Jun 2026 (Q2 FY26) — Aug 12, 2026
T1 Energy Q2 FY26 — G2 Austin Progresses, Key Offtake Deals Secured, and Topcon IP Acquired Amidst Policy Tailwinds
Read the full callT1 Energy earnings: last reported Wed, 12 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 250 | +88.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -9.1 | +14.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | Quarterly, as filed | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. |
Price
1Y: $4.32 on 17 Oct 2025 → $2.54. High $12.04 (2 Jun 2026), low $2.54 (19 Oct 2026).
Overview
Call summaries
T1 Energy Q2 FY26 — G2 Austin Progresses, Key Offtake Deals Secured, and Topcon IP Acquired Amidst Policy Tailwinds
Read the full callEvery analysed call
Financials
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 0 | 3 | 53 | 133 | 211 | 359 | 178 | 250 |
| Operating profit | -17 | 23 | -26 | -31 | -95 | -87 | -23 | -23 |
| Operating margin | — | 785.4% | −47.9% | −23.6% | −45.0% | −24.3% | −12.7% | −9.1% |
| Other income | 3 | -20 | 17 | -6 | -45 | -70 | 26 | -13 |
| Profit before tax | -14 | 3 | -9 | -37 | -140 | -157 | 4 | -36 |
| Tax rate | 0.0% | −526.4% | 28.6% | 16.1% | 8.7% | −0.8% | −6.0% | −2.2% |
| Net profit | -27 | — | — | — | — | — | — | — |
| EPS ($ per share) | -0.20 | — | -0.11 | -0.21 | -0.87 | — | -0.08 | -0.16 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Equity capital | — | 140 | 1 | 2 | 3 |
| Reserves | — | -203 | -275 | -725 | -1,093 |
| Total liabilities | — | 108 | 97 | 1,099 | 1,050 |
| Fixed assets | — | 211 | 2 | 294 | 302 |
| Total assets | — | 828 | 732 | 1,336 | 1,372 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Cash from operations | -63 | -90 | -88 | -103 | 95 |
| Cash from investing | -34 | -175 | -187 | -138 | -33 |
| Cash from financing | 649 | 250 | 0 | 46 | 130 |
| Net cash flow | 551 | -3 | -287 | -199 | 194 |
| Capital expenditure | -14 | -181 | -188 | -51 | -79 |
| Free cash flow | -77 | -271 | -276 | -154 | 17 |
38 filings between Oct 31, 2025 and Jul 29, 2026.
Purchases
None
No insider bought shares.
Sales
$190.31M
5 sales by 1 insider
Also filed: 1 conversion, 1 other.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| TRINA SOLAR (SCHWEIZ) AG | — | $190.31M | May 22, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jul 29, 2026 | Gualy Jaime Eduardo Chief Operating Officer | Option exercise | 91,666 | $341.0K |
| Jul 29, 2026 | Gualy Jaime Eduardo Chief Operating Officer | Tax withheld | 29,383 | $109.3K |
| Jul 29, 2026 | Munro Andrew Chief Legal & Policy Officer | Option exercise | 100,000 | $372.0K |
| Jul 29, 2026 | Munro Andrew Chief Legal & Policy Officer | Tax withheld | 38,989 | $145.0K |
| Jun 23, 2026 | Calio Joseph Evan Chief Financial Officer | Tax withheld | 57,925 | $535.2K |
| Jun 23, 2026 | Bentzen Andreas Chief Technology Officer | Tax withheld | 11,850 | $109.5K |
| Jun 23, 2026 | Calio Joseph Evan Chief Financial Officer | Option exercise | 125,000 | — |
| Jun 23, 2026 | Bentzen Andreas Chief Technology Officer | Option exercise | 25,000 | — |
| Jun 12, 2026 | Calio Joseph Evan Chief Financial Officer | Tax withheld | 195,776 | $1.66M |
| Jun 12, 2026 | Calio Joseph Evan Chief Financial Officer | Option exercise | 422,476 | — |
| May 22, 2026 | TRINA SOLAR (SCHWEIZ) AG 10% owner | Sale | 20,096 | $176.8K |
