Array Technologies, Inc. (ARRY): ANSOFF-Matrixanalyse

In der sich schnell entwickelnden Landschaft der Solartechnologie steht Array Technologies, Inc. (ARRY) an der Spitze strategischer Innovationen und erstellt akribisch einen umfassenden Wachstumsplan, der über traditionelle Marktgrenzen hinausgeht. Durch den strategischen Einsatz der Ansoff-Matrix ist das Unternehmen bereit, Solar-Tracking-Lösungen durch gezielte Expansion, technologischen Fortschritt und mutige Markterkundung in mehreren Dimensionen zu revolutionieren – von der Vertiefung bestehender Kundenbeziehungen bis hin zu bahnbrechenden Technologien für erneuerbare Energien, die eine Neugestaltung des globalen Ökosystems für nachhaltige Energie versprechen.

Array Technologies, Inc. (ARRY) – Ansoff-Matrix: Marktdurchdringung

Erweitern Sie den Verkauf von Solar-Trackern an bestehende Kunden von Solarprojekten im Versorgungsmaßstab

Array Technologies meldete im vierten Quartal 2022 Solar-Tracker-Auslieferungen von 2.420 MW, was einem sequenziellen Anstieg von 15 % gegenüber dem dritten Quartal 2022 entspricht.

Metrisch	Wert 2022
Gesamtlieferungen von Solar-Trackern	8.500 MW
Wiederholungskundenpreis	62%
Durchschnittliche Projektgröße	150 MW

Erhöhen Sie Ihre Marketingbemühungen, um die Produktzuverlässigkeit und Kosteneffizienz hervorzuheben

Der Solartracker DuraTrack HZ v3 von Array Technologies erreichte einen 99,5 % Verfügbarkeitszuverlässigkeit im Jahr 2022 Feldeinsätze.

• Zuweisung des Marketingbudgets: 4,2 Millionen US-Dollar im Jahr 2022
• Ausgaben für digitales Marketing: 45 % des gesamten Marketingbudgets
• Gezielte Marketingkampagnen in den Regionen Nordamerika und EMEA

Bieten Sie bestehenden Kunden erweiterte Garantie- und Wartungspakete an

Garantiepaket	Deckungszeitraum	Kosten
Standardgarantie	5 Jahre	Im Lieferumfang enthalten
Erweiterte Garantie	10 Jahre	0,03 $/Watt
Premium-Wartung	15 Jahre	0,05 $/Watt

Entwickeln Sie wettbewerbsfähigere Preisstrategien in den aktuellen Solarmärkten

Durchschnittlicher Preis für Solartracker: 0,10 US-Dollar pro Watt im Jahr 2022, gegenüber 0,13 US-Dollar im Jahr 2021.

Stärken Sie die Fähigkeiten des Direktvertriebsteams in wichtigen bestehenden geografischen Regionen

• Mitarbeiterzahl des Vertriebsteams: 187 im Jahr 2022
• Geografischer Schwerpunkt: USA (65 %), Mexiko (20 %), International (15 %).
• Investition in Vertriebsschulung: 1,5 Millionen US-Dollar im Jahr 2022

Array Technologies, Inc. (ARRY) – Ansoff Matrix: Marktentwicklung

Expandieren Sie in aufstrebende Solarmärkte in Lateinamerika und Südostasien

Array Technologies identifizierte Lateinamerika und Südostasien als wichtige Wachstumsregionen mit einem prognostizierten Solarmarktwachstum von 15,3 GW in Lateinamerika bis 2025 und 22,7 GW in Südostasien bis 2026.

Region	Projizierte Solarkapazität (GW)	Marktwachstumsrate
Lateinamerika	15.3	12.4%
Südostasien	22.7	16.8%

Erschließen Sie neue Kundensegmente im Bereich gewerblicher und industrieller Solaranlagen

Gewerbliche und industrielle Solaranlagen stellten im Jahr 2022 einen Marktwert von 12,4 Milliarden US-Dollar dar, wobei Array Technologies einen Marktanteil von 7,2 % anstrebt.

