{"filings":[{"id":95910,"accession_number":"0001193125-26-204973","cik":1828161,"company_name":"FTC Solar, Inc.","ticker":"FTCI","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"FTC Solar appoints Anthony Carroll CEO; Q1 revenue falls 47% to $17.3M","event_type":"leadership","confidence":"high","bullets":["Anthony Carroll appointed President/CEO effective April 29, replacing Yann Brandt; Carroll previously CEO of Veev (Lennar) and President of Powin.","Q1 revenue $17.3M, down 47% QoQ and 17% YoY; GAAP net income $32.6M included warrant gain; non-GAAP net loss $10.5M ($0.67 loss per share).","Non-GAAP gross loss improved to $0.4M (2.2% margin) from $3.0M in Q1 2025; GAAP gross loss $1.2M (7.1% margin).","New CEO receives $700k base salary, $900k sign-on bonus (three annual installments), 400k time-based RSUs, and 200k performance RSUs with $10/$20 price hurdles.","Awarded 1GW 1P tracker agreement with a new leading global offtaker customer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109336,"accession_number":"0001193125-26-120582","cik":1828161,"company_name":"FTC Solar, Inc.","ticker":"FTCI","form_type":"8-K","filed_at":"2026-03-24T23:59:59+00:00","items":["1.01","2.04","9.01"],"status":"ready","headline":"FTC Solar obtains covenant waiver, amends credit agreement with $10M repayments and tighter covenants","event_type":"debt","confidence":"high","bullets":["Waiver for purchase order covenant breach in Q4 2025; covenant suspended until March 2027.","$19.9M term loan reclassified as long-term debt after waiver.","Mandatory principal repayments: $2.5M on March 23, $2.5M on May 22, $5M on Sept 30, 2026.","New minimum cash covenant: $15M at June 30, 2026, then $10M; quarterly revenue targets: $25M (Q2'26), $50M (Q3), $75M (Q4'26+).","EBITDA floor: $10M for 12 months ending Dec 2026, $25M thereafter; failure to pay triggers default."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109335,"accession_number":"0001193125-26-092594","cik":1828161,"company_name":"FTC Solar, Inc.","ticker":"FTCI","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FTC Solar Q4 2025 revenue $32.9M, up 149% YoY; gross margin improves to 21%","event_type":"earnings","confidence":"high","bullets":["Revenue $32.9M, up 26% QoQ and 149% YoY, at high-end of guidance.","GAAP gross margin 21.0% vs (29.1%) a year ago; non-GAAP gross margin 23.4%.","GAAP net loss $33.7M ($2.23/share); non-GAAP adjusted net loss $2.5M ($0.17 loss).","Awarded 1GW supply agreement in U.S. and 840MW in South Africa for 1P/2P trackers.","Adjusted EBITDA best in six years; positive net bookings and added to multiple Tier 1 vendor lists."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125815,"accession_number":"0001193125-25-318530","cik":1828161,"company_name":"FTC Solar, Inc.","ticker":"FTCI","form_type":"8-K","filed_at":"2025-12-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"FTC Solar appoints Anthony Carroll as independent director effective Dec 15, 2025","event_type":"leadership","confidence":"high","bullets":["Anthony Carroll appointed as Class II director with term expiring at 2026 annual meeting.","Annual cash retainer of $50,000, prorated for 2025; receives grant of 13,567 RSUs vesting over three years.","Carroll is CEO of Veev (Lennar subsidiary) and former President of Powin, with leadership roles at Siemens Gamesa Electric and Schneider Electric.","No arrangements or transactions with company per Item 404(a); standard indemnification agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125814,"accession_number":"0001193125-25-275811","cik":1828161,"company_name":"FTC Solar, Inc.","ticker":"FTCI","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FTC Solar Q3 revenue $26M, up 156.8% YoY; non-GAAP gross margin turns positive at 7.7%; secures $75M facility","event_type":"earnings","confidence":"high","bullets":["Revenue of $26.0M (+156.8% YoY, +30.2% QoQ) above target guidance.","Non-GAAP gross margin 7.7% (GAAP 6.1%), first positive since late 2023.","GAAP net loss $23.9M ($1.61/sh); Non-GAAP net loss $5.3M ($0.36/sh).","Closed $37.5M of $75M strategic financing facility; announced 1GW tracker supply deal with Levona Renewables.","Best Adjusted EBITDA in 5 years; operating loss lowest since 2020."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":66826000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142551,"accession_number":"0001828161-25-000004","cik":1828161,"company_name":"FTC Solar, Inc.","ticker":"FTCI","form_type":"8-K","filed_at":"2025-09-04T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"FTC Solar stockholders approve 6.8M warrant shares and 2M additional plan shares","event_type":"other_material","confidence":"high","bullets":["Issuance of 6,836,237 common shares upon warrant exercise approved (8.3M for, 193k against).","Amendment to 2021 Stock Incentive Plan approved to reserve 2,000,000 additional shares (8.0M for, 413k against).","Total plan share reserve increased to 5,071,068, reflecting reverse stock split and dilution.","Shares will be used for equity incentive awards and warrant exercises, increasing outstanding shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142550,"accession_number":"0000950170-25-102368","cik":1828161,"company_name":"FTC Solar, Inc.","ticker":"FTCI","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"FTC Solar Q2 revenue up 75% to $20M, net loss $15.4M; secures $75M financing","event_type":"earnings","confidence":"high","bullets":["Revenue $20.0M, +74.9% y/y; GAAP net loss $15.4M ($1.18/sh) vs $12.2M loss a year ago.","Adjusted EBITDA loss $10.4M; GAAP gross margin negative 19.6%, non-GAAP negative 17.4%.","Secured $75M strategic financing facility effective July 2, 2025 to support growth and profitability.","Tony Alvarez appointed as Independent Director and Audit Committee Chair; Dean Priddy retired."