#태양광 Analysis Reports
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T1 Energy Inc. (NYSE: TE) changed its name from FREYR Battery in February 2025, shifting its business identity from a Norwegian battery gigafactory operation to U.S. (Texas-based) solar module and cell manufacturing. FY2025 revenue surged to $755.3M (from $2.9M the prior year) with a net loss of $(380.8)M, and in Q1 2026 the company recorded revenue of $177.6M along with net income from continuing operations of $3.9M — the first such profit since the business pivot. On 2026-06-03, the company entered into a definitive agreement to acquire battery-related asset KORE Power, Inc. (enterprise value of approximately $32M), and completed the restructuring of Trina Solar-related equity and debt in late 2025, retaining eligibility for the 2026 45X production tax credit (not in violation of FEOC rules).
SK Eternix is a renewable energy company spun off and relisted from SK E&S in March 2024, directly owning and operating solar, wind, fuel cell, and ESS power generation assets. In FY2025 (2nd fiscal year), consolidated revenue was KRW 385.6 billion (+16% YoY), operating profit was KRW 53.0 billion (+41%), and net income turned profitable at KRW 30.722 billion (based on the 2nd annual general shareholders' meeting financial statement approval report, as of 2025-12-31). On 2026-03-06, SK Discovery and Han & Company W.P. Holdings entered into a share purchase agreement to sell their entire stakes (combined approximately 43.5%) to 'Eclipse', a KKR-affiliated SPV, and following the deal's closing on 2026-04-07, Eclipse was registered as the new largest shareholder (43.10%) (DART substantial shareholding report). The closing price as of 2026-07-24 was KRW 80,900, up +0.37% from the previous day, and up approximately 101% over the preceding month (KRW 40,100 on 6/23 → KRW 80,600 on 7/23).
NextEra Energy is the largest U.S. regulated electric utility holding company, operating two business segments — Florida Power & Light (FPL) and NextEra Energy Resources. It posted Q2 2026 adjusted EPS of $1.15 (+9.5% YoY), and its renewable & storage contracted backlog expanded to approximately 35.1GW (Q2 2026 earnings release, 2026-07-24). On 2026-05-18, it entered into an all-stock merger agreement with Dominion Energy (exchange ratio 0.8138, deal value approximately $67B), which is undergoing regulatory approval; on 2026-08-06, the Virginia governor signaled intent to intervene in the Virginia State Corporation Commission (SCC) review. FY2026 adjusted EPS guidance was maintained at $3.92-$4.02 (company guidance, 2026-07-24).
MasTec reported second-quarter 2026 (announced 2026-07-30) revenue of $4.37 billion (+23% year-over-year) and adjusted EBITDA of $384.2 million (+40%), both quarterly records, while its 18-month backlog also reached a record $21.4 billion (+30% year-over-year). The company closed its acquisition of The Superior Group, a data-center-focused electrical contractor, for approximately $1.65 billion on 2026-07-20, and on 2026-08-06 priced $650 million of senior notes due 2036 at a 5.850% coupon. Second-quarter 2026 adjusted EPS of $2.22 came in slightly below the average analyst estimate, and Communications segment revenue grew just 6.2% year-over-year, a relatively lower growth rate than the other segments.
Quanta Services reported Q2 2026 (announced 2026-07-30) revenue of USD 9.56 billion, up 41% year-over-year from USD 6.77 billion. Net income attributable to common stock was USD 451.4 million (GAAP diluted EPS of USD 2.96), with adjusted diluted EPS of USD 4.24. Backlog at quarter-end reached a record USD 53.4 billion, with remaining performance obligations (RPO) of USD 33.6 billion. On the analysis date (2026-07-31), the closing price was USD 667.36, up 1.43% from the prior day, with trading volume of 1,959,293 shares.
Haein (003010) is a KOSPI-listed company founded in 1960 that serves as the official domestic dealer for global brands such as Caterpillar, operating across five segments: engines and generators, construction equipment, industrial/logistics equipment, parts and maintenance services, and renewable energy. The closing price on 2026-08-14 was KRW 9,690, a 52-week high, following two upper-limit days on the 7th and 14th of the month and a +19.39% surge on the 11th, prompting the Korea Exchange to give advance notice of short-term overheating designation on August 11. Per the 2026 semiannual report (cumulative, standalone basis), revenue was KRW 1,045.2 (100mn), operating profit KRW 84.1 (100mn), and net income KRW 100.6 (100mn); revenue declined for two consecutive years after peaking at KRW 2,760.8 (100mn) in 2023, while operating margin and net margin showed an improving trend.