First Solar (FSLR) AGM 2026 summary
Event summary combining transcript, slides, and related documents.
AGM 2026 summary
19 May, 2026Opening remarks and agenda
The meeting was held virtually to maximize stockholder participation and included board members, executives, and the company's auditor in attendance.
The agenda included electing 10 directors, ratifying the auditor, an advisory vote on executive compensation, and a shareholder proposal on special meetings.
Board and executive committee updates
All director nominees except Curtis Morgan were incumbents and consented to serve for the coming year.
The board and executive team, including the CEO, CFO, and General Counsel, were present and participated in the proceedings.
Shareholder proposals
A proposal was presented to lower the threshold for shareholders to call a special meeting from 25% to 10% ownership, with no holding period restrictions.
The proposal aimed to enhance shareholder rights and was supported by reference to similar proposals at other companies.
Latest events from First Solar
- Q2 2026 saw record sales, 57% margin, $423M net income, and a 45.1 GW backlog.FSLR
Q2 2026 - Record Q1 sales, 65% net income growth, and strong margins support robust 2026 outlook.FSLR
Q1 2026 - Annual meeting covers director elections, auditor ratification, pay, and a contested shareholder proposal.FSLR
Proxy filing - Votes include director elections, auditor ratification, and a contested special meeting proposal.FSLR
Proxy filing - Record 2025 sales and strong 2026 outlook driven by innovation, cash, and favorable policy.FSLR
Q4 2025 - Record Q3 sales, strong EPS, and robust backlog drive updated 2025 outlook.FSLR
Q3 2025 - Q3 EPS $2.91, 73.3 GW backlog, 2024 guidance lowered, $50M Series 7 warranty charge.FSLR
Q3 2024 - Q2 2024 saw $1.01B sales, 49.4% margin, $3.25 EPS, and a 75.9 GW backlog; guidance held.FSLR
Q2 2024 - 2025 guidance targets up to $5.8B sales and $20 EPS amid strong growth and policy risks.FSLR
Q4 2024