NASDAQ$ARRY

Array Technologies Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Achieved revenue within guidance range and strong profitability, evidenced by adjusted gross margin growth and continued operational momentum.

ARRAY Technologies reported Q3 2024 financial results, achieving revenue of $231.4 million and an adjusted gross margin of 35.4%. The company's order book remains healthy at $2 billion, with over 20% representing orders of OmniTrackTM. While persistent headwinds are expected to impact the U.S. market, the company anticipates strong double-digit top-line growth in 2025.

  • Revenue of $231.4 million.
  • Gross Margin of 33.8%.
  • Adjusted gross margin of 35.4%.
  • Adjusted EBITDA of $46.7 million.

Headline financials

Total Revenue

$231M

Previous: $350M-34.0%
EPS (adj)

$0.17

Previous: $0.21-19.0%
Capital Expenditures

-$5.6M

Previous: -$11.6M+51.8%
Free Cash Flow

-$147M

Previous: $11.6M-1367.0%
Net Income

-$141M

Previous: $23.2M-708.9%
Operating Income

-$133M

Previous: $40.2M-430.0%
Gross Profit

$78.3M

Previous: $87.4M-10.4%

Revenue & EPS history

Array Technologies · Revenue · Quarterly

$231M

Q3 2024-34%vs Q3 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 $900 million to $920 million, adjusted EBITDA to be in the range of $170 million to $180 million and adjusted net income per share to be in the range of $0.60 to $0.65.

Tailwinds

  • Realization of torque tube and structural fastener 45X benefits.
  • Strong operational execution.
  • Focus on working capital enhancements.
  • Potential for 100% domestic trackers.
  • High-probability pipeline remains robust.

Headwinds

  • Continued softness in the Brazil market.
  • U.S. and international volumes are expected to be down with declining ASP when compared to 2023.
  • Project mix within the narrowed top-line guide.
  • Increased strategic investments.
  • Additional non-recurring expenses.

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 Q3 2024

Historical avgQ3 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

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