{"filing":{"accession_number":"0001213900-26-104044","cik":"0001985273","ticker":"TOYWF","company_name":"TOYO Co., Ltd","form":"6-K","filing_date":"2026-09-28","report_date":"2026-09-28","primary_document":"ea0306804-6k_toyo.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1985273/000121390026104044/ea0306804-6k_toyo.htm"},"events":[{"id":35451,"run_id":32653,"accession_number":"0001213900-26-104044","anchor_item_number":"EX-99.1","event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.72,"summary":"TOYO disclosed its second-half 2026 business outlook in response to a dynamic U.S. trade and regulatory environment, including CBP examination, CVD investigation, and Section 232 trade policy actions. While declining to provide specific financial guidance due to regulatory uncertainty, the company affirmed confidence in positive EBITDA, highlighting material trade and regulatory headwinds affecting its solar manufacturing business.","company_name":"TOYO Co., Ltd","ticker":"TOYWF","filing_date":"2026-09-28","form":"6-K","submitted_at":null,"items":[{"id":39506,"accession_number":"0001213900-26-104044","item_number":"EX-99.1","item_title":"ea030680401ex99-1.htm","event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.72,"reasoning":"This press release discloses TOYO's second-half 2026 business outlook in response to a \"dynamic U.S. trade and regulatory environment\" involving CBP examination, CVD investigation, and Section 232 trade policy actions. While the company declines to provide specific financial guidance due to regulatory uncertainty, it affirms confidence in positive EBITDA. This is an operational/strategic disclosure addressing material regulatory and trade headwinds affecting the solar manufacturer's near-term business, not a discrete event (earnings release, M\u0026A, executive change) but rather a forward-looking operational statement warranting material classification given the identified trade and regulatory risks.","classifier_version":"claude-haiku-4-5-20251001+prompt-6be895f9","taxonomy_version":"v1.3","classified_at":"2026-09-28T20:16:31.481856+00:00","company_name":"","ticker":null,"filing_date":""}]},{"id":35452,"run_id":32653,"accession_number":"0001213900-26-104044","anchor_item_number":"EX-99.2","event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.85,"summary":"TOYO announced approximately $240 million in binding solar module supply agreements with multiple U.S. customers through H1 2027, covering utility-scale, commercial, industrial, community solar, and data-center applications. This represents a material commercial milestone demonstrating conversion of manufacturing capacity into contracted business and revenue visibility.","company_name":"TOYO Co., Ltd","ticker":"TOYWF","filing_date":"2026-09-28","form":"6-K","submitted_at":null,"items":[{"id":39507,"accession_number":"0001213900-26-104044","item_number":"EX-99.2","item_title":"ea030680401ex99-2.htm","event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.85,"reasoning":"TOYO announces approximately $240 million in binding solar module supply agreements with multiple U.S. customers through H1 2027, covering utility-scale, commercial, industrial, community solar, and data-center applications. This represents a material operational and commercial milestone—the conversion of manufacturing capacity into contracted business—but does not fit the discrete event categories (not M\u0026A, not a results release, not a financing). The disclosure is clearly operational/strategic in nature and material to investor assessment of the company's revenue visibility and capacity utilization.","classifier_version":"claude-haiku-4-5-20251001+prompt-6be895f9","taxonomy_version":"v1.3","classified_at":"2026-09-28T20:16:31.481856+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":39506,"accession_number":"0001213900-26-104044","item_number":"EX-99.1","item_title":"ea030680401ex99-1.htm","event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.72,"reasoning":"This press release discloses TOYO's second-half 2026 business outlook in response to a \"dynamic U.S. trade and regulatory environment\" involving CBP examination, CVD investigation, and Section 232 trade policy actions. While the company declines to provide specific financial guidance due to regulatory uncertainty, it affirms confidence in positive EBITDA. This is an operational/strategic disclosure addressing material regulatory and trade headwinds affecting the solar manufacturer's near-term business, not a discrete event (earnings release, M\u0026A, executive change) but rather a forward-looking operational statement warranting material classification given the identified trade and regulatory risks.","classifier_version":"claude-haiku-4-5-20251001+prompt-6be895f9","taxonomy_version":"v1.3","classified_at":"2026-09-28T20:16:31.481856+00:00","company_name":"TOYO Co., Ltd","ticker":"TOYWF","filing_date":"2026-09-28"},{"id":39507,"accession_number":"0001213900-26-104044","item_number":"EX-99.2","item_title":"ea030680401ex99-2.htm","event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.85,"reasoning":"TOYO announces approximately $240 million in binding solar module supply agreements with multiple U.S. customers through H1 2027, covering utility-scale, commercial, industrial, community solar, and data-center applications. This represents a material operational and commercial milestone—the conversion of manufacturing capacity into contracted business—but does not fit the discrete event categories (not M\u0026A, not a results release, not a financing). The disclosure is clearly operational/strategic in nature and material to investor assessment of the company's revenue visibility and capacity utilization.","classifier_version":"claude-haiku-4-5-20251001+prompt-6be895f9","taxonomy_version":"v1.3","classified_at":"2026-09-28T20:16:31.481856+00:00","company_name":"TOYO Co., Ltd","ticker":"TOYWF","filing_date":"2026-09-28"}]}