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Edge20 Feb 2026
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Array Technologies
Array Technologies (ARRY) investor relations material
Array Technologies Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Achieved 40% year-over-year revenue growth in 2025, reaching $1.3 billion, with $50 million contributed by the APA acquisition and a record $2.2 billion order book; tracker volume grew 35%.
Adjusted EBITDA grew 8% to $188 million, adjusted net income per share rose 12% to $0.67, and all key profitability metrics were within guidance.
APA acquisition completed and integrated, expanding the product portfolio, manufacturing footprint, and contributing nearly half of the order book.
Strategic imperatives for 2026 include innovation, international expansion (EMEA, LATAM), and a customer-first culture, with new product launches planned.
Enhanced leadership team and launched new products, including Hail XP™ and expanded SmarTrack® capabilities.
Financial highlights
FY25 revenue: $1.3 billion (+40% YoY); Q4 2025 revenue: $226 million (including $33 million from APA).
Adjusted gross profit: $347 million (+11% YoY); adjusted gross margin: 27% (down YoY due to amortization and tariffs).
Adjusted EBITDA: $188 million (+8% YoY), margin: 14.6% (down from 19% in 2024).
Adjusted net income: $103 million (+13% YoY); adjusted diluted EPS: $0.67 (+12% YoY); GAAP net loss: $112 million, mainly from $103 million goodwill impairment and $30 million inventory charge.
Free cash flow: $80 million, lower YoY due to working capital and rebate timing; cash and equivalents at year-end: $244.4 million.
Outlook and guidance
2026 revenue guidance: $1.4–$1.5 billion; adjusted gross margin: 26–27%.
Adjusted EBITDA: $200–$230 million; adjusted diluted EPS: $0.65–$0.75.
Revenue split expected to be 40% in H1 and 60% in H2 due to regulatory-driven contract timing; Q1 2026 revenue around $200 million.
Free cash flow conversion as % of adjusted EBITDA to remain similar to 2025.
DuraTrack's competitive advantage in global markets?
Drivers for 2026 H1:H2 revenue split
Impact of STI acquisition charges on financials?
Detail the H250 phase-out and DuraTrack plan
APA's 2026 margin and EBITDA accretion drivers?
What drives market share gains with Tier 1 customers?
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Next Array Technologies earnings date
Q1 20265 May, 2026
Array Technologies
Next Array Technologies earnings date
Q1 20265 May, 2026
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Frequently asked questions
Array Technologies, Inc. manufactures and supplies solar tracking systems and related products for commercial and utility-scale power plants to drive down the cost of solar energy. The company manufactures and supplies commercial dual-axis trackers that optimize the performance of solar photovoltaics (PV) modules by moving with the sun throughout the day. It also provides system services that include site lay-out and plant design, project management, engineering, procurement, construction management, training and commissioning, maintenance and operations, warranty care, and parts supply services for dual-axis technology. In addition, the company offers a range of custom lifecycle services for individual facilities; and automated systems to monitor PV performance. The company is based in the U.S., with additional offices in Valencia/Alicante/Madrid Spain; and Frankfurt/Berlin Germany.
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