Canadian Solar (CSIQ) Investor presentation summary

Mission and vision

• Aims to power the world with solar energy and create a cleaner Earth for future generations.

Business overview and global presence

• Operates as a tier 1 global solar and energy storage company, serving over 100 countries.

• Vertically integrated manufacturing with 10 GWp U.S. solar module and 6.3 GWp U.S. solar cell capacity by 2026.

• Delivered 177 GW of solar modules and 20 GWh of storage solutions globally as of March 2026.

• Recognized for sustainability and brand trust by S&P Global, Bloomberg NEF, and Newsweek.

Financial performance and guidance

• FY25 revenue reached $5.6B with an 18.3% gross margin and $43M operating income.

• Q1 2026 net revenues were $1.08B, down 10% year-over-year; gross margin improved to 25.1%.

• Manufacturing segment delivered 2.5 GW of modules and 2.1 GWh of storage in Q1 2026.

• FY26 guidance: 6.5–7.0 GW U.S. module shipments, 4.5–5.5 GWh U.S. storage shipments, $1.0–$1.2B Q2 revenue.