First Solar vs Consolidated Edison
Side-by-side comparison of AI visibility scores, market position, and capabilities
Tempe AZ US solar module leader (NASDAQ: FSLR) at $4.2B 2024 revenue (+27%) with 23.5 GW total capacity; $330M South Carolina factory adding 3.7 GW and EPEAT Climate+ certified competing with Qcells for IRA-compliant domestic utility solar.
About
First Solar, Inc. is a Tempe, Arizona-based solar module manufacturer — publicly traded on NASDAQ (NASDAQ: FSLR) as an S&P 500 component — operating as the largest US solar manufacturer and the only vertically integrated thin-film cadmium telluride (CdTe) solar module company at commercial scale, with 23.5 GW of total nameplate manufacturing capacity across facilities in the United States (Ohio, Alabama, Louisiana), India, Vietnam, and Malaysia as of 2025. In fiscal year 2024, First Solar reported $4.2 billion in net sales (a 27% increase from $3.3 billion in 2023) with a record 14.1 GW of modules sold. In 2025, First Solar committed $330 million to a new South Carolina factory in Gaffney (3.7 GW capacity, ~600 jobs, operations H2 2026) that would bring total US capacity to 17.7 GW. First Solar's CdTe modules have achieved commercial production efficiencies exceeding 20%, and the company holds first-mover status with the EPEAT Climate+ designation for ultra-low carbon solar technology. CEO Mark Widmar leads the company. Founded 1990 in Perrysburg, Ohio.
New York City regulated utility (NYSE: ED) at $1,868M adjusted earnings (+6%); CECONY serves 3.6M electric/1.1M gas customers in NYC metro, Clean Energy Businesses sold $6.8B (2023), Manhattan grid electrification capex.
About
Consolidated Edison, Inc. is a New York City, New York-based regulated electric, gas, and steam utility holding company — publicly traded on the New York Stock Exchange (NYSE: ED) as an S&P 500 Utilities component — delivering electricity to approximately 3.6 million customers, natural gas to approximately 1.1 million customers, and steam to commercial and residential customers in Manhattan through two regulated utility subsidiaries: Consolidated Edison Company of New York (CECONY, serving New York City and Westchester County) and Orange and Rockland Utilities (serving counties in southern New York and northern New Jersey), through approximately 15,000 employees. In fiscal year 2024, Consolidated Edison reported adjusted earnings of $1,868 million ($5.40 per share), up from $1,762 million ($5.07 per share) in 2023 (+6%), demonstrating steady rate-base-driven earnings growth. GAAP net income was $1,820 million ($5.26/share) in 2024 versus $2,519 million ($7.25/share) in 2023, with the prior year's higher GAAP income reflecting the substantial gain from the $6.8 billion sale of Con Edison Clean Energy Businesses (its non-regulated renewable energy subsidiary) to RWE in 2023 — proceeds that Con Edison is deploying to reduce debt and fund its regulated infrastructure investment program. CEO Timothy Cawley leads the company's strategy of investing in Manhattan's grid infrastructure for reliability and electrification — particularly EV charging infrastructure, building electrification (replacing gas appliances with electric), and transmission upgrades for offshore wind power integration into the New York City grid.
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