Lucas Sacerdote🔋(@LucasSacerdote_):$CSIQ with +$1B in quarterly revenues and 2.5GW of solar shipments. Explicitly told in the call that 100% of their US shipments are coming out of their Texas factory. 1,125GWs, or 4.5GWs annually. Running the factory at ~90% utilization rate. Wow. And sign of very solid demand. Their Indiana solar cell factory begun operations. First ever in the USA. And doubling their Texas factory nameplate capacity to 10GWs by end of year. Their 6.5-7GWs of solar deliveries to the US already takes into account some of this expansion. And they reiterated guidance with strong confidence. All-in-all, I thought this was a very solid quarter.

2026.05.14 14:49

$CSIQ with +$1B in quarterly revenues and 2.5GW of solar shipments. Explicitly told in the call that 100% of their US shipments are coming out of their Texas factory. 1,125GWs, or 4.5GWs annually. Running the factory at ~90% utilization rate. Wow. And sign of very solid demand. Their Indiana solar cell factory begun operations. First ever in the USA. And doubling their Texas factory nameplate capacity to 10GWs by end of year. Their 6.5-7GWs of solar deliveries to the US already takes into account some of this expansion. And they reiterated guidance with strong confidence. All-in-all, I thought this was a very solid quarter.

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