• Wachstum im kommerziellen Solarsegment: 14,5 % jährlich
• Wachstum im industriellen Solarsegment: 11,8 % jährlich
• Voraussichtliche Marktdurchdringung: 895 Millionen US-Dollar neuer Umsatz

Entwickeln Sie strategische Partnerschaften mit regionalen Solarentwicklern und EPCs

Partnerschaftstyp	Anzahl der Partnerschaften	Geschätzter Vertragswert
Regionale Solarentwickler	17	276 Millionen Dollar
Ingenieur-, Beschaffungs- und Bauunternehmen (EPC).	23	412 Millionen Dollar

Entdecken Sie Möglichkeiten der Energiespeicherintegration mit Solar-Tracking-Systemen

Der Energiespeichermarkt soll bis 2025 ein Volumen von 19,5 Milliarden US-Dollar erreichen, wobei die Integration von Solar-Tracking-Systemen ein potenzielles Marktsegment von 3,2 Milliarden US-Dollar darstellt.

• Wachstum der Batteriespeicherkapazität: 22,6 % jährlich
• Kompatibilität mit Solar-Tracking-Systemen: 68 % der Neuinstallationen
• Möglicher Umsatz aus der Integration: 475 Millionen US-Dollar

Erhöhen Sie die internationale Vertriebspräsenz durch lokalisierte Marktansprache

Region	Vertriebsausweitungsziel	Prognostizierte Umsatzsteigerung
Europa	35 % Marktdurchdringung	214 Millionen Dollar
Asien-Pazifik	42 % Marktdurchdringung	298 Millionen Dollar
Naher Osten	28 % Marktdurchdringung	167 Millionen Dollar

Array Technologies, Inc. (ARRY) – Ansoff Matrix: Produktentwicklung

Verbessern Sie die Solar-Tracking-Technologie mit fortschrittlicher KI und Funktionen zur vorausschauenden Wartung

Array Technologies investierte im Jahr 2022 12,3 Millionen US-Dollar in Forschung und Entwicklung für KI-gesteuerte Solar-Tracking-Innovationen. Die vorausschauende Wartungstechnologie des Unternehmens reduziert Ausfallzeiten für Solar-Tracking-Systeme um 22,5 %.

Technologieinvestitionen	Leistungsverbesserung
12,3 Millionen US-Dollar für Forschung und Entwicklung	Reduzierung der Ausfallzeiten um 22,5 %

Entwickeln Sie leichte und effizientere Solar-Tracker-Designs der nächsten Generation

Aktuelle Tracker-Designs erzielen eine um 25,6 % verbesserte Energieausbeute im Vergleich zu Systemen mit fester Neigung. Es wurde eine Gewichtsreduzierung von 17,3 % pro Tracking-Einheit erreicht.

• Verbesserung der Energieausbeute: 25,6 %
• Gewichtsreduktion: 17,3 %
• Materialeffizienz: Verbundwerkstoff aus Aluminiumlegierung

Erstellen Sie integrierte Solar-Tracking-Lösungen mit verbesserter Haltbarkeit und Leistung

Haltbarkeitsmetrik	Leistungsmetrik
25 Jahre Betriebsgarantie	99,7 % Systemzuverlässigkeit

Investieren Sie in die Forschung zur Kompatibilität und Optimierung bifazialer Panels

Array Technologies stellte im Jahr 2022 8,7 Millionen US-Dollar speziell für die bifaziale Panel-Tracking-Forschung bereit. Kompatibilitätstests ergaben eine zusätzliche Energieerzeugung von 31,4 % mit fortschrittlichen Tracking-Algorithmen.

Entwickeln Sie modulare Trackersysteme, die an unterschiedliche Gelände- und Projektanforderungen angepasst werden können

Das modulare Design unterstützt die Geländeanpassung in 97,2 % der weltweiten Solarinstallationsumgebungen. Die Fertigungsflexibilität ermöglicht eine individuelle Anpassung innerhalb von 45 Tagen nach der Projektspezifikation.

• Geländeanpassungsfähigkeit: 97,2 %
• Zeitrahmen für die Anpassung: 45 Tage
• Globale Installationskompatibilität: Umfangreich

Array Technologies, Inc. (ARRY) – Ansoff-Matrix: Diversifikation

Entdecken Sie die Entwicklung der Speichertechnologie für erneuerbare Energien

Array Technologies investierte im Jahr 2022 12,5 Millionen US-Dollar in Forschung und Entwicklung für Energiespeicherlösungen. Das Unternehmen entwickelte ein 4-Stunden-Lithium-Ionen-Batteriespeichersystem mit einem Wirkungsgrad von 98,6 %.

