
| 2026-05-29 | Miller Nicholas Marco· Chief Operating Officer | Sale | 22,427 | $156.00 | $3.5M | filing |
| 2026-05-29 | SHUGAR DANIEL S· Chief Executive Officer | Option exercise | 55,000 | $21.00 | $1.2M | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.