NYSE$TE

T1 Energy Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

T1 Energy reported Q1 2026 net loss of $20.4M ($0.08 per share) on solar module operations.

For the quarter ended March 31, 2026, T1 Energy reported a net loss of $20.4 million ($0.08 basic and diluted per share) versus $16.2 million ($0.11) a year ago, including $24.3 million loss from discontinued operations. Continuing operations reflect solar module manufacturing and related activities per the 10-Q.

  • Net loss $20.4M; EPS $0.08.
  • Discontinued operations loss $24.3M in the quarter.
  • Solar module manufacturing and deferred revenue disclosures.
  • Net loss attributable to common $21.4M.

Headline financials

Total Revenue

$178M

Previous: $64.6M+174.8%
EPS (adj)

-$0.08

Previous: -$0.11+27.3%
Capital Expenditures

-$60.7M

Previous: -$29.1M-108.4%
Net Income

-$20.4M

Previous: -$16.2M-25.7%
Operating Income

-$22.5M

Previous: -$23.6M+4.7%
Gross Profit

$29.1M

Previous: $29M+0.4%

Revenue & EPS history

T1 Energy Inc. · Revenue · Quarterly

$178M

Q1 2026+174.8%vs Q1 2025
Beat estimate in 1 of 2 quarters(50%)
ActualEstimate

Forward guidance

MD&A discusses module sales, capacity, and market demand without numeric full-year EPS guidance.

Tailwinds

  • Continuing operations scale in domestic solar manufacturing.
  • Module sales revenue recognition policies in place.

Headwinds

  • Loss widened including discontinued ops drag.
  • Solar pricing and demand remain cyclical.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 6 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-5.9%

Avg return

Earnings day

-7.7%

Avg return

5 days after

+7.8%

Avg return

30 days after

0%

0 / 7 earnings

Positive

+0.0%

Q1 2024

Best reaction

-18.1%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.0%-6.0%+40.5%
Q3 2025-3.7%-17.2%+53.3%
Q2 2025-5.8%+2.6%+20.0%
Q1 2025-18.1%-29.7%-14.2%
Q3 2024-11.0%-8.3%-8.3%
Q1 2024+0.0%+13.7%-1.8%
Q3 2023+0.0%-9.2%-35.0%

Discussion

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