Canadian Solar posts $1.2 billion in Q4 revenue, missing analyst targets

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Canadian Solar reported Q4 2025 revenue of $1.2 billion, falling short of analyst expectations, which led to a 26% drop in its share price. The company experienced a net loss of $86 million in Q4 and $104 million for the full year, attributed to lower storage volumes, delayed project sales, and asset impairment charges. Despite these setbacks, Canadian Solar achieved record annual shipments to the U.S. market, diversified its profit drivers with significant growth in energy storage, and is expanding its manufacturing capabilities in North America.

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