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Just reported
Q3 2026 results
From T1 Energy's results release of November 12, 2026. These are the company's first figures; its 10-Q or 10-K replaces them when filed.
Revenue
Actual
$196.6M
-6.6% y/y
-21% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
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The themes T1 Energy is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Electrical Equipment and Parts
Graded A or B and worth $2B or more: A first, then the largest.
VRTVertiv Holdings Co$77.8BA+
BEBloom Energy Corporation$56.8BA
HUBBHubbell Inc.$23.1BA+
NVTnVent Electric plc$18.5BA+
AYIAcuity Inc.$9.8BB+
Grade rose recently in Industrials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
CSXCSX CorporationOct 21, 2026CAGraded C, now A
UPSUnited Parcel Service, Inc.Oct 27, 2026CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.Oct 29, 2026BAGraded B, now A
URIUnited Rentals, Inc.Oct 21, 2026CAGraded C, now A
WCNWaste Connections, Inc.Oct 22, 2026BAGraded B, now A
How it makes money
- Solar panel sales
Competes with
What it sells4
NEG19RC.20 solar panel
A utility-scale solar panel with two glass faces and cells that can collect sunlight from both sides.
DEG21C.20 solar panel
A utility-scale solar panel with two glass faces and cells that can collect sunlight from both sides.
NE09RH.05 solar panel
A solar panel for commercial, industrial and residential use, with a glass front and a protective backing.
Battery energy storage systems and software
KORE provides engineering for systems that store electricity in batteries, along with software for those systems.
Who buys it3
- Utility-scale solar project developers buying panels for large solar farms, including through sales contracts.
- Commercial and industrial customers buying panels for their facilities.
- Residential customers buying panels for homes.
What it stands on, and what could break it
What the business leans on
- 1T1 buys solar cells and other components from suppliers while it builds its own solar-cell factory; supplier shortages, price changes or trade restrictions could disrupt production or raise costs.
- 2The business depends partly on U.S. tax credits for solar manufacturing and on rules governing which companies and suppliers qualify.
- 3Demand for its panels depends on solar project developers and other customers choosing to build solar projects.
What could go wrong
- 1The new solar-cell factory could cost more, take longer to build or fail to secure the financing needed for completion.
- 2Limited sources for some materials and components, along with changing tariffs and trade rules, could delay production or increase manufacturing costs.
- 3Changes in tax-credit rules, or a finding that T1 does not qualify for manufacturing credits, could reduce an important source of funding.
About T1 Energy Inc.
T1 makes solar panels at its factory in Wilmer, Texas, for large solar projects, businesses and homes. It is building a Texas factory to make solar cells for use in its panels. T1 also acquired KORE Power, which provides engineering, battery energy storage systems and related software.
- Head office
- Austin, Texas, United States
- Employees
- 562 (December 31, 2025, high)
- Listed on
- New York Stock Exchange
- Financial year ends
- December 31
Built from T1 Energy Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
