T1 Energy Inc. (TE)
NYSE:TE
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Earnings Data
Report Date
Aug 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.08Last Year’s EPS
-0.2Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed meaningful operational and financial progress (record adjusted EBITDA, margin expansion to 17%, G2 construction milestones met, and $176M of convertible proceeds) alongside a clear plan to close remaining financing and expand commercial supply. Material execution risks remain—notably the unresolved ~$225M G2 financing, dependence on Section 232 and tax-credit monetization timing, merchant-price uncertainty, and some near-term softness in sales due to customer inventory drawdown. On balance, the call emphasized concrete achievements and a clear path forward while acknowledging measurable but manageable risks.Company Guidance
Record Quarterly Adjusted EBITDA
T1 reported a record quarterly adjusted EBITDA of $9.1 million in Q1 2026 (highest quarterly adjusted EBITDA to date). Gross margin expanded to 17% in Q1 (~+10% versus the Q4 run rate) despite lower throughput, driven by a favorable mix shift to combined cost-plus and fixed-margin contracts (3 GW of contracted offtake for 2026). Throughput in Q1 was 683 MW (2.7 GW run rate).
G2_Austin Phase 1 Construction On Schedule
G2_Austin Phase 1 (2.1 GW) construction is progressing on schedule with first cell production targeted in Q4 2026. Key milestones completed or underway include ordering production line equipment, steel package order in Q1 2026, concrete works commenced in April, and steel erection expected in May. Planned capital investment for G2 Phase 1 is ~$425 million.
Successful Capital Raise to Advance G2
T1 priced an upsized public convertible senior notes offering in April, generating $176 million of net proceeds to continue advancing G2 construction. Management is pursuing a comprehensive primarily debt-based financing to fund the remaining Phase 1 CapEx of approximately $225 million and is engaged in diligence with a preferred counterparty targeting an announcement in Q2 2026.
G1_Dallas Ramp and Operational Improvement
G1_Dallas, a 5 GW module facility, completed ramp to capacity in Q4 2025 and delivered improved profitability in Q1 2026. The company has invested more than $600 million into G1 and employs over 1,200 people. Management expects the second half of 2026 to be busier and reaffirmed unchanged 2026 G1 production guidance of 3.1–4.2 GW.
Supply Chain and Commercial Pipeline Progress
International cell procurement is progressing with non-FEOC diligence completed for four vendors and management comfortable supplying near the high end of the 2026 G1 guidance range. T1 reports a robust mid- to late-stage pipeline for merchant and contract sales for 2026–2027 and highlights its supply contract with Hemlock Semiconductor for U.S.-made polysilicon as a competitive advantage.
Strategic Positioning for Domestic Content and Policy Benefits
T1 is positioning to be part of an end-to-end U.S. silicon-based supply chain to capture potential policy incentives (Section 45X and Section 48E stacking bonuses). Management reiterated that G2 could create a step change in earnings power by enabling high domestic-content TOPCon module production and that a Phase 2 could support up to ~1,800 additional Texas jobs.
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 |
|---|---|---|---|
May 12, 2026 | $6.04 | $5.85 | -3.15% |
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% |
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 Inc. (TE) report earnings?
T1 Energy Inc. (TE) is schdueled to report earning on Aug 07, 2026, Before Open (Confirmed).
What is T1 Energy Inc. (TE) earnings time?
T1 Energy Inc. (TE) earnings time is at Aug 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TE EPS forecast?
TE EPS forecast for the fiscal quarter 2026 (Q2) is -0.08.