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    T1 Energy (TE)

    Market Price (10/17/2026): $2.62 | Market Cap: $733.9 MilSector: Industrials | Industry: Electrical Components & Equipment

    T1 Energy (TE)

    Market Price (10/17/2026): $2.62
    Market Cap: $733.9 Mil
    Sector: Industrials
    Industry: Electrical Components & Equipment

    Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

    0

    Strong revenue growth
    Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 427%

    Valuation becoming less expensive
    P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -47%

    Megatrend and thematic drivers
    Megatrends include Renewable Energy Transition, and Smart Grids & Grid Modernization. Themes include Battery Storage & Grid Modernization, Smart Metering, Show more.

    Not profitable at operating income level
    Op Inc LTMOperating Income, Last Twelve Months is -172 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -17%

    Debt is significant
    Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 95%

    Expensive valuation multiples
    P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 190x

    Not cash flow generative
    FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -19%

    Yield minus risk free rate is negative
    ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -56%

    High stock price volatility
    Vol 12M is 123%

    Significant short interest
    Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 28%

    0 Strong revenue growth
    Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 427%
    1 Valuation becoming less expensive
    P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -47%
    2 Megatrend and thematic drivers
    Megatrends include Renewable Energy Transition, and Smart Grids & Grid Modernization. Themes include Battery Storage & Grid Modernization, Smart Metering, Show more.
    3 Not profitable at operating income level
    Op Inc LTMOperating Income, Last Twelve Months is -172 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -17%
    4 Debt is significant
    Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 95%
    5 Expensive valuation multiples
    P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 190x
    6 Not cash flow generative
    FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -19%
    7 Yield minus risk free rate is negative
    ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -56%
    8 High stock price volatility
    Vol 12M is 123%
    9 Significant short interest
    Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 28%

    TE in ETFs

    Weight = TE's share of each fund

    VTI0.00%
    ITOT0.00%
    IWM0.02%
    ICLN0.68%
    SCHC0.17%
    FNDC0.12%
    IWO0.05%
    VTWO0.02%
    +4 more covered ETFs

    Valuation & Metrics

    FYE: 12/31TE [1]S&P 500 [2]
    REVENUE GROWTH
    LTM Revenue [3]$996.9 Mil—
    FY 2026 Sales$983.4 Mil—
    FY 2027 Sales$1.4 Bil—
    FY 2026 Sales Growth-1.3%—
    FY 2027 Sales Growth38.9%13.2%
    EARNINGS
    LTM Net Income (GAAP) [3]$-383.6 Mil—
    FY 2026 Net Income (Non-GAAP)$-80.3 Mil—
    FY 2027 Net Income (Non-GAAP)$-5.8 Mil—
    FY 2027 Net Income Growth—18.9%
    FY 2026 EPS (Non-GAAP)$-0.38—
    FY 2027 EPS (Non-GAAP)$-0.03—
    FY 2027 EPS Growth——
    VALUATION
    FY 2026 P/S0.71.7
    FY 2027 P/S0.5—
    FY 2026 P/E—8.0
    FY 2027 P/E——

    [1] TE forward figures are analyst consensus for the next two fiscal years (fiscal year end 12/31). Net Income and EPS are non-GAAP (adjusted) consensus. P/S and P/E divide the current market cap by the consensus figure.
    [2] S&P 500 figures are the SPY ETF's holdings-weighted forward aggregate. P/S and P/E reflect FY1/FY2 consensus blended to the 12-month window ending 10/31/27 (~one year forward), shown when ≥90% of index weight has estimates. Growth is the aggregate next-fiscal-year vs current-fiscal-year (FY1→FY2) change. Index-level dollar Sales, Net Income and EPS are not applicable.
    [3] LTM = reported trailing-twelve-month actuals (GAAP).
    TES&P 500
    REVENUE GROWTHVERY GOOD
    Rev LTM ($ Bil)1.0
    Rev Chg Q88.4%9.3%
    Rev Chg LTM427.0%8.3%
    Rev Chg 3Y Avg427.0%5.9%
    PROFITABILITYVERY POOR
    Op Inc LTM ($ Bil)-0.2
    CFO LTM ($ Bil)0.0
    Net Inc LTM ($ Bil)-0.4
    Op Mgn LTM-17.3%18.5%
    CFO/Rev LTM0.4%21.9%
    Net Inc Mgn-38.5%13.3%
    VALUATIONVERY LOW
    P/S0.73.1
    P/CFO189.814.9
    P/FCF-4.019.4
    P/E-1.922.8
    STABILITYPOOR
    Debt/Equity1.060.20
    Cash/Assets0.050.07

    AI Analysis | Feedback

    MetricValueDateSource
    Module Shipments~725 MW9302025Link
    Accrued Section 45X Tax Credits$92M9302025Link
    Customer Module Sales and Offtake Commitments (2025)1.75 GW5152025Link
    G1_Dallas Facility 2025 Production Plan2.6 GW8202025Link
    G2_Austin Planned Solar Cell Manufacturing Facility Capacity5 GW3172025Link
    Total Module Production (G1 Dallas, Jan-Feb 2025)>220 MW3172025Link

    Price Chart

    Upcoming
    11/13/2026Earnings ReleaseRev: $285 Mil (E)
    EPS: $-0.14 (E)

    Why The Stock Moved

    Qualitative Assessment

    AI Analysis | Feedback

    Updated on 10/16/2026

    T1 Energy (TE) stock has lost about 70% since 6/30/2026 because of the following key factors:

    1. T1 Energy experienced significant and widening net losses, alongside consistently negative profitability metrics.

    In fiscal Q2 2026 (ended June 30, 2026), T1 Energy's net loss attributable to common stockholders expanded to $44.5 million, an increase from a $32.8 million loss in fiscal Q2 2025. The company's financial performance showed a negative net margin of 38.49% and a negative return on equity of 149.67% during Q2 2026.

