Array Technologies vs ProPetro

This page compares Array Technologies Inc and ProPetro Holding Corp. It presents a neutral overview of their business models, financial performance, and market context for readers to understand how the two companies differ and operate. Educational content, not financial advice.

This page compares Array Technologies Inc and ProPetro Holding Corp. It presents a neutral overview of their business models, financial performance, and market context for readers to understand how th...

Comparison Snapshot

Key Financial Metrics

ARRY

Metric

PUMP

$1.50B

Market Cap

$1.08B

13.12%

Potential Profit

14.72%

Buy

Analyst Rating

Buy

Investment Analysis

Array Technologies

ARRY

Pros

Array Technologies reported a 70% year-over-year revenue increase to $393.5 million in Q3 2025, with a significant sequential growth of 9%.
The company demonstrated strong profitability improvement, turning a net loss in the prior year quarter into $18.4 million net income in Q3 2025.
Array is gaining market share faster than competitors, supported by new product adoption and favourable analyst projections for continued revenue growth.

Considerations

Despite revenue growth, Array Technologies still faces risks from tariffs and rising input costs, particularly steel and aluminium, affecting profit margins.
The impending expiration of the U.S. solar tax credit at the end of 2025 poses a demand risk for solar tracking products.
The business carries customer concentration risk, given its dependence on a limited number of large clients within the solar industry.

ProPetro

PUMP

Pros

ProPetro has a strong service presence in U.S. oilfield completions, benefiting from sustained shale production activity.
The company maintains a flexible fleet of hydraulic fracturing equipment, allowing adaptability to market demand fluctuations.
ProPetro's cost control initiatives have improved operational efficiency and profitability despite commodity price volatility.

Considerations

ProPetro remains highly sensitive to oil and gas commodity price cycles, posing earnings and cash flow volatility risks.
The company faces competitive pressures from larger, better-capitalised fracturing service providers.
Potential regulatory changes and environmental policies could restrict hydraulic fracturing activity, impacting revenue streams.

About The Companies

Array Technologies (ARRY)

Array Technologies (ARRY) designs, manufactures and sells ground‑mounted solar tracking systems that orient photovoltaic panels to follow the sun, increasing energy yield per installation. Its customers are primarily utility‑scale solar developers and operators; revenue stems from tracker sales, installation support and aftermarket parts and services. With a market capitalisation around $1.38bn, Array competes on reliability, cost and scale versus other racking and tracker suppliers. Future growth depends on global solar deployment, project financing and supportive policy, while margins can be affected by commodity prices, supply‑chain constraints and project timing. The business is cyclical and capital‑intensive, so earnings and cash flow can vary materially year to year. This summary is educational only and not personalised advice; values can rise or fall and returns are not guaranteed. Investors should consider their objectives, risk tolerance and time horizon and consult a professional if unsure about suitability.

ProPetro (PUMP)

ProPetro Holding Corp. (PUMP) is a US-based oilfield services company specialising in pressure pumping and hydraulic fracturing services, primarily operating in the Permian Basin. The business is capital intensive and tied closely to US onshore drilling activity and oil and gas prices, so revenue and utilisation can be cyclical. Investors should note ProPetro’s exposure to commodity-price fluctuations, customer concentration and competition from larger service providers, as these factors affect utilisation, pricing and margins. The company historically invests in fleet equipment and field operations, which can require significant maintenance and capital expenditure. With a market capitalisation of about $611m, ProPetro may appeal to investors seeking exposure to energy services and commodity-driven recovery, but it also carries operational and regulatory risks. This summary is for educational purposes only and not personalised advice; investors should assess their risk tolerance, review the company’s latest financial statements and consider broader market conditions before deciding to invest.

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A carefully selected group of energy companies positioned to benefit from potential U.S. policy changes affecting renewables. These stocks were handpicked by our analysts to give you exposure to nuclear, natural gas, and domestic manufacturers that could gain market share if Chinese-component taxes are implemented.

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Comparison Snapshot