NASDAQ$ARRY

Array Technologies Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Achieved record gross margin and $2.1 billion of executed contracts and awarded orders.

Array Technologies reported a strong start to 2024 with $153.4 million in revenue and a record gross margin of 35.9%. The company booked approximately $400 million of new business in Q1, bringing the total order book to $2.1 billion. Free cash flow was robust at $45.1 million, reflecting strong collections and increasing customer deposits.

  • Revenue reached $153.4 million.
  • Gross margin was 35.9%.
  • Adjusted gross margin was 38.3%.
  • The company achieved adjusted diluted net income per share of $0.06.

Headline financials

Total Revenue

$153M

Previous: $377M-59.3%
EPS

-$0.07

Previous: $0.25-128.0%
Gross Margin

35.9%

No prior period
Adjusted Gross Margin

38.3%

No prior period
Adjusted EBITDA

$26.2M

Previous: $67M-60.8%
Net Loss to Common Shareholders

-$11.3M

No prior period
Capital Expenditures

-$2.4M

Previous: -$3.88M+38.3%
Free Cash Flow

-$231K

Previous: $22.2M-101.0%
Net Income

$2.17M

Previous: $26.1M-91.7%
Operating Income

$8.41M

Previous: $47.5M-82.3%
Gross Profit

$55.1M

Previous: $101M-45.6%
Cash & Equivalents

$288M

Previous: $148M+94.7%
Total Assets

$1.63B

Previous: $1.79B-9.2%

Revenue & EPS history

Array Technologies · Revenue · Quarterly

$153M

Q1 2024-59.3%vs Q1 2023
Beat estimate in 15 of 15 quarters(100%)
ActualEstimate

Forward guidance

For the year ending December 31, 2024, the company expects revenue to be in the range of $1,250 million to $1,400 million, adjusted EBITDA to be in the range of $285 million to $315 million, and adjusted net income per share to be in the range of $1.00 to $1.15. For the second quarter specifically, the company expects revenue between $225 to $235 million and anticipates gross margin in the low-thirties percent of sales for the year.

Tailwinds

  • Revenue to be in the range of $1,250 million to $1,400 million for the year ending December 31, 2024.
  • Adjusted EBITDA to be in the range of $285 million to $315 million for the year ending December 31, 2024.
  • Adjusted net income per share to be in the range of $1.00 to $1.15 for the year ending December 31, 2024.
  • Gross margin in the low-thirties percent of sales for the year.

Headwinds

  • Expect relatively flat volume on a full-year basis in 2024 with declining ASP’s when compared to 2023.
  • Revenue guidance is skewed towards the back half of 2024.
  • Expected project timing could impact timelines.
  • Uncertainty and difficulty predicting the occurrence of non-GAAP adjustments.
  • Significant changes in the cost of raw materials.

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 2024

Historical avgQ1 2024

-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