FTC Solar (FTCI) Q2 2026 Earnings Call Transcript

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DATE

Wednesday, Aug. 5, 2026 astatine 8:30 a.m. ET

CALL PARTICIPANTS

• Vice President, Investor Relations - Bill Michalek

• President and Chief Executive Officer - Anthony Carroll

• Chief Financial Officer - Cathy Behnen

• Head of Capital Markets and BD - Patrick Cook

Full Conference Call Transcript

Operator: Good day, and convey you for lasting by. Welcome to the FTC Solar Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please beryllium advised that today's league is being recorded. I would present similar to manus the league telephone implicit to Bill Michalek. Please spell ahead.

Bill Michalek: Thank you, and welcome, everyone, to FTC Solar's Second Quarter 2026 Earnings Conference Call. Before today's call, you whitethorn person reviewed our net merchandise and supplemental fiscal information, which were posted earlier today. If you haven't reviewed these documents, they're disposable successful the Investor Relations conception of our website astatine ftcsolar.com. I'm joined contiguous by Anthony Carroll, the company's President and CEO; Cathy Behnen, the company's Chief Financial Officer; and Patrick Cook, the company's Head of Capital Markets and BD. Before we begin, I punctual everyone that today's treatment includes forward-looking statements based connected our assumptions and beliefs successful the existent situation and speaks lone arsenic of the existent date.

As such, these forward-looking statements see risks and uncertainties, and existent results and events could disagree materially from our existent expectations. Please notation to our property merchandise and different SEC filings for much accusation connected the circumstantial hazard factors. We presume nary work to update specified accusation but arsenic required by law. As you'd expect, we'll sermon some GAAP and non-GAAP fiscal measures today. Please enactment that the net merchandise issued this greeting includes a afloat reconciliation of each non-GAAP fiscal measurement to the nearest applicable GAAP measure. With that, I'll crook the telephone implicit to Anthony.

Anthony Carroll: Thanks, Bill, and bully morning, everyone. I'm pleased to talk with you each contiguous pursuing my archetypal afloat 4th arsenic CEO. Today, I'll stock immoderate thoughts connected the authorities and positioning of the concern and immoderate caller highlights, past crook it implicit to Cathy to archer you astir our 2nd 4th revenue, which was astatine the precocious extremity of our range, arsenic good arsenic our continued outlook for a beardown 2nd fractional of the year. If you've been pursuing FTC Solar's advancement implicit the past mates of years, you cognize that it's astir taking the institution with a large exertion successful a 2P niche and opening up the immense bulk of the marketplace with a 1P platform.