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第一太阳能（FSLR）与Rollins, Inc.（ROL）财务数据对比。点击上方公司名可切换其他公司
第一太阳能的季度营收约是Rollins, Inc.的1.9倍（$1.7B vs $906.4M），第一太阳能净利率更高（31.0% vs 11.9%，领先19.1%），第一太阳能同比增速更快（11.1% vs 10.2%），过去两年第一太阳能的营收复合增速更高（29.0% vs 0.8%）
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。
Rollins, Inc.是北美知名虫害防治服务商，面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务，覆盖北美、英国等市场，在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
FSLR vs ROL — 直观对比
营收规模更大
FSLR
是对方的1.9倍
$906.4M
营收增速更快
FSLR
高出0.9%
10.2%
净利率更高
FSLR
高出19.1%
11.9%
两年增速更快
FSLR
近两年复合增速
0.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $906.4M |
| 净利润 | $520.9M | $107.8M |
| 毛利率 | 39.5% | — |
| 营业利润率 | 32.6% | 16.1% |
| 净利率 | 31.0% | 11.9% |
| 营收同比 | 11.1% | 10.2% |
| 净利润同比 | 32.5% | 2.5% |
| 每股收益（稀释后） | $4.84 | $0.22 |
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FSLRROL
| Q1 26 | $1.7B | $906.4M | ||
| Q4 25 | $1.7B | $912.9M | ||
| Q3 25 | $1.6B | $1.0B | ||
| Q2 25 | $1.1B | $999.5M | ||
| Q1 25 | $844.6M | $822.5M | ||
| Q4 24 | $1.5B | $832.2M | ||
| Q3 24 | $887.7M | $916.3M | ||
| Q2 24 | $1.0B | $891.9M |
净利润FSLRROL
| Q1 26 | $520.9M | $107.8M | ||
| Q4 25 | $520.9M | $116.4M | ||
| Q3 25 | $455.9M | $163.5M | ||
| Q2 25 | $341.9M | $141.5M | ||
| Q1 25 | $209.5M | $105.2M | ||
| Q4 24 | $393.1M | $105.7M | ||
| Q3 24 | $313.0M | $136.9M | ||
| Q2 24 | $349.4M | $129.4M |
毛利率FSLRROL
| Q1 26 | 39.5% | — | ||
| 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FSLRROL
| Q1 26 | 32.6% | 16.1% | ||
| Q4 25 | 32.6% | 17.5% | ||
| Q3 25 | 29.2% | 21.9% | ||
| Q2 25 | 33.0% | 19.8% | ||
| Q1 25 | 26.2% | 17.3% | ||
| Q4 24 | 30.2% | 18.1% | ||
| Q3 24 | 36.3% | 20.9% | ||
| Q2 24 | 36.9% | 20.4% |
净利率FSLRROL
| Q1 26 | 31.0% | 11.9% | ||
| Q4 25 | 31.0% | 12.8% | ||
| Q3 25 | 28.6% | 15.9% | ||
| Q2 25 | 31.2% | 14.2% | ||
| Q1 25 | 24.8% | 12.8% | ||
| Q4 24 | 26.0% | 12.7% | ||
| Q3 24 | 35.3% | 14.9% | ||
| Q2 24 | 34.6% | 14.5% |
每股收益（稀释后）FSLRROL
| Q1 26 | $4.84 | $0.22 | ||
| Q4 25 | $4.84 | $0.24 | ||
| Q3 25 | $4.24 | $0.34 | ||
| Q2 25 | $3.18 | $0.29 | ||
| Q1 25 | $1.95 | $0.22 | ||
| Q4 24 | $3.66 | $0.22 | ||
| Q3 24 | $2.91 | $0.28 | ||
| Q2 24 | $3.25 | $0.27 |
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 | $2.8B | $116.5M |
| 总债务越低越好 | $498.6M | $650.6M |
| 股东权益账面价值 | $9.5B | $1.4B |
| 总资产 | $13.3B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.05× | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资FSLRROL
| Q1 26 | $2.8B | $116.5M | ||
| Q4 25 | $2.8B | $100.0M | ||
