Array Technologies Signals Robust Backlog And Margin Upside

Array Technologies, Inc. published a bullish investment update summarized from Danny Green’s Substack on February 28, 2026, noting raised 2025 revenue guidance to $1.25–$1.28 billion and Q3 2025 revenue of about $393 million. The company cites a $1.9 billion backlog and APA acquisition integration as drivers, while tariffs in Mexico and India have pressured margins to roughly 28–29%. Investors are advised to monitor backlog conversion, margins, and tariff developments.