T1 Energy Q2 2026: $250M net sales, $10.7M adj EBITDA; Clearway 641MW deal, $135M IP buy

T1 Energy Inc.

Q2 net sales $250.1M; module production 935 MW; net loss from cont ops $36.9M; Adj EBITDA $10.7M incl $24.4M tariff refunds.
Clearway offtake: 641 MW modules from G2_Austin domestic cells; Evervolt TOPCon IP acquired for $135M in July 2026.
G2_Austin Phase 1 capex $510M (20% contingency); first cells expected Q1 2027; 2026 production guided to higher end of 3.1-4.2 GW.
Completed $120M 4.75% convertible notes due 2031; closed KORE Power acquisition; monetized $39.1M 2025 45X credits at $0.93.
Section 232 tariffs on polysilicon effective Dec 4, 2026; T1 to pursue Commerce onshoring program via G2_Austin and polysilicon commitments.

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