Federal News
FTC Solar Expands Tracker MSAs
March 25, 2026
FTC Solar has strategically expanded its master supply agreements (MSAs) in the solar tracker market, including a significant 1 gigawatt MSA expansion with Strata Solar and an approximately 800 megawatt MSA in South Africa focused on private projects with higher margins. The company has improved installation productivity and is nearing breakeven EBITDA, supported by inclusion on eight of the top 10 EPCs' approved vendor lists. These developments position FTC Solar to broaden its customer base and leverage manufacturing tax credits and operational efficiencies.
- Why this matters: Procurement professionals should note FTC Solar's growing footprint in single-axis solar tracker supply, especially with large-scale MSAs in Texas and South Africa.
- Inclusion on major EPC vendor lists indicates increased opportunities for contract awards and project participation.
- The company's operational improvements and near breakeven EBITDA suggest financial stability, reducing supplier risk.
- Organizations involved in solar infrastructure procurement can consider FTC Solar as a competitive supplier for tracker technology under evolving market and tax credit conditions.
We have been added to eight of the top 10 EPCs9 approved vendor lists, enabling us to bid and contract on projects with these major firms.
— Yann Brandt, CEO
Vendors
FTC Solar
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