T1 Energy (TE)
NYSE:TE
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.11Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed clear operational and commercial progress—record production at G1, rapid construction and detailed milestones for the G2_Austin fab, successful capital raises and an expanding contract and merchant pipeline—alongside material near-term challenges: a set of one-time accounting and regulatory-driven hits (~$87.7M), elevated SG&A from ramp activity, remaining funding needs of $350M for G2 Phase 1, and ongoing regulatory/timing uncertainty that affects demand cadence. Management expressed confidence in funding and execution, expects margin and EBITDA improvement through 2026 into a step-change in 2027, and highlighted validated monetization of 45x tax credits. Overall, the positive operational momentum and financing progress outweigh the near-term obstacles and one-time impacts.Company Guidance
Record Production and Sales at G1_Dallas
G1_Dallas produced 2.79 GW of solar modules in 2025, meeting the annual production target; quarterly production and sales surpassed 1 GW for the first time, and the 5 GW nameplate factory achieved maximum daily run rates.
G2_Austin Construction Progress and Timeline
Phase 1 (2.1 GW) of G2_Austin is under construction and progressing on schedule (90% design); first structural steel section erection is on track for April, production-line equipment manufacturing started, and first domestic cell production targeted by end of 2026.
Successful Capital Formation and Improved Liquidity
T1 executed multiple capital transactions across 2025 and Q4, including earlier registered and convertible financings and December concurrent offerings; management reports raising more than $440 million in Q4 and a December raise of $322 million (combined with prior $72M registered direct and $50M convertible tranche), materially strengthening the balance sheet to begin Phase 1 construction.
Commercial Momentum and Large Opportunity Set
T1 has 3.0 GW of G1 modules under firm contract for 2026 (1 GW cost-plus, 2 GW fixed margin), more than double contract coverage vs. 2025, and is discussing ~13 GW of merchant opportunities + >10 GW of advanced offtake pursuits + ~18 GW mid-stage pursuits (total ~41 GW pipeline).
Monetization and Protection of Section 45x Tax Credits
Completed transactions to preserve eligibility for Section 45x tax credits and validated monetization capability by completing the first sale of 45x credits to a U.S. financial institution.
Improving Commercial Position & Margin Tailwinds
T1 executed strategic supply partnerships (Hemlock, Corning, NextPower) and a 3-year supply agreement with Treaty Oak for 900 MW of G1 modules with G2 domestic cells starting in 2027; management expects production costs to decline and margin improvement as G1 ramps and G2 comes online.
Equity Market Recovery
Company equity market capitalization expanded by more than 11x from 2025 spring lows to year-end, reflecting improved investor sentiment and enabling access to new institutional capital.
TE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $7.22 | $7.29 | +0.97% |
Nov 14, 2025 | $3.49 | $3.36 | -3.72% |
Aug 20, 2025 | $1.46 | $1.33 | -8.90% |
May 15, 2025 | $1.55 | $1.27 | -18.06% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does T1 Energy (TE) report earnings?
T1 Energy (TE) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is T1 Energy (TE) earnings time?
T1 Energy (TE) earnings time is at May 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is TE EPS forecast?
Currently, no data Available