Welcome to our dedicated page for TOYO Co. SEC filings (Ticker: TOYO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The TOYO Co., Ltd (NASDAQ: TOYO) SEC filings page on Stock Titan provides access to the company’s U.S. regulatory disclosures, including its annual reports on Form 20-F and current reports on Form 6-K. TOYO is a Cayman Islands exempted company in the solar industry, and its filings describe an integrated business model spanning wafers and silicon, solar cells, and photovoltaic module production.
Through its Form 20-F and related financial statements, TOYO reports consolidated revenues, cost of revenues, operating expenses, net income, cash balances, and other key metrics. These filings also explain items such as changes in fair value of contingent consideration payable related to earnout shares and the company’s use of non-GAAP measures like Adjusted EBITDA. Balance sheet disclosures outline assets, liabilities, and equity, including bank borrowings, contract liabilities, and lease obligations.
TOYO’s Form 6-K current reports furnish important event-driven information. Recent 6-Ks have included details of a module supply and purchase agreement entered into by TOYO Solar Texas LLC with a U.S. buyer, the parent guaranty provided by TOYO, the acquisition and licensing of the VSUN trademarks in multiple jurisdictions, and press releases on financial results and strategic polysilicon supply contracts. Other 6-Ks provide materials for the company’s annual general meeting and investor presentations.
On Stock Titan, these filings are updated as they are made available on EDGAR. AI-powered summaries help explain the contents of lengthy documents, highlighting topics such as manufacturing expansion, supply agreements, capital structure, and non-GAAP reconciliations. Users can also review information related to share structure and contingent consideration arrangements, and locate references to key subsidiaries and agreements disclosed in TOYO’s SEC reports.
TOYO Co., Ltd. is accelerating its U.S. solar strategy with a planned 1.5 GW heterojunction (HJT) cell plant in the Houston area, a project sized at about $357 million and expected to create roughly 400 manufacturing jobs over a 20‑month build.
The company also signed two master supply agreements with major U.S. developers for around $185.6 million of cumulative solar module purchase orders. Operationally, unaudited Q1 2026 revenue reached $142.8 million with net income of $28.4 million, supported by a global manufacturing base of 6 GW cell capacity and 2 GW U.S. module capacity.
TOYO Co., Ltd filed a post-effective amendment to its Form F-1 to deregister 4,969,296 ordinary shares issuable upon exercise of outstanding warrants. The company states these Warrant Shares are being deregistered because it filed a new Form F-3 (File No. 333-296846) on June 17, 2026 to register the same shares.
TOYO Co., Ltd reports a planned change in its finance leadership. The company and its current Chief Financial Officer, Raymond Chung, have discussed that he will resign as CFO and director in the third quarter of 2026. TOYO has identified Yasunari Harada as his expected successor, noting that he brings over 30 years of experience in banking, capital markets and investment management, including senior roles at global financial institutions and a public company. The company states that Mr. Chung’s proposed resignation is not due to any disagreement over operations, policies or practices, and that the transition aligns with TOYO’s long-term business plan and its expansion in the United States and broader capital markets activities. Mr. Harada’s appointment as CFO and director remains subject to approval by the board of directors.
TOYO Co., Ltd registers up to 4,969,296 Ordinary Shares issuable upon exercise of warrants and also registers for resale up to 1,419,000 Ordinary Shares held by selling securityholders, pursuant to a Form F-3 prospectus dated June 17, 2026. The company will receive cash proceeds only if warrant holders exercise for cash; resale proceeds from the selling securityholders will be received by those holders. The prospectus states proceeds from full cash exercise of the warrants would total approximately $57.16 million assuming full cash exercise at an exercise price of $11.50 per share. Sales by the selling securityholders could increase share supply and may affect market liquidity and price.
TOYO Co., Ltd reported a sharp turnaround for the three months ended March 31, 2026, posting net income of $28.4 million after a net loss of $3.7 million a year earlier. Revenue rose to $142.8 million, driven mainly by solar cell and module sales, with most revenue coming from customers in the USA.
Operating cash flow was strong at $33.4 million and cash and restricted cash totaled $72.2 million, but the company still had a working capital deficit of $97.1 million and disclosed that this raises substantial doubt about its ability to continue as a going concern. Management is relying on contract liabilities of $133.4 million, bank credit lines and support from its principal shareholder to fund operations.
TOYO also corrected a prior figure, noting that net loss per share attributable to shareholders for the three months ended March 31, 2025 was $0.07 basic and diluted, instead of $0.10 previously disclosed in its earnings release.
TOYO Co., Ltd entered into a Sales Agreement with Roth Capital Partners and H.C. Wainwright that allows it to sell up to $30,000,000 of ordinary shares in an at-the-market program under its existing shelf registration. The agents will use reasonable best efforts to place the shares and will receive a 3.0% commission on gross proceeds, plus reimbursed expenses. TOYO plans to use any net proceeds for working capital and general corporate purposes, with sales made under its Form F-3 shelf and a prospectus supplement dated April 22, 2026.
TOYO Co., Ltd is registering $30,000,000 of ordinary shares for sale in an at-the-market (ATM) offering under a Sales Agreement with Roth Capital Partners and H.C. Wainwright. The Sales Agents will sell shares from time to time, using reasonable best efforts, and receive a 3.0% commission on gross proceeds.
This prospectus supplement sits on a shelf registration that permits up to $200,000,000 of securities. The offering may be made into the Nasdaq market (symbol TOYO) at prevailing market prices; settlement generally occurs the first business day after sale. Net proceeds, if any, are intended for working capital and general corporate purposes. The Sales Agreement allows daily placement limits, has no minimum sale requirement, and includes customary indemnification and expense reimbursement terms.
TOYO Co., Ltd files a Prospectus Supplement updating its Form F-1 shelf disclosure to register up to 4,970,007 Ordinary Shares issuable upon exercise of warrants at an exercise price of $11.50, and to cover the offer and sale of up to 817,035 Ordinary SharesJunsei Ryu retired as CEO and Chairman and Takahiko Onozuka was appointed CEO and Chairman effective March 18, 2026; the Board also appointed Rhone Resch as Chief Strategy Officer effective March 29, 2026. The Supplement states last reported market prices as of April 13, 2026: Ordinary Shares $11.63 and Warrants $2.30.
TOYO Co., Ltd executive Resch Rhone A., the Chief Strategy Officer, has filed an initial statement of ownership showing 100,008 unvested ordinary shares underlying restricted stock units (RSUs). Each RSU represents a contingent right to receive one ordinary share with a par value of $0.0001.
According to the employment agreement dated March 30, 2026, 8,334 RSUs vest in monthly installments, starting from March 2026. Vesting is conditioned on the executive’s continued employment and compliance with the terms of the employment agreement, so these shares will be earned gradually over time rather than all at once.