Makes solar panels, cells, and wafers; also develops and operates solar farms and battery storage projects globally.
USD 5.60B revenue (2025) split between module sales (CSI Solar, ~18% gross margin) and power generation/O&M services (Global Energy). Margins compressed: net loss USD 0.10B despite USD 1.03B gross profit.
Vertically integrated from ingots to modules and project ownership creates some stickiness, but eroding: Chinese competitors (JinkoSolar, LONGi) undercut on price; commodity silicon wafers face intense competition; power generation margins thin as grid parity
Key events, in time order
Subsidiary's storage product earns key safety certification, boosting C&I competitiveness
Subsidiary's project secures major financing and is under construction, showing execution and financing capability
Company announces conference call for Q2 2026 results on August 27
Facility to employ over 1,200, filling key gap in US solar manufacturing
Gross margin 25.1% beat, but includes $93M one-time tariff refund; core solar business weak
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