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Revenue growth of 87.6% in the first half of 2026 was primarily driven by a 153.9% increase in U.S. customer demand, which now represents over 80% of total revenue.
Gross margin expansion to 32.5% reflects improved production efficiency and a strategic shift toward higher average selling price (ASP) sales in the U.S. market.
Management attributes the sequential revenue decline in Q2 to lower solar cell volumes, which were only partially offset by increased solar module sales and OEM service revenue.
The company views the recent Section 232 determination as a structural positive that validates its strategy of using U.S.-produced inputs and allied nation supply chains.
#Solar #management #section #analysts
Revenue growth of 87.6% in the first half of 2026 was primarily driven by a 153.9% increase in U.S. customer demand, which now represents over 80% of total revenue.
Gross margin expansion to 32.5% reflects improved production efficiency and a strategic shift toward higher average selling price (ASP) sales in the U.S. market.
Management attributes the sequential revenue decline in Q2 to lower solar cell volumes, which were only partially offset by increased solar module sales and OEM service revenue.
The company views the recent Section 232 determination as a structural positive that validates its strategy of using U.S.-produced inputs and allied nation supply chains.
#Solar #management #section #analysts
1 day ago
