Reported results
- GAAP total operating revenues from continuing operations were $53.9 million for the third quarter of 2026, compared to $47.1 million for the third quarter of 2025.
- GAAP net income attributable to Array shareholders from continuing operations was $69.6 million, or $0.81 per diluted share, for the third quarter of 2026.
- GAAP site rental revenues were $52,475 thousand for the third quarter of 2026, up 14% from $45,838 thousand for the third quarter of 2025.
- Non-GAAP Adjusted EBITDA was $63,741 thousand for the third quarter of 2026, compared to $85,081 thousand for the third quarter of 2025.
- Non-GAAP Adjusted OIBDA was $18,255 thousand for the third quarter of 2026, compared to $6,107 thousand for the third quarter of 2025.
Guidance
- Full-year 2026 estimated total operating revenues: $205-$215 million
- Full-year 2026 estimated Adjusted OIBDA (Non-GAAP): $60-$75 million
- Full-year 2026 estimated Adjusted EBITDA (Non-GAAP): $220-$235 million
- Full-year 2026 estimated capital expenditures: $25-$35 million
Price and volatility reaction
The stock moved -4.4% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -21.9 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 31.37 | 2026-11-05 |
| Close after release | 29.98 | 2026-11-06 |
| Realised move | -4.4% | close to close |
| 30d ATM IV change | -21.9 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-11-06 (8-K, Item 2.02). Read the original filing on sec.gov.
