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What to Watch from Solar Earnings Season

By Travis Hoium – Feb 10, 2014 at 10:02AM

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SunPower reports earnings on Wednesday and what it says will shape the rest of the industry's earnings season.

Solar industry earnings season begins on Wednesday when SunPower (SPWR 3.64%) 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 (CSIQ 5.51%) did in Japan, if Trina Solar's (NYSE: TSL) margins will improve in Europe, and if JinkoSolar (JKS 12.01%) 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. 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.

Stocks Mentioned

SunPower Stock Quote
SunPower
SPWR
$24.49 (3.64%) $0.86
Canadian Solar Stock Quote
Canadian Solar
CSIQ
$36.56 (5.51%) $1.91
JinkoSolar Holding Company Stock Quote
JinkoSolar Holding Company
JKS
$55.48 (12.01%) $5.95

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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