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Array Technologies, Inc. (ARRY) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 18, 2026 8:25 AM EDT
Company Participants
Neil Manning - COO & President
Conference Call Participants
Michael Fairbanks - JPMorgan Chase & Co, Research Division
Presentation
Michael Fairbanks
JPMorgan Chase & Co, Research Division
Welcome to the JPMorgan TMC Conference. My name is Michael Fairbanks. I cover clean energy and power infrastructure at JPMorgan. Glad to have Array Technologies here. Neil Manning, President and Chief Operating Officer. Neil, maybe if you could just get us started and give a one-on-one overview of Array and what you're all about.
Neil Manning
COO & President
Sure. Thanks for having us here this morning. I'm here joined by Nick Strevel, our Chief Product Officer; and Sarah Sheppard, our Director of Investor Relations. And Array Technologies is a leading provider of utility-scale solar tracking technology. So that's a bit of a mouthful. So let me break it down a little bit.
So solar trackers do a number of important things for utility solar plants. The tracker technologies, first and foremost, hold the solar module structurally in position. But then solar trackers then move the modules and orient it to the optimal sun angle throughout the course of the day to optimize energy performance and energy yield overall. And this is really important for as developers and utilities are developing their business plans. It's important that they maximize the performance of the modules that they're putting forth as part of the power purchase agreements and PPAs.
And so trackers are a really important part of that, and Array Technologies has been in the industry now for several decades and ultimately is a leading provider in the space. Now solar trackers do another couple of things beyond optimizing the performance of solar
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