Solar industry earnings season begins on Wednesday when SunPower (NASDAQ:SPWR) announces fourth quarter results after the market closes. This is a key report, not just for SunPower, because we'll be able to learn a lot about how the industry is doing from this one report.
SunPower is the one company with exposure to residential, commercial, and utility scale solar and also sells into every major market around the world. We'll be able to see how Canadian Solar (NASDAQ:CSIQ) did in Japan, if Trina Solar's (NYSE:TSL) margins will improve in Europe, and if JinkoSolar (NYSE:JKS) will see as much demand as we expect in China.
Mike Klesta talked to solar analyst Travis Hoium about what we should look for from this report and earnings season in general.
Travis Hoium manages an account that owns shares of SunPower and personally owns shares and has the following options: long January 2015 $5 calls on SunPower, long January 2015 $7 calls on SunPower, long January 2015 $15 calls on SunPower, long January 2015 $25 calls on SunPower, and long January 2015 $40 calls on SunPower. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.