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第一太阳能（FSLR）与Regions Financial Corporation（RF）财务数据对比。点击上方公司名可切换其他公司
Regions Financial Corporation的季度营收约是第一太阳能的1.8倍（$1.9B vs $1.0B），第一太阳能净利率更高（33.2% vs 29.8%，领先3.3%），第一太阳能同比增速更快（23.6% vs 5.0%），过去两年Regions Financial Corporation的营收复合增速更高（25.7% vs 1.7%）
第一太阳能是美国上市光伏面板制造商，1990年成立时名为Solar Cells, Inc.，1999年被True North Partners收购后改为现名。公司采用碲化镉（CdTe）半导体技术生产刚性薄膜光伏面板，旗下所有生产基地均提供退役面板回收服务。
Regions Financial Corporation是美国银行控股企业，总部位于阿拉巴马州伯明翰市。公司提供零售及商业银行、信托、股票经纪、抵押贷款等服务，旗下银行业务子公司Regions Bank在美国南部和中西部15个州运营约1300家营业网点和2000台自动柜员机，服务大量当地个人及企业客户。
FSLR vs RF — 直观对比
营收规模更大
RF
是对方的1.8倍
$1.0B
营收增速更快
FSLR
高出18.7%
5.0%
净利率更高
FSLR
高出3.3%
29.8%
两年增速更快
RF
近两年复合增速
1.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.9B |
| 净利润 | $346.6M | $559.0M |
| 毛利率 | 46.6% | — |
| 营业利润率 | 33.1% | — |
| 净利率 | 33.2% | 29.8% |
| 营收同比 | 23.6% | 5.0% |
| 净利润同比 | 65.4% | — |
| 每股收益（稀释后） | $3.22 | $0.62 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收FSLRRF
| Q1 26 | $1.0B | $1.9B | ||
| Q4 25 | $1.7B | $1.3B | ||
| Q3 25 | $1.6B | $1.3B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $844.6M | $1.2B | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $887.7M | $1.2B | ||
| Q2 24 | $1.0B | $1.2B |
净利润FSLRRF
| Q1 26 | $346.6M | $559.0M | ||
| Q4 25 | $520.9M | $534.0M | ||
| Q3 25 | $455.9M | $569.0M | ||
| Q2 25 | $341.9M | $563.0M | ||
| Q1 25 | $209.5M | $490.0M | ||
| Q4 24 | $393.1M | $534.0M | ||
| Q3 24 | $313.0M | $490.0M | ||
| Q2 24 | $349.4M | $501.0M |
毛利率FSLRRF
| Q1 26 | 46.6% | — | ||
| Q4 25 | 39.5% | — | ||
| Q3 25 | 38.3% | — | ||
| Q2 25 | 45.6% | — | ||
| Q1 25 | 40.8% | — | ||
| Q4 24 | 37.5% | — | ||
| Q3 24 | 50.2% | — | ||
| Q2 24 | 49.4% | — |
营业利润率FSLRRF
| Q1 26 | 33.1% | — | ||
| Q4 25 | 32.6% | 55.3% | ||
| Q3 25 | 29.2% | 56.3% | ||
| Q2 25 | 33.0% | 56.1% | ||
| Q1 25 | 26.2% | 52.0% | ||
| Q4 24 | 30.2% | 53.4% | ||
| Q3 24 | 36.3% | 49.9% | ||
| Q2 24 | 36.9% | 52.7% |
净利率FSLRRF
| Q1 26 | 33.2% | 29.8% | ||
| Q4 25 | 31.0% | 41.7% | ||
| Q3 25 | 28.6% | 45.3% | ||
| Q2 25 | 31.2% | 44.7% | ||
| Q1 25 | 24.8% | 41.0% | ||
| Q4 24 | 26.0% | 43.4% | ||
| Q3 24 | 35.3% | 40.2% | ||
| Q2 24 | 34.6% | 42.2% |
每股收益（稀释后）FSLRRF
| Q1 26 | $3.22 | $0.62 | ||
| Q4 25 | $4.84 | $0.59 | ||
| Q3 25 | $4.24 | $0.61 | ||
| Q2 25 | $3.18 | $0.59 | ||
| Q1 25 | $1.95 | $0.51 | ||
| Q4 24 | $3.66 | $0.55 | ||
| Q3 24 | $2.91 | $0.49 | ||
| Q2 24 | $3.25 | $0.52 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $2.4B | — |
| 总债务越低越好 | $425.8M | $6.3B |
| 股东权益账面价值 | $9.9B | $18.8B |
