FTC Solar (FTCI) Q2 FY26 earnings call

FTC Solar delivered strong Q2 FY26 revenue at the high end of its guidance, driven by sequential growth and new project wins, including a significant 400 MW order. The company is actively expanding its customer base and international presence, with 80% of its second-half revenue already secured. While facing gross margin pressures and covenant non-compliance, management is implementing cost-saving initiatives and leveraging robotics to improve efficiency and accelerate the path to profitability.