The US solar industry’s headline growth story has quietly inverted. SEIA’s Q2 2026 Solar Market Insight Report shows the US installed 7.8 GWdc of new solar capacity in Q1 2026 — a 27% decline from Q1 2025 and a 42% drop from Q4 2025. Utility-scale, the segment that has carried the industry’s growth for years, fell 34% year-over-year and 45% quarter-over-quarter to 5.9 GWdc. Residential was the lone bright spot, up 6% year-over-year to 1,179 MWdc, though still down 15% from the prior quarter.