    2. Increased capital expenditure for key projects and constrained liquidity contributed to investor concerns.

    In July 2026, T1 Energy raised its estimated capital expenditure for Phase 1 of its G2_Austin solar cell facility by 20%, from $425 million to $510 million, citing higher labor and material costs. As of June 30, 2026, the company's unrestricted cash totaled $79.1 million, indicating a substantial funding gap for its ongoing development. While T1 secured $120 million through a private placement of convertible notes in July 2026, it described this as bridge financing, still pursuing a more comprehensive funding solution.

    Show more
    Updated on 10/16/2026

    T1 Energy (TE) stock has lost about 70% since 6/30/2026 because of the following key factors:

    1. T1 Energy experienced significant and widening net losses, alongside consistently negative profitability metrics.

    In fiscal Q2 2026 (ended June 30, 2026), T1 Energy's net loss attributable to common stockholders expanded to $44.5 million, an increase from a $32.8 million loss in fiscal Q2 2025. The company's financial performance showed a negative net margin of 38.49% and a negative return on equity of 149.67% during Q2 2026.

    2. Increased capital expenditure for key projects and constrained liquidity contributed to investor concerns.

    In July 2026, T1 Energy raised its estimated capital expenditure for Phase 1 of its G2_Austin solar cell facility by 20%, from $425 million to $510 million, citing higher labor and material costs. As of June 30, 2026, the company's unrestricted cash totaled $79.1 million, indicating a substantial funding gap for its ongoing development. While T1 secured $120 million through a private placement of convertible notes in July 2026, it described this as bridge financing, still pursuing a more comprehensive funding solution.

    3. Delays in key production timelines and subsequent negative analyst revisions impacted investor sentiment.

    T1 Energy announced in July 2026 that the anticipated start of solar cell production at its G2_Austin facility would be delayed from before year-end 2026 to fiscal Q1 2027. Following these developments and ongoing financial challenges, Northland Securities lowered its fiscal Q3 2026 earnings per share forecast for T1 Energy in October 2026, projecting a loss of $0.21 per share, down from its prior estimate of $0.16.

    4. The company operates with high leverage and substantial negative operating cash flow.

    T1 Energy's total liabilities escalated to $1.37 billion by June 30, 2026, up from $1.05 billion at the end of December 2025. Additionally, the company reported negative operating cash flow of $103.0 million for the first half of fiscal 2026, indicating that its operations are consistently consuming cash.

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    Stock Movement Drivers

    Fundamental Drivers

    The -72.4% change in TE stock from 6/30/2026 to 10/16/2026 was primarily driven by a -75.5% change in the company's P/S Multiple.
    (LTM values as of)630202610162026Change
    Stock Price ($)9.482.62-72.4%
    Change Contribution By: 
    Total Revenues ($ Mil)87999713.3%
    P/S Multiple3.00.7-75.5%
    Shares Outstanding (Mil)279280-0.6%
    Cumulative Contribution-72.4%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    6/30/2026 to 10/16/2026
    ReturnCorrelation
    TE-72.4% 
    Market (SPY)2.2%57.3%
    Sector (XLI)-9.4%38.5%

    Fundamental Drivers

    The -40.3% change in TE stock from 3/31/2026 to 10/16/2026 was primarily driven by a -42.9% change in the company's P/S Multiple.
    (LTM values as of)331202610162026Change
    Stock Price ($)4.392.62-40.3%
    Change Contribution By: 
    Total Revenues ($ Mil)75599732.0%
    P/S Multiple1.30.7-42.9%
    Shares Outstanding (Mil)222280-20.9%
    Cumulative Contribution-40.3%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    3/31/2026 to 10/16/2026
    ReturnCorrelation
    TE-40.3% 
    Market (SPY)17.7%50.5%
    Sector (XLI)4.0%34.4%

    Fundamental Drivers

    The 20.2% change in TE stock from 9/30/2025 to 10/16/2026 was primarily driven by a 427.0% change in the company's Total Revenues ($ Mil).
    (LTM values as of)930202510162026Change
    Stock Price ($)2.182.6220.2%
    Change Contribution By: 
    Total Revenues ($ Mil)189997427.0%
    P/S Multiple1.80.7-59.0%
    Shares Outstanding (Mil)156280-44.3%
    Cumulative Contribution20.2%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    9/30/2025 to 10/16/2026
    ReturnCorrelation
    TE20.2% 
    Market (SPY)15.5%37.8%
    Sector (XLI)9.7%24.0%

    Fundamental Drivers

    null
    null

    Market Drivers

    9/30/2023 to 10/16/2026
    ReturnCorrelation
    TE  
    Market (SPY)84.7%35.1%
    Sector (XLI)72.1%26.3%

    Return vs. Risk

    Price Returns Compared

     202120222023202420252026Total [1]
    Returns
    TE Return----391%-56%115%
    Peers Return-13%13%-35%-55%49%-31%-70%
    S&P 500 Return27%-19%24%23%16%14%108%

    Monthly Win Rates [3]
    TE Win Rate----60%40% 
    Peers Win Rate38%52%37%35%50%32% 
    S&P 500 Win Rate75%42%67%75%67%50% 

    Max Drawdowns [4]
    TE Max Drawdown------76% 
    Peers Max Drawdown-49%-44%-65%-68%-58%-62% 
    S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 

    [1] Cumulative total returns since the beginning of 2021
    [2] Peers: FSLR, ENPH, SEDG, CSIQ, STEM.
    [3] Win Rate = % of calendar months in which monthly returns were positive
    [4] Max drawdown represents maximum peak-to-trough decline within a year
    [5] 2026 data is for the year up to 10/16/2026 (YTD)

    How Low Can It Go

    TE has limited trading history. Below is the Industrials sector ETF (XLI) in its place.

