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T1 Energy (TE) investor relations material
T1 Energy Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary14 Nov, 2025
Executive summary
Achieved record Q3 2025 net sales of $211 million, with G1 Dallas production ramping to a 5.2 GW annualized run rate and representing over 50% of U.S. silicon-based solar module capacity.
Construction of G2 Austin Phase 1 (2.1 GW) is set to begin in Q4 2025, advancing a vertically integrated U.S. solar supply chain to meet surging AI-driven electricity demand.
Raised $122 million in equity and preferred offerings, supporting G2 Austin construction and strengthening the balance sheet.
Strategic partnerships with Hemlock Corning, Next Power, and Talon PV expand the domestic supply chain and support Section 45X tax credit eligibility.
2025 EBITDA guidance remains $25–$50 million, with a significant Q4 ramp expected and strong demand underpinning a positive outlook.
Financial highlights
Q3 2025 net sales reached $211 million, with a record monthly production run rate exceeding 400 MW.
Ended Q3 with $87 million in cash, cash equivalents, and restricted cash; $34 million was unrestricted, and pro-forma cash after capital raises was $152.2 million.
Accrued $93 million in Section 45X production tax credits through Q3 2025.
Net loss attributable to common stockholders for Q3 2025 was $140.8 million ($0.87 per share), driven by a $53.2 million impairment.
Adjusted EBITDA for Q3 2025 was $(14.6) million, with gross profit of $21.1 million.
Outlook and guidance
2025 EBITDA guidance remains $25–$50 million, with Q4 production and sales expected to exceed the combined total of the first three quarters.
2025 production guidance is 2.6–3 GW, with the company sold out for the year based on a 2.6 GW plan.
G2 Austin Phase 1 (2.1 GW) to start production in Q4 2026, with annual run-rate EBITDA guidance of $375–$450 million when fully online.
2026 is a bridge year sourcing non-FIAC cells before G2 comes online; 2027 focus is on delivering domestic cells and modules with strong demand and multi-year offtake contracts.
Update on the disputed offtake contract resolution
G2_Austin Phase 1 remaining capital funding plan
Impact of year-end 45X policy changes on 2026
G2_Austin construction timeline risks
45X credit monetization cadence
Integrated domestic product demand and contracts
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