earnings
confidence high
sentiment negative
materiality 0.78
T1 Energy cuts 2025 EBITDA guidance to $25-50M; Q1 revenue $64.6M
T1 Energy Inc.
2025-Q1 EPS reported
-$0.11
revenue$53,452,000
- Q1 net loss $17.1M ($0.11/diluted share) vs. loss $28.5M a year ago; revenue $64.6M from G1 Dallas deliveries.
- 2025 EBITDA guidance lowered to $25-50M from $75-125M; production forecast reduced to 2.6-3.0 GW from 3.4 GW citing trade policy uncertainty, line conversions, and inventory build.
- Signed 253 MW sales agreement with U.S. utility-scale developer; total 2025 contracted module sales now 1.75 GW.
- Entered non-binding Heads of Agreement with Saudi-aligned partner for potential investment in G2 Austin solar cell facility.
- Cash and liquidity >$100M expected at year-end after $70M debt service; G1 Dallas loan term-converted to $235M term loan.