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Array Technologies Inc. reported 鈥渆xceptional momentum鈥� in its third-quarter results, extending steady stock gains under President Donald Trump, whose administration鈥檚 policies have both questioned renewables and aided domestic solar producers.

The sa国际传媒官网网页入口-based solar tracking technology manufacturer reported revenue of around $394 million in Q3, generating over $1 billion since January.

鈥淩eally, that is underpinned by the company鈥檚 really strong execution,鈥� said Neil Manning, Array鈥檚 president and chief operating officer. 鈥淲e鈥檙e really happy with the commercial momentum that we鈥檙e building with our customers.鈥�

Array鈥檚 success 鈥� its stock is up more than 20% since January 鈥� comes as solar companies across the U.S. face financial uncertainty due to Trump鈥檚 slashing of renewable initiatives and shaking up clean energy regulations.

Signed in July, Trump鈥檚 鈥淥ne Big Beautiful Bill鈥� , putting new restrictions on energy tax credits that slow the deployment of residential and utility-scale solar projects. This includes the absence of phasedowns on Clean Electricity Investment and Clean Electricity Production credits, according to the (SEIA).

Further limiting access, the Advanced Manufacturing Production credit, a per-unit tax credit for producing clean energy components like panels, batteries and minerals, requires eligible parts to be manufactured in the same facility and final products must be made up of at least 65% domestically produced content.

While the bill鈥檚 scale back of green energy tax credits created enough unpredictability to slow down the industry, Manning noted that it didn鈥檛 鈥渄estroy demand鈥� for utility-scale solar companies, like Array. Rather, he said, the pause in operations allowed groups to recalibrate business models to align with policy changes.

鈥淲hat we鈥檝e seen is that projects are now progressing that certainly have slowed down for a period of time,鈥� Manning said. 鈥淲e鈥檙e quite pleased with what that clarity is bringing to our customers and, as a result, we鈥檙e seeing our pipeline increase from an overall opportunity perspective.鈥�

In a January , Trump criticized renewables, claiming 鈥減eople don鈥檛 like massive solar fields.鈥�

鈥淭hey鈥檙e ridiculous, the whole thing,鈥� Trump said. 鈥淎nd, by the way, you know where the panels come from? 100% of the panels; they鈥檙e made in China.鈥�

This is not entirely true. According to the SEIA, has seen tremendous growth since the end of 2024, and the U.S. can now 鈥減roduce every major component of the solar supply chain.鈥�

鈥淚t鈥檚 encouraging to see domestic solar manufacturing gaining ground,鈥� Gang He, an associate professor of energy and climate policy at Baruch College in New York, told the Journal. 鈥淏ut it鈥檚 equally important to keep the flow of knowledge, talent and capital open, so U.S. markets can continue to benefit from global learning, driving down costs and speeding up solar deployment.鈥�

Array has practiced domestic manufacturing since its founding in 1989, Manning said, with a focus on a 鈥淯.S.-centric supply chain.鈥�

Array has been able to mitigate the challenges that come with international supply, Manning added, as its U.S. operations remain 鈥渉ighly domestic.鈥� In August, the company completed the first full-site deployment of its 100% domestic OmniTrack trackers for a 200-megawatt solar project in Indiana and, in 2026, will open a new manufacturing factory in sa国际传媒官网网页入口.

With an international presence as well, Array has offices in Brazil, Spain and the United Kingdom, where it builds for those specific markets.

鈥淭hat has not been a problem for us in the United States, given our heavily domestic supply chain and along with our footprint of operations that support North American business,鈥� Manning said.

At least 65 new or expanded solar and storage facilities have come online in 2025, bringing around $4.5 billion in private investments to the U.S. However, the SEIA warns that over 100 factories with billions of dollars in the pipeline are still at risk under the Trump administration鈥檚 new guidelines.

Acknowledging that Array鈥檚 business model has proven successful, Manning said the company is always looking to grow, like improving its market share position, as well as opportunities in acquisitions or mergers. Earlier this year, Array acquired APA Solar, an Ohio-based producer of solar racks and other foundation infrastructure, which contributed nearly $17 million to its Q3 revenue, officials said.

Manning said changes and fluctuations in the industry are affectionately known as the 鈥渟olar-coaster,鈥� where maturing sectors have a certain level of volatility for a variety of reasons. But what won鈥檛 change, he added, is the structural demand for electricity.

Driven by the increasing development of artificial intelligence, data centers and U.S. manufacturing, Manning said the continued growth of energy consumption is undeniable. Solar is still the lowest-cost solution, regardless of tax incentives, he said.

鈥淪olar is very well suited to meet that demand,鈥� Manning said. 鈥淎s a result, we have a high degree of confidence that over time, solar will continue to be a really important part of the picture when it comes to new energy additions onto the U.S. grid, and on the grid as you go around the world.鈥