February 25, 2026 4Q and FY25 EARNINGS PRESENTATION 4Q25 EARNNINGS PRESENTATION 0 4Q25 EARNNINGS PRESENTATION DISCLAIMER FORWARD LOOKING STATEMENTS This presentation contains forward-looking statements that are based on our management's beliefs and assumptions and on information currently available to our management. Forward-looking statements include information concerning our possible or assumed future results of operations, business strategies, technology or product developments, financing and investment ...

Core Insights - ARRAY Technologies, Inc. achieved a 40% full-year revenue growth, with a record order book of $2.2 billion, and is guiding for 2026 revenue between $1.4 billion and $1.5 billion [1][2][5] Financial Highlights - For Q4 2025, revenue was $226 million, and for the full year 2025, revenue reached $1,284.1 million, reflecting a significant increase from $915.8 million in 2024 [1][27] - Gross margin for Q4 2025 was 8.6%, while the full-year gross margin was 23.2% [1][27] - Adjusted EBITDA for Q4 2025 was $11.2 million, with a full-year adjusted EBITDA of $187.6 million [1][27] - The net loss to common shareholders for Q4 2025 was $161.2 million, compared to a loss of $112 million for the full year [1][27] Business Developments - The company reported a 35% volume growth for the full year 2025, surpassing broader industry trends, indicating strong demand for its differentiated technology [2] - ARRAY is focusing on international expansion of its DuraTrack technology and plans to launch multiple new products in 2026, including an integrated tracker and foundation solution [2][3] - The company has made strategic investments in enhancing its commercial organization and customer engagement, which contributed to its strong performance [2] Future Guidance - For 2026, ARRAY expects approximately $200 million in revenue for Q1, with a projected adjusted EBITDA range of $200 million to $230 million [3][5] - The company anticipates a revenue split of 40% in the first half and 60% in the second half of 2026, influenced by regulatory uncertainties [3]

Core Insights - ARRAY Technologies has achieved verification from Intertek for its DuraTrack® and OmniTrack™ systems, confirming compatibility with 2000-volt (2kV) module-wired systems, which enhances efficiency and cost savings in the solar industry [1][2] - The verification aligns with the industry's shift towards higher-voltage architectures, which are essential for improving electrical efficiency and reducing system costs [2][3] Company Overview - ARRAY Technologies is a leading global provider of solar tracking technology, offering solutions designed to maximize energy production and deliver value throughout the lifecycle of solar projects [5] - The company emphasizes its commitment to innovation and readiness to support the transition to next-generation solar technologies [2][4] Industry Impact - Increasing system voltage from 1,500V to 2,000V can lead to reduced electrical losses, lower material costs, and improved overall system performance, which is critical for solar project developers and EPCs [3] - ARRAY's long-row system architecture enhances efficiency, aiding in the optimization of system design and reduction of the Levelized Cost of Energy (LCoE) [3]

ARRAY Embarks on Its Commitment to Provide 100% Domestic Content DuraTrack ⁽ᴿ⁾ and OmniTrack™ Offerings for Customers ALBUQUERQUE, N.M., Aug. 05, 2025 (GLOBE NEWSWIRE) -- ARRAY Technologies (NASDAQ: ARRY) ("ARRAY" or the "Company"), a leading global provider of solar tracking technology products, software and services, today announced it will supply trackers for a 200 megawatt (MWac) solar project that meet 100% of the domestic content Assigned Cost Percentage (ACP) under the U.S. Treasury Department's late ...