diff --git a/esphome/espidf/framework.py b/esphome/espidf/framework.py
index eeebec76f3..179346e072 100644
--- a/esphome/espidf/framework.py
+++ b/esphome/espidf/framework.py
@@ -791,7 +791,7 @@ def _prefetch_idf_tool_archives(
             # failure_reason: a message-less exception must not log blank
             _LOGGER.warning("Could not prefetch %s: %s", name, failure_reason(e))
             _LOGGER.debug("Prefetch failure detail", exc_info=e)
-        if failures and len(failures) == len(entries):
+        if len(failures) == len(entries):
             # A systematic fault, not one flaky mirror: the resume
             # workaround (#17703) is off for this whole install
             _LOGGER.error(
diff --git a/esphome/framework_helpers.py b/esphome/framework_helpers.py
index fd3f3bd1b8..11d98986c9 100644
--- a/esphome/framework_helpers.py
+++ b/esphome/framework_helpers.py
@@ -776,16 +776,14 @@ def run_batch_downloads(
         try:
             fetch(checked)
         except (_BatchDownloadCancelled, Exception) as err:  # noqa: BLE001  # pylint: disable=broad-exception-caught
-            # A cancelled job reports like a failure: an abandoned download
-            # must never read as completed if a caller sees the list after
-            # Ctrl-C
-            failure = (name, err)
-        else:
-            return None
-        # A bar-frame write failure must not displace the download error
-        with suppress(Exception):
-            tracker(0)
-        return failure
+            # The cancelled arm exists for the tracker rollback below; the
+            # batch re-raises the interrupt, so the list is never returned
+            # after Ctrl-C. A bar-frame write failure must not displace the
+            # download error.
+            with suppress(Exception):
+                tracker(0)
+            return (name, err)
+        return None
 
     ex = ThreadPoolExecutor(max_workers=max_workers)
     try:
@@ -1316,11 +1314,13 @@ def download_from_mirrors(
             )
             # Tick with the bytes already on disk so a combined bar holds
             # steady during the backoff instead of rewinding to zero
-            if f is not None:
-                done = f.tell()
-            else:
-                part = _part_path(path_target)
-                done = part.stat().st_size if part.is_file() else 0
+            done = 0
+            if progress is not None:
+                if f is not None:
+                    done = f.tell()
+                else:
+                    part = _part_path(path_target)
+                    done = part.stat().st_size if part.is_file() else 0
             _cancellable_sleep(delay, progress, done)
 
     # 4. Report every attempted URL if all mirrors failed. failures spans
diff --git a/esphome/platformio/library.py b/esphome/platformio/library.py
index 6c36abcb49..50e1408b13 100644
--- a/esphome/platformio/library.py
+++ b/esphome/platformio/library.py
@@ -446,6 +446,27 @@ def split_list_by_condition(
     return matched, non_matched
 
 
+def _valid_manifest_shape(data: Any) -> bool:
+    """Whether the manifest has the dict shapes every backend dereferences.
+
+    A bare json.load imposes no shape; validating once here means a
+    malformed third-party manifest fails by library name instead of a raw
+    TypeError/AttributeError in a backend.
+    """
+    if not isinstance(data, dict):
+        return False
+    build = data.get("build", {})
+    esphome_data = data.get(ESPHOME_DATA_KEY, {})
+    return (
+        isinstance(build, dict)
+        and isinstance(esphome_data, dict)
+        and isinstance(esphome_data.get(ESPHOME_DATA_LINK_FLAGS_KEY, []), list)
+        and isinstance(build.get("srcDir", ""), str)
+        and isinstance(build.get("includeDir", ""), str)
+        and isinstance(build.get("srcFilter", ""), (str, list))
+    )
+
+
 def check_library_data(data: dict, platform: str | None, framework: str):
     """
     Check whether a library manifest is compatible with the target toolchain.
@@ -1132,23 +1153,7 @@ def convert_libraries(
                     f"library.properties in {source_dir}"
                 )
 
-            # A bare json.load imposes no shape; every backend dereferences
-            # these fields, so validate once here and name the library
-            malformed = not isinstance(component.data, dict)
-            if not malformed:
-                build = component.data.get("build", {})
-                esphome_data = component.data.get(ESPHOME_DATA_KEY, {})
-                malformed = (
-                    not isinstance(build, dict)
-                    or not isinstance(esphome_data, dict)
-                    or not isinstance(
-                        esphome_data.get(ESPHOME_DATA_LINK_FLAGS_KEY, []), list
-                    )
-                    or not isinstance(build.get("srcDir", ""), str)
-                    or not isinstance(build.get("includeDir", ""), str)
-                    or not isinstance(build.get("srcFilter", ""), (str, list))
-                )
-            if malformed:
+            if not _valid_manifest_shape(component.data):
                 # Fail fast only for a library the user asked for; a defect
                 # in an unrequested corner of the graph must not block the
                 # build