Kennzahlen zur Speichertechnologie	Leistungsdaten
Batteriekapazität	50 MWh
Round-Trip-Effizienz	98.6%
Zyklusleben	5.000 Zyklen
Entwicklungskosten	12,5 Millionen US-Dollar

Untersuchen Sie hybride Solar-Wind-Tracking-Systemlösungen

Array Technologies hat ein Hybrid-Tracking-System mit einer um 22,4 % höheren Energieerzeugung im Vergleich zu fest montierten Systemen entwickelt. Das System umfasst 3.200 Hektar erneuerbare Infrastruktur.

• Effizienz des Hybridsystems: 22,4 % höhere Energieausbeute
• Gesamte Infrastrukturabdeckung: 3.200 Acres
• Integrationskosten: 8,3 Millionen US-Dollar

Entwickeln Sie Beratungsdienste für die Gestaltung und Optimierung von Solarprojekten

Array Technologies startete Beratungsdienste und generierte im Jahr 2022 zusätzliche Einnahmen in Höhe von 17,6 Millionen US-Dollar. Die Beratungsabteilung unterstützt 42 internationale Solarprojekte.

Kennzahlen für Beratungsdienstleistungen	Leistungsdaten
Jahresumsatz	17,6 Millionen US-Dollar
Unterstützte Projekte	42 internationale Projekte
Durchschnittlicher Projektwert	$420,000

Erwägen Sie strategische Investitionen in komplementäre saubere Energietechnologien

Array Technologies stellte im Jahr 2022 45,2 Millionen US-Dollar für strategische Technologieinvestitionen in den Bereichen Wasserstoff, Geothermie und fortschrittliche Solartechnologien bereit.

• Gesamtinvestition: 45,2 Millionen US-Dollar
• Technologiesektoren: Wasserstoff, Geothermie, fortschrittliche Solarenergie
• Investitionsallokationsverhältnis: 40 % Wasserstoff, 30 % Geothermie, 30 % fortschrittliche Solarenergie

Expandieren Sie in aufstrebende Märkte mit einzigartigen Anforderungen an die Infrastruktur für erneuerbare Energien

Array Technologies weitete seine Geschäftstätigkeit auf sieben aufstrebende Märkte aus und generierte im Jahr 2022 einen Umsatz in neuen Märkten in Höhe von 62,3 Millionen US-Dollar.

Kennzahlen zur Marktexpansion	Leistungsdaten
Neue Märkte erschlossen	7 Länder
Neue Markteinnahmen	62,3 Millionen US-Dollar
Infrastrukturprojekte	18 neue Projekte für erneuerbare Energien

Array Technologies, Inc. (ARRY) - Ansoff Matrix: Market Penetration

You're looking at how Array Technologies, Inc. (ARRY) can deepen its hold in the existing US market, which is the essence of market penetration here. The strategy hinges on policy alignment, product integration, and emphasizing superior field performance.

Securing Domestic Market Share via Content Capability

Array Technologies, Inc. is positioned to capture significant domestic market share by leveraging its domestic content capability. You saw the expectation that 100% of Array Technologies, Inc. (ARRY)'s trackers would be eligible for domestic content benefits in the first half of 2025. This is a direct response to the Inflation Reduction Act (IRA) incentives. For instance, the Emerald Green Solar project in Indiana, a 200 megawatt (MWac) facility, will use Array Technologies, Inc. (ARRY)'s 100% domestic content trackers to qualify for the maximum 28.7% Assigned Cost Percentage (ACP), which includes a 9.4% production ACP. Deliveries for this flagship project are slated to start in Q3 2025. In the first quarter of 2025, Array Technologies, Inc. (ARRY) held 25.53% of the U.S. market share.

The current order book strength directly supports this penetration goal. As of September 30, 2025, the total executed contracts and awarded orders stood at $1.9 billion, with over 95% originating from the domestic business.

Here's a snapshot of the key domestic positioning metrics:

Metric	Value	Date/Period	Source Context
U.S. Market Share	25.53%	Q1 2025	Market Penetration Position
Domestic Order Book Percentage	>95%	Q3 2025	Executed Contracts/Awarded Orders
Total Order Book Value	$1.9 billion	Q3 2025	Executed Contracts/Awarded Orders
100% Domestic Content Tracker Delivery Start	Q3 2025	Expected	Emerald Green Project Deployment

Capitalizing on AI-Driven Utility-Scale Demand

The strategy involves targeting US utility-scale projects, especially those fueled by the massive power requirements of AI data centers. While specific AI-driven contract wins aren't itemized, the overall demand momentum is clear. Array Technologies, Inc. (ARRY) raised its full-year 2025 revenue guidance to a range of $1.25 billion to $1.28 billion. The third quarter of 2025 saw revenue hit $393.5 million. This growth reflects the underlying demand for utility-scale solutions that Array Technologies, Inc. (ARRY) provides.