    EventXLIS&P 500
    2025 US Tariff Shock
      % Loss-15.8%-18.8%
      % Gain to Breakeven18.8%23.1%
      Time to Breakeven34 days79 days
    Summer-Fall 2023 Five Percent Yield Shock
      % Loss-11.7%-9.5%
      % Gain to Breakeven13.2%10.5%
      Time to Breakeven45 days24 days
    2022 Inflation Shock & Fed Tightening
      % Loss-20.1%-24.5%
      % Gain to Breakeven25.1%32.4%
      Time to Breakeven125 days427 days
    2020 COVID-19 Crash
      % Loss-41.6%-33.7%
      % Gain to Breakeven71.2%50.9%
      Time to Breakeven231 days140 days
    Q4 2018 Fed Policy Error / Growth Scare
      % Loss-23.7%-19.2%
      % Gain to Breakeven31.1%23.8%
      Time to Breakeven120 days105 days
    2015-2016 China Devaluation / Global Growth Scare
      % Loss-11.1%-12.2%
      % Gain to Breakeven12.5%13.9%
      Time to Breakeven51 days62 days

    Compare to FSLR, ENPH, SEDG, CSIQ, STEM

    In The Past

    State Street Industrial Select Sector SPDR ETF's stock fell -15.8% during the 2025 US Tariff Shock. Such a loss loss requires a 18.8% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    TE has limited trading history. Below is the Industrials sector ETF (XLI) in its place.

    EventXLIS&P 500
    2022 Inflation Shock & Fed Tightening
      % Loss-20.1%-24.5%
      % Gain to Breakeven25.1%32.4%
      Time to Breakeven125 days427 days
    2020 COVID-19 Crash
      % Loss-41.6%-33.7%
      % Gain to Breakeven71.2%50.9%
      Time to Breakeven231 days140 days
    Q4 2018 Fed Policy Error / Growth Scare
      % Loss-23.7%-19.2%
      % Gain to Breakeven31.1%23.8%
      Time to Breakeven120 days105 days
    2011 US Debt Ceiling Crisis & European Contagion
      % Loss-22.5%-17.9%
      % Gain to Breakeven29.0%21.8%
      Time to Breakeven114 days123 days
    2008-2009 Global Financial Crisis
      % Loss-60.5%-53.4%
      % Gain to Breakeven153.2%114.4%
      Time to Breakeven700 days1085 days

    Compare to FSLR, ENPH, SEDG, CSIQ, STEM

    In The Past

    State Street Industrial Select Sector SPDR ETF's stock fell -15.8% during the 2025 US Tariff Shock. Such a loss loss requires a 18.8% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    About T1 Energy (TE)

    TECO Energy, Inc. (symbol: TE) is a regulated utility holding company primarily engaged in providing essential electric and natural gas services. The company's business model centers on generating, transmitting, and distributing electricity, alongside the purchase and distribution of natural gas to a diverse range of customers.

    TE's main products and services include electric power generation and delivery, supported by a significant 4,730-megawatt winter peak capacity, serving approximately 719,000 retail electric customers and other resellers in West Central Florida. Concurrently, the company operates extensive natural gas distribution systems. It provides gas to roughly 361,000 residential, commercial, industrial, and power generation clients in Florida, and additionally serves about 516,000 primarily residential gas customers across 23 counties in New Mexico. Through these operations, TECO Energy ensures the reliable delivery of energy to over 1.5 million electric and gas customers.

    AI Analysis | Feedback

    Here are 1-3 brief analogies for T1 Energy (symbol: TE):

    • TE is like a regional Duke Energy or Southern Company, providing electricity and natural gas.
    • Think of TE as the Con Edison for West Central Florida and parts of New Mexico, supplying essential power and gas.

    AI Analysis | Feedback

    • Electric Utility Service: Generates, transmits, distributes, and sells electric energy to retail and wholesale customers in West Central Florida.
    • Natural Gas Utility Service: Purchases, distributes, and sells natural gas to residential, commercial, industrial, and power generation customers in Florida and New Mexico.

    AI Analysis | Feedback

    T1 Energy (TE) primarily serves individual customers. Its major customer categories are: *

    Residential and Retail Customers

    This includes individual households and small consumers of electricity in West Central Florida, and natural gas customers in Florida and New Mexico. *

    Commercial and Industrial Customers

    This category encompasses businesses and industries that purchase natural gas services in Florida. *

    Utility and Power Generation Customers

    This includes other utility companies and entities that resell electricity or utilize natural gas for electric power generation in Florida.

    AI Analysis | Feedback

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    AI Analysis | Feedback

    Archie Collins, President & Chief Executive Officer

    Archie Collins has over 30 years of experience in the energy industry. He began his career at Nova Scotia Power in 1990. Prior to joining Tampa Electric, he held leadership roles at Nova Scotia Power and Emera Energy, and served as President and Chief Executive Officer of Grand Bahama Power Co., and President and Chief Operating Officer of Emera Caribbean. He joined Tampa Electric as Chief Operating Officer in January 2018 and became President and CEO in May 2021. In 2025, his duties expanded to include oversight and responsibility for Corporate Safety for Emera Inc. Mr. Collins is a professional chemical engineer, holding a Bachelor of Engineering from St. Francis Xavier University and a Bachelor of Chemical Engineering from Dalhousie University. He serves on the boards of the Florida State Fair Authority, Florida Chamber of Commerce, Tampa Bay Economic Development Council, Florida Council of 100, Enterprise Florida, Southeastern Electric Exchange, The Association of Edison Illuminating Companies, Florida Reliability Coordinating Council, and Tampa Theatre.

