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Financial Analysis

Filing-based analysis. Market pricing is not included. Fundamentals from SEC filings; economic data from FRED and the BLS. About our data

Fundamentals

Array Technologies, Inc. ARRY

· Technology · Semiconductors & Related Devices

FY2025 10-K, filed 2026-02-25
SEC EDGAR

Filing evidence summary

Mixed evidenceCoverage 5/5 core metrics

Debt/equity is shown as not meaningful rather than as a negative leverage ratio.

Backward-looking filed evidence under visible rules - not a rating, forecast or investment advice. Missing data is never scored.

Evidence signals

  • Shareholders' equity was non-positive

    Debt/equity is shown as not meaningful rather than as a negative leverage ratio.

    Why this surfaced

    Same-period reported shareholders' equity was zero or negative; review the balance sheet and capital structure. Period end 2025-12-31.

  • 1 filing risk check flagged

    Flagged areas: Solvency & liquidity.

    Why this surfaced

    The full financial analysis shows each value, threshold, and sector limitation.

  • Revenue expanded

    Latest reported annual revenue changed +40.2% from the prior reported annual observation.

    Why this surfaced

    Direction threshold: above +2% constructive; below -2% caution; otherwise monitor. This is not labeled one-year growth when filing periods have a gap. Period end 2025-12-31.

  • Operating margin improved

    Operating margin changed +22.5 percentage points from the prior annual period.

    Why this surfaced

    Direction threshold: more than +1 percentage point constructive; below -1 point caution. Period end 2025-12-31.

  • Free cash flow was positive

    Latest reported free cash flow was $80M.

    Why this surfaced

    Free cash flow = operating cash flow minus capital expenditures; positive is supporting evidence, not a valuation conclusion. Period end 2025-12-31.

Core trend metrics

Latest annual revenue growth
+40.2%
as of 2025-12-31
Latest annual operating margin
-2.3%
as of 2025-12-31
Free cash flow
$80M
as of 2025-12-31
Debt / equity
N/M
as of 2025-12-31
ROIC snapshot
-5.0%
period varies

Hover a tile for its exact definition; the Statements tab carries per-cell filing citations.

Where to look next

Risk checks

1of 10 rule-based checks flagged
  • Solvency & liquidity

Financial movement

  • Cash→ flat
  • Long-term debt→ flat
  • Inventory→ flat
  • Receivables→ flat
  • Current assets→ flat

Source & freshness

Source
SEC EDGAR XBRL
Fetched
2026-09-06
Latest period end
2025-12-31
Filings
EDGAR ↗

Reported segment mix

figures as filed · share of the filed sum · change vs the prior period in the same filing
Fiscal year ending 2025-12-3110-K filed 2026-02-25prior period 2024-12-31 from the same filingView filing
By business segment
Revenue
  • Array Legacy Operations Segment$1.07B
    83.4%
    +61.8% yoy
  • STI Operations Segment$214M
    16.6%
    -15.9% yoy

Members sum to the consolidated $1.28B for this period.

By geography
Revenue
  • United States$1.04B
    81.1%
    +61.8% yoy
  • Spain$141M
    11.0%
    +68.4% yoy
  • Brazil$60.7M
    4.7%
    -55.1% yoy
  • Australia$23.8M
    1.9%
    +173.1% yoy
  • Countries Not Mentioned Above$17.2M
    1.3%
    -61.5% yoy

Members sum to the consolidated $1.28B for this period.

Latest quarter
Quarter ending 2026-03-3110-Q filed 2026-05-06prior period 2025-03-31 from the same filingView filing
  • Array Legacy Operations Segment$217M
    97.3%
    +2.0% yoy
  • STI Operations Segment$6.03M
    2.7%
    -93.2% yoy

Change is against the same quarter a year earlier, as reported in the same 10-Q.

Source: SEC DERA Financial Statement and Notes data sets. Dimensional XBRL facts on the business-segment, product/service and geographic axes; the engine keeps the accession of every figure. Descriptive and educational, not advice.

