What is the market's earnings forecast for TOYO next quarter?

What does TOYO do and what are its main business segments?

What is the revenue and EPS growth rate for TOYO year over year?

Did TOYO beat or miss consensus estimates last quarter?

What is TOYO's gross profit margin?

What is TOYO's latest dividend and current dividend yield?

What factors drove the changes in TOYO's revenue and profit?

What guidance did TOYO's management provide for the next earnings period?

- **Strategic Acquisition & Expansion**: VSUN brand unification and 4GW Ethiopia facility to drive U.S. tariff mitigation.
- **Financial Recovery Path**: 2025 shipments 4.2-4.4GW, targeting $375-400M rev with margin recovery.
- **Operational Scaling**: Houston trial prod aligning U.S. manufacturing with supply chain.
- **Margin Outlook**: Ethiopia cost optimization to offset 44% U.S. shipment drag, 2025 margin rebound expected.


**【CEO Summary Section】**
- Acquired VSUN brand to unify operations, leveraging VSUN's North American utility-scale relationships.
- Ethiopia solar cell facility ramping to 4GW by Q4, with U.S. tariff mitigation strategy.
- Houston module trial production on track, aligning U.S. manufacturing with supply chain.

**【CFO Financial Commentary】**
- Q2 2025 guidance: 4.2-4.4GW shipments, $375-400M revenue, $39-45M net income.
- First half 2025: $139M revenue (+0.7%), 16.6% gross margin (vs. 19.3% 2024), $30M opex (+219.9%).
- Redirecting Vietnam capacity to non-U.S. markets amid U.S. tariff challenges.

**【Q&A Highlights】**
- Gross margin decline driven by 44% U.S. shipments vs. 80% 2024, Ethiopia cost optimization underway.
- Expect margin recovery with Ethiopia scale, Houston U.S. production alignment.
- Ethiopia expansion and VSUN brand integration to accelerate growth.


TOYO

TOYO fundamentals

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