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Gross Margin by Segment
Indicates the percentage of revenue that exceeds the cost of goods sold for each segment, providing insight into pricing power and cost control effectiveness.CSI Solar’s margins recently surged, reflecting stronger manufacturing and storage execution plus a one‑time tariff‑refund boost, but that strength looks transient; Recurrent Energy is highly volatile and swung to losses, showing project monetization can wipe out manufacturing gains. Management’s Q2 margin guidance and warnings about commodity/logistics risk imply normalization ahead, so treat the Q1 margin pop as proof of operational progress rather than a durable margin expansion until backlog monetization, deleveraging, and stable storage margins materialize.
Date | CSI Solar | Recurrent Energy |
|---|---|---|
Jun 30, 2026 | 11.90 | 30.70 |
Mar 31, 2026 | 29.10 | -10.40 |
Dec 31, 2025 | 14.50 | -39.00 |
Sep 30, 2025 | 15.00 | 46.10 |
Jun 30, 2025 | 22.30 | 32.39 |
Mar 31, 2025 | 13.40 | 18.59 |
Dec 31, 2024 | 19.80 | 7.50 |
Sep 30, 2024 | 18.60 | 32.00 |
Jun 30, 2024 | 16.70 | 47.40 |
Mar 31, 2024 | 18.40 | 33.10 |