As we move through earnings season in the solar industry, it's very apparent that not all companies can be treated the same by investors. For example, SunPower (SPWR 4.45%) and First Solar (FSLR 1.96%) are the two major U.S. companies that are profitable but SunPower margins are on the rise while First Solar's are falling.
In the residential market, SolarCity (SCTY.DL) is expecting to grow nearly 90% this year but a shift to sales instead of leases may affect profits. Nipping on its heels is SunPower, which has quietly become the second-largest residential solar company in the country.
In the video below, solar analyst Travis Hoium discusses what we've learned from solar earnings so far.