---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-25-043653"
form_type: "8-K"
ticker: "TE"
cik: "0001992243"
company_name: "T1 Energy Inc."
filed_at: "2025-05-15T23:59:59+00:00"
generated_at: "2026-05-21T06:03:18.824149+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.78
calibrated_materiality_score: 0.78
confidence: "high"
source: SEC EDGAR
---

# T1 Energy cuts 2025 EBITDA guidance to $25-50M; Q1 revenue $64.6M

## Summary
- 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.

## SEC filing metadata
- accession: 0001213900-25-043653
- form_type: 8-K
- ticker: TE
- cik: 0001992243
- company_name: T1 Energy Inc.
- filed_at: 2025-05-15T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.78
- calibrated_materiality_score: 0.78
- confidence: high
- sec_items: 2.02, 9.01, 7.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1992243/000121390025043653/0001213900-25-043653-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1992243/000121390025043653/ea0242235-8k_t1energy.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-25-043653
- JSON: https://secwatch.observer/filing/0001213900-25-043653.json
- Plain text: https://secwatch.observer/filing/0001213900-25-043653.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
