Feb. 26 at 2:49 AM
$ARRY I think they guided very conservatively, just like
$FSLR.
$ARRY is going to be +
$20 by end of the year. The average rev % for Q1-Q4 over the last 3 years are approx 23%,26%,29% and 21%. They are guiding
$1500M for FY26 rev, with 40-60% split between first and second half.
$200M Q1 guidance means they'll make 13.4% rev in Q1 (-13.44% rev q/q). In Q2 it will jump to
$400M (+10% q/q), Q3 will be
$570M (+45% q/q) and Q4
$330M (+46.2%). They did not include international projects in the guide and I think a lot of data centers are going to use fixed solar on their roofs and that's a huge plus for Array.
