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T1 Energy Inc. reported much stronger scale in the quarter ended June 30, 2026 while remaining loss‑making as it funds an aggressive U.S. solar build‑out. Total net sales were about $250.1 million, up from roughly $132.8 million a year earlier, driven largely by related‑party module sales. Q2 gross profit was $49.1 million, a 19.6% gross margin, and Adjusted EBITDA improved sharply to about $10.7 million from $0.7 million.
The company produced 935 MW of modules at its G1_Dallas facility and says 2026 output should come in at the higher end of its 3.1–4.2 GW range, underpinned by 3 GW of firm contracts and a new 641 MW offtake deal with Clearway. At the same time, T1 Energy posted a Q2 net loss attributable to common stockholders of roughly $44.5 million and used about $103.0 million of operating cash in the first half as it invested heavily in growth.
Construction of the G2_Austin cell fab continues, with first cell production targeted for Q1 2027. T1 acquired foundational TOPCon solar intellectual property in a deal valued at $135 million and completed the KORE Power acquisition. Debt increased, including convertible notes rising to about $329.0 million, while cash and restricted cash ended the half at roughly $156.4 million.
T1 Energy Inc. filed a prospectus supplement under its automatic shelf registration statement registering the resale of 13,615,979 shares of common stock by Evervolt Green Energy Holding Pte, Ltd. These shares were previously issued to Evervolt as part of the consideration for T1 Energy’s purchase of certain intellectual property and proprietary rights under a July 28, 2026 agreement.
The prospectus supplement does not involve any sale of securities by T1 Energy, and the company will not receive proceeds from any resale by Evervolt. No new securities will be issued, and T1 Energy provides a legal opinion from Skadden, Arps, Slate, Meagher & Flom LLP on the validity of the registered shares.
T1 Energy Inc. has filed a prospectus supplement to register the resale of up to 13,615,979 shares of common stock on behalf of Evervolt Green Energy Holding Pte, Ltd. These shares were previously issued to Evervolt as part of the consideration for T1 Energy’s purchase of certain intellectual property and proprietary rights under a July 28, 2026 IP Purchase Agreement.
This is a secondary offering; only the selling securityholder will receive sale proceeds. T1 Energy will not receive any cash from these resales but will cover registration-related expenses, while Evervolt bears any selling commissions. The shares may be sold from time to time on the NYSE under the “TE” symbol or in private transactions at fixed, market, or negotiated prices. T1 Energy’s common stock last traded at $5.55 per share on August 6, 2026, with 294,527,066 shares outstanding as of that date.
The company highlights various stockholder risks, including potential volatility, dilution from future offerings or conversions, and the absence of anticipated cash dividends. T1 Energy also describes governance and anti-takeover provisions, foreign ownership restrictions, and forum-selection clauses that shape stockholder rights and potential change-of-control dynamics.
State Street Corporation filed a Schedule 13G reporting beneficial ownership of common stock of T1 ENERGY INC. State Street reports beneficial ownership of 15,587,131 shares of common stock, representing 5.6% of the class. It has 0 shares with sole voting and sole dispositive power, and 15,271,996 shares with shared voting power and 15,587,131 shares with shared dispositive power. The filing identifies several affiliated investment management and banking subsidiaries, including SSGA Funds Management, Inc. and State Street Bank and Trust Company, as entities through which these holdings are managed. No other person is reported as having rights to more than 5% of the dividends or sale proceeds from these securities.
T1 Energy Inc. is the subject of an ownership report by several Millennium-affiliated entities and Israel A. Englander regarding its common stock. Integrated Core Strategies (US) LLC reports beneficial ownership of 11,145,141 shares, representing 4.0% of the common stock. Millennium Management LLC, Millennium Group Management LLC and Mr. Englander each report beneficial ownership of 12,346,674 shares, or 4.4% of the class, all with shared voting and dispositive power and no sole power. The reporting persons state that after acquiring beneficial ownership of more than 5% of the outstanding common stock on July 29, 2026, they had ceased to be beneficial owners of more than 5% by the date of this filing. They also note that the securities are held by entities over which Millennium-affiliated managers exercise voting and investment discretion, and expressly state that this should not itself be construed as an admission of beneficial ownership.
T1 Energy Inc. completed a private offering of $120.0 million aggregate principal amount of 4.75% Convertible Senior Notes due 2031 to certain qualified institutional buyers. The notes are senior unsecured, pay 4.75% interest semi‑annually starting February 1, 2027, and mature on August 1, 2031.
The notes are initially convertible at 224.0143 shares per $1,000 principal (about $4.46 per share), with up to 32,258,064 shares issuable based on an initial maximum conversion rate of 268.8172. T1 Energy may redeem the notes on or after August 6, 2029 if stock‑price conditions tied to 130% of the conversion price are met, and holders can require repurchase upon certain fundamental changes. Net proceeds are expected to help fund Phase 1 of the G2_Austin solar cell fab and for general corporate purposes, as a bridge toward a broader financing solution for remaining Phase 1 capital expenditures.
T1 Energy Inc. Chief Operating Officer Jaime Eduardo Gualy reported vesting of 91,666 Restricted Stock Units (RSUs) from a 2025 grant, which settled into the same number of common shares on July 29, 2026. 29,383 shares were withheld to cover taxes, leaving 62,283 common shares beneficially owned following the transactions and 183,334 RSUs from the award still outstanding.
T1 Energy Inc. reported equity compensation activity for Chief Legal & Policy Officer Andrew Munro. On July 29, 2026, 100,000 RSUs granted in 2025 under the 2021 Equity Incentive Plan vested and were settled into 100,000 shares of common stock at $3.7200 per share.
To cover taxes, 38,989 shares were withheld, leaving 61,011 common shares beneficially owned from this vesting. The original grant was 300,000 RSUs, so 200,000 RSUs remain outstanding, scheduled to vest in 2027 and 2028.
BlackRock, Inc. filed an amended Schedule 13G reporting a significant ownership position in T1 Energy Inc. common stock. BlackRock reported beneficial ownership of 25,680,077 shares, representing 9.2% of the outstanding common stock. It reported sole voting power over 25,383,801 shares and sole dispositive power over 25,680,077 shares, with no shared voting or dispositive power. The filing aggregates holdings of certain BlackRock business units, excluding other disaggregated units, and notes that various underlying clients have economic interests, with no single client holding more than five percent of the class.
T1 Energy Inc. entered note purchase agreements for a private offering of $120.0 million aggregate principal amount of 4.75% Convertible Senior Notes due August 1, 2031 to qualified institutional buyers. Closing is expected on July 31, 2026, with net proceeds intended to fund Phase 1 of the G2_Austin solar cell fab and general corporate purposes as a bridge to a comprehensive financing solution that includes a significant debt component.
The senior unsecured Notes bear 4.75% interest, payable semi-annually, and are convertible at T1’s election into cash, stock, or both at an initial conversion rate of 224.0143 shares per $1,000, equivalent to a $4.46 conversion price, a 20% premium to the $3.72 last sale price. Based on an initial maximum conversion rate of 268.8172, up to 32,258,064 shares may initially be issuable upon conversion. The Notes include make-whole and fundamental change adjustments, an issuer redemption option on or after August 6, 2029 subject to a 130% stock-price condition, and customary events of default. T1 will seek to register resales of conversion shares, and an Eighth Amendment to the G1 Dallas credit agreement, effective at Closing, modifies certain ownership and board-designation requirements related to Trina Solar and provides lender waivers and consents.