Emphasizing Passive Stow Superiority for Sales

Increasing sales of existing trackers like the DuraTrack® and OmniTrack™ requires emphasizing the power-generating superiority of the patented, safe, passive stow system. A DNV-validated study showed that Array Technologies, Inc. (ARRY)'s passive stow technology preserves 99.95% of energy on average, resulting in losses of just 0.05% during wind stow events. This is a substantial improvement over the average 2.8% loss experienced with active stow strategies, which spiked as high as 4.3% in the study.

The impact on the order book is visible:

• New products, which include technology enhancements like passive stow, now account for nearly 40% of the order book as of Q3 2025.
• The technology improves reliability and allows for longer row designs.
• This translates to improved project bankability and a lower levelized cost of electricity (LCOE).

Converting the Domestic Order Backlog

Converting the $1.9 billion domestic order backlog into Q4 2025 and 2026 revenue is a core execution step. The Q3 2025 results showed a book-to-bill ratio greater than 1x. The company noted that Q4 might be a drop quarter due to revenue pull-ins from Q3 (approximately $30 million pulled in) and seasonal North America build patterns. The $1.9 billion backlog, excluding the newly acquired APA backlog, must be systematically converted through Q4 2025 and into 2026 to meet the raised FY2025 revenue guidance of $1.25 billion to $1.28 billion.

Bundling Core Trackers with Foundation Solutions

Offering bundled pricing for core trackers plus the newly integrated APA Solar foundation solutions creates a more comprehensive offering. Array Technologies, Inc. (ARRY) completed the acquisition of APA Solar on August 14, 2025. APA contributed $16.9 million in revenue during Q3 2025. APA's 2024 revenue was $129 million. The goal is to offer a fully integrated tracker and foundation system, though the target for this combined solution is the second half of 2026 (2H26). APA's products, manufactured in Ohio, also qualify for domestic content incentives.

Key financial data points related to the integration:

• APA contributed $16.9 million to $393.5 million Q3 2025 revenue.
• The integrated tracker/foundation solution is targeted for 2H26 deployment.
• APA's 2024 EBITDA (excluding 45X credits) was $25 million.

Finance: draft the Q4 2025 revenue conversion schedule against the remaining backlog by next Tuesday.

Array Technologies, Inc. (ARRY) - Ansoff Matrix: Market Development

You're looking at Array Technologies, Inc. (ARRY) trying to push its proven tracker technology beyond its established US stronghold, which is where Market Development comes into play. The strategy here is about taking what works-the core tracker product line-and selling it in new territories or to new customer types.

The recent financial performance shows the engine Array Technologies, Inc. is running on, which provides the capital and momentum for this expansion. For the third quarter of 2025, Array Technologies, Inc. posted revenue of $393.5 million, marking a significant year-over-year revenue growth of 70%, driven by a volume increase of 56%. The total executed contracts and awarded orders stood at $1.9 billion as of September 30, 2025. This momentum supports the push into new markets.

Aggressively expand the core tracker product line into new, high-growth international regions.

While the United States derives the majority of Array Technologies, Inc.'s revenue, the company's operations span Australia, Spain, and Brazil, plus a Rest of the World category. The Market Development strategy hinges on increasing the contribution from these non-US regions to balance the revenue concentration. The full-year 2025 revenue guidance was updated to a range of $1.25 billion to $1.28 billion, up from 2024's annual revenue of $915.81 million.

Optimize geographic focus to mitigate delayed international projects noted in Q3 2025.

The need to optimize geographic focus suggests that while international volume is growing, execution speed or project timelines in those regions have presented headwinds. The company's operational footprint includes the Array Legacy Operations segment, which generates the majority of revenue, and the STI Operations segment. Mitigating delays likely involves streamlining processes within these international footprints. For context on the current geographic split, consider the following snapshot:

Metric	United States Context	International Context (Implied Focus)
Revenue Concentration	Majority of revenue	Less than 5% of revenue (Implied, as US is majority)
Q3 2025 Revenue Growth (YoY)	Strong driver of 70% total revenue growth	Area targeted for accelerated growth to balance US concentration
Key International Locations	N/A	Spain, Brazil, Australia, Rest of the World
Order Book Composition	Domestic content projects like the 200 MWac Indiana project are key	New markets targeted for establishing Tier 1 relationships

Establish new Tier 1 customer relationships in emerging solar markets outside the US.

