The company sources raw materials for solar tracker systems, including parts and components, and previously outsourced all manufacturing to contract manufacturing partners. Following the acquisition of a controlling interest in Alpha Steel on November 12, 2025, the company began domestic production of torque tubes, rails, couplers, and certain other products primarily for the U.S. market. This acquisition aims to enhance U.S. manufacturing supply capabilities to reduce lead times and achieve other operational benefits. The company intends to continue collaborating with U.S.-based manufacturers to increase domestic content while also utilizing existing and new international manufacturers to expand capacity as needed. For the year ended December 31, 2025, 57% of purchase order spending was with partners in the United States, 20% in India, 9% in China, 6% in Thailand, and 8% in other countries.
Ftc Solar Inc's Comment on Supply Chain
The company sources raw materials for solar tracker systems, including parts and components, and previously outsourced all manufacturing to contract manufacturing partners. Following the acquisition of a controlling interest in Alpha Steel on November 12, 2025, the company began domestic production of torque tubes, rails, couplers, and certain other products primarily for the U.S. market. This acquisition aims to enhance U.S. manufacturing supply capabilities to reduce lead times and achieve other operational benefits. The company intends to continue collaborating with U.S.-based manufacturers to increase domestic content while also utilizing existing and new international manufacturers to expand capacity as needed. For the year ended December 31, 2025, 57% of purchase order spending was with partners in the United States, 20% in India, 9% in China, 6% in Thailand, and 8% in other countries.
Sources:
Ftc Solar Inc 's official press releases and regulatory filings; CSIMarket.com's supply-chain research; and the financial filings and press releases of other companies cited in this report.
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