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Toyo . Ordinary Shares Earnings Calls
| Release date | Aug 26, 2026 |
| EPS estimate | $0.690 |
| EPS actual | - |
| Revenue estimate | 211.8M |
| Revenue actual | - |
| Expected change | +/- 16.71% |
| Release date | May 18, 2026 |
| EPS estimate | $0.720 |
| EPS actual | $0.750 |
| EPS Surprise | 4.17% |
| Revenue estimate | 202.9M |
| Revenue actual | 142.774M |
| Revenue Surprise | -29.63% |
| Release date | Sep 11, 2025 |
| EPS estimate | - |
| EPS actual | $0.0509 |
| Revenue estimate | - |
| Revenue actual | 69.553M |
| Release date | May 20, 2025 |
| EPS estimate | - |
| EPS actual | $0.0509 |
| Revenue estimate | - |
| Revenue actual | 69.553M |
Last 4 Quarters for Toyo . Ordinary Shares
Below you can see how TOYO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | May 20, 2025 |
| Price on release | $3.45 |
| EPS estimate | - |
| EPS actual | $0.0509 |
| Date | Price |
|---|---|
| May 14, 2025 | $3.48 |
| May 15, 2025 | $3.57 |
| May 16, 2025 | $3.55 |
| May 19, 2025 | $3.45 |
| May 20, 2025 | $3.45 |
| May 21, 2025 | $3.48 |
| May 22, 2025 | $3.41 |
| May 23, 2025 | $3.40 |
| May 27, 2025 | $3.30 |
| 4 days before | -0.86% |
| 4 days after | -4.35% |
| On release day | 0.725% |
| Change in period | -5.17% |
| Release date | Sep 11, 2025 |
| Price on release | $5.89 |
| EPS estimate | - |
| EPS actual | $0.0509 |
| Date | Price |
|---|---|
| Sep 05, 2025 | $5.71 |
| Sep 08, 2025 | $5.42 |
| Sep 09, 2025 | $5.13 |
| Sep 10, 2025 | $5.34 |
| Sep 11, 2025 | $5.89 |
| Sep 12, 2025 | $5.89 |
| Sep 15, 2025 | $5.92 |
| Sep 16, 2025 | $5.94 |
| Sep 17, 2025 | $5.92 |
| 4 days before | 3.15% |
| 4 days after | 0.509% |
| On release day | 0% |
| Change in period | 3.68% |
| Release date | May 18, 2026 |
| Price on release | $14.80 |
| EPS estimate | $0.720 |
| EPS actual | $0.750 |
| EPS surprise | 4.17% |
| Date | Price |
|---|---|
| May 12, 2026 | $11.94 |
| May 13, 2026 | $12.76 |
| May 14, 2026 | $12.69 |
| May 15, 2026 | $12.67 |
| May 18, 2026 | $14.80 |
| May 19, 2026 | $13.82 |
| May 20, 2026 | $13.51 |
| May 21, 2026 | $14.35 |
| May 22, 2026 | $14.79 |
| 4 days before | 23.95% |
| 4 days after | -0.0676% |
| On release day | -6.62% |
| Change in period | 23.87% |
| Release date | Aug 26, 2026 |
| Price on release | - |
| EPS estimate | $0.690 |
| EPS actual | - |
| Date | Price |
|---|---|
| Jun 15, 2026 | $12.40 |
| Jun 16, 2026 | $12.34 |
| Jun 17, 2026 | $12.49 |
| Jun 18, 2026 | $12.13 |
| Jun 22, 2026 | $11.71 |
Toyo . Ordinary Shares Earnings Call Transcript Summary of Q4 2025
TOYO reported a record FY2025 with revenue of $427M (up 142% year-over-year) driven by rapid scaling of production—primarily the 4 GW Ethiopia solar-cell facility (completed Oct 2025 and now at full nameplate capacity) and initial U.S. module production in Houston (1 GW commercial operation launched in Q4 2025). FY2025 highlights include 2.3 GW shipped from Ethiopia to U.S. customers, 1.9 GW of cells from Vietnam to international markets, gross profit of $96.3M (22.5% margin), EBITDA of $95.8M, adjusted EBITDA of ~$110.8M, adjusted net income of $52.2M, and $58.9M cash. Management acquired the VSUN brand to consolidate sales/marketing and accelerate growth without shareholder dilution. For 2026, TOYO provided operational guidance of 5.5–5.8 GW of solar-cell shipments and 1.0–1.3 GW of module shipments, plans to expand Houston module capacity to 2 GW (adding 1 GW in 2026), and is planning a domestic cell production facility (details to follow). Financial target for 2026 is adjusted net income of ~$90–100M, despite substantial planned R&D and technology investment to build U.S. IP and a traceable, domestic supply chain. Management also committed to quarterly reporting going forward and emphasized maintaining competitive gross margins as the business shifts more revenue to U.S. customers.