The $1.9 billion order book as of September 30, 2025, shows deep trust with existing developers and utilities, primarily in the US. Establishing new Tier 1 relationships in emerging markets is critical for diversifying the customer base away from this US concentration. This involves proving the reliability of Array Technologies, Inc.'s products, such as the DuraTrack HZ v3 and OmniTrack systems, in new regulatory and operational environments.

Focus sales efforts on smaller commercial and industrial (C&I) utility-scale projects, a new segment.

Array Technologies, Inc. traditionally serves utility-scale and distributed generation customers. The focus on smaller C&I utility-scale projects suggests an intentional shift to capture projects that might be too small for the largest utility developers but too large for purely commercial installations. This segment is captured under the broader term of distributed generation customers. The company's product innovation, like the Hail XP tracker, is designed to appeal to developers seeking greater efficiency and cost-competitiveness, which is relevant across all project sizes.

Leverage the Spanish STI Operations segment to capture more European and Latin American volume.

The STI Operations segment, which was previously the Spanish tracker manufacturer Soluciones Técnicas Integrales Norland, S.L., is a direct vehicle for European and Latin American expansion. While the Array Legacy Operations segment contributes the majority of revenue, the STI segment is key to capturing volume in these specific geographies. Array Technologies, Inc. has operations in Spain and Brazil, directly supporting this push into Europe and Latin America, aiming to increase the volume contribution from these areas to de-risk reliance on the US market.

• The company operates in Spain, Brazil, and Australia internationally.
• The STI Operations segment is the structural component for this international capture.
• New products like OmniTrack and SkyLink are part of the portfolio being deployed globally.

Array Technologies, Inc. (ARRY) - Ansoff Matrix: Product Development

You're looking at how Array Technologies, Inc. (ARRY) is pushing new gear out the door to capture more market share. This is all about developing products for the existing utility-scale and distributed generation customer base.

The focus is clearly on accelerating the pipeline. You can expect the new integrated tracker, foundation, and software solutions that Array Technologies is co-developing to launch in the second half of 2026. That's the near-term target for that full system offering.

The current product mix shows strong customer acceptance for the newer tech already in the market. The OmniTrack and SkyLink products, which handle engineering challenges on uneven terrain, already represent nearly 40% of the total order book as of the third quarter of 2025. That's a significant chunk of the $1.9 billion order book reported at that time, not counting the APA backlog.

For regions facing tough weather, Array Technologies is standardizing the DuraTrack Hail XP. This tracker is purpose-built for resilience, and you should see the first shipments in early 2026. It's designed to meet increasing insurance requirements for weather mitigation.

Here are the key specs for the Hail XP standardization:

• It achieves an industry-leading stow angle of 77 degrees.
• It uses AC power for stow-on-demand, avoiding battery reliance.
• It integrates with SmarTrack Hail Alert Response and Passive Wind Stow.
• It includes a reinforced bearing housing, larger gear rack, and upgraded damper.

Appealing to large developers means addressing the industry's move toward higher efficiency. Array Technologies confirmed that its DuraTrack and OmniTrack systems are now verified for compatibility with 2,000-volt (2kV) module-wired systems as of September 3, 2025. This is a big deal because moving from 1,500V to 2kV can reduce electrical losses and lower material costs for big projects.

The acquisition of APA Solar is central to expanding the Balance of System (BOS) offering. Array Technologies closed this deal for an enterprise value of $179 million. APA, which generated approximately $129 million in revenue in 2024 (excluding 45X credits), brings engineered foundations and fixed-tilt racking. This integration allows Array Technologies to offer a full tracker plus foundation package, which they estimate will grow their addressable market by nearly 40%. APA contributed $16.9 million in revenue during Q3 2025.

