The earnings call presented a mixed outlook with significant progress in operational ramp-up, strategic partnerships, and strong liquidity. However, the company faced challenges due to tariff uncertainties, leading to revised financial guidance and production adjustments.
Company Guidance
During T1 Energy’s first quarter 2025 earnings call, the company revised its financial guidance amidst market uncertainties, notably reducing its 2025 production outlook to 2.6 to 3 gigawatts and lowering EBITDA guidance to $30 million to $50 million. Despite these adjustments, T1 projects a robust liquidity position with over $100 million at year-end 2025, supported by 1.7 gigawatts of secured offtake agreements and strategic inventory management. The company is focused on advancing its domestic content strategy, with plans to produce U.S. modules with over 70% domestic content by 2027, leveraging incentives under Sections 45X, 48E, and 45Y. T1 is also progressing with the G2 Austin solar cell manufacturing facility, targeting initial production by Q4 2026, and has signed a non-binding Heads of Agreement with a Saudi Arabian partner to explore potential investments.
First New Corporate Customer Sales Agreement
T1 Energy signed its first new corporate customer sales agreement for 253 megawatts of 2025 module volumes out of G1 Dallas.
G1 Dallas Ramp-Up and Term Loan Conversion
G1 Dallas is fully operational, and module deliveries to offtake customers have begun. The construction loan was converted to a $235 million term loan following verification of completion.
Strong Liquidity Position
Despite revised EBITDA guidance, T1 is projected to have cash and liquidity of more than $100 million at year-end 2025.
Strategic Partnership Discussions
T1 announced a Heads of Agreement with a third-party partner from Saudi Arabia to explore potential investment into the G2 project.
T1 Energy (TE) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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 15, 2025
$1.55
$1.27
-18.06%
Mar 17, 2025
$1.52
$1.61
+5.92%
Nov 06, 2024
$1.05
$1.75
+66.67%
Aug 09, 2024
$1.27
$1.18
-7.09%
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 Aug 08, 2025, TBA Not Confirmed.
What is T1 Energy (TE) earnings time?
T1 Energy (TE) earnings time is at Aug 08, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.