Section 25D Solar Tax Credit Expiration and Q3 2026 Manufacturer Results
What happened
The reports contain no regulatory action by CBP, the USITC or any other agency; they cover only third-party reporting on corporate earnings. pv magazine USA reported on 29 October 2026 mixed Q3 2026 results across solar manufacturers, stating that upstream suppliers and utility-scale players held up while companies exposed to the small-scale distributed market continued to struggle after the end of the Section 25D tax credits. Corning's solar revenue rose 37% year-over-year but the segment posted a $7 million net loss; Enphase revenue fell 28.5% year-over-year to $293.3 million with lower Q4 guidance; Nextpower reported record revenue of $1.11 billion. The reports give no effective date, rate or scope for any measure, and no compliance obligation or deadline.
Generated by AI from the reports · updated 2 hours ago
Report timeline
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- pv magazine USApv magazine USA reports mixed Q3 2026 results across solar manufacturers
pv magazine USA reports that solar companies posted mixed Q3 2026 results, with upstream suppliers and utility-scale players holding up while companies exposed to the small-scale distributed market continued to struggle after the end of the Section 25D tax credits. Corning's solar revenue rose 37% year-over-year but the segment posted a $7 million net loss, and Enphase revenue fell 28.5% year-over-year to $293.3 million with lower Q4 guidance. Nextpower reported record revenue of $1.11 billion, up 23%, and Tesla said Megapack inventory is nearly sold out through the end of 2027.
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