Array Technologies, Inc. (ARRY)
NASDAQInformation TechnologySolarSnapshot 2026-09-04
NASDAQInformation TechnologySolarSnapshot 2026-09-04
QuarterlyIQ Insights · ARRY
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Deliver full-year revenue in the range of $1.4 billion to $1.5 billion as reaffirmed in multiple quarters.
Stated as a priority in 2 of last 2 quarters. Revenue increased from $223.4 million in 2026-Q1 to $342.1 million in 2026-Q2. Management reaffirmed full-year 2026 revenue guidance of $1.4 billion to $1.5 billion in both quarters, showing delivery on growth expectations.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8445).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“For the year ending December 31, 2026, the Company now expects revenue to be in the range of $1.4 billion to $1.5 billion”
“For the year ending December 31, 2026, the Company expects: Revenue to be in the range of $1.4 billion to $1.5 billion”
Target adjusted net income per common share in the range of $0.65 to $0.75 for full-year 2026.
Stated as a priority in 2 of last 2 quarters. Management reaffirmed adjusted EPS guidance of $0.65 to $0.75 for 2026. Diluted EPS improved from -$0.09 in 2026-Q1 to $0.05 in 2026-Q2, indicating progress but still below guidance midpoint.
“Adjusted net income per common share to be in the range of $0.68 to $0.75”
“Adjusted net income per common share to be in the range of $0.65 to $0.75”
Complete acquisition of Affordable Wire Management (AWM) to broaden balance-of-system solutions and create new growth opportunities.
Stated as a priority in 2 disclosures in 2026. Management completed the acquisition of Affordable Wire Management on August 31, 2026, as planned. This strategic move expands the product portfolio and balance-of-system offerings, aligning with stated growth objectives.
Target quarterly revenue range of $300 million to $320 million for second quarter 2026.
Stated as a priority in 2 of last 2 quarters. Management guided 2026-Q2 revenue between $300 million and $320 million. Actual revenue for 2026-Q2 was $342.1 million, exceeding guidance and indicating delivery above target.
“For the quarter ending June 30, 2026, the Company expects revenue to be in the range of $310 million to $330 million”
“For the quarter ending June 30, 2026, the Company expects revenue to be in the range of $300 million to $320 million”
Over the trailing year it converted 2.46x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4162).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
15 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.