    Greg Blunden, Senior Vice President of Finance and Accounting and Chief Financial Officer

    Greg Blunden is the Senior Vice President of Finance and Accounting and Chief Financial Officer of TECO Energy and CFO of Emera Inc. He joined Emera in 2000 and has held financial leadership roles at Emera Inc., Emera Maine, and Nova Scotia Power. Mr. Blunden has gained valuable experience and industry insight into various aspects of Emera's business, including corporate finance, business development, utility operations, customer service, renewable energy, and regulatory policy. He previously served as Emera's Vice President of Corporate Strategy & Planning and Executive Vice President of Customer, Business & Financial Services at Nova Scotia Power. He is a Chartered Professional Accountant and a graduate of Mount Allison University.

    Stephanie Smith, Vice President, State & Regional Affairs

    Stephanie Smith is Vice President of State and Regional Affairs for Tampa Electric and Peoples Gas. She is a seasoned professional with over 20 years of experience in public affairs and governmental relations, including developing strategies to advance legislation and navigate regulatory issues on behalf of Fortune 500 companies. Ms. Smith joined TECO in 2022. Prior to that, she worked for two Florida gubernatorial administrations, among other notable positions. She holds a Bachelor of Science in Political Science from Florida State University and serves as the chair of CareerSource Florida's board of directors.

    Carlos Aldazabal, Vice President Energy Supply

    Carlos Aldazabal is Vice President of Energy Supply for Tampa Electric. Since joining Tampa Electric in 1999, he has held multiple leadership positions in areas such as Accounting, Regulatory Affairs for Tampa Electric and Peoples Gas, Investor Relations, and Transmission Engineering and Operations. Most recently, he served as Director of Transmission Engineering and Operations, as well as Support Services. Mr. Aldazabal received both his Bachelor of Science in Accounting and Master of Accountancy from the University of South Florida and is a Certified Public Accountant. He serves on the board of The Florida Aquarium, and on the board of trustees of the National Hispanic Energy Council and The Tampa Museum of Art.

    David Nicholson, Vice President, Legal, General Counsel and Chief Ethics & Compliance Officer

    David M. Nicholson is Vice President of Legal, General Counsel, and Chief Ethics and Compliance Officer. He is responsible for legal affairs, federal governmental affairs, real estate, and ethics and compliance. Prior to joining TECO in 1999, Mr. Nicholson was a shareholder at the Tampa law firm of Macfarlane Ferguson & McMullen, where he represented Peoples Gas before its acquisition by TECO in 1997. He represented TECO in its $10 billion sale to Emera in 2016. He also worked on the development of solar sites and two of the first renewable natural gas facilities in Florida. Mr. Nicholson received his Bachelor of Science and graduated with honors from the University of Florida College of Law. While in law school, he attended the University of Glasgow, Scotland, for a year on a Rotary Ambassadorial Scholarship. He serves on the boards of the Straz Center for Performing Arts and Florida Tax Watch. He is a former president of the Hillsborough County Bar Foundation and the University Club of Tampa.

    AI Analysis | Feedback

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    AI Analysis | Feedback

    • Distributed Energy Resources: The widespread adoption and increasing affordability of rooftop solar panels combined with battery storage systems allow residential and commercial customers to generate and store their own electricity, reducing their reliance on TE's grid and central generation. This emerging trend directly threatens TE's revenue from electricity sales and could lead to decreased utilization of its transmission and distribution infrastructure.
    • Electrification of Buildings and Transportation: Government mandates and technological advancements promoting the switch from natural gas to electricity for heating, cooking, and vehicle propulsion pose a direct threat to TE's significant natural gas distribution business. As customers adopt electric heat pumps, induction cooktops, and electric vehicles, demand for natural gas declines, potentially stranding TE's extensive gas pipeline infrastructure and eroding a substantial portion of its customer base and revenue.

    AI Analysis | Feedback

    Addressable Markets for T1 Energy (TE)

    T1 Energy (TECO Energy, Inc.) operates in the regulated electric utility sector in West Central Florida, and the regulated gas utility and natural gas distribution sectors in Florida and New Mexico.

    Electric Utility Market in West Central Florida

    The total retail sales of electricity in Florida were 255,095,458 megawatthours in 2024. Tampa Electric Co. holds approximately 7% of the electricity market share in Florida. However, a specific market size in U.S. dollars for the electric utility market in West Central Florida is not readily available.

    Gas Utility Market in Florida

    The value of natural gas delivered to consumers in Florida was $6.15 billion in 2015. More recently, Peoples Gas System, a subsidiary of TECO Energy, had annual therm sales of approximately $1.98 billion in Florida in 2023.

    Natural Gas Distribution Market in New Mexico

    The addressable market size for natural gas distribution in New Mexico is estimated to be $519.4 million in 2026. This market includes approximately 31 businesses and serves about 505 employees in the industry in 2026. The value of natural gas delivered to consumers in New Mexico was $753 million in 2015.