Peer percentiles

latest fiscal year ending 2025-12-31 · among 4,096 US-listed filers · 815 in Technology
MetricValuevs all filersvs sector
Revenue
latest fiscal-year revenue as filed
$1.3B
59thof 3,301
middle third
62ndof 777
middle third
Revenue growth
latest fiscal-year revenue vs the prior fiscal year
40.2%
88thof 3,135
top third
88thof 742
top third
Gross margin
gross profit ÷ revenue
23.3%
25thof 1,603
bottom third
17thof 554
bottom third
Operating margin
operating income ÷ revenue
-2.3%
39thof 2,819
middle third
39thof 751
middle third
Net margin
net income ÷ revenue
-4.1%
36thof 3,263
middle third
37thof 769
middle third
Free-cash-flow margin
(operating cash flow − |capex|) ÷ revenue
6.2%
55thof 2,679
middle third
42ndof 701
middle third
Stock comp ÷ revenue
stock-based compensation ÷ revenue · lower is ranked higher
1.2%
63rdof 2,895
middle third
76thof 728
top third
Days sales outstanding
receivables ÷ revenue × 365 · lower is ranked higher
77 days
21stof 2,398
bottom third
29thof 711
bottom third
Net debt ÷ operating cash flow
net debt ÷ operating cash flow (OCF > 0) · lower is ranked higher
4.1×
33rdof 1,547
bottom third
20thof 338
bottom third
Cash-flow accrual ratio
(net income − operating cash flow) ÷ average total assets · lower is ranked higher
-10.7%
79thof 3,193
top third
67thof 639
top third
Balance-sheet accrual ratio
change in net operating assets ÷ average net operating assets · lower is ranked higher
16.4%
31stof 2,719
bottom third
31stof 558
bottom third

Each filer's latest fiscal year as stored by the nightly crawl; fiscal year ends differ across the universe. A metric ranks only filers for which it is computable from filed facts. Ties split; a rank reads "better than N% of filers" in the metric's own direction. Descriptive and educational, not a rating.

Earnings quality

latest fiscal year ending 2025-12-31 · accruals and cash conversion as filed
Cash conversion
-
operating cash flow ÷ net income, latest fiscal year
Cash-flow accrual ratio
-10.7%
(net income − operating cash flow) ÷ average total assets
Balance-sheet accrual ratio
16.4%
change in net operating assets ÷ average net operating assets
Cash-backed years
4 of 4
fiscal years where operating cash flow met or exceeded net income
Mean cash conversion
16.81×
across the stored fiscal years with positive net income

Per fiscal year from filed facts: cash conversion = operating cash flow / net income (net income > 0); cash-flow accrual ratio = (net income - operating cash flow) / average total assets; balance-sheet accrual ratio = change in net operating assets / average net operating assets, NOA = (assets - cash) - (liabilities - debt). Descriptive; a missing input yields a missing ratio. High accrual ratios and cash conversion well below one are the measures the accruals literature associates with less persistent earnings; they are screens to read the cash-flow statement with, not conclusions. The per-year series is part of Pro risk analysis.

