FTC Solar, Inc.

Item 1.01. Entry into a Material Definitive Agreement. On September 30, 2026, FTC Solar, Inc. (the “Company”), the lenders party thereto (the “Lenders”) and Acquiom Agency Services LLC, as administrative agent for the Lenders (the “Agent”), entered into the Third Amendment and Limited Waiver (the “Third Amendment”) to the Credit Agreement, dated July 2, 2025, as amended by the First Amendment to Credit Agreement, dated November 11, 2025, and as further amended by the Second Amendment and Limited Waiver to Credit Agreement, dated as of March 23, 2026 (as amended, the “Credit Agreement”). Capitalized terms used but not defined in this Current Report on Form 8-K have the meanings given to them in the Credit Agreement. Pursuant to the Third Amendment, the Company and the Lenders agreed to, among other things: (a) amend the payment date for the next $5,000,000 ECF Repayment amount from September 30, 2026 to March 31, 2027; and (b) amend the financial covenants applicable to the Company under Section 6.10 of the Credit Agreement. As a result of the amendments, none of the financial covenants applied to the Company for the quarter ended September 30, 2026, and they will apply as follows: Minimum Unrestricted Cash. The minimum unrestricted cash covenant will not apply until January 4, 2027, at which time the Company will be required to maintain unrestricted cash balances of $15,000,000 at all times. Minimum Revenue. The minimum revenue covenant will not apply to the Company until March 31, 2027. As amended, the Company is required to have LQ Revenue of not less than $60,000,000 for the quarter ending March 31, 2027 and of at least $75,000,000 for each fiscal quarter thereafter. Minimum Consolidated EBITDA. The Consolidated EBITDA covenant will not apply to the Company until March 31, 2027, at which time the Company must have at least $2,000,000 of Consolidated EBITDA for the quarter ending March 31, 2027, and thereafter the Company is required to have at least $25,000,000 of Consolidated EBITDA for the 12 months ending December 31, 2027 and as of the last day of each fiscal year thereafter. Additionally, commencing with the fiscal quarter ending March 31, 2027, the Company’s direct tracker margin must exceed certain thresholds for each fiscal quarter. The existing covenant relating to minimum Purchase Order Amounts was not amended, and that covenant applies to the Company for the quarter ending March 31, 2027. The Third Amendment also adjusted certain portions of the definition of Change in Control and removed the Strategic Covenant Standstill Period applicable to the amended financial covenants. The foregoing description of the Third Amendment does not purport to be complete and is qualified in its entirety by reference to the full text of the Third Amendment filed as Exhibit 10.1 to this Current Report on Form 8-K and which is incorporated herein by reference.

Item 7.01. Regulation FD Disclosure. On October 5, 2026, the Company issued a press release announcing the Third Amendment. The press release is furnished as Exhibit 99.1 and incorporated by reference herein. The information in this Item 7.01, including Exhibit 99.1 attached hereto, is being furnished, shall not be deemed “filed” for any purpose, and shall not be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Securities Exchange Act of 1934, as amended, except as expressly set forth by specific reference in such a filing.