Core Insights - FTC Solar, Inc. has signed a five-year, 1,000-megawatt expansion to its tracker supply agreement with Strata Clean Energy, set to take effect in the second half of 2027, enhancing their existing partnership [1][2] - The new agreement builds on a previous three-year, 500 MW supply agreement that began in September 2024, under which FTC Solar became Strata's preferred supplier [2] - FTC Solar reported fourth-quarter 2025 revenue of $32.9 million, reflecting a 26.2% increase from the prior quarter and a 148.9% increase year-over-year, alongside a significant improvement in gross margin [3] Company Overview - FTC Solar, Inc. specializes in providing solar tracker systems, software, and engineering services aimed at optimizing energy production for solar power installations [4]