DQ
Daqo New Energy·NYSE
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DQ fundamentals
Daqo New Energy (DQ) released its earnings on Mar 2, 2026: revenue was 221.71M (YoY +13.49%), missed estimates; EPS was -0.11 (YoY +95.94%), beat estimates.
Revenue / YoY
221.71M
+13.49%
EPS / YoY
-0.11
+95.94%
Report date
Mar 2, 2026
DQ Earnings Call Summary for Q4,2025
- Revenue Recovery: 2025 revenue $665 million (down 36% YoY) driven by cost-cutting and market recovery. Q4 gross margin improved to 7% (vs. -33% YoY).
- Cost Efficiency: Q4 cash costs hit record low $4.46/kg, with total production costs down 9% YoY. EBITDA turned positive at $1.7 million.
- Policy Impact: China's anti-involution policies reduced industry overcapacity by 28.4% in 2025, driving price recovery to RMB 50-56/kg.
- 2026 Outlook: Free cash flow expected to improve, with capital expenditures $100-150 million. Share buybacks contingent on policy clarity.
- Price Stability: Q1-Q2 2026 ASPs expected to stabilize at RMB 53-54/kg, supported by anti-involution enforcement.
EPS
Actual | 0.454 | 0.032 | 0.27 | 0.96 | 1.08 | 3.03 | 3.81 | 1.94 | 6.99 | 8.18 | 4.18 | 4.71 | 3.52 | 1.34 | -0.09 | 0.64 | 0.24 | -1.81 | -0.92 | -2.71 | -1.07 | -1.14 | -0.22 | -0.11 | ||||||||||||||||
Forecast | 0.353 | 0.037 | 0.351 | 1.08 | 1.255 | 2.8267 | 2.35 | 3.18 | 5.8875 | 8.39 | 7.075 | 6.345 | 4.7467 | 4.5033 | 1.7 | 0.84 | 0.56 | -0.695 | -0.31 | -2.08 | -0.695 | -1.275 | -0.5875 | -0.2 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +28.61% | -13.51% | -23.08% | -11.11% | -13.94% | +7.19% | +62.13% | -38.99% | +18.73% | -2.50% | -40.92% | -25.77% | -25.84% | -70.24% | -105.29% | -23.81% | -57.14% | -160.43% | -196.77% | -30.29% | -53.96% | +10.59% | +62.55% | +45.00% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 168.83M | 133.52M | 125.53M | 247.72M | 256.10M | 441.37M | 585.78M | 395.55M | 1.28B | 1.24B | 1.22B | 864.25M | 709.83M | 636.72M | 484.84M | 477.13M | 415.31M | 219.91M | 198.50M | 195.36M | 123.91M | 75.19M | 244.60M | 221.71M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 150.50M | 111.47M | 139.13M | 236.12M | 297.97M | 407.00M | 541.34M | 550.72M | 1.18B | 1.31B | 1.17B | 959.68M | 914.78M | 1.01B | 672.30M | 529.40M | 491.90M | 302.44M | 187.93M | 153.54M | 182.08M | 112.20M | 176.78M | 273.70M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +12.18% | +19.78% | -9.78% | +4.92% | -14.05% | +8.44% | +8.21% | -28.18% | +8.33% | -5.08% | +4.36% | -9.94% | -22.40% | -36.88% | -27.88% | -9.87% | -15.57% | -27.29% | +5.62% | +27.23% | -31.94% | -32.99% | +38.37% | -19.00% |
Earnings Call
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