Array Technologies, Inc. (ARRY) FY2025 10-K Annual Report

Filed: Feb 25, 2026
Consumer Discretionary
Miscellaneous Manufacturing IndustriesSEC EDGAR

Array Technologies, Inc. (ARRY) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 25, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Array Technologies, Inc. FY2025 10-K Analysis

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.
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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%
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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
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Array Technologies, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$1.3B

+40.2% YoY

Net Income

-$52M

+78.3% YoY

Gross Margin

23.2%

-926bp YoY

Operating Margin

-2.3%

+2253bp YoY

Net Margin

-4.1%

+2218bp YoY

ROE

25.3%

-17824bp YoY

Total Assets

$1.5B

+1.8% YoY

EPS (Diluted)

$-0.73

+62.6% YoY

Operating Cash Flow

$102M

-33.9% YoY

Source: XBRL data from Array Technologies, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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