T1 Energy Inc 2026年季度报告

SECURITIES AND EXCHANGE COMMISSIONWashington, D.C. 20549 FORM 10-Q (Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended March 31, 2026 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from ________to _________Commission file number 001-41903 T1 Energy Inc. (Exact name of registrant as specified in its charter) 93-3205861 (IRS Employer Identification No.) 1211 E 4th St.Austin, Texas 78702(409) 599-5706(Address, including zip code, and telephone number, including area code, of Registrant’s principal executive offices) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12months (or for such shorter period that the registrant was required to file such reports); and (2) has been subject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company.See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. (Check one): Large accelerated filer☐Accelerated filer☐Non-accelerated filer☒Smaller reporting company☒Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financialaccounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒As of May8, 2026, there were 279,271,380 shares of the registrant’s common stock outstanding. TABLE OF CONTENTS CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q, including the information and documents incorporated by reference herein, contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of theSecurities Exchange Act of 1934, as amended (the “Exchange Act”). All statements other than statements of historical or current facts containedor incorporated by reference in this Quarterly Report on Form 10-Q may be forward-looking statements. Statements regarding our future resultsand timing of operations, expected performance and financial position, business strategy and plans and objectives of management for futureoperations, including, among others, statements regarding liquidity, growth and profitability strategies and factors and trends affecting ourbusiness are forward-looking statements. Forward-looking statements can be identified in some cases by the use of words such as “believe,”“can,” “could,” “potential,” “plan,” “predict,” “goals,” “seek,” “should,” “may,” “may have,” “would,” “estimate,” “continue,” “anticipate,”“intend,” “expect,” or the negative of these words, other similar expressions or by discussions of strategy, plans or intentions and are intendedto identify forward-looking statements, although not all forward-looking statements contain such identifying words. The forward-looking statements contained or incorporated by reference in this Quarterly Report on Form 10-Q are only predictions.We base these forward-looking statements largely on our current expectations and projections about future events and financial trends that webelieve may affect our business, financial condition and results of operations. Forward-looking statements involve known and unknown risks,uncertainties and other important factors that may cause our actual results, performance or achievements, or industry results, to be materiallydifferent from any future results, performance or achievements expressed or implied by the forward-looking statements. We believe that theserisks, uncertainties and other important factors include, without limitation, the risks set forth in Part I, Item 1A, “Risk Factors” in our AnnualReport on Form 10-K for the year ended December 31, 2025 filed with the U.S. Securities and Exchange Commission (the “SEC”) on March31, 2026, as amended and supplemented by Amendment No. 1 on Form 10-K/A filed with the SEC on April 30, 2026, and in our other filingswith the SEC, including risks related to: (1) our ability to (i) construct and equip manufacturing