Slide 1: APA Investor Technology Showcase
August 20, 2026 APA INVESTOR TECHNOLOGY SHOWCASE
Slide 2: Disclaimer: Forward Looking Statements
1 DISCLAIMER FORWARD LOOKING STATEMENTS This presentation contains forward-looking statements that are based on our management’s beliefs and assumptions and on information currently available to our management. Forward-looking statements include information concerning our possible or assumed future
Slide 3: Today's Agenda
2 TODAY’S AGENDA ARRAY’S DIFFERENTIATION THROUGH TECHNICAL INTEROPERABILITY Kevin G. Hostetler, ARRAY CEO APA: BUILDING AN INTEGRATED UTILITY-SCALE PLATFORM Josh Von Deylen, APA Solar Founder & CEO Joe Von Deylen, APA Solar Founder & COO BREAK INNOVATION & TECHNICAL SELLING AS A COMPETITIVE ADVANTAG
Slide 4: Array's Differentiation Through Technical Interoperability
Kevin G. Hostetler ARRAY CEO ARRAY’S DIFFERENTIATION THROUGH TECHNICAL INTEROPERABILITY
Slide 5: Evolving from a pure-play tracker company into an integrated energy infrastructure platform
WE ARE EVOLVING FROM A PURE-PLAY TRACKER COMPANY INTO A TECHNICALLY INTEGRATED ENERGY INFRASTRUCTURE PLATFORM THAT EXPANDS OUR PROJECT SHARE THROUGH INTEROPERABLE SOLUTIONS
Slide 6: What You Will Hear Today
5 WHAT YOU WILL HEAR TODAY 1 APA is a highly differentiated strategic asset with proven synergy potential 2 Customer demand for technically integrated utility-scale solar solutions is growing 3 ARRAY’s balance-of-system strategy is expanding its addressable market and share of wallet 4 APA and AWM1
Slide 7: Array's Momentum Continues to Build
6 ARRAY’S MOMENTUM CONTINUES TO BUILD A leading provider of utility-scale solar tracking and engineered foundation solutions STRONG MOMENTUM A global leader advancing the future of clean energy 102+ GW trackers delivered globally 5 significant product launches in 2026 ~Half of orderbook is tier-1 ut
Slide 8: Strategic Priorities Guiding Profitable Growth and Global Scale
7 STRATEGIC PRIORITIES GUIDING PROFITABLE GROWTH AND GLOBAL SCALE INNOVATE OUR FUTURE | ELEVATE OUR INTERNATIONAL BUSINESS ADVANCE OUR CUSTOMER-FIRST CULTURE Introduced DuraTrack D2STM for international markets 7% ~50% 1Q24 2Q26 New Products %(1) $2.5B Record orderbook Launched OmniTrack® 2.0 – acco
Slide 9: Strong U.S. Solar Demand Creates Opportunities to Expand Share of Wallet
8 STRONG U.S. SOLAR DEMAND CREATES OPPORTUNITIES TO EXPAND SHARE OF WALLET �4.3B Utility-Scale Tracking U.S. TAM1 �1.7B Utility-Scale Foundations + Fixed-Tilt U.S. TAM1 of annual projected U.S. utility-scale solar shipments through 20301 36-39 GW 1) Tracking, Foundations, Fixed-tilt, and Battery Sto
Slide 10: Customers Are Prioritizing Integrated Solutions
9 CUSTOMERS ARE PRIORITIZING INTEGRATED SOLUTIONS As utility-scale solar projects grow larger and more complex, customers are increasingly seeking technically integrated solutions that reduce execution risk Average customer project size continues to grow MORE DIVERSE SITE ENVIRONMENTS Standard sites
Slide 11: Array Has Evolved to Meet Changing Customer Needs
10 ARRAY HAS EVOLVED TO MEET CHANGING CUSTOMER NEEDS Through accelerating innovation and disciplined M&A, ARRAY has expanded its participation across the utility-scale solar project lifecycle APA Acquisition Expands into foundations and fixed- tilt solutions, broadening ARRAY's BOS platform SkyLink
Slide 12: Advancing Array's Balance-of-System Strategy
11 ADVANCING ARRAY’S BALANCE-OF-SYSTEM STRATEGY SOFTWARE & AI CONTROLS ELECTRICAL BOS TRACKERS FOUNDATIONS A technically integrated platform driving higher energy yield, lower installed cost, and stronger customer value Transforming from a tracker leader to a technically integrated energy infrastruc
Slide 13: Building Array's Integrated Energy Infrastructure Platform