    AI Analysis | Feedback

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    AI Analysis | Feedback

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    Peer Outperformance in Electrical Components & Equipment

    null
    Share of Electrical Components & Equipment constituents that TE has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
    1Y
    29%
    of 45 industry peers · -44.1% return
    3Y
    —
    insufficient peer history
    5Y
    —
    insufficient peer history
    null
    Median price return by industry across the Industrials sector, ranked by 5Y. Electrical Components & Equipment is TE's own industry. Use this to see which corners of the sector have carried the returns.
    Industry Names 1Y med3Y med5Y med Top 3 by 5Y
    Construction & Engineering 30 -2.7%102.0%168.1% STRL 1737% · FIX 1727% · AGX 752%
    Marine Transportation 5 61.0%45.8%139.2% MATX 202% · KEX 150%
    Construction Machinery & Heavy Transportation Equipment 13 -5.2%45.5%88.5% CAT 300% · ALSN 243% · WAB 221%
    Aerospace & Defense 51 -10.7%55.6%66.8% ATI 980% · FTAI 798% · HWM 616%
    Trading Companies & Distributors 19 7.9%29.2%43.3% DXPE 445% · AIT 261% · URI 206%
    Industrial Machinery & Supplies & Components 72 8.8%45.0%38.8% CRS 1086% · MLI 493% · SYM 293%
    Rail Transportation 7 29.0%61.8%37.4% CSX 52% · UNP 44% · NSC 32%
    Diversified Support Services 34 9.8%25.6%27.3% CXW 226% · OPLN 136% · CACI 118%
    Cargo Ground Transportation 16 34.4%0.9%26.5% XPO 282% · R 221% · ARCB 56%
    Building Products 33 -10.5%8.3%18.9% GFF 333% · TT 181% · JCI 125%
    Electrical Components & Equipment ← 38 -11.7%54.1%12.4% POWL 1905% · BE 947% · VRT 805%
    Industrial Conglomerates 17 11.5%2.3%-3.8% CSW 115% · DD 66% · CSL 62%
    Environmental & Facilities Services 30 -31.7%21.5%-11.3% CECO 702% · GEO 245% · CLH 197%
    Agricultural & Farm Machinery 17 1.4%-9.3%-13.1% DE 106% · TTC 12% · AGCO -6%
    Research & Consulting Services 13 -2.1%-20.1%-15.3% HURN 241% · FCN 3% · BAH 1%
    Data Processing & Outsourced Services 6 -23.1%-7.7%-21.1% EXLS 59% · BR 7% · G -19%
    Office Services & Supplies 9 16.9%18.5%-23.0% PBI 192% · TILE 144% · HNI 44%
    Security & Alarm Services 9 -56.3%10.8%-25.8% BCO 79%
    Passenger Ground Transportation 3 -24.0%55.5%-28.3% UBER 45% · CAR -28% · LYFT -67%
    Air Freight & Logistics 11 -26.7%-20.5%-35.7% EXPD 79% · FDX 77% · CHRW 66%
    Passenger Airlines 11 -1.1%3.1%-39.2% LTM 2999% · UAL 100% · DAL 91%
    Human Resource & Employment Services 22 12.4%-22.1%-41.7% ADP 52% · PAYX 9% · FA 3%
    Airport Services 4 -71.0%-70.1%-82.1% JOBY -46%
    Median of constituents with a full price history over each window. Top names are limited to companies above $2B market cap.

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    Top Losers

    TickerCompanyMkt Cap (B)1W RtnYTD Rtn
    CTNMContineum Therapeutics0.3-47.1%-38.1%
    QMCOQuantum0.4-39.3%186.5%
    NUAINew Era Energy & Digital0.3-33.8%6.1%
    CIFRCipher Digital3.7-33.6%-39.2%
    BRUNBoost Run0.5-32.5%-57.6%
    BLZEBackblaze0.5-32.2%84.5%
    FMCFMC0.7-32.2%-58.3%
    AAOIApplied Optoelectronics6.2-31.1%116.8%
    INDIIndie Semiconductor0.4-30.0%-48.4%
    SHAZSharonAI0.5-29.9%-71.3%

    Top Gainers

    TickerCompanyMkt Cap (B)1M RtnYTD Rtn
    MYPSPLAYSTUDIOS0.5716.5%507.4%
    KODKodiak Sciences5.4161.0%206.7%
    CBRLCracker Barrel Old Country Store1.558.2%178.1%
    PCRXPacira BioSciences1.448.4%40.4%
    GRALGRAIL5.147.4%37.6%
    SGSweetgreen1.246.8%48.5%
    FIGSFIGS3.246.4%68.3%
    PTCPTC22.143.5%10.8%
    RXORXO4.941.9%126.3%
    TTANServiceTitan7.238.2%-29.6%

    Top Losers

    TickerCompanyMkt Cap (B)1M RtnYTD Rtn
    CTVACorteva8.6-84.2%-80.7%
    EMATEvolution Metals & Technologies1.0-61.7%-92.8%
    XNDUXanadu Quantum Technologies0.9-60.3%-73.6%
    GLASGlass House Brands0.3-60.1%-64.0%
    EOSEEos Energy Enterprises0.6-54.3%-84.1%
    SHAZSharonAI0.5-53.1%-71.3%
    QUREuniQure1.4-50.6%-9.0%
    LQDALiquidia3.1-49.8%-0.4%
    BLSMBlossomHill Therapeutics0.4-48.0%-12.9%
    NKTRNektar Therapeutics1.2-47.7%-15.4%

    More From Trefis

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    Peer Comparisons

    Peers to compare with:

    Financials

    TEFSLRENPHSEDGCSIQSTEMMedian
    NameT1 EnergyFirst So.Enphase .SolarEdg.Canadian.Stem  
    Mkt Price2.62172.5930.4131.469.843.6520.12
    Mkt Cap0.718.54.01.90.70.01.3
    Rev LTM9975,3781,3291,3324,9901481,330
    Op Inc LTM-1721,810116-115-28-40-34
    FCF LTM-1851,50015390-1,568749
    FCF 3Y Avg-171111274-171-1,897-24-98
    CFO LTM42,156205114-5671263
    CFO 3Y Avg-551,214325-91-393-15-35