| May 22, 2026 | TRINA SOLAR (SCHWEIZ) AG 10% owner | Sale | 9,479,904 | $77.12M |
| May 21, 2026 | TRINA SOLAR (SCHWEIZ) AG 10% owner | Sale | 8,849,024 | $76.30M |
| May 21, 2026 | TRINA SOLAR (SCHWEIZ) AG 10% owner | Sale | 1,150,976 | $10.59M |
| May 21, 2026 | TRINA SOLAR (SCHWEIZ) AG 10% owner | Sale | 3,000,000 | $26.12M |
| Apr 29, 2026 | Calio Joseph Evan Chief Financial Officer | Option exercise | 161,290 | — |
| Apr 29, 2026 | Calio Joseph Evan Chief Financial Officer | Tax withheld | 74,742 | $365.5K |
| Mar 30, 2026 | Barcelo Daniel Chief Executive Officer | Tax withheld | 134,903 | $348.0K |
| Mar 30, 2026 | Calio Joseph Evan Chief Financial Officer | Tax withheld | 212,137 | $547.3K |
| Mar 13, 2026 | Barcelo Daniel Chief Executive Officer | Tax withheld | 110,155 | $735.8K |
| Mar 13, 2026 | Calio Joseph Evan Chief Financial Officer | Tax withheld | 210,688 | $1.41M |
| Mar 13, 2026 | Calio Joseph Evan Chief Financial Officer | Tax withheld | 195,775 | $272.1K |
| Jan 21, 2026 | TRINA SOLAR (SCHWEIZ) AG Director | Award | 4,274,704 | $7.27M |
| Jan 20, 2026 | Lin Mingxing Director | Other | 50,000 | — |
| Jan 1, 2026 | Calio Joseph Evan Chief Financial Officer | Option exercise | 500,000 | — |
| Jan 1, 2026 | Barcelo Daniel Chief Executive Officer | Option exercise | 333,333 | — |
| Dec 30, 2025 | TRINA SOLAR (SCHWEIZ) AG 10% owner | Award | 3,000,000 | — |
| Dec 23, 2025 | Lin Mingxing Chief Strategy Officer | Option exercise | 250,000 | — |
| Dec 10, 2025 | TRINA SOLAR (SCHWEIZ) AG 10% owner | Conversion | 17,918,460 | — |
| Dec 1, 2025 | ANDERSON W RICHARD Director | Award | 50,000 | $0 |
| Dec 1, 2025 | Matrai Balazs Peter Director | Award | 50,000 | $0 |
| Dec 1, 2025 | Barcelo Daniel Chief Executive Officer | Award | 200,000 | $0 |
| Dec 1, 2025 | Steingart Daniel Director | Award | 50,000 | $0 |
| Dec 1, 2025 | Strine Jessica Wirth Director | Award | 50,000 | $0 |
| Dec 1, 2025 | Slettemoen Tore Ivar Director | Award | 50,000 | $0 |
| Dec 1, 2025 | Manners David J. Director | Award | 50,000 | $0 |
| Dec 1, 2025 | Lin Mingxing Chief Strategy Officer | Award | 50,000 | $0 |
| Oct 31, 2025 | Encompass Capital Advisors LLC Director | Award | 21,504,901 | — |
| Sep 23, 2025 | Slettemoen Tore Ivar Director | Sale | 376,106 | $722.1K |
| Sep 22, 2025 | Slettemoen Tore Ivar Director | Sale | 384,349 | $757.2K |
| Sep 15, 2025 | Slettemoen Tore Ivar Director | Sale | 188,420 | $341.0K |
| Sep 11, 2025 | Slettemoen Tore Ivar Director | Sale | 26,114 | $51.4K |
| Aug 27, 2025 | Matrai Balazs Peter Director | Option exercise | 687,219 | $838.4K |
| Aug 27, 2025 | Matrai Balazs Peter Director | Tax withheld | 530,637 | $838.4K |
| Jun 13, 2025 | Calio Joseph Evan Chief Financial Officer | Option exercise | 422,475 | — |
| Mar 24, 2025 | Kilde Einar Chief Development Officer | Option exercise | 11,189 | $12.8K |
| Mar 24, 2025 | Kilde Einar Chief Development Officer | Disposition to issuer | 11,189 | $12.8K |
| Mar 24, 2025 | Kilde Einar Chief Development Officer | Option exercise | 22,378 | $21.3K |
| Mar 24, 2025 | Kilde Einar Chief Development Officer | Disposition to issuer | 22,378 | $21.3K |
| Jan 1, 2025 | Calio Joseph Evan Chief Financial Officer | Award | 500,000 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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