Point-in-time ledger

first-reported vs latest filing · periods since 2020-01-01 · 63 changed periods, 30 largest shown
Line itemPeriodFirst reportedLatest filingChangeFilings
Net income
NetIncomeLoss
quarter 2021-06-30-$17K
10-Q 2021-08-12
-$5.52M
10-Q/A 2022-11-08
-32352.9%first · latest · 4 filings carry it
Operating income
OperatingIncomeLoss
quarter 2021-06-30$5.71M
10-Q 2021-08-12
-$574K
10-Q/A 2022-11-08
-110.1%first · latest · 4 filings carry it
Operating income
OperatingIncomeLoss
quarter 2022-06-30-$6.84M
10-Q 2022-08-09
-$13.3M
10-Q 2023-08-08
-94.8%first · latest · 4 filings carry it
Net income
NetIncomeLoss
quarter 2022-06-30-$2.78M
10-Q 2022-08-09
-$5.02M
10-Q 2023-08-08
-80.9%first · latest · 4 filings carry it
Stockholders' equity
StockholdersEquity
balance at 2022-09-30$61.8M
10-Q 2022-11-09
$111M
10-Q 2023-11-07
+80.3%first · latest · 3 filings carry it
Stockholders' equity
StockholdersEquity
balance at 2021-09-30$7.28M
10-Q 2021-11-12
$1.46M
10-Q 2022-11-09
-79.9%first · latest · 3 filings carry it
Stockholders' equity
StockholdersEquity
balance at 2022-06-30$66.3M
10-Q 2022-08-09
$110M
10-Q 2023-11-07
+66.5%first · latest · 6 filings carry it
Depreciation and amortization
DepreciationAndAmortization
fiscal year 2021-12-31$23.9M
10-K 2022-04-06
$9.37M
10-K 2024-02-28
-60.8%first · latest · 3 filings carry it
Net income
NetIncomeLoss
quarter 2021-03-31$2.89M
10-Q 2021-05-11
$4.58M
10-Q 2022-05-10
+58.5%first · latest · 3 filings carry it
Stockholders' equity
StockholdersEquity
balance at 2022-03-31$108M
10-Q 2022-05-10
$170M
10-Q 2023-08-08
+57.0%first · latest · 6 filings carry it
Gross profit
GrossProfit
quarter 2021-09-30$9.28M
10-Q 2021-11-12
$5.9M
10-Q 2022-11-09
-36.5%first · latest · 3 filings carry it
Depreciation and amortization
DepreciationAndAmortization
quarter 2023-06-30$12.8M
10-Q 2023-08-08
$9.21M
10-Q 2024-08-08
-28.3%first · latest
Depreciation and amortization
DepreciationAndAmortization
quarter 2023-03-31$14.2M
10-Q 2023-05-10
$10.6M
10-Q 2024-05-09
-25.6%first · latest
Stockholders' equity
StockholdersEquity
balance at 2023-03-31$207M
10-Q 2023-05-10
$158M
10-Q 2024-08-08
-23.8%first · latest · 4 filings carry it
Gross profit
GrossProfit
quarter 2021-06-30$26.8M
10-Q 2021-08-12
$20.5M
10-Q/A 2022-11-08
-23.4%first · latest · 4 filings carry it
Operating income
OperatingIncomeLoss
quarter 2021-09-30-$16.1M
10-Q 2021-11-12
-$19.5M
10-Q 2022-11-09
-21.0%first · latest · 3 filings carry it
Operating income
OperatingIncomeLoss
quarter 2022-03-31-$32.2M
10-Q 2022-05-10
-$38.3M
10-Q 2023-05-10
-19.2%first · latest · 3 filings carry it
Operating income
OperatingIncomeLoss
quarter 2021-03-31$13.1M
10-Q 2021-05-11
$15.4M
10-Q 2022-05-10
+17.7%first · latest · 3 filings carry it
Stockholders' equity
StockholdersEquity
balance at 2023-09-30$278M
10-Q 2023-11-07
$229M
10-Q 2024-11-07
-17.7%first · latest
Net income
NetIncomeLoss
quarter 2022-03-31-$22.1M
10-Q 2022-05-10
-$25.9M
10-Q 2023-05-10
-17.6%first · latest · 3 filings carry it
Gross profit
GrossProfit
fiscal year 2021-12-31$82.9M
10-K 2022-04-06
$68.3M
10-K 2024-02-28
-17.6%first · latest · 3 filings carry it
Stockholders' equity
StockholdersEquity
balance at 2023-06-30$287M
10-Q 2023-08-08
$238M
10-Q 2024-11-07
-17.1%first · latest · 4 filings carry it
Goodwill
Goodwill
balance at 2022-03-31$380M
10-Q 2022-05-10
$442M
10-K 2023-03-22
+16.4%first · latest
Gross profit
GrossProfit
quarter 2022-06-30$47.4M
10-Q 2022-08-09
$39.9M
10-Q 2023-08-08
-15.7%first · latest · 4 filings carry it
Depreciation and amortization
DepreciationAndAmortization
fiscal year 2022-12-31$99.1M
10-K 2023-03-22
$84.6M
10-K 2025-03-03
-14.7%first · latest · 3 filings carry it
Net income
NetIncomeLoss
quarter 2023-03-31$26.1M
10-Q 2023-05-10
$29.6M
10-Q 2024-05-09
+13.4%first · latest
Interest expense
InterestExpense
quarter 2023-03-31$9.5M
10-Q 2023-05-10
$10.7M
10-Q 2024-05-09
+13.0%first · latest
Goodwill
Goodwill
balance at 2022-09-30$360M
10-Q 2022-11-09
$401M
10-K 2023-03-22
+11.6%first · latest
Goodwill
Goodwill
balance at 2022-06-30$379M
10-Q 2022-08-09
$418M
10-K 2023-03-22
+10.3%first · latest · 3 filings carry it
Interest expense
InterestExpense
fiscal year 2022-12-31$33.5M
10-K 2023-03-22
$36.7M
10-K 2024-02-28
+9.5%first · latest

First filing reporting each period vs the latest filing carrying it (10-K and 10-Q only, periods since 2020, the extractor's winning tag per concept); a change under 0.5% is treated as rounding. A change can be a restatement, a reclassification or a re-tagging in a later comparative column; the two filings are linked so the reader can see which. Descriptive, not a verdict.

Notes by disclosure type

Not available for ARRY yet: no footnote text blocks on file for this filer in the ingested DERA files.

Fundamentals from SEC EDGAR. Scores, the DCF, and every model shown are educational analysis, not investment advice or price predictions.

Educational content only. Not financial advice. TrendNalysis provides educational and informational financial analysis built from public SEC filings and economic data (FRED, BLS). It is not financial, investment, tax, or legal advice and is not a recommendation to buy or sell any security. Market pricing is not currently included. Past performance does not guarantee future results. Always do your own research and consult a licensed financial professional before investing.