    Growth & Margins

    TEFSLRENPHSEDGCSIQSTEMMedian
    NameT1 EnergyFirst So.Enphase .SolarEdg.Canadian.Stem  
    Rev Chg LTM427.0%23.8%-10.4%41.6%-15.7%-5.1%9.4%
    Rev Chg 3Y Avg-21.7%-18.4%-18.3%-14.4%-25.0%-18.3%
    Rev Chg Q88.4%-3.7%-19.6%19.6%-28.7%-12.3%-8.0%
    QoQ Delta Rev Chg LTM13.3%-0.8%-5.1%4.5%-8.9%-3.1%-1.9%
    Op Inc Chg LTM-64.3%32.9%-39.0%91.3%48.9%66.9%40.9%
    Op Inc Chg 3Y Avg-98.9%399.8%-10.1%-86.9%-50.3%22.0%-30.2%
    Op Mgn LTM-17.3%33.6%8.7%-8.6%-0.6%-27.2%-4.6%
    Op Mgn 3Y Avg-33.0%9.5%-61.7%0.4%-53.9%0.4%
    QoQ Delta Op Mgn LTM3.1%1.9%1.3%5.1%-3.7%2.5%2.2%
    CFO/Rev LTM0.4%40.1%15.4%8.6%-11.4%7.9%8.2%
    CFO/Rev 3Y Avg-26.2%22.8%-6.0%-7.0%-7.0%-6.0%
    FCF/Rev LTM-18.5%27.9%11.5%6.8%-31.4%4.8%5.8%
    FCF/Rev 3Y Avg-0.1%19.2%-12.3%-32.6%-11.4%-11.4%

    Valuation

    TEFSLRENPHSEDGCSIQSTEMMedian
    NameT1 EnergyFirst So.Enphase .SolarEdg.Canadian.Stem  
    Mkt Cap0.718.54.01.90.70.01.3
    P/S0.73.43.01.40.10.21.1
    P/Op Inc-4.310.234.6-16.7-24.2-0.8-2.5
    P/EBIT-2.510.024.1-7.327.8-0.84.6
    P/E-1.910.629.9-7.1-3.6-0.5-1.2
    P/CFO189.88.619.616.8-1.22.912.7
    Total Yield-52.3%9.4%3.3%-14.1%-28.0%-230.5%-21.0%
    Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%
    FCF Yield 3Y Avg-1.0%4.5%-13.6%-206.9%-150.1%-13.6%
    D/E1.10.00.10.211.99.90.6
    Net D/E1.0-0.1-0.1-0.19.78.70.4

    Returns

    TEFSLRENPHSEDGCSIQSTEMMedian
    NameT1 EnergyFirst So.Enphase .SolarEdg.Canadian.Stem  
    1M Rtn-35.9%-9.7%-14.5%-9.3%-13.2%-18.3%-13.9%
    3M Rtn-55.1%-18.6%-26.8%-41.2%-34.2%-41.7%-37.7%
    6M Rtn-47.9%-9.4%-6.4%-17.9%-25.5%-66.2%-21.7%
    12M Rtn-44.1%-27.4%-19.0%-21.6%-37.1%-85.9%-32.3%
    3Y Rtn92.6%9.2%-76.5%-75.4%-56.9%-95.5%-66.1%
    1M Excs Rtn-41.3%-16.4%-17.8%-14.8%-18.5%-25.0%-18.1%
    3M Excs Rtn-61.4%-20.8%-27.8%-40.2%-40.2%-45.2%-40.2%
    6M Excs Rtn-57.5%-18.9%-15.9%-27.4%-35.0%-76.3%-31.2%
    12M Excs Rtn-67.0%-46.4%-35.9%-39.5%-54.8%-105.6%-50.6%
    3Y Excs Rtn14.3%-64.4%-154.2%-153.4%-136.8%-177.8%-145.1%

    Comparison Analyses

    null

    Financials

    $ Mil | FY: 12/312026Q22026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q3
    Period End6/30/20263/31/202612/31/20259/30/20256/30/20253/31/202512/31/20249/30/20246/30/20243/31/202412/31/20239/30/2023
    Filing Date8/12/20265/12/20263/31/202611/14/20258/19/20255/15/20253/31/202511/12/20248/9/20245/8/20242/29/202411/9/2023
    Key Financials Quarterly            
    Total Revenue25017835921113353300000
    Ebitda-435-122-105-016-28-15-11-1340-34
    Operating Income-23-23-85-42-30-26-32-17-14-1538-35
    Net Income-44-20-189-131-32-16-367-27-27-29-24-10
    EPS-0.16-0.08-0.87-0.87-0.21-0.11-2.59-0.20-0.19-0.20-0.17-0.07
    Key Financials TTM            
    Total Revenue TTM99787975540018956300000
    Ebitda TTM-197-193-212-118-28-39-681-18-40-62-135
    Operating Income TTM-172-179-182-129-105-89-78-8-25-46-66-138
    Net Income TTM-384-372-368-546-443-438-450-107-89-88-72-22
    Growth Rates Quarterly            
    Total Revenue Growth88.4%232.3%12087.4%---------
    EBITDA Growth-2124.2%121.8%-329.1%-604.1%98.3%223.2%-171.9%55.6%66.2%63.1%217.6%-19.1%
    Operating Income Growth23.9%12.1%-167.8%-138.6%-118.9%-70.6%-183.5%50.1%59.7%56.9%212.8%-22.8%
    Net Income Growth-36.4%-25.7%48.5%-375.2%-18.2%43.1%-1420.2%-180.8%-6.7%-124.3%-195.5%89.6%
    Margins Quarterly            
    EBITDA Margin-1.8%19.7%-34.1%-50.0%-0.1%29.5%-967.2%-----
    Operating Income Margin-9.1%-12.7%-23.8%-19.7%-22.6%-47.9%-1083.7%-----
    Net Income Margin-17.4%-11.5%-52.7%-62.0%-24.0%-30.4%-12479.5%-----
    Cash & Debt            
    Total Cash79461823484973182220250253299
    Total Debt779550549702742754719202020022
    Net Debt / (Cash)699503366668734705647-162-199-229-253-278
    Cash Flows Quarterly            
    FCF from Operations-30-73436433-45-30-28-28-16-34-19
    Cash Flows TTM            
    FCF from Operations TTM4679522-70-131-103-107-97-92-88-71
    Returns to Shareholders Quarterly            
    Dividends000000000000
    Share Repurchases-0-0-0-0-0-0-0-0-0-0-0-0
    Return on Invested Capital (ROIC) Quarterly            
    ROIC-4.3%-4.7%-19.2%-8.8%-5.8%-4.3%-5.3%-9.5%-7.9%-9.1%23.1%-23.1%
    Return on Invested Capital (ROIC) TTM            
    ROIC TTM-7.8%-8.8%-9.7%-6.3%-4.7%-4.0%-3.9%-1.1%-3.7%-7.0%-10.0%-22.8%

