Supporting evidence

• LedgerRevenue growth of 40.8% YoY to $250.1 million signals strong demand for T1's domestic solar modules
• LedgerStrong quarter based on: Revenue growth of 40.8% YoY to $250.1 million signals strong demand for T1's domestic solar modules · G1_Dallas delivered 935 MW of module production, demonstrating manufactur…
• LedgerRevenue +88% YoY (Q2 FY2026)

• EventNet Loss Persists
• EventRevenue Acceleration (+40.8% YoY)
• EventGuidance Unchanged
• EventPositioned T1 Energy as a leading solar manufacturing company in the U.S. and enabled a complementary solar storage strategy.
• EventPositive, indicates strategic project is on track.
• EventAccelerates growth and enhances competitive position.
• InitiativeSignificant advances made during and since Q2 2026.
• InitiativeProceeding on schedule, timeline for completion unchanged, progressing according to plan.
• InitiativeAdvanced through commercial partnerships, G1_Dallas production ramp, and G2_Austin construction commencement.
• InitiativeAdvancing mission to build an integrated U.S. polysilicon solar supply chain, with G2_Austin construction underway.
• EventSustained net losses from continuing operations may pressure liquidity as G2_Austin capital expenditures ramp
• EventExecution risk on G2_Austin solar cell fab buildout could delay domestic vertical integration milestones