T1 Energy Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
7analysts covering
FY Revenue (est.)
$1Bnext fiscal year
FY EPS (est.)
-$0.34next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Targeted Initial Cell Production at G2_Austin | 31 Dec 2026 |
Monitoring Framework
Key Performance Indicators
G1_Dallas Solar Module Production Volume Quarterly683.3Target: 3,100 MW to 4,200 MW (3.1 to 4.2 GW) for FY 2026
G2_Austin Solar Cell Fab Construction Progress QuarterlyTarget: Initial cell production in Q4 2026
Adjusted EBITDA Quarterly9.1MTarget: Annualized run-rate of $375M to $450M upon completion of G2_Austin Phase 1
Watch Items
- Foreign Entity of Concern (FEOC) Compliance & Section 45X Tax Credit EligibilityTrigger: Any formal IRS, DOJ, or SEC investigation confirming Fuzzy Panda's allegations of unearned tax credits or continued sourcing from Trina Solar.Action: Re-evaluate the financial model, as a reversal of the $41.4M in Q1 2026 tax credits would flip Adjusted EBITDA to a deep loss and severely impact liquidity.
- G2_Austin Phase 1 Capital Funding GapTrigger: Failure to secure the remaining $225 million comprehensive financing package.Action: Assess alternative dilutive equity offerings or potential delays to the Q4 2026 production timeline.
- KORE Power Acquisition IntegrationTrigger: Closing of the transaction in Q2 2026 and rebranding to T1 NRI.Action: Monitor BESS project execution and verify if the acquisition achieves positive EBITDA in 2026 and $15M–$20M in 2027.
Research as of 19 Jun 2026