12 BUILDING ARRAY'S INTEGRATED ENERGY INFRASTRUCTURE PLATFORM Building a more technically integrated balance-of-system platform that creates greater customer value ACQUIRE CATEGORY LEADERS Identify high- performing businesses in adjacent technologies that strengthen ARRAY's platform INTEGRATE INTO B
Slide 14: Approach to M&A Is a Differentiator
13 APPROACH TO M&A IS A DIFFERENTIATOR Disciplined acquisition criteria focused on strategic fit, integration potential, and value creation STRATEGIC FIT Expands our BOS platform Aligns with ARRAY's long-term platform vision MARKET POSITIONING High performers in category or differentiated niche Stro
Slide 15: How APA & AWM Fit the Framework
14 HOW APA & AWM FIT THE FRAMEWORK ACQUISITION CRITERIA STRATEGIC FIT Expands ARRAY into the critical foundations layer Expected to expand ARRAY's BOS platform with cable management MARKET LEADERSHIP A leading U.S. provider of fixed-tilt and tracker foundations A leading independent utility-scale ca
Slide 16: Our Strategy in Action: AWM
15 OUR STRATEGY IN ACTION Upon close, AWM1 would extend ARRAY’s balance-of-system platform, expanding customer value proposition into wire management, BESS, and datacenter applications WHY IT MATTERS Expands the Platform: Broadens balance- of-system offering Enhances Customer Value: More integrated
Slide 17: APA Integration Is Progressing Well
16 Acquired in August 2025 and delivering significant growth in its first year under ARRAY leadership APA INTEGRATION IS PROGRESSING WELL BOOKINGS MOMENTUM REVENUE GROWTH AVG PIPELINE PROJECT PATENT PORTFOLIO �1.5X YTD Book-to-Bill A-Frame quote requests up ~50% in 2Q26 vs 1Q26 +155% vs pre-acquisit
Slide 18: Integration Priorities Over Next Year
17 Focused on scaling integrated solutions, capturing synergies, and strengthening APA as a long- term growth platform within ARRAY INTEGRATION PRIORITIES OVER NEXT YEAR ACCELERATE COMMERCIAL MOMENTUM Continue disciplined execution against sourcing, supply chain, and operational synergy opportunitie
Slide 19: APA Is Built for Long-Term Profitable Growth
18 APA IS BUILT FOR LONG-TERM PROFITABLE GROWTH Scaling revenue, expanding margins, and diversifying the platform over the next 3–5 years EXPECTED FORWARD FINANCIAL PROFILE High-Teens ADJ. EBITDA MARGIN1 Expected to be accretive to ARRAY margins through efficient operating leverage Significant Doubl
Slide 20: Disciplined Capital Allocation Framework
19 DISCIPLINED CAPITAL ALLOCATION FRAMEWORK Prioritizing investment in organic growth, a strong capital structure, and strategic M&A INVEST IN ORGANIC GROWTH Fund high-return opportunities that extend product leadership and expand software, services, and adjacent solutions ► Voice of customer ► Cost
Slide 21: Differentiated Balance-of-System Strategy Is Creating Customer Value
20 OUR DIFFERENTIATED BALANCE-OF-SYSTEM STRATEGY IS CREATING CUSTOMER VALUE STRENGTHENING CUSTOMER VALUE PROPOSITION Better project economics Improved installation efficiency Reduced execution risk BUILDING A MORE INTEGRATED PLATFORM Increased customer relevance & platform stickiness Broader partici
Slide 22: APA: Building an Integrated Utility-Scale Platform
Josh Von Deylen APA Solar Founder & CEO APA: BUILDING AN INTEGRATED UTILITY-SCALE PLATFORM Joe Von Deylen APA Solar Founder & COO
Slide 23: Proven Partner in Solar Foundations & Racking
22 PROVEN PARTNER IN SOLAR FOUNDATIONS & RACKING Evolving into a comprehensive, foundation-led solutions platform with differentiated engineering expertise and expanded opportunity with ARRAY 17+ years serving the solar industry A leading provider of fixed-tilt, tracker foundations, and engineering
Slide 24: APA Has Delivered Rapid Growth Through Market Expansion & Share Gain
23 APA HAS DELIVERED RAPID GROWTH THROUGH MARKET EXPANSION & SHARE GAIN Entered the market focused on ground mount fixed-tilt systems Built a reputation on durable design, installation efficiency, and reliable execution Expanded foundation expertise for increasingly complex and diverse site conditio