| Q3 25 | $2.0B | $127.4M | ||
| Q2 25 | $1.1B | $123.0M | ||
| Q1 25 | $837.6M | $201.2M | ||
| Q4 24 | $1.6B | $89.6M | ||
| Q3 24 | $1.0B | $95.3M | ||
| Q2 24 | $1.7B | $106.7M |
总债务FSLRROL
| Q1 26 | $498.6M | $650.6M | ||
| Q4 25 | — | $486.1M | ||
| Q3 25 | — | $485.7M | ||
| Q2 25 | — | $485.3M | ||
| Q1 25 | — | $485.5M | ||
| Q4 24 | — | $395.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益FSLRROL
| Q1 26 | $9.5B | $1.4B | ||
| Q4 25 | $9.5B | $1.4B | ||
| Q3 25 | $9.0B | $1.5B | ||
| Q2 25 | $8.5B | $1.4B | ||
| Q1 25 | $8.2B | $1.4B | ||
| Q4 24 | $8.0B | $1.3B | ||
| Q3 24 | $7.6B | $1.3B | ||
| Q2 24 | $7.3B | $1.2B |
总资产FSLRROL
| Q1 26 | $13.3B | $3.2B | ||
| Q4 25 | $13.3B | $3.1B | ||
| Q3 25 | $13.5B | $3.2B | ||
| Q2 25 | $12.9B | $3.2B | ||
| Q1 25 | $12.1B | $2.9B | ||
| Q4 24 | $12.1B | $2.8B | ||
| Q3 24 | $11.4B | $2.8B | ||
| Q2 24 | $11.0B | $2.8B |
负债/权益比FSLRROL
| Q1 26 | 0.05× | 0.47× | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $2.1B | $118.4M |
| 自由现金流经营现金流 - 资本支出 | — | $111.2M |
| 自由现金流率自由现金流/营收 | — | 12.3% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | 3.95× | 1.10× |
| 过去12个月自由现金流最近4个季度 | — | $621.1M |
8季度趋势，按日历期对齐
经营现金流FSLRROL
| Q1 26 | $2.1B | $118.4M | ||
| Q4 25 | $1.2B | $164.7M | ||
| Q3 25 | $1.3B | $191.3M | ||
| Q2 25 | $149.6M | $175.1M | ||
| Q1 25 | $-608.0M | $146.9M | ||
| Q4 24 | $811.0M | $188.2M | ||
| Q3 24 | $-53.7M | $146.9M | ||
| Q2 24 | $193.0M | $145.1M |
自由现金流FSLRROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $1.1B | $159.0M | ||
| Q3 25 | $1.1B | $182.8M | ||
| Q2 25 | $-138.6M | $168.0M | ||
| Q1 25 | $-813.9M | $140.1M | ||
| Q4 24 | $497.5M | $184.0M | ||
| Q3 24 | $-487.7M | $139.4M | ||
| Q2 24 | $-172.1M | $136.4M |
自由现金流率FSLRROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 63.6% | 17.4% | ||
| Q3 25 | 67.1% | 17.8% | ||
| Q2 25 | -12.6% | 16.8% | ||
| Q1 25 | -96.4% | 17.0% | ||
| Q4 24 | 32.9% | 22.1% | ||
| Q3 24 | -54.9% | 15.2% | ||
| Q2 24 | -17.0% | 15.3% |
资本支出强度FSLRROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 10.2% | 0.6% | ||
| Q3 25 | 12.8% | 0.8% | ||
| Q2 25 | 26.3% | 0.7% | ||
| Q1 25 | 24.4% | 0.8% | ||
| Q4 24 | 20.7% | 0.5% | ||
| Q3 24 | 48.9% | 0.8% | ||
| Q2 24 | 36.1% | 1.0% |
现金转化率FSLRROL
| Q1 26 | 3.95× | 1.10× | ||
| Q4 25 | 2.38× | 1.41× | ||
| Q3 25 | 2.79× | 1.17× | ||
| Q2 25 | 0.44× | 1.24× | ||
| Q1 25 | -2.90× | 1.40× | ||
| Q4 24 | 2.06× | 1.78× | ||
| Q3 24 | -0.17× | 1.07× | ||
| Q2 24 | 0.55× | 1.12× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
