FTC Solar, Inc. (FTCI) Q2 2026 Earnings Call Transcript

FTC Solar, Inc. (FTCI) Q2 2026 Earnings Call August 5, 2026 8:30 AM EDT

Company Participants Bill Michalek - Vice President of Investor Relations & Corporate Communications Anthony Carroll - President, CEO & Director Cathy Behnen - CFO, Chief Accounting Officer & Secretary

Conference Call Participants Jeffrey Osborne - TD Cowen, Research Division Philip Shen - ROTH Capital Partners, LLC, Research Division Sameer Joshi - H.C. Wainwright & Co, LLC, Research Division

Presentation Operator Good day, and thank you for standing by. Welcome to the FTC Solar Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference call over to Bill Michalek. Please go ahead.

Bill Michalek Vice President of Investor Relations & Corporate Communications Thank you, and welcome, everyone, to FTC Solar's Second Quarter 2026 Earnings Conference Call. Before today's call, you may have reviewed our earnings release and supplemental financial information, which were posted earlier today. If you haven't reviewed these documents, they're available in the Investor Relations section of our website at ftcsolar.com. I'm joined today 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 remind everyone that today's discussion includes forward-looking statements based on our assumptions and beliefs in the current environment and speaks only as of the current date. As such, these forward-looking statements include risks and uncertainties, and actual results and events could differ materially from our current expectations. Please refer to our press release and other SEC filings for more information on the specific risk factors. We assume no obligation to update such information except as required by law. As you'd expect, we'll discuss both GAAP and non-GAAP financial measures