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":40796000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142549,"accession_number":"0001193125-25-155869","cik":1828161,"company_name":"FTC Solar, Inc.","ticker":"FTCI","form_type":"8-K","filed_at":"2025-07-07T23:59:59+00:00","items":["1.01","2.03","3.02","7.01","9.01"],"status":"ready","headline":"FTC Solar secures $75M financing facility; $14.3M funded, up to $23.2M more in Q3","event_type":"debt","confidence":"high","bullets":["Received $14.3M term loan and issued warrants on July 2, 2025.","Expects $23.2M additional delayed draw term loan in Q3 2025, subject to stockholder approval.","Facility totals up to $75M with potential $37.5M more upon mutual agreement.","Proceeds for balance sheet support and growth; Cleanhill Partners and AV Securities involved.","Warrants exercisable at $0.01/share for up to 6,836,237 shares, ten-year term."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160611,"accession_number":"0000950170-25-084829","cik":1828161,"company_name":"FTC Solar, Inc.","ticker":"FTCI","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"FTC Solar shareholders elect three directors, ratify BDO as auditor","event_type":"other_material","confidence":"high","bullets":["Pablo Barahona, Darrell Jackson, David Springer elected directors with ~3.5M votes each; broker non-votes ~4.2M.","Ratification of BDO USA as independent auditor for FY2025 approved with 7.68M for, 57,615 against.","No director received >90% of votes cast; broker non-votes indicate significant retail or institutional non-voting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160610,"accession_number":"0001193125-25-109003","cik":1828161,"company_name":"FTC Solar, Inc.","ticker":"FTCI","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["1.01","1.02","9.01"],"status":"ready","headline":"FTC Solar enters into ATM equity offering agreement for up to $11.35M","event_type":"other_material","confidence":"high","bullets":["Enters ATM agreement with H.C. Wainwright to sell up to $11,350,576 of common stock.","Placement fee of 3.0% of gross sales price; proceeds for working capital and general corporate purposes.","Terminates prior Equity Distribution Agreement with Credit Suisse (dated Sep 2022).","Sales may be made on Nasdaq through at-the-market offerings; no obligation to sell any shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160609,"accession_number":"0000950170-25-061430","cik":1828161,"company_name":"FTC Solar, Inc.","ticker":"FTCI","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"FTC Solar Q1 revenue $20.8M (+58% q/q); net loss $3.8M; board adds two directors","event_type":"earnings","confidence":"high","bullets":["Revenue $20.8M, up 58% q/q and above target; gross margin negative 16.6%.","GAAP net loss $3.8M ($0.58 diluted loss per share); adjusted net loss $10.8M.","Total operating expenses fell to $7.1M, a multi-year low, from $10.4M a year ago.","Bid activity up 60% y/y; signed over 6.5 GW agreements with Tier 1 customers; backlog added multiples of annual revenue run rate.","Board of Directors appointed Darrell Jackson and Maximillian Sultan as independent directors effective April 28, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":20803000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178846,"accession_number":"0000950170-25-047181","cik":1828161,"company_name":"FTC Solar, Inc.","ticker":"FTCI","form_type":"8-K","filed_at":"2025-03-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FTC Solar Q4 revenue $13.2M, net loss $12.2M; signs 5-GW deal with Recurrent Energy","event_type":"earnings","confidence":"high","bullets":["Revenue of $13.2M, down 43% YoY; GAAP gross margin negative 29.1%.","Net loss of $12.2M ($0.96 diluted loss per share) vs $11.2M loss a year ago.","Signed 5-GW supply arrangement with Recurrent Energy; awarded 330+ MW Australia project from GPG Naturgy.","Appointed Kent James as U.S. Chief Commercial Officer; upsizing promissory note by $10-$15M expected Q2 close.","Revenue bottomed in Q3; expects growth in Q1 2025 and adjusted EBITDA breakeven."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":20803000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178845,"accession_number":"0001193125-25-050884","cik":1828161,"company_name":"FTC Solar, Inc.","ticker":"FTCI","form_type":"8-K","filed_at":"2025-03-10T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"FTC Solar enters binding term sheet for up to $10M in senior secured notes and warrants","event_type":"debt","confidence":"high","bullets":["Notes bear 11% interest (13% PIK option), mature in 5 years, secured by all company assets.","Warrants to purchase up to 1,166,667 shares at $0.10 per share, exercisable for 10 years.","Financing contingent on FTC Solar closing an additional $10M investment from FH Capital by March 31, 2025.","Financial covenants: revenue >$100M in 2025, >$200M in 2026; EBITDA >$25M in 2026; cash >$5M quarterly.","Proceeds to be used for balance sheet support and growth acceleration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}