    Segment Financials

    Revenue by Segment
    $ Mil202520242023
    Manufacturing and subsequent sale of photovoltaic (PV) solar modules7553 
    Single Segment  0
    Total75530


    Net Income by Segment
    $ Mil20252024
    Manufacturing and subsequent sale of photovoltaic (PV) solar modules-321-67
    Total-321-67


    Assets by Segment
    $ Mil20242023202220212020
    Single Segment1,33673282862716
    Total1,33673282862716


    Price Behavior

    Price Behavior
    Market Price$2.62 
    Market Cap ($ Bil)0.7 
    First Trading Date12/29/2006 
    Distance from 52W High-78.2% 
       50 Days200 Days
    DMA Price$4.24$6.32
    DMA Trenddowndown
    Distance from DMA-38.3%-58.6%
     3M1YR
    Volatility101.9%123.2%
    Downside Capture621.68428.55
    Upside Capture146.20295.85
    Correlation (S&P 500)58.4%40.3%
    TE Betas & Captures as of 9/30/2026

     1M2M3M6M1Y3Y
    Beta4.325.645.424.893.73-0.43
    Up Beta7.638.9610.976.693.06-0.70
    Down Beta4.344.315.146.424.84-0.74
    Up Capture331%496%144%482%1397%365%
    Bmk +ve Days6162766132424
    Stock +ve Days8182453115184
    Down Capture518%460%456%294%180%107%
    Bmk -ve Days16263760120328
    Stock -ve Days14244072134205

    [1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
    Based On 1-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with TE
    TE-50.1%123.2%0.00-
    Sector ETF (XLI)10.9%17.2%0.4327.9%
    Equity (SPY)15.8%12.7%0.8641.1%
    Gold (GLD)-1.4%29.4%-0.0521.7%
    Commodities (DBC)50.4%20.7%1.86-8.2%
    Real Estate (VNQ)4.8%13.7%0.090.6%
    Bitcoin (BTCUSD)-25.9%43.6%-0.5728.0%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 5-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with TE
    TE14.2%119.2%0.88-
    Sector ETF (XLI)12.3%17.6%0.5326.3%
    Equity (SPY)13.2%17.1%0.5935.1%
    Gold (GLD)18.4%18.9%0.7914.6%
    Commodities (DBC)9.6%19.5%0.37-1.3%
    Real Estate (VNQ)1.6%18.8%-0.0210.6%
    Bitcoin (BTCUSD)8.8%51.8%0.3527.3%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 10-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with TE
    TE6.9%119.2%0.88-
    Sector ETF (XLI)13.0%20.0%0.5726.3%
    Equity (SPY)15.2%17.9%0.7235.1%
    Gold (GLD)12.3%16.4%0.6114.6%
    Commodities (DBC)8.1%18.1%0.36-1.3%
    Real Estate (VNQ)5.2%20.7%0.2110.6%
    Bitcoin (BTCUSD)63.2%66.2%1.0327.3%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How

    Short Interest

    Short Interest: As Of Date9302026
    Short Interest: Shares Quantity77.1 Mil
    Short Interest: % Change Since 915202616.6%
    Average Daily Volume20.2 Mil
    Days-to-Cover Short Interest3.8 days
    Basic Shares Quantity280.1 Mil
    Short % of Basic Shares27.5%

    Earnings Returns History

    Updated 9/14/2026
    Expand for More
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    8/12/2026-10.4%-15.0%-16.3%
    5/12/2026-3.1%15.9%28.0%
    11/14/2025-3.7%-22.1%55.9%
    8/20/2025-8.9%10.3%27.4%
    5/15/2025-18.1%-34.2%-14.2%
    3/17/20255.9%-2.0%-27.0%
    SUMMARY STATS   
    # Positive123
    # Negative543
    Median Positive5.9%13.1%28.0%
    Median Negative-8.9%-18.5%-16.3%
    Max Positive5.9%15.9%55.9%
    Max Negative-18.1%-34.2%-27.0%
     Collapse to Preview
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    8/12/2026-10.4%-15.0%-16.3%
    5/12/2026-3.1%15.9%28.0%
    11/14/2025-3.7%-22.1%55.9%
    8/20/2025-8.9%10.3%27.4%
    5/15/2025-18.1%-34.2%-14.2%
    3/17/20255.9%-2.0%-27.0%
    SUMMARY STATS   
    # Positive123
    # Negative543
    Median Positive5.9%13.1%28.0%
    Median Negative-8.9%-18.5%-16.3%
    Max Positive5.9%15.9%55.9%
    Max Negative-18.1%-34.2%-27.0%

