T1 Energy Q3 net loss narrows as inventory builds for 2027 contracts
TE•TE•TE•TE•T1 Energy’s third-quarter net loss narrowed year over year as it increased production and inventory for 2027 customer contracts. The company expects 2026 G1_Dallas module production of 4.0–4.2 GW and set preliminary 2027 guidance at 5.3 GW.
T1 Energy said it increased module production and built inventory to support 2027 deliveries under new customer offtake contracts. It expects full-year 2026 G1_Dallas production of 4.0–4.2 GW, at the high end of its prior range, and set preliminary 2027 guidance at 5.3 GW, with capacity expected to be sold out.
Higher facilities-related costs from increased inventory production and higher selling, general and administrative expenses affected gross margins and adjusted EBITDA. T1 said it is in exclusive talks for G2_Austin financing, but the outcome and timing remain uncertain; closing the financing remains a top priority.
