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Maxeon Solar lowers Q3 revenue view to $224M-$229M from $280M-$320M

Consensus for Q3 revenue is $316.2M. Lowers Q3 adjusted EBITDA view by $30M. CEO Bill Mulligan commented, “our largest US DG customer breached their payment obligations under our current Master Supply Agreement and we paused shipments in late July as a result. While this customer has recently made several payments on their outstanding balance and is now close to becoming current, we continue to pause our shipments and engage in good faith towards resolution of certain ongoing claims of breach under the MSA. We do not have visibility into how quickly such resolution can be achieved. It is our position that we have firm quantity and pricing contracts in place.”

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