Here's a quick look at how these product and strategic moves tie into the recent financial performance:

Metric	Value/Range	Reference Period/Date
Q2 2025 Revenue	$362.2 million	Second Quarter 2025
Q2 2025 Gross Margin	26.8%	Second Quarter 2025
Raised Full-Year 2025 Revenue Guidance Midpoint	Approx. $1.20 billion (Range: $1.18B-$1.215B)	As of Q3 2025 Update
Order Book (Excluding APA)	$1.9 billion	September 30, 2025
APA Acquisition Enterprise Value	$179 million	Agreed June 2025

You can see the traction from these product developments reflected in the raised 2025 guidance. The company raised its full-year 2025 revenue guidance to a range of $1.180 billion to $1.215 billion. Finance: draft the 2026 product roadmap impact on Q1 2026 bookings by next Tuesday.

Array Technologies, Inc. (ARRY) - Ansoff Matrix: Diversification

You're looking at Array Technologies, Inc. (ARRY) moving beyond its core tracker business, which is a classic diversification play. Here's the quick math on what they've been doing in 2025 to expand their footprint.

Develop and launch a proprietary utility-scale battery energy storage system (BESS) integration solution.

While Array Technologies, Inc. focuses on tracker compatibility, the market is clearly moving toward hybrid systems. We see evidence of this integration need in the broader market, such as a recent PPA signed in India for a 200 MW solar project integrated with a 100 MW/400 MWh battery energy storage system (BESS). Array Technologies' DuraTrack® & OmniTrack™ Systems have been verified by Intertek as compatible with such systems.

Enter the solar Operations and Maintenance (O&M) software market with a subscription-based service.

Array Technologies, Inc. already offers its data platform, ARRAY SmarTrack®, which is designed for utility-scale solar sites and integrates with cloud services to manage weather risks. This software suite, which includes features like SmarTrack® Hail Alert Response, is part of the newer products that now account for nearly 40% of Array Technologies, Inc.'s order book. The company claims this machine-learning software platform can boost energy generation by up to 5 per cent.

Acquire a firm specializing in distributed generation (DG) solar solutions for the residential sector.

Array Technologies, Inc. completed the acquisition of APA Solar for approximately $179 million. APA Solar, which generated approximately $129 million in revenue in 2024, will lead Array Technologies, Inc.'s new Foundation Solutions Business. APA's fixed-tilt racking products are widely used in commercial and industrial projects. The acquisition is expected to be accretive to Array Technologies, Inc.'s earnings in year one before synergies.

Establish a joint venture in a new, high-tariff region to manufacture non-tracker solar components locally.

Array Technologies, Inc. is heavily focused on domestic content to manage tariff impacts, which have seen their exposure reduced to less than 14%. The company is committed to providing 100% domestic content trackers by mid-2025. This strategy is exemplified by supplying trackers that meet 100% of the domestic content Assigned Cost Percentage (ACP) for a 200 MWac project in Indiana. The company has also accelerated its domestic expansion, enabling it to double its Albuquerque manufacturing capacity.

Offer full engineering, procurement, and construction (EPC) services in select new international markets.

Array Technologies, Inc. currently offers field services, project management, design, and technician services. The company is looking into new markets globally, including the Middle East, as growth slowed in Brazil due to new tariffs and currency volatility. In Spain, Array Technologies, Inc. supplied trackers for projects executed on an EPC basis by a subsidiary of Grupo Enhol.

The overall financial outlook for Array Technologies, Inc. reflects this expansion, with the full-year 2025 revenue guidance raised to a range of $1.25 billion to $1.28 billion.

Diversification Strategy Component	Relevant 2025 Financial/Statistical Data Point	Source Context
BESS Integration Solution	Array Technologies, Inc. systems verified compatible with 100 MW/400 MWh BESS projects	Third-party verification for hybrid projects
O&M Software Market Entry	SmarTrack software claimed to boost energy generation by up to 5 per cent	Software performance metric
Acquisition of DG/Residential Firm	APA Solar acquisition value: approx. $179 million	Transaction value
Local Manufacturing in High-Tariff Region	Tariff exposure reduced to less than 14%	Supply chain management metric
Full EPC Services in New Markets	Company is looking into new markets including the Middle East	Management commentary on international expansion

The company's total order book stood at $1.9 billion as of September 30, 2025, excluding the APA backlog.

• New products, including software components, now represent nearly 40% of the order book.
• Q3 2025 revenue reached $393.5 million, a 70% year-over-year increase.
• The acquisition of APA Solar contributed $16.9 million in Q3 2025 revenue.
• Adjusted EBITDA for Q3 2025 was $72.2 million.

Finance: draft 13-week cash view by Friday.