T1 Energy Q3 net loss widens to $140.8M; maintains FY 2025 EBITDA guidance $25-50M

T1 Energy Inc.

2025-Q3 EPS reported -$1.21 revenue$396,741,000

Net loss from continuing ops $127.6M ($0.85/diluted share) vs $14.2M loss in Q3 2024.
Maintains FY 2025 EBITDA guidance $25-50M; Q4 module sales expected to exceed total of first three quarters.
Records $53.2M non-cash impairment from potential offtake customer dispute; expects deferred Q3 volumes recognized in Q4.
G1_Dallas expected to reach 4.5 GW annualized production run rate in Q4 2025.
G2_Austin Phase 1 (2.1 GW) construction starts Q4 2025; production target Q4 2026 with capex $400-425M.

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