ARRY · Array Technologies, Inc.
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Array Technologies reported Q2 revenue of $342M (up 53% sequentially and above $300-$320M guidance), record $2.5B orderbook (+37% YoY), and raised full-year adjusted gross margin guidance to 27%-28% and adjusted EPS to $0.68-$0.75, while management signaled H2 revenue may track below the midpoint due to project timing shifts into 2027 and updated free cash flow conversion to 20%-25% of EBITDA.
- + Q2 revenue of $342M beat $300-$320M guidance, with adjusted gross margin of 30.8% (+300 bps YoY) and adjusted EBITDA more than doubling sequentially to $63M
- + Record $2.5B orderbook achieved for third consecutive quarter, up 37% YoY, with trailing twelve-month book-to-bill of 1.5x and over $500M of new bookings
- − Management flagged potential Q2 2026 revenue tracking below the midpoint of $1.4B-$1.5B full-year guidance due to permitting and site readiness timing pushing revenue into 2027
- − Q3 2026 revenue guidance of $310-$330M implies a back-half-loaded year, with Q4 expected to require substantial shipment ramp
- − Full-year free cash flow conversion cut to approximately 20%-25% of adjusted EBITDA from prior expectation of similar pace to 2025, as Q4 collections shift into Q1 2027
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Solar — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ARRY
this stock
Array Technologies, Inc.
|
$674.55M | -56.0% | +40.2% | — | 23.0% |
|
FSLR
First Solar, Inc.
|
$21.62B | -25.0% | +24.1% | 12.4 | 8.8% |
|
NXT
Nextpower Inc.
|
$12.21B | -7.6% | +20.3% | 20.8 | 5.9% |
|
ENPH
Enphase Energy, Inc.
|
$4.77B | +8.1% | +10.7% | 35.9 | 17.7% |
|
SMTGF
SMA Solar Technology AG/ADR
|
$2.39B | +81.3% | — | — | 0.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ARRY | -12.1% | -13.8% | -44.6% | -8.1% | -56.0% |
| SPY | -0.3% | -0.1% | +20.1% | -0.7% | +11.7% |
| vs SPY | -11.8% | -13.7% | -64.7% | -7.4% | -67.7% |