---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-26-088022"
form_type: "8-K"
ticker: "TE"
cik: "0001992243"
company_name: "T1 Energy Inc."
filed_at: "2026-08-12T10:50:51+00:00"
generated_at: "2026-08-12T10:55:14.722408+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001213900-26-088022
- form_type: 8-K
- ticker: TE
- cik: 0001992243
- company_name: T1 Energy Inc.
- filed_at: 2026-08-12T10:50:51+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1992243/000121390026088022/0001213900-26-088022-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1992243/000121390026088022/ea0301615-8k_t1energy.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-26-088022
- JSON: https://secwatch.observer/filing/0001213900-26-088022.json
- Plain text: https://secwatch.observer/filing/0001213900-26-088022.txt

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