Slide 25: A Leading Product Portfolio
24 A LEADING PRODUCT PORTFOLIO ENGINEERED FOUNDATION SOLUTIONS FIXED-TILT MOUNTING SYSTEMS TRACKER INTERFACE ATLAS HELICAL Ideal for high water tables, soft soils, deep frost lines, and shallow bedrock C-PILE Ideal for soils with few obstructions and soils that allow high skin friction POUR-N-GO Bes
Slide 26: Unmatched Customer Value Proposition
25 UNMATCHED CUSTOMER VALUE PROPOSITION Integrated capabilities that strengthen customer relationships and deliver results IN-HOUSE ENGINEERING Custom foundations optimized for efficiency Better project economics through cost and scheduling advantages Reduced risk, better performance FOUNDATION TEST
Slide 27: Drivers for Fixed Tilt & Engineered Foundations
26 DRIVERS FOR FIXED TILT & ENGINEERED FOUNDATIONS 35.2 32.7 33.6 34.0 20 22 24 26 28 30 32 34 36 2026E 2027E 2028E 2029E U.S. Utility Fixed-Tilt Projected Shipments U.S. Utility Tracking Projected Shipments Source: Wood Mackenzie U.S. Solar 1Q26 In Gigawatts In Gigawatts Utility-scale momentum is a
Slide 28: Challenging Site Conditions Expanding Opportunity for Engineered Foundations
27 CHALLENGING SITE CONDITIONS ARE EXPANDING THE OPPORTUNITY FOR ENGINEERED FOUNDATIONS Engineered A-Frame foundations help address multiple challenging site conditions, reducing installation risk and delivering value on large utility-scale solar projects HIGH FROST ACTION Frost heave and uplift can
Slide 29: Why Engineered Foundations Are Gaining Share
28 WHY ENGINEERED FOUNDATIONS ARE GAINING SHARE TRADITIONAL APPROACH SINGLE SUBSURFACE & TRACKER INTERFACE H-Piles – Steel beams percussively driven into the ground, sometimes requiring pre-drilling KEY ISSUES May require deeper embedment, increasing costs May require costly pre-drilling or cementin
Slide 30: Array Atlas Delivers an Integrated Solution Across Soil Conditions
29 ARRAY ATLAS DELIVERS AN INTEGRATED SOLUTION ACROSS SOIL CONDITIONS SHARED ACROSS BOTH: Atlas II The Atlas Bearing housing, configurable for 52°,60° or 77° by changing the bearing’s hard stop only Atlas I Integrated foundation-to-tracker solution that modernizes traditional driven-pile approach th
Slide 31: Atlas I
30 ATLAS I Foundation-to-tracker solution designed for standard, favorable soil conditions to improve project execution Pre-galvanized roll-formed sigma profile, available in 9 or 11 gauge. Shorter than a full W-beam, stiffer edge profile improves driving performance, less bending moment, less defor
Slide 32: Atlas II
31 ATLAS II Foundation-to-tracker solution built on APA's proven A-Frame® approach for challenging soil conditions ATLAS BEARING Engineered bearing design improves load distribution and system performance, reducing stress on components, and supporting long-term durability. TWO BEARING CONNECTIONS Si
Slide 33: Foundation Testing Extends APA's Engineering Advantage
32 FOUNDATION TESTING EXTENDS APA’S ENGINEERING ADVANTAGE Dedicated field testing validates real-world site conditions to reduce foundation risk before it impacts cost, schedule, or execution REDUCE COST Avoid overdesign and unnecessary material costs Optimize foundation design for site conditions R
Slide 34: Site-Wide Geotechnical Data Establishes the Starting Point
33 SITE-WIDE GEOTECHNICAL DATA ESTABLISHES THE STARTING POINT Understanding site variability through field data CAPTURING SUBSURFACE CONDITIONS ACROSS THE FULL PROJECT FOOTPRINT Distributed boring log locations Testing density aligned to site complexity Accessibility and coverage impact data quality
Slide 35: Foundation Testing Converts Field Data into Real-Time Design Decisions
34 FOUNDATION TESTING CONVERTS FIELD DATA INTO REAL-TIME DESIGN DECISIONS Turning field testing into engineering insight CAPACITY TESTING Measures in-site load capacity Confirms design thresholds Identifies subsurface limitations SOIL PROBING Defines variability across the site Establishes consisten
