TOYO Co. (TOYO) Q2 FY26 earnings call

TOYO delivered strong Q2 and H1 FY26 results, driven by increased solar cell and module sales, particularly in the U.S. The company is navigating trade policy uncertainties, including CBP detentions and the new Section 232 proclamation, which it views as a validation of its U.S. manufacturing strategy. Management is optimistic about the long-term benefits of the Section 232 framework and is proceeding with significant U.S. manufacturing expansion, though near-term guidance remains unquantified pending clarity on regulatory processes.