T1 Energy Inc specializes in the creation and distribution of battery cells, catering to diverse sectors including stationary power storage, electric vehicles, ...
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Est. EPS $-0.35 · Revenue $968.57M · 3 analysts
Est. EPS $-0.08 · Revenue $256.09M · 1 analysts
Est. EPS $-0.05 · Revenue $296.23M · 1 analysts
Est. EPS $0.03 · Revenue $355.79M · 1 analysts
EPS $-0.87 · Revenue $210.52M
EPS $-0.21 · Revenue $132.77M
EPS $-0.11 · Revenue $53.45M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $755.3M | +25572.8% | +40.8% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-367.8M | +18.3% | -113.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +7.4% | -82.4% | +19.9% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -23.8% | +99.1% | +28.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -48.7% | +99.7% | -51.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $16.7M | +110.8% | +1.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +2.2% | +100.0% | +30.3% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 101.6% | -66.2% | +59.1% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.43x | +1.6% | +3.7% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.4B | +2.7% | +22.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -2.19 vs -0.83 | -162.4% | -0.25 vs -0.08 | -212.1% |
| Revenue Surprise | $755.3M vs $736.6M | +2.5% | $250.1M vs $256.1M | -2.3% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 29, 2026 | Gualy Jaime Eduardo | officer: Chief Operating Officer | Restricted Stock Units (RSUs) | D | 91,600 | — |
| Jul 29, 2026 | Gualy Jaime Eduardo | officer: Chief Operating Officer | Common Stock | A | 91,666 | $3.72 |
| Jul 29, 2026 | Gualy Jaime Eduardo | officer: Chief Operating Officer | Common Stock | D | 29,383 | $3.72 |
| Jul 29, 2026 | Munro Andrew | officer: Chief Legal & Policy Officer | Restricted Stock Units (RSUs) | D | 100,000 | — |
| Jul 29, 2026 | Munro Andrew | officer: Chief Legal & Policy Officer | Common Stock | A | 100,000 | $3.72 |
Operator: Good day, everyone, and thank you for standing by. Welcome to the T1 Energy Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. Now it's my pleasure to hand the conference to Jeff Spittel, Executive Vice President of Investor Relations and Corporate Development. Please proceed. Jeffrey Spittel: Good morning, and welcome to T1 Energy's Second Quarter 2026 Earnings Conference Call. Before we get started, please turn to Slide 2 for our forward-looking statements disclaimer. During today's call, management may make forward-looking statements about our business. These forward-looking statements involve significant risks and uncertainties that could cause actual results to differ materially from expectations. Most of these factors are outside T1's control and are difficult to predict. Additional information about risk factors that could materially affect our business are available in our annual report on Form 10-K filed with the Securities and Exchange Commission and our other filings made with the SEC, all of which are available on the Investor Relations section of our website. Turning to Slide 3. With me today on the call are Dan Barcelo, our Chairman and CEO; Evan Calio, our Chief Financial Officer; Jaime Gualy, our Chief Operating Officer; and Andy Munro, our Chief Legal and Policy Officer. I'll now turn the call over to Dan to get us started. Daniel Barcelo: Thanks, Jeff, and welcome everyone to our second quarter 2026 earnings call. We'll begin on slide 4. Our theme for today's call is ambition and execution. When we set out on this journey as T1, our ambition was clear to build the first vertically integrated American silicon-based solar company. Every milestone we have reached and every initiative we have pursued has been a step towards that North Star. Today, I'm pleased to report that we are executing that mission across every dimension of our business while remaining focused on the most important open items on our to-do list. As a growth company building out our American supply chain, capital is the lifeblood of our strategy, and through a series of capital market transactions, we have been advancing construction of the 2.1 gigawatt Phase 1 of our G2_Austin, T1's solar cell fab in Rockdale, Texas. As we have noted previously, we have been funding construction of G2_Austin opportunistically with junior capital because the capital markets have signaled an appetite to underwrite our growth with equity and equity-linked instruments at the most favorable terms and conditions. In July, we executed a $120 million private placement of convertible notes, which is intended to bridge us to the comprehensive financing solution that we have been pursuing for several months. We view these financings as a means to an end, and we remain focused on this comprehensive financing based on a significant debt component, which we believe represents the most attractive …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Daniel Barcelo | Chief Executive Officer & Chairman | USD 2,025,846 | Male | 1970 | Active |
Joseph Evan Calio | Chief Financial Officer | USD 1,554,122 | Male | 1967 | Active |
Tom-Einar Rysst Jensen | Co-Founder & Chief Executive Officer of Europe | USD 820,205 | Male | 1971 | Active |
Ryuta Kawaguchi | Chief Science Officer & Technical Fellow | USD 758,114 | Male | 1974 | Active |
Andreas Bentzen | Chief Technology Officer | USD 730,016 | Male | 1976 | Active |
Jaime E. Gualy | Chief Operating Officer | USD 544,968 | Male | 1970 | Active |
Balaz Peter Matrai | Co-Founder & Director | USD 460,000 | Male | 1973 | Active |
Otto Erster Bergesen | Senior Vice President of Project Engineering | — | Male | — | Active |
Russell Gold | Executive Vice President of Strategic Communication | — | Male | — | Active |
Andrew Munro | Chief Legal & Policy Officer and Chief Compliance Officer | — | Male | 1969 | Active |
Jeffrey David Spittel | Executive Vice President of Investor Relations & Corporate Development | — | Male | — | Active |
Tom Mahrer | Chief Accounting Officer & Corporate Controller | — | Male | 1984 | Active |
Shares of T1 Energy Inc. (NYSE:TE) are trading higher Thursday morning following news that local government officials in Mo i Rana, Norway, approved a rezoning permit for a portion of the company's Giga Arctic campus.
AUSTIN, Texas and NEW YORK, Aug. 27, 2026 (GLOBE NEWSWIRE) -- T1 Energy Inc. (NYSE: TE) (“T1,” “T1 Energy,” or the “Company”) today announced that local officials in Mo i Rana, Norway, have rezoned a portion of the company's Giga Arctic campus, allowing for the development of a data center. T1 is pursuing multiple pathways to monetize this brownfield facility as part of a value optimization initiative.
TE's G2_Austin facility, domestic cell strategy and KORE Power acquisition could reshape its role in U.S. solar and storage.
FSLR, ENPH, TE: Strong solar demand faces policy and tariff headwinds, putting three stocks in focus as the U.S. market outlook evolves.
Three second-derivative AI plays are in focus Friday morning. AXT (NASDAQ:AXTI) is trading higher alongside a broad rally in optics names, T1 Energy (NYSE:TE) is bouncing on the domestic solar policy trade, and Babcock & Wilcox Enterprises (NYSE:BW) is drawing attention around a fresh institutional disclosure.