Slide 36: Cost Efficiency, Risk Reduction, Capital Efficiency
35 COST EFFICIENCY BETTER ENGINEERING INPUTS DRIVE STRONGER AND MORE PREDICTABLE PROJECT PERFORMANCE Reduces systematic overdesign Optimizes material use based on real data Delivering excellence through engineering discipline RISK REDUCTION Lowers likelihood of rework and corrective actions Reduces
Slide 37: APA's Next Phase of Growth
36 APA'S NEXT PHASE OF GROWTH Positioned to expand through deeper customer relationships, broader project participation, and market expansion FURTHER EXPANSION IN UTILITY-SCALE SOLAR Leverage ARRAY's customer relationships and commercial reach Increase penetration with large developers, EPCs, and IP
Slide 38: Innovation & Technical Selling as a Competitive Advantage
Nick Strevel Chief Product Officer INNOVATION & TECHNICAL SELLING AS A COMPETITIVE ADVANTAGE Darin Green Chief Revenue Officer
Slide 39: 3rd Party Engineering Validation & Valuation
38 3rd PARTY ENGINEERING VALIDATION & VALUATION HOW INNOVATION AND DIFFERENTIATION DRIVES CUSTOMER AND SHAREHOLDER VALUE Greater share of project economics Lower cost structure INNOVATION DIFFERENTIATION VALUE VALUE CAPTURE MARGIN EXPANSION LONG-TERM SHAREHOLDER VALUE Site optimization, faster insta
Slide 40: Customer Requirements Define Product Strategy
39 CUSTOMER REQUIREMENTS DEFINE PRODUCT STRATEGY Optimizing every project with integrated solutions that improve customer economics and strengthen ARRAY's competitive advantage SITE COMPATIBILITY SCHEDULE CERTAINTY INSTALLATION EFFICIENCY PROCUREMENT SIMPLICITY INSURANCE CONSIDERATIONS PRODUCT OFFER
Slide 41: Array Product Platform Enhancements Through 2025
40 ARRAY PRODUCT PLATFORM ENHANCEMENTS THROUGH 2025 Expanding our industry-leading tracker platforms with advanced solutions for all terrains, weather, and performance DuraTrack® ► Linked-row architecture ► Best project returns ► Fastest installation ► Dependable in extreme weather ► Zero scheduled
Slide 42: 2026 Delivers Our Most Ambitious Year of Innovation
41 2026 DELIVERS OUR MOST AMBITIOUS YEAR OF INNOVATION ► Brings differentiated features of DuraTrack® platform to dual row format internationally ► ARRAY Wind XP patented passive wind stow technology ► Leading terrain adaptability ► ARRAY SmarTrack® enabled DuraTrack D2STM Five major product launche
Slide 43: Software Momentum Is Accelerating
42 SOFTWARE MOMENTUM IS ACCELERATING SmarTrack® intelligence and the GoARRAY commissioning app extend ARRAY's software layer from installation through operation Attach is growing and 2026 installs exceed full-year 2025 2026 YTD ATTACH RATE 50% of 2026 YTD deliveries attaching SmarTrack software Auto
Slide 44: Quantifying Value Earlier and Deeper Through Technical Sales Framework
43 QUANTIFYING VALUE EARLIER AND DEEPER THROUGH A TECHNICAL SALES FRAMEWORK EXPANDING THE SCOPE OF HOW WE COMPARE OURSELVES TO THE COMPETITION Factors beyond the scope of a quote that drive customer decision-making: Bankability, Passive Stow, Battery-less System HOW WE CREATE VALUE Geotechnical Civi
Slide 45: Optimized Product Value
44 OPTIMIZED PRODUCT VALUE DIFFERENTIATED OFFERINGS THAT CREATE REAL VALUE Optimizing performance, reliability, and project economics to deliver the best outcomes for customers and strengthen ARRAY's competitive advantage PERFORMANCE & ENERGY Higher energy yield and project returns COST & SYSTEM OPT
Slide 46: Wind XP: Patented Passive Wind Stow
45 WIND XPTM: PATENTED PASSIVE WIND STOW FUNDAMENTALS +4% Average energy gain for projects in higher- wind regions1 Competitors’ Active Stow Wind XP Energy Benefits ARRAY Passive Stow Measure wind speed and actively stow before critical wind W in d XP E ne rg y Ga in % Mechanical torsion limiter all
Slide 47: Array's Table Density Benefit
