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第一太阳能（FSLR）与SouthState Bank Corp（SSB）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SouthState Bank Corp的1.6倍（$1.0B vs $661.7M），SouthState Bank Corp净利率更高（34.1% vs 33.2%，领先0.9%），过去两年SouthState Bank Corp的营收复合增速更高（37.4% 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。
SouthState Bank总部位于美国佛罗里达州温特黑文，是银行控股公司SouthState Corporation旗下的银行子公司。截至2025年5月26日，该行已在南卡罗来纳、北卡罗来纳、佐治亚、佛罗里达、阿拉巴马、弗吉尼亚、科罗拉多、得克萨斯八州设有371家营业网点，为当地客户提供各类银行金融服务。
FSLR vs SSB — 直观对比
营收规模更大
FSLR
是对方的1.6倍
$661.7M
净利率更高
SSB
高出0.9%
33.2%
两年增速更快
SSB
近两年复合增速
1.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $661.7M |
| 净利润 | $346.6M | $225.8M |
| 毛利率 | 46.6% | — |
| 营业利润率 | 33.1% | 15.1% |
| 净利率 | 33.2% | 34.1% |
| 营收同比 | 23.6% | — |
| 净利润同比 | 65.4% | 153.5% |
| 每股收益（稀释后） | $3.22 | $2.28 |
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FSLRSSB
| Q1 26 | $1.0B | $661.7M | ||
| Q4 25 | $1.7B | $581.1M | ||
| Q3 25 | $1.6B | $599.7M | ||
| Q2 25 | $1.1B | $577.9M | ||
| Q1 25 | $844.6M | $544.5M | ||
| Q4 24 | $1.5B | $369.8M | ||
| Q3 24 | $887.7M | $351.5M | ||
| Q2 24 | $1.0B | $350.3M |
净利润FSLRSSB
| Q1 26 | $346.6M | $225.8M | ||
| Q4 25 | $520.9M | $247.7M | ||
| Q3 25 | $455.9M | $246.6M | ||
| Q2 25 | $341.9M | $215.2M | ||
| Q1 25 | $209.5M | $89.1M | ||
| Q4 24 | $393.1M | $144.2M | ||
| Q3 24 | $313.0M | $143.2M | ||
| Q2 24 | $349.4M | $132.4M |
毛利率FSLRSSB
| 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FSLRSSB
| Q1 26 | 33.1% | 15.1% | ||
| Q4 25 | 32.6% | 54.3% | ||
| Q3 25 | 29.2% | 53.6% | ||
| Q2 25 | 33.0% | 48.8% | ||
| Q1 25 | 26.2% | 22.3% | ||
| Q4 24 | 30.2% | 50.7% | ||
| Q3 24 | 36.3% | 53.1% | ||
| Q2 24 | 36.9% | 49.3% |
净利率FSLRSSB
| Q1 26 | 33.2% | 34.1% | ||
| Q4 25 | 31.0% | 42.6% | ||
| Q3 25 | 28.6% | 41.1% | ||
| Q2 25 | 31.2% | 37.2% | ||
| Q1 25 | 24.8% | 16.4% | ||
| Q4 24 | 26.0% | 39.0% | ||
| Q3 24 | 35.3% | 40.7% | ||
| Q2 24 | 34.6% | 37.8% |
每股收益（稀释后）FSLRSSB
| Q1 26 | $3.22 | $2.28 | ||
| Q4 25 | $4.84 | $2.47 | ||
| Q3 25 | $4.24 | $2.42 | ||
| Q2 25 | $3.18 | $2.11 | ||
| Q1 25 | $1.95 | $0.87 | ||
| Q4 24 | $3.66 | $1.88 | ||
| Q3 24 | $2.91 | $1.86 | ||
| Q2 24 | $3.25 | $1.73 |
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 | $2.9B |
| 总债务越低越好 | $425.8M | — |
| 股东权益账面价值 | $9.9B | $9.0B |
| 总资产 | $13.4B | $68.0B |
| 负债/权益比越低杠杆越低 | 0.04× | — |
8季度趋势，按日历期对齐
现金及短期投资FSLRSSB
| Q1 26 | $2.4B | $2.9B | ||
| 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FSLRSSB
| Q1 26 | $425.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益FSLRSSB
| Q1 26 | $9.9B | $9.0B | ||
| Q4 25 | $9.5B | $9.1B | ||
| Q3 25 | $9.0B | $9.0B | ||
| Q2 25 | $8.5B | $8.8B | ||
| Q1 25 | $8.2B | $8.6B | ||
| Q4 24 | $8.0B | $5.9B | ||
| Q3 24 | $7.6B | $5.9B | ||
| Q2 24 | $7.3B | $5.7B |
总资产FSLRSSB
| Q1 26 | $13.4B | $68.0B | ||
| Q4 25 | $13.3B | $67.2B | ||
| Q3 25 | $13.5B | $66.0B | ||
| Q2 25 | $12.9B | $65.9B | ||
| Q1 25 | $12.1B | $65.1B | ||
| Q4 24 | $12.1B | $46.4B | ||
| Q3 24 | $11.4B | $46.1B | ||
| Q2 24 | $11.0B | $45.5B |
负债/权益比FSLRSSB
| Q1 26 | 0.04× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $-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FSLRSSB
| Q1 26 | $-214.9M | — | ||
| Q4 25 | $1.2B | $232.1M | ||
| Q3 25 | $1.3B | $122.4M | ||
| Q2 25 | $149.6M | $72.6M | ||
| Q1 25 | $-608.0M | $-126.3M | ||
| Q4 24 | $811.0M | $354.3M | ||
| Q3 24 | $-53.7M | $-246.8M | ||
| Q2 24 | $193.0M | $126.8M |
自由现金流FSLRSSB
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $215.5M | ||
| Q3 25 | $1.1B | $101.7M | ||
| Q2 25 | $-138.6M | $52.5M | ||
| Q1 25 | $-813.9M | $-139.1M | ||
| Q4 24 | $497.5M | $340.9M | ||
| Q3 24 | $-487.7M | $-254.2M | ||
| Q2 24 | $-172.1M | $117.3M |
自由现金流率FSLRSSB
| Q1 26 | — | — | ||
| Q4 25 | 63.6% | 37.1% | ||
| Q3 25 | 67.1% | 17.0% | ||
| Q2 25 | -12.6% | 9.1% | ||
| Q1 25 | -96.4% | -25.5% | ||
| Q4 24 | 32.9% | 92.2% | ||
| Q3 24 | -54.9% | -72.3% | ||
| Q2 24 | -17.0% | 33.5% |
资本支出强度FSLRSSB
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | 2.9% | ||
| Q3 25 | 12.8% | 3.5% | ||
| Q2 25 | 26.3% | 3.5% | ||
| Q1 25 | 24.4% | 2.4% | ||
| Q4 24 | 20.7% | 3.6% | ||
| Q3 24 | 48.9% | 2.1% | ||
| Q2 24 | 36.1% | 2.7% |
现金转化率FSLRSSB
| Q1 26 | -0.62× | — | ||
| Q4 25 | 2.38× | 0.94× | ||
| Q3 25 | 2.79× | 0.50× | ||
| Q2 25 | 0.44× | 0.34× | ||
| Q1 25 | -2.90× | -1.42× | ||
| Q4 24 | 2.06× | 2.46× | ||
| Q3 24 | -0.17× | -1.72× | ||
| Q2 24 | 0.55× | 0.96× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
FSLR
暂无分部数据
SSB
| Net Interest Income | $561.6M | 85% |
| Noninterest Income | $100.1M | 15% |
