ARRY at a glance
Array Technologies, Inc. (ARRY, SEC CIK 1820721) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 31, 2026 and Form 4 insider filings as recently as September 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Array Technologies, Inc. (ARRY) reported revenue of $1.3 billion (up 40.2% from FY2024) and a net loss of $52.2 million. Diluted EPS was -$0.73.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Array Technologies, Inc. (ARRY) shares worth $629.1 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.3B
- +40.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $629.1M · +0 vs prior quarter
- Latest 8-K
- Aug 31, 2026
- Item 7.01 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Design and manufacture solar tracker products primarily for utility-scale solar projects
- Emphasis on regulatory impacts: New government incentives and tax credit changes affecting solar ITC eligibility and domestic content requirements in the U.S.
- Strategic focus on international growth: Expanding revenues and adapting products and supply chains for broader North America, Latin America, Europe, Middle East, Asia, Australia
- Most notable metric: No specific quantitative metric disclosed, but emphasis on increased local sourcing to mitigate logistics disruptions amid geopolitical shipping challenges
- Noteworthy fact: Regulatory uncertainty heightened by shifting U.S. political administrations and evolving foreign entity of concern rules materially impacting competitive positioning
Risk Factors
- Regulatory risk: FERC’s PURPA reforms effective 2021 reduce renewable facility eligibility threshold from 20 MW to 5 MW, with uncertainties in state-level implementation as of FY2026
- Geopolitical risk: Supply chain vulnerable to Russia-Ukraine war and Middle East conflicts, with disruptions to component sourcing and logistics for global suppliers
- Operational risk: Integration of APA acquisition requires implementing public-company internal controls within one year; risk of delay or ineffectiveness impacting SEC compliance
- Competitive risk: Increased price pressure and loss of market share due to competitors with longer histories, lower costs, and enhanced solar technologies in the fragmented solar tracker market
- Financial risk: High customer concentration exposing revenue to material impact if key customers reduce orders, default, or delay payments, common in the solar industry trade receivables
Management Discussion & Analysis
- Revenue $1.284B, up 40% YoY; Array Legacy up 62% ($408.8M), STI down 16% (-$40.5M)
- Gross margin 23% vs 33% YoY; Array Legacy margin 28% vs 41%, STI margin (1%) vs 11%
- Best segment: Array Legacy with $299.9M gross profit (+11%); worst segment: STI with -$1.4M gross profit (-105%)
- Operating cash flow $101.8M; investing cash outflow $187.9M (includes $164.9M APA acquisition); financing cash outflow $38.1M; $334.6M net proceeds from 2031 Convertible Notes
- Management extended revolving credit facility to $370M, maturity 2031; expects operating cash flow plus credit facility to meet liquidity needs; key risk: goodwill impairment in STI segment
AI summary of the ARRY 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $342.1M, down 6% YoY from $362.2M
- Gross margin 29.1% vs 26.8% YoY; operating margin 10.2% vs 12.8%
- Array Legacy revenue $320.3M, up 10%; STI revenue $21.8M, down 69%
- STI gross margin 5.1% vs 18.6%; Array Legacy gross margin 30.7% vs 28.8%
- Cash $307.3M; six-month operating cash flow $91.9M vs $30.8M, with $51.0M Other Debt repayment
- Management expects operating cash flows and available borrowing capacity to meet liquidity needs; headwinds include lower STI volume and ASPs
Risk Factors
- New regulatory risk: AWM Transaction announced July 16, 2026, requiring Hart-Scott-Rodino clearance and other closing conditions
- Antitrust clearance risk: Regulators may require divestitures, business restrictions, added costs, or impose delays
- Integration risk: AWM systems, compliance programs, and operations may disrupt customers, suppliers, employees, or ongoing business
- Synergy risk: AWM integration costs, unknown liabilities, or delays could reduce anticipated transaction benefits
- Carried-forward risks: No material changes to 2025 Annual Report risk factors disclosed
AI summary of the ARRY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Array Technologies completed its acquisition of Affordable Wire Management, LLC on August 31, 2026
- Acquisition expands Array’s portfolio beyond solar tracking into wire-management solutions
Item 8.01: Other Events
- Array Technologies completed its acquisition of AWM on August 31, 2026
- Buyer paid approximately $165 million in cash, net of customary closing adjustments
Item EX-99.1: Item EX-99.1
- Acquisition of Affordable Wire Management completed, expanding ARRAY into wire management and balance-of-system products
- Expected at least high-single-digit accretion to Adjusted EPS in year one before synergies
Item 7.01: Regulation FD Disclosure
- Investor Technology Showcase held August 20, 2026, providing market visibility into Array Technologies’ technology strategy
