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ReneSola's (SOL) Earnings & Revenues Beat Estimates in Q2

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ReneSola Ltd. (SOL - Free Report) delivered earnings of 13 cents per American Depositary Share (ADS) from continuing operations in second-quarter 2019, which beat the Zacks Consensus Estimate of 2 cents by 550%.

Revenues

ReneSola’s second-quarter net revenues of $13.6 million surpassed the Zacks Consensus Estimate of $10 million by 36%. However, the top line declined 51.2% year over year.

Nevertheless, quarterly revenues exceeded the company’s projection of $10-$12 million. The upside can be attributed to realization of the $3.1 million of retention revenues from the 26.1 MW community projects in the United Kingdom that were sold in 2016.
 

Renesola Ltd. Price, Consensus and EPS Surprise

Renesola Ltd. Price, Consensus and EPS Surprise

Renesola Ltd. price-consensus-eps-surprise-chart | Renesola Ltd. Quote

 

Projects

As of Jun 30, 2019, ReneSola had more than 241 megawatts (MW) of rooftop projects in operation. Of this, the company operates 201.3 MW of rooftop projects in China, 15.4 MW in Romania, 19.6 MW in the United States and 4.3 MW in the U.K. Looking ahead, it has 5 MW of rooftop projects under construction in China. The company sold two project companies in China, including ten rooftop DG projects with an aggregate capacity of 12.3 MW.

As of Jun 30, 2019, the company had a pipeline of almost 1.4 gigawatts projects in various stages. Of this, 714 MW are late-stage projects. Of these late-stage projects, 33.5 MW are under construction.

In the second quarter, ReneSola connected 19.6 MW of utility projects in the United States, 11 MW of DG projects in Poland and 5.8 MW of DG projects in China and 0.6 MW of FiT projects in Canada.

The company signed a development service agreement with X-Elio North America to develop large utility-scale solar projects in multiple states in the United States.

Operational Highlights

The company generated gross margin of 77% that exceeded its guidance of 55-65%.

Operating expenses totaled $3.4 million, up 38% from $2.5 million in the year-ago quarter.

Operating income in the quarter came in at $7.1 million, up from the year-ago quarter’s operating income of $5.9 million.

Financial Condition

As of Jun 30, 2019, ReneSola had cash and cash equivalents of $8.7 million compared with $6.8 million as of Dec 31, 2018.

Long-term borrowings were $10.5 million as of Jun 30, 2019 compared with $41.4 million at the end of 2018.  

Guidance

ReneSola expects third-quarter 2019 revenues in the band of $15-$20 million, with an overall gross margin of 35-40%.  For 2019, the company continues to expect revenues in the range of $150-$170 million, with an overall gross margin of 20-25%. The Zacks Consensus Estimate for ReneSola’s 2019 revenues is pegged at $117.6 million, which is below the company’s projected guidance.

Zacks Rank

ReneSola currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Other Solar Releases

SolarEdge Technologies, Inc. (SEDG - Free Report) reported second-quarter 2019 adjusted earnings of 94 cents per share, which surpassed the Zacks Consensus Estimate of 86 cents by 9.3%

Enphase Energy, Inc. (ENPH - Free Report) reported second-quarter 2019 adjusted earnings of 18 cents per share, which surpassed the Zacks Consensus Estimate of 13 cents by 38.5%.

First Solar Inc. (FSLR - Free Report) incurred a loss of 18 cents per share in second-quarter 2019, while the Zacks Consensus Estimate for earnings was pegged at 2 cents.

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