1 pointI didn't estimate a module / project rev split but my guess is they'll have sth. like $200 - $250M in projects. I assume they will recognize the big japanese project (Yamaguchi) in Q4 cuz there still was no PR.
1 pointHere's my Q3 estimates which I also used for estimize. Other estimates out there? Rev $842.9M GP $219.1M OPEX & Net Int $130.9M EBT $88.2M Tax $18.4M NI $69.9M #shares 60.3M EPS $1.16