- Press release and investor presentation furnished as Exhibits 99.1 and 99.2, containing the substantive disclosure
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results released for quarter ended June 30, 2026
- Investor conference call scheduled August 5, 2026 at 5:00 p.m. Eastern Time
Item EX-99.1: Item EX-99.1
- Q2 revenue $342.1M, down from $362.2M; GAAP gross margin improved to 29.1% from 26.8%
- Adjusted EBITDA $63.3M, broadly stable year-over-year despite lower revenue
AI summaries of ARRY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ARRY
Don't miss the next ARRY filing
- Alerts as it files. A push when ARRY files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ARRY, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Collins Terrance L | M | Sep 24, 2026 | 32,739 | - |
| Zhu James | M | Sep 24, 2026 | 23,385 | - |
| Hostetler Kevin G. | M | Sep 24, 2026 | 213,070 | - |
| Collins Terrance L | F | Sep 24, 2026 | 8,955 | $3.93 |
| Zhu James | M | Sep 24, 2026 | 23,385 | - |
| Zhu James | F | Sep 24, 2026 | 6,279 | $3.93 |
| Hostetler Kevin G. | M | Sep 24, 2026 | 213,070 | - |
| Hostetler Kevin G. | F | Sep 24, 2026 | 89,170 | $3.93 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $915.8M | $1.3B |
| Gross Profit | - | $297.7M | $298.6M |
| Operating Income | - | -$227.0M | -$29.0M |
| Net Income | - | -$240.4M | -$52.2M |
| Gross Margin | - | 32.5% | 23.2% |
| Op. Margin | - | -24.8% | -2.3% |
| Net Margin | - | -26.2% | -4.1% |
| Balance Sheet | |||
| Total Assets | $1.7B | $1.4B | $1.5B |
| Equity | $259.2M | -$118.1M | -$206.3M |
| ROE | - | 203.6% | 25.3% |
| Per Share | |||
| EPS | - | $-1.95 | $-0.73 |
| Cash Flow | |||
| Operating CF | - | $154.0M | $101.8M |
| CapEx | - | $7.3M | $22.0M |
Source: XBRL data in Array Technologies, Inc. (ARRY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ARRY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $629.1M |
| Q1 2026 | 30 | $544.5M |
| Q4 2025 | 27 | $723.8M |
| Q3 2025 | 28 | $709.8M |
| Q2 2025 | 27 | $438.4M |
| Q1 2025 | 23 | $224.5M |
| Q4 2024 | 21 | $206.5M |
| Q3 2024 | 20 | $129.9M |
- T. Rowe Price Group+7.90M (+1063%)
- State Street Corp+736.6K (+15%)
- Bank of America Corp+333.8K (+62%)
- Citigroup+250.1K (+61%)
- JPMorgan Chase & Co+220.5K (+45%)
- Goldman Sachs Group−828.8K (-30%)
- Blackstone Group−600.0K (-33%)
- Two Sigma Investments−456.6K (-76%)
- Millennium Management−291.4K (-88%)
- Morgan Stanley−286.1K (-4%)
- Ameriprise Financial+2.43M
- Soros Fund Management−275.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 206 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ARRY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 8-K | Aug 31, 2026 | - | Analysis | - |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| SC 13G | Jul 30, 2026 | - | - | |
| 8-K | Jul 16, 2026 | - | Analysis | - |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 8-K | May 20, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| SC 13G | May 5, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 28, 2026 | - | - |
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ARRY SEC filings: frequently asked questions
Which institutions hold ARRY stock?
As of June 30, 2026, the largest Array Technologies, Inc. (ARRY) holders among the 13F filers tracked by SignalX were BlackRock ($216.8 million), T. Rowe Price Group ($64.0 million), Vanguard Portfolio Management LLC ($59.2 million), Invesco Ltd ($55.2 million), Vanguard Capital Management LLC ($50.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ARRY's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Array Technologies, Inc. (ARRY) reported revenue of $1.3 billion (up 40.2% from FY2024) and a net loss of $52.2 million. Diluted EPS was -$0.73. The figures come from the XBRL data in the 10-K.
What are the main risks in ARRY's latest 10-K?
In the 10-K filed February 25, 2026, Array Technologies, Inc. (ARRY) flagged: Regulatory risk: FERC’s PURPA reforms effective 2021 reduce renewable facility eligibility threshold from 20 MW to 5 MW, with uncertainties in state-level implementation as of FY2026. Geopolitical risk: Supply chain vulnerable to Russia-Ukraine war and Middle East conflicts, with disruptions to component sourcing and logistics for global suppliers. (AI summary of the Risk Factors section.)
What did ARRY report in its latest 8-K?
Array Technologies, Inc. (ARRY) filed an 8-K on August 31, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 8.01 (Other Events). Array Technologies completed its acquisition of Affordable Wire Management, LLC on August 31, 2026.
What are the latest ARRY SEC filings?
Array Technologies, Inc. (ARRY) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 31, 2026 and a Form 4 insider filing on September 28, 2026.
What is ARRY's SEC CIK number?
Array Technologies, Inc. (ARRY)'s SEC Central Index Key (CIK) is 1820721. EDGAR lists every ARRY filing under that number.
Ask anything about ARRY
The research agent reads ARRY's filings, financials, insider trades and 13F holders, then answers with sources.