    SEC Filings

    Expand for More
    Report DateFiling DateFiling
    06/30/202608/12/202610-Q
    03/31/202605/12/202610-Q
    12/31/202503/31/202610-K
    09/30/202511/14/202510-Q
    06/30/202508/19/202510-Q
    03/31/202505/15/202510-Q
    12/31/202403/31/202510-K
    09/30/202411/12/202410-Q
    06/30/202408/09/202410-Q
    03/31/202405/08/202410-Q
    12/31/202302/29/202410-K
    09/30/202311/09/202310-Q
    06/30/202308/10/202310-Q
    03/31/202305/15/202310-Q
    12/31/202202/27/202310-K
    09/30/202211/14/202210-Q
     Collapse to Preview
    Report DateFiling DateFiling
    06/30/202608/12/202610-Q
    03/31/202605/12/202610-Q
    12/31/202503/31/202610-K
    09/30/202511/14/202510-Q
    06/30/202508/19/202510-Q
    03/31/202505/15/202510-Q
    12/31/202403/31/202510-K
    09/30/202411/12/202410-Q
    06/30/202408/09/202410-Q
    03/31/202405/08/202410-Q
    12/31/202302/29/202410-K
    09/30/202311/09/202310-Q
    06/30/202308/10/202310-Q
    03/31/202305/15/202310-Q
    12/31/202202/27/202310-K
    09/30/202211/14/202210-Q
    06/30/202208/08/202210-Q
    03/31/202205/11/202210-Q
    12/31/202103/09/202210-K
    09/30/202111/15/202110-Q
    06/30/202108/12/202110-Q

    Recent Forward Guidance

    Updated 10/8/2026

    Latest: Q2 2026 Earnings Reported 8/12/2026

    Forward GuidanceGuidance Change
    MetricSourceLowMidHigh% Chg% DeltaChangePrior
    2026 2026 ProductionReported3.10 Bil3.65 Bil 0.0% AffirmedGuidance: 3.65 Bil for 2026
    2026 Capital ExpendituresReported 510.00 Mil    


    Prior: Q1 2026 Earnings Reported 5/12/2026

    Forward GuidanceGuidance Change
    MetricSourceLowMidHigh% Chg% DeltaChangePrior
    2026 Production GuidanceReported3.10 Bil3.65 Bil4.20 Bil  Affirmed
    2027 Customer Demand CoverageReported 1    

    Q3 2025 Earnings Reported 11/14/2025

    Forward GuidanceGuidance Change
    MetricSourceLowMidHigh% Chg% DeltaChangePrior
    2025 EBITDAReported25.00 Mil37.50 Mil50.00 Mil0 AffirmedGuidance: 37.50 Mil for 2025
    2026 Annual Run-rate EBITDAReported375.00 Mil412.50 Mil450.00 Mil   
    2026 Capital ExpenditureReported400.00 Mil412.50 Mil425.00 Mil   

    Insider Activity

    Updated 8/26/2026
    Expand for More
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Trina, Solar (schweiz) AG DirectSell52620268.149,500,00077,293,020249,393,365Form
    2Trina, Solar (schweiz) AG DirectSell52620268.6913,000,000113,018,494349,076,433Form
    3Slettemoen, Tore IvarSee footnoteSell92420251.92376,106722,1247,882,477Form
    4Slettemoen, Tore IvarSee footnoteSell92420251.97384,349757,1688,828,679Form
    5Slettemoen, Tore IvarSee footnoteSell91520251.81188,420341,0408,807,301Form
     Collapse to Preview
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Trina, Solar (schweiz) AG DirectSell52620268.149,500,00077,293,020249,393,365Form
    2Trina, Solar (schweiz) AG DirectSell52620268.6913,000,000113,018,494349,076,433Form
    3Slettemoen, Tore IvarSee footnoteSell92420251.92376,106722,1247,882,477Form
    4Slettemoen, Tore IvarSee footnoteSell92420251.97384,349757,1688,828,679Form
    5Slettemoen, Tore IvarSee footnoteSell91520251.81188,420341,0408,807,301Form
    6Slettemoen, Tore IvarSee footnoteSell91520251.9726,11451,4459,957,034Form

    Investor Activity (13F)

    Updated Oct 17, 2026
    13F holdings as of Mar 31, 2026 (Q1 2026)

    Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Electron Capital Partners, LLC$26.0 Mil1.2%44ADD +69.4%13F
    Situational Awareness Partners LP$43.9 Mil1.1%26New13F
    Situational Awareness LP$43.9 Mil1.1%26New13F
    Southpoint Capital Advisors LP$26.3 Mil0.5%41Hold13F
    Slate Path Capital LP$27.6 Mil0.4%44New13F
    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Situational Awareness Partners LP$43.9 Mil1.1%26New13F
    Situational Awareness LP$43.9 Mil1.1%26New13F
    Slate Path Capital LP$27.6 Mil0.4%44New13F
    Electron Capital Partners, LLC$26.0 Mil1.2%44ADD +69.4%13F
    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Halter Ferguson Financial Inc.$8.5 Mil1.9%35Exited13F
    Bornite Capital Management LP$8.3 Mil0.8%28Exited13F
    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Situational Awareness Partners LP$43.9 Mil1.1%26New13F
    Situational Awareness LP$43.9 Mil1.1%26New13F
    Slate Path Capital LP$27.6 Mil0.4%44New13F
    Southpoint Capital Advisors LP$26.3 Mil0.5%41Hold13F
    Electron Capital Partners, LLC$26.0 Mil1.2%44ADD +69.4%13F

    Industry Resources

    External Quote Links


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