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T1 Energy (TE) earnings and revenue breakdown
Latest: Q2 2026 · 10-Q filed Aug 12, 2026 · T1 Energy (TE) Q2 2026 earnings results →
Q2 2026 Revenue up 88% year over year to $250M · 17¢ of every $1 of revenue lost · operating margin -9.1%
T1 Energy made $250M in Q2 2026 (+88% Y/Y). Operating margin -9.1%, net loss $43.5M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 12, 2026.
Drawing the Sankey…
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What changed this quarter
Revenue was $250.1M in Q2 2026, up 88% year over year and up 41% from the previous quarter.
Gross margin was 19.6%, down 5.0 points from Q2 2025. Operating costs exceeded revenue by $22.8M, an operating margin of -9.1%. Operating expenses grew 12% against revenue growth of 88%. The quarter ended with a net loss of $43.5M, wider than the previous quarter's $20.4M loss.
Operating cash flow was −$30.1M. Non-cash charges added back $25.0M of depreciation and amortization and $5.8M of share-based compensation. Working capital and other items used $17.4M. Capital expenditures of $101.1M exceeded it, leaving free cash flow of −$131.2M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 10-Q | Aug 12, 2026 | $250M | +88% | -9.1% | −$43.5M | −$30.1M |
| Q1 2026 | 10-Q | May 12, 2026 | $178M | +232% | -12.7% | −$20.4M | −$72.9M |
| Q4 2025 | 10-K | Mar 31, 2026 | $359M | 122× | -24.3% | −$189M | $43.0M |
| Q3 2025 | 10-Q | Nov 14, 2025 | $211M | — | -45.0% | −$131M | $63.9M |
| Q2 2025 | 10-Q | Aug 19, 2025 | $133M | — | -22.0% | −$31.9M | $33.4M |
| Q1 2025 | 10-Q | May 15, 2025 | $53.5M | — | -44.2% | −$16.2M | −$44.8M |
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🔄Rotation against the market and its industry (RRG)interactive
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📈Investments: gains and what it boughtinteractive
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About T1 Energy
In February 2025, we changed our corporate name from FREYR Battery, Inc. to T1 Energy Inc. We will not distinguish between our prior and current corporate name and will refer to our current corporate name throughout this Annual Report on Form 10-K. As such, unless expressly indicated or the context requires otherwise, the terms “T1,” “Company,” “we,” “us,” and “our” in this document refer to T1 Energy Inc., a Delaware corporation, and, where appropriate, its subsidiaries. T1 Energy Inc. is an energy solutions provider building an integrated U.S. solar supply chain for solar modules to invigorate the United States with scalable, reliable, and low-cost energy. We currently manufacture and sell photovoltaic (“PV”) solar modules in Texas and are constructing our PV solar cell fab in Texas.
In its own words, from its 10-K, filed Mar 31, 2026.
T1 Energy against its Semiconductors & Related Devices peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +88% against the peers' median +45%. Operating margin: -9.1% against the peers' median 40.1%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| TE T1 Energy | Q2 2026 | $250M | +88% | -9.1% |
| NVDA NVIDIA | Q2 FY27 | $96.2B | +106% | 66.2% |
| MU Micron Technology | Q4 FY26 | $54.2B | +379% | 80.7% |
| AVGO Broadcom | Q3 FY26 | $29.6B | +86% | 53.9% |
| INTC Intel | Q3 2026 | $16.5B | +21% | 15.3% |
| AMD Advanced Micro Devices | Q3 2026 | $13.4B | +45% | 21.2% |
| AMAT Applied Materials | Q3 FY26 | $9.1B | +25% | 33.7% |
| TXN Texas Instruments | Q3 2026 | $6.1B | +28% | 47.5% |
| ADI Analog Devices | Q3 FY26 | $4.0B | +40% | 40.1% |
Source: T1 Energy 10-Q on SEC EDGAR · CIK 1992243 · Semiconductors & Related Devices
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History
Every quarter: Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results