| 总资产 | $13.4B | $160.7B |
| 负债/权益比越低杠杆越低 | 0.04× | 0.34× |
8季度趋势，按日历期对齐
现金及短期投资FSLRRF
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.8B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $837.6M | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.7B | — |
总债务FSLRRF
| Q1 26 | $425.8M | $6.3B | ||
| Q4 25 | — | $4.1B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.3B | ||
| Q1 25 | — | $6.0B | ||
| Q4 24 | — | $6.0B | ||
| Q3 24 | — | $6.0B | ||
| Q2 24 | — | $5.1B |
股东权益FSLRRF
| Q1 26 | $9.9B | $18.8B | ||
| Q4 25 | $9.5B | $19.0B | ||
| Q3 25 | $9.0B | $19.0B | ||
| Q2 25 | $8.5B | $18.7B | ||
| Q1 25 | $8.2B | $18.5B | ||
| Q4 24 | $8.0B | $17.9B | ||
| Q3 24 | $7.6B | $18.7B | ||
| Q2 24 | $7.3B | $17.2B |
总资产FSLRRF
| Q1 26 | $13.4B | $160.7B | ||
| Q4 25 | $13.3B | $158.8B | ||
| Q3 25 | $13.5B | $159.9B | ||
| Q2 25 | $12.9B | $159.2B | ||
| Q1 25 | $12.1B | $159.8B | ||
| Q4 24 | $12.1B | $157.3B | ||
| Q3 24 | $11.4B | $157.4B | ||
| Q2 24 | $11.0B | $154.1B |
负债/权益比FSLRRF
| Q1 26 | 0.04× | 0.34× | ||
| Q4 25 | — | 0.22× | ||
| Q3 25 | — | 0.25× | ||
| Q2 25 | — | 0.28× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | 0.32× | ||
| Q2 24 | — | 0.30× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-214.9M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | -0.62× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流FSLRRF
| Q1 26 | $-214.9M | — | ||
| Q4 25 | $1.2B | $-319.0M | ||
| Q3 25 | $1.3B | $861.0M | ||
| Q2 25 | $149.6M | $573.0M | ||
| Q1 25 | $-608.0M | $1.1B | ||
| Q4 24 | $811.0M | $-220.0M | ||
| Q3 24 | $-53.7M | $1.3B | ||
| Q2 24 | $193.0M | $161.0M |
自由现金流FSLRRF
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $-138.6M | — | ||
| Q1 25 | $-813.9M | — | ||
| Q4 24 | $497.5M | — | ||
| Q3 24 | $-487.7M | — | ||
| Q2 24 | $-172.1M | — |
自由现金流率FSLRRF
| Q1 26 | — | — | ||
| Q4 25 | 63.6% | — | ||
| Q3 25 | 67.1% | — | ||
| Q2 25 | -12.6% | — | ||
| Q1 25 | -96.4% | — | ||
| Q4 24 | 32.9% | — | ||
| Q3 24 | -54.9% | — | ||
| Q2 24 | -17.0% | — |
资本支出强度FSLRRF
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | — | ||
| Q3 25 | 12.8% | — | ||
| Q2 25 | 26.3% | — | ||
| Q1 25 | 24.4% | — | ||
| Q4 24 | 20.7% | — | ||
| Q3 24 | 48.9% | — | ||
| Q2 24 | 36.1% | — |
现金转化率FSLRRF
| Q1 26 | -0.62× | — | ||
| Q4 25 | 2.38× | -0.60× | ||
| Q3 25 | 2.79× | 1.51× | ||
| Q2 25 | 0.44× | 1.02× | ||
| Q1 25 | -2.90× | 2.18× | ||
| Q4 24 | 2.06× | -0.41× | ||
| Q3 24 | -0.17× | 2.57× | ||
| Q2 24 | 0.55× | 0.32× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
