TPI Composites reported strong revenue growth and operational achievements with a focus on sustainability. However, the company faces significant challenges, including an adjusted EBITDA loss, uncertainties in Türkiye, NASDAQ compliance issues, and policy-related risks in the U.S. While there are positive aspects, the lowlights indicate significant challenges that need to be addressed.

Company Guidance

In the first quarter of 2025, TPI Composites reported a 14% year-over-year increase in revenue, reaching $336.2 million, with cash flows from operating activities at $4.6 million, and ending the quarter with $172 million in cash. Despite facing a $10.3 million adjusted EBITDA loss, which included significant warranty, start-up, and transition costs, TPI experienced robust demand in the U.S. market, particularly from their Mexico operations. The company is navigating challenges such as intense competition in Türkiye and fluctuating tariffs, which affect their global operations. Looking ahead, TPI forecasts sales between $1.4 billion to $1.5 billion for 2025, driven by increased blade shipments from Mexico and the reopening of their Iowa facility, albeit with a revised adjusted EBITDA margin outlook of 0% to 2% due to unforeseen warranty charges and safety-related production suspensions.

Revenue Growth

Q1 revenue increased by 14% year-over-year, reaching $336.2 million, driven by strong demand in the U.S. market and successful transition of production lines.

Operational Achievements

Positive cash flows of $4.6 million from operating activities and the completion of line start-ups and transitions from 2024.

Sustainability Progress

Publication of 2024 sustainability report with a 17% reduction in overall market-based Scope 1 and 2 CO2 emissions and a commitment to carbon neutrality by 2030.

Strong U.S. Demand

Customer demand continues to be strong for TPI Composites' Mexico operations capacity for 2025, with plans to open production lines in Iowa.

Improved Adjusted EBITDA Margin

Adjusted EBITDA margin loss improved to 3.1% compared to 7.8% in the same period in 2024.

TPI Composites (TPICQ) 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

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TPICQ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	-0.12 / -	-0.84	―	―	―
Aug 11, 2025	2025 (Q2)	-0.58 / -1.40	-1.92	27.08% (+0.52)	―	―
May 12, 2025	2025 (Q1)	-0.51 / -1.01	-1.3	22.31% (+0.29)
Feb 20, 2025	2024 (Q4)	-0.37 / -1.01	0.31	-425.81% (-1.32)
Nov 07, 2024	2024 (Q3)	-0.28 / -0.84	-1.71	50.88% (+0.87)
Aug 08, 2024	2024 (Q2)	-0.70 / -1.92	-1.9	-1.05% (-0.02)
May 02, 2024	2024 (Q1)	-0.71 / -1.30	-0.72	-80.56% (-0.58)
Feb 22, 2024	2023 (Q4)	-0.92 / 0.31	-1.38	122.46% (+1.69)
Nov 02, 2023	2023 (Q3)	-0.62 / -1.71	-0.39	-338.46% (-1.32)
Aug 03, 2023	2023 (Q2)	-1.31 / -1.90	-0.48	-295.83% (-1.42)

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

TPICQ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 11, 2025	$0.32	$0.29	-9.38%
May 12, 2025	$0.99	$1.04	+5.05%
Feb 20, 2025	$1.46	$1.46	0.00%
Nov 07, 2024	$2.80	$2.82	+0.71%

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 TPI Composites (TPICQ) report earnings?

TPI Composites (TPICQ) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is TPI Composites (TPICQ) earnings time?

TPI Composites (TPICQ) earnings time is at Nov 06, 2025, After Close (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 TPICQ EPS forecast?

TPICQ EPS forecast for the fiscal quarter 2025 (Q3) is -0.12.

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