earnings
confidence high
sentiment negative
materiality 0.75
T1 Energy Q4 net loss $190M, record module sales $358.5M; board adds Hammond
T1 Energy Inc.
2026-Q1 EPS reported
-$0.08
revenue$177,647,000
- Q4 net loss $190.0M ($0.87/sh) vs $367.2M loss in Q4 2024; full-year 2025 loss $380.8M.
- Record Q4 module production 1.13 GW and net sales $358.5M; G1_Dallas produced 2.79 GW in 2025.
- G2_Austin phase 1 construction on schedule; remaining capex ~$350M; production targeted Q4 2026.
- Directors Tore Ivar Slettemoen and Mingxing Lin resigned; Robert Hammond elected independent director.
- 2026 module production guidance maintained at 3.1-4.2 GW; integrated run-rate EBITDA guidance of $375-450M in 2027.