46 ARRAY’S TABLE DENSITY BENEFIT FUNDAMENTALS Fewer gaps in ARRAY’s N-S spacing of the tracker allow it to achieve a higher DC target on a site and achieve higher yield relative to trackers with bearing house assembly gaps Bearing House Assembly Gaps Competitor Motor/Driveline Gap >5% more power den
Slide 48: Table Density = Design Flexibility
47 TABLE DENSITY = DESIGN FLEXIBILITY Array’s high density tracker architecture creates more design options to maximize project value More Capacity SAME NUMBER OF TABLES, MORE EAST-WEST SPACING SAME CAPACITY WHILE AVOIDING COSTLIEST AREAS Minimizing Civil ACHIEVE SAME CAPACITY WITH ONLY FULL LENGTH
Slide 49: Improving Customer Experience Through Integrated Offerings
48 IMPROVING CUSTOMER EXPERIENCE THROUGH INTEGRATED OFFERINGS “Maximizing energy generation in a high wind environment was a key selection criteria for our project and ARRAY’s Wind XP is a compelling solution to minimize stow-related energy losses.” –Tier 1 Independent Power Producer 1.4 GW OmniTrac
Slide 50: Customer-Led Strategy Is Driving Commercial Momentum
49 CUSTOMER-LED STRATEGY IS DRIVING COMMERCIAL MOMENTUM Differentiated innovation is translating into measurable customer adoption and growth ORDERBOOK GROWTH SOFTWARE MOMENTUM NEW PRODUCT ADOPTION 37% YoY >100% software revenue growth YTD YoY ~50% of orderbook2 $1.8B $1.9B $2.2B $2.4B $2.5B 2Q25 3Q
Slide 51: Array + APA Strengthens Long-Term Positioning in Energy Infrastructure
50 ARRAY + APA STRENGTHENS LONG-TERM POSITIONING IN ENERGY INFRASTRUCTURE INTEGRATED SOLUTIONS A broader platform spanning trackers, software, foundations, and services ARRAY + APA are building a more technically integrated, differentiated platform designed to improve project outcomes and deepen cus
Slide 52: Key Takeaways
Kevin G. Hostetler ARRAY CEO KEY TAKEAWAYS
Slide 53: Investment Thesis
52 INVESTMENT THESIS CAPITALIZING ON ATTRACTIVE LONG- TERM SOLAR GROWTH Utility-scale solar remains the lowest-cost option for new electricity generation globally1 Positioned to benefit from durable demand drivers, including electrification, AI datacenter growth, and energy transition DRIVING CUSTOM
Slide 54: ARRAY
ARRAY
Slide 55: investors@arraytechinc.com
investors@arraytechinc.com @arraytechinc Scan to follow us in ARRAY Technologies
Slide 56: Speaker Bios
Speaker Bios
Slide 57: Kevin Hostetler bio
56 Kevin Hostetler has been ARRAY’s CEO since April 2022. He has over 25 years of global industrial business leadership experience having transformed multiple engineered products and services companies throughout his career. Prior to ARRAY, Kevin served as Chief Executive Officer at Rotork, a market
Slide 58: Josh Von Deylen bio
57 Josh Von Deylen is the Chief Executive Officer of APA Solar. After earning a Bachelor of Science in Business Marketing from Bowling Green State University, he began his career at Alex Products, developing expertise in estimating, sales, and customer engagement before helping launch APA Solar in 2
Slide 59: Joe Von Deylen bio
58 As the Chief Operating Officer of APA Solar, Joe Von Deylen is a cross-functional operations and product development leader whose career spans manufacturing, foundations, installation services, and solar racking innovation. Since joining the company after graduating from Bowling Green State Unive
Slide 60: Darin Green bio
59 Darin Green serves as Chief Revenue Officer at ARRAY Technologies. With over two decades of experience in the renewable energy industry, he brings extensive expertise in driving revenue growth, building high-performing teams, and executing customer-centric strategies. Green has a proven track rec
Slide 61: Nick Strevel bio
60 Nick Strevel is the Chief Product Officer overseeing Product Management, Technical Sales, and Applications Engineering at ARRAY Technologies. Nick has strengthened ARRAY’s product management and product marketing capabilities while building real momentum with Technical Sales tightening the connec