Filing Flows › Technology › Array Technologies (ARRY)
Array Technologies (ARRY) earnings and revenue breakdown
Latest: Q3 2026 · 8-K filed Nov 4, 2026
Q3 2026 Revenue down 16% year over year to $330M · 2¢ of every $1 of revenue kept as net profit · operating margin 4.2%
Array Technologies made $330M in Q3 2026 (-16% Y/Y). Operating margin 4.2%, net earnings $8.2M. See where every dollar goes — costs, profit and cash — as a Sankey from the 8-K filed Nov 4, 2026 (preliminary, from the earnings release).
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $330.2M in Q3 2026, down 16% year over year and down 3% from the previous quarter.
Gross margin was 21.0%, down 5.9 points from Q3 2025. Operating profit was $13.9M, a 4.2% margin (down 7.3 points year over year). Operating expenses fell 8% while revenue fell 16%. Net earnings were $8.2M, down 76% year over year. The effective tax rate was 16.8%.
Operating cash flow was $4.6M (down 83% year over year), 56% of net earnings. Non-cash charges added back $9.3M of depreciation and amortization and $2.5M of share-based compensation. Working capital and other items used $15.4M. Capital expenditures of $5.7M exceeded it, leaving free cash flow of −$1.1M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8-K | Nov 4, 2026 | $330M | -16% | 4.2% | $8.2M | $4.6M |
| Q2 2026 | 10-Q | Aug 5, 2026 | $342M | -6% | 10.2% | $24.3M | $121M |
| Q1 2026 | 10-Q | May 6, 2026 | $223M | -26% | 3.2% | $2.0M | −$29.4M |
| Q4 2025 | 10-K | Feb 25, 2026 | $226M | -18% | -65.5% | −$146M | $43.6M |
| Q3 2025 | 10-Q | Nov 5, 2025 | $393M | +70% | 11.6% | $33.5M | $27.4M |
| Q2 2025 | 10-Q | Aug 7, 2025 | $362M | +42% | 12.8% | $43.3M | $43.8M |
| Q1 2025 | 10-Q | May 6, 2025 | $302M | +97% | 9.0% | $16.7M | −$13.1M |
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Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Array Technologies
We are a leading global provider of solar tracking technology and fixed-tilt systems to utility-scale and distributed generation customers who construct, develop, and operate solar photovoltaic (“PV”) sites. With solutions engineered to withstand harsh weather conditions, Array’s high-quality solar trackers, fixed-tilt systems, software platforms, foundation solutions, and field services combine to optimize energy production and deliver value to our customers for the entire lifecycle of a project.
In its own words, from its 10-K, filed Feb 25, 2026.
Array Technologies against its Semiconductors & Related Devices peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -16% against the peers' median +40%. Operating margin: 4.2% against the peers' median 40.1%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| ARRY Array Technologies | Q3 2026 | $330M | -16% | 4.2% |
| NVDA NVIDIA | Q2 FY27 | $96.2B | +106% | 66.2% |
| MU Micron Technology | Q4 FY26 | $54.2B | +379% | 80.7% |
| AVGO Broadcom | Q3 FY26 | $29.6B | +86% | 53.9% |
| INTC Intel | Q3 2026 | $16.5B | +21% | 15.3% |
| AMD Advanced Micro Devices | Q3 2026 | $13.4B | +45% | 21.2% |
| AMAT Applied Materials | Q3 FY26 | $9.1B | +25% | 33.7% |
| TXN Texas Instruments | Q3 2026 | $6.1B | +28% | 47.5% |
| ADI Analog Devices | Q3 FY26 | $4.0B | +40% | 40.1% |
Source: Array Technologies 8-K on SEC EDGAR · CIK 1820721 · Semiconductors & Related Devices
13F: who owns ARRY and who is buying
More on ARRY
- How Array Technologies makes money: revenue by segment
- Array Technologies next earnings date and what analysts expect
- Array Technologies stock forecast, price target and fair value
- Who owns Array Technologies stock: holders, funds and Congress trades
- Array Technologies guidance and outlook
- Is Array Technologies a takeover target? LBO and rumors
- Array Technologies recalls, complaints and regulation
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results
- Array Technologies guidance history: guided vs reported
- Array Technologies gross margin by quarter
- Array Technologies operating margin by quarter
- Array Technologies net income by quarter
- Array Technologies free cash flow by quarter
- Array Technologies R&D spending by quarter
- Array Technologies capital expenditures by quarter