TE T1 Energy Inc.
Price Chart
Executive Summary
T1 Energy reported Q1 2026 net income from continuing operations of $3.9M (first profitable quarter) and record Adjusted EBITDA of $9.1M, driven by 232% YoY revenue growth to $177.6M on higher G1_Dallas module sales. The company maintains 2026 production guidance and is targeting a comprehensive G2_Austin financing package in Q2 after raising $174.7M in an upsized convertible note offering.
Key Financial Metrics
Actionable Insight
The profitability milestone validates T1's solar manufacturing model and reduces execution risk. Watch for comprehensive financing announcement for G2_Austin in Q2 and the Section 232 ruling on foreign polysilicon, which could be a significant catalyst for pricing and demand.
Key Facts
- Q1 2026 total net sales of $177.6M vs $53.5M in Q1 2025 (+232% YoY)
- Record net income from continuing operations of $3.9M (vs -$6.3M in Q1 2025)
- Record Adjusted EBITDA of $9.1M (vs -$4.0M in Q1 2025)
- Net loss attributable to common stockholders of $21.4M (vs $17.1M) due to $24.3M discontinued ops loss
- G2_Austin construction on schedule, targeting Q4 2026 initial cell production
- Completed upsized $160M convertible note offering (net proceeds $174.7M) in April 2026
- Remaining Phase 1 G2_Austin financing requirement approximately $225M
- Maintaining 2026 module production guidance of 3.1-4.2 GW
- 2027 integrated G1/G2 Adjusted EBITDA run-rate guidance unchanged ($375M-$450M for Phase 1)
Financial Impact
Revenue grew 232% YoY; record positive net income from continuing ops of $3.9M; existing capital raise of $174.7M net proceeds de-risks near-term funding
Risk Factors
- Continued net loss from discontinued operations and preferred dividends
- Need for additional $225M financing with potential dilution or debt
- Dependence on Section 45X tax credits and favorable Section 232 ruling
- Execution risk on G2_Austin cell fab construction and ramp
Market Snapshot
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001213900-26-054706 |
| Document: ea0290278-8k_t1energy.htm | 0001213900-26-054706 |
| Document: ea029027801ex99-2.htm | 0001213900-26-054706 |
| Document: 0001213900-26-054706-index-headers.html | 0001213900-26-054706 |
| Document: 0001213900-26-054706-index.html | 0001213900-26-054706 |
| Document: 0001213900-26-054706.txt | 0001213900-26-054706 |
| 8-K Data (Synthetic) | 0001213900-26-054706 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 8, 2026
5d ago
|
8-K
| $0.3129 awaiting T+1 | awaiting T+1 | — | $8.50 (+2616.52%) |
|
Jun 3, 2026
10d ago
|
Press Release
| $11.50 $11.66 | ▲ +1.39% | ▲ +0.99% | $8.50 (−26.09%) |
|
May 12, 2026
4w ago
|
8-K
| $0.3129 $0.1500 | ▼ −52.06% | ▼ −52.24% | $8.50 (+2616.52%) |
|
May 12, 2026
4w ago
|
Press Release
| $5.85 $5.61 | ▼ −4.10% | ▼ −4.68% | $8.50 (+45.30%) |
|
May 7, 2026
5w ago
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Press Release
| $5.15 $6.16 | ▲ +19.61% | ▲ +18.78% | $8.50 (+65.05%) |
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Apr 30, 2026
6w ago
|
10-K/A
| — | awaiting T+1 | — | — |
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Apr 27, 2026
6w ago
|
8-K
| $0.3129 $0.1530 | ▼ −51.10% | ▼ −50.86% | $8.50 (+2616.52%) |
|
Apr 17, 2026
8w ago
|
8-K
| — | awaiting T+1 | — | — |
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Apr 15, 2026
8w ago
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Press Release
| $5.34 $4.99 | ▼ −6.55% | ▼ −6.81% | $8.50 (+59.18%) |
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Apr 14, 2026
8w ago
|
Press Release
| $4.86 $5.34 | ▲ +9.88% | ▲ +9.10% | $8.50 (+74.90%) |
US Market Status
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