NASDAQ$ARRY

Array Technologies Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported strong top-line growth, a robust backlog, and continued margin progression in the legacy Array business.

Array Technologies reported a 21% increase in revenue to $300.6 million, driven by the acquisition of STI Norland, but experienced a net loss of $33.7 million. The company's executed contracts and awarded orders totaled $2.0 billion as of March 31, 2022.

  • Revenue increased by 21% to $300.6 million.
  • Net loss to common stockholders was $33.7 million.
  • Adjusted EBITDA was $0.7 million.
  • Executed contracts and awarded orders totaled $2.0 billion as of March 31, 2022.

Headline financials

Total Revenue

$301M

Previous: $246M+22.2%
EPS (adj)

-$0.02

Previous: $0.19-110.5%
Gross Margin

8.8%

No prior period
Orderbook

$2B

No prior period
Capital Expenditures

-$2.36M

Previous: -$570K-313.5%
Free Cash Flow

-$24.4M

Previous: $2.32M-1153.6%
Net Income

-$22.1M

Previous: $2.89M-863.9%
Operating Income

-$32.2M

Previous: $13.1M-346.4%
Gross Profit

$26.6M

Previous: $43.9M-39.4%
Cash & Equivalents

$49.5M

Previous: $19.1M+158.7%
Total Assets

$1.72B

Previous: $583M+194.2%
Stock-Based Comp

$4.51M

Previous: $7.91M-43.0%

Revenue & EPS history

Array Technologies · Revenue · Quarterly

$301M

Q1 2022+22.2%vs Q1 2021
Beat estimate in 15 of 15 quarters(100%)
ActualEstimate

Forward guidance

The Company expects revenue to be in the range of $1.30 billion to $1.50 billion, Adjusted EBITDA to be in the range of $120 million to $140 million and Adjusted net income per share to be in the range of $0.25 to $0.35 for the year ending December 31, 2022.

Tailwinds

  • Focus on managing costs.
  • Delivering an unparalleled customer experience.
  • Efficiently using working capital.
  • Growing capacity under an asset light model.
  • Adding suppliers to ensure readiness to deliver on record demand.

Headwinds

  • AD/CVD investigation will have a negative effect on business.
  • Projects totaling $225 - $250 million of revenue will no longer deliver in 2022.
  • Higher margin projects are affected.
  • Elevated logistics costs due to the war in Ukraine.
  • Elevated labor rates for construction will continue to be a headwind.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-0.3%

Avg return

Earnings day

+2.0%

Avg return

5 days after

+3.3%

Avg return

30 days after

63%

15 / 24 earnings

Positive

+29.5%

Q3 2021

Best reaction

-45.9%

Q1 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.6%+6.5%-1.2%
Q4 2025-33.9%-31.8%-33.4%
Q3 2025+2.0%+0.5%-5.4%
Q1 2025+3.9%+20.7%+50.1%
Q3 2024+1.7%+10.9%-5.4%
Q2 2024-18.0%-19.1%-26.3%
Q1 2024+2.0%+0.9%+7.4%
Q4 2023+5.2%+5.5%+11.3%
Q3 2023-16.6%-22.2%-11.8%
Q2 2023+25.0%+32.9%+33.9%
Q1 2023-0.1%+17.7%+22.2%
Q4 2022+13.9%+7.2%+21.7%
Q3 2022+20.9%+29.0%+32.0%
Q2 2022+26.2%+24.7%+14.1%
Q1 2022-12.2%-3.1%+84.4%
Q4 2021-7.5%-22.1%-23.2%
Q3 2021+29.5%+30.0%-15.8%
Q2 2021+14.0%+13.0%+16.1%
Q1 2020-45.9%-42.8%-34.4%
Q1 2021-45.9%-42.8%-34.4%
Q2 2020+0.1%+0.9%-14.9%
Q4 2020+0.7%+3.8%-9.2%
Q4 2019+4.1%+17.2%+5.3%
Q3 2020+24.7%+10.5%-5.1%
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro