T1 Energy reports Q4 cont ops EPS (70c) vs. (22c) last year

Reports Q4 revenue $358.6M, consensus $368.2M. “2025 was a defining year for T1 Energy (TE) as we advanced our strategy to build America’s first vertically integrated, silicon-based solar platform,” said Dan Barcelo, Chairman and CEO of T1 Energy. “We expanded our commercial partnerships, highlighted by a long-term offtake agreement with Treaty Oak Clean Energy, ramped production and sales at our fully operational G1_Dallas facility, and secured over $440 million in strategic capital to accelerate our growth and enhance T1’s competitive position as an American solar leader. Construction commenced on Phase 1 of our G2_Austin facility, and we executed a series of transactions to preserve eligibility for Section 45X tax credits-culminating in our first successful sale of Section 45X tax credits to a U.S. financial institution. Entering 2026, we’re building on this momentum as we execute our plan to build a vertically integrated U.S. polysilicon solar supply chain and seek to position T1 Energy as a leading U.S. energy producer and cash-flow powerhouse.”