ARRY Array Technologies, Inc.

MIXED Impact: 5/10 8-K
Horizon weeks Filed May 6, 2026 Processed 14d 3h ago SEC 0001628280-26-031282
8-K Item 2.02: Earnings release
Latest settled — T+5d
ARRY ▲ +7.20% at T+5d
NEUTRAL call ✓ call won +7.20% · α vs SPY +5.69% · entry $8.20 → $8.79
Next anchor: T+20d in 15d
Currently $8.26 · +0.73% from $8.20 entry
Entry anchored
May 6, 03:59 PM ET
via Databento tick
T+1d
0.00%
call 0.00% · α -0.83%
$8.20
settled 13d ago
T+5d
+7.20%
call +7.20% · α +5.69%
$8.79
settled 7d ago
T+20d
call — · α —
in 15d
T+60d
call — · α —
in 2mo

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Executive Summary

Array Technologies reported Q1 2026 revenue of $223.4M, down 26% YoY, but beat its own guidance of ~$200M and delivered adjusted EPS of $0.06 vs consensus -$0.08. Record orderbook of $2.4B and reaffirmed FY2026 guidance ($1.4B-$1.5B revenue, $200M-$230M Adj. EBITDA). Revenue decline tempers positive surprise.

Key Financial Metrics

Guidance
$1.4B-$1.5B
maintained
Free Cash Flow
-$36.9M
Gross Margin
28.2%

Actionable Insight

Revenue decline will pressure near-term sentiment, but the orderbook record and reaffirmed full-year guidance suggest H2 ramp. Watch Q2 2026 report for progress on converting $2.4B backlog and margin trajectory.

Key Facts

  • Q1 2026 revenue $223.4M, down 26% YoY from $302.4M
  • Adjusted EBITDA $28.8M, down 29% YoY from $40.6M
  • GAAP net loss per share $(0.09); adjusted EPS $0.06 vs consensus $(0.08)
  • Record orderbook of $2.4B at March 31, 2026
  • Reaffirmed FY2026 guidance: revenue $1.4B-$1.5B, Adj EBITDA $200M-$230M, Adj EPS $0.65-$0.75
  • Q2 2026 revenue guided to $300M-$320M, implying H2-weighted year

Financial Impact

Quarterly revenue decline of $79M YoY, but adjusted EPS beat by $0.14 vs consensus

revenueepsguidance

Risk Factors

  • Revenue concentration in H2 creates execution risk
  • Tariff and regulatory uncertainty for solar industry
  • Net debt leverage at 2.7x with preferred stock overhang

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
61% bullish (31 analysts)

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-031282
Exhibit: exhibit9922026q1earnings.htm0001628280-26-031282
Document: arry-20260506.htm0001628280-26-031282
Document: 0001628280-26-031282-index-headers.html0001628280-26-031282
Document: 0001628280-26-031282-index.html0001628280-26-031282
Document: 0001628280-26-031282.txt0001628280-26-031282
8-K Data (Synthetic)0001628280-26-031282
5 reports for ARRY
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for ARRY — sortable, filterable
Type Now
May 11, 2026
9d ago
DEFA14A
NEUTRAL ★ 3/10
$8.73 $8.45▼ −3.21%▼ −3.12%$8.26 (−5.38%)
May 6, 2026
14d ago
8-K
MIXED ★ 5/10
$8.20 $8.79▲ +7.20%▲ +5.69%$8.26 (+0.73%)
Apr 15, 2026
5w ago
Press Release
NEUTRAL ★ 3/10
$7.62 $8.11▲ +6.43%▲ +5.45%$8.26 (+8.40%)
Feb 28, 2026
11w ago
Institutional Cluster
BULLISH ★ 6/10
$7.57 $6.73▼ −11.10%▼ −9.89%$8.26 (+9.11%)
Feb 25, 2026
12w ago
8-K
BULLISH ★ 8/10
$11.00 $7.31▼ −33.55%▼ −32.45%$8.26 (−24.91%)
Showing 5 of 5

US Market Status

Market Closed — Opens Thu (< 1m)

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