---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-25-110361"
form_type: "8-K"
ticker: "TE"
cik: "0001992243"
company_name: "T1 Energy Inc."
filed_at: "2025-11-14T23:59:59+00:00"
generated_at: "2026-05-16T19:57:15.687890+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001213900-25-110361
- form_type: 8-K
- ticker: TE
- cik: 0001992243
- company_name: T1 Energy Inc.
- filed_at: 2025-11-14T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01, 7.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1992243/000121390025110361/0001213900-25-110361-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1992243/000121390025110361/ea0265719-8k_t1energy.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-25-110361
- JSON: https://secwatch.observer/filing/0001213900-25-110361.json
- Plain text: https://secwatch.observer/filing/0001213900-25-110361.txt

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