$SHLS

Shoals Technologies Group, Inc.

alphai earnings readSecond Quarter 2026 · AUG 4Shoals Technologies Group, Inc. Reports Financial Results for Second Quarter 2026Verdict: mixed

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Fluence Energy, Plug Power, Shoals, EVgo, and SolarEdge Stocks Trade Down, What You Need To Know

Several renewable energy stocks fell due to rising Treasury yields and inflation fears. Fluence Energy (FLNC) dropped 6.9%, Plug Power (PLUG) 4.2%, Shoals (SHLS) 8.7%, EVgo (EVGO) 4.9%, and SolarEdge (SEDG) 5.7%. Higher yields increase financing costs for the sector, threatening demand. Shoals is down 18.8% YTD and trades 42.2% below its 52-week high.

Shoals Technologies (SHLS) Q2 2026 Earnings Call Transcript

Shoals Technologies Group (SHLS) reported Q2 2026 revenue of $163.4 million, up 47.4% year over year, and adjusted EBITDA of $31.6 million. Backlog and awarded orders rose to $801.4 million. Management reaffirmed Q3 revenue guidance of $150 million to $170 million and full-year 2026 revenue of $600 million to $640 million, citing solar demand and growth in BESS.

Shoals’s Q2 Earnings Call: Our Top 5 Analyst Questions

Shoals (SHLS) reported Q2 2026 revenue of $163.4 million versus $160 million expected and adjusted EPS of $0.12 versus $0.10. Adjusted EBITDA was $31.55 million. The company reconfirmed full-year revenue guidance of $620 million and EBITDA guidance of $125 million midpoint, while operating margin fell to 11.5% from 14.4%. The stock fell after results.

SHLS sentiment & insider activity

Recent SHLS coverage spans earnings, market movers and regulation.

What's driving SHLS

  • Yield rise hurts demand for residential solar financing.

    finance.yahoo.com · Aug 21, 2026

  • Guidance and margin drivers (factory transition inefficiencies, quality rework) plus record BLAO and inventory build create a near-term earnings and risk re-rating setup.

    fool.com · Aug 11, 2026

  • Beat on revenue and EPS with reconfirmed guidance, but margin compression and cautious productivity commentary likely drove the negative market reaction.

    financialcontent.com · Aug 11, 2026

  • SHLS is grouped with names likely to see near-term project-economics pressure from higher module costs.

    zerohedge.com · Aug 7, 2026

  • Guidance and backlog details support a constructive medium-term view, but Q3 EBITDA is pressured by Voltage legal expenses and booking-cycle lengthening.

    yahoo.com · Aug 6, 2026

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News on $SHLS

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$SHLSHighAI 9/10

Shoals Technologies (SHLS) Q2 2026 Earnings Call Transcript

Shoals Technologies Group (SHLS) reported Q2 2026 revenue of $163.4 million, up 47.4% year over year, and adjusted EBITDA of $31.6 million. Backlog and awarded orders rose to $801.4 million. Management reaffirmed Q3 revenue guidance of $150 million to $170 million and full-year 2026 revenue of $600 million to $640 million, citing solar demand and growth in BESS.

Shoals’s Q2 Earnings Call: Our Top 5 Analyst Questions

Shoals (SHLS) reported Q2 2026 revenue of $163.4 million versus $160 million expected and adjusted EPS of $0.12 versus $0.10. Adjusted EBITDA was $31.55 million. The company reconfirmed full-year revenue guidance of $620 million and EBITDA guidance of $125 million midpoint, while operating margin fell to 11.5% from 14.4%. The stock fell after results.

$FSLRMedAI 8/10

Wall Street Crowns First Solar As Clear Winner After Trump's Polysilicon Tariffs Create "Structural Floor" For Industry

The Trump administration announced a 15% tariff and minimum import prices for polysilicon derivatives, including silicon wafers, photovoltaic cells, and solar modules, to support the US solar supply chain. Analysts cited by BMO, Citi, Truist, BNP Paribas, and Barclays expect First Solar (FSLR) to benefit, with module prices potentially rising to the low to mid 40 cents per watt. Premarket: FSLR +4%, TAN +3%.

$SHLSMed

Shoals Technologies Group, Inc. Q2 2026 Earnings Call Summary

Shoals Technologies Group reported Q2 2026 revenue up 47%, driven by U.S. utility-scale solar demand and BESS. Management cited a record $801 million backlog and over $1 billion in unique project quotes. Full-year 2026 guidance assumes 30% top-line growth at midpoint, with sequential gross margin expansion. Risks include Voltage legal costs in Q3 EBITDA and a $50 million credit facility expansion.

$SHLSMedAI 8/10

Shoals Technologies: Q2 Earnings Snapshot

Shoals Technologies Group Inc. (SHLS) reported Q2 net income of $12.1 million, or 7 cents per share. Adjusted earnings were 12 cents per share versus a Zacks/Wall Street estimate of 10 cents. Revenue rose to $163.4 million, above the $157.9 million forecast. For Q3, it expects $150 million to $170 million revenue, and full-year $600 million to $640 million.

Shoals (NASDAQ:SHLS) Posts Better

Shoals (NASDAQ:SHLS) reported Q2 CY2026 results. Revenue rose 47.4% year on year to $163.4 million, topping market expectations by 2.1%. Non-GAAP EPS was $0.12, 20.3% above consensus. The company guided next-quarter revenue near $160 million and cited a $801.4 million backlog and awarded orders.

Why is Shoals Technologies stock sliding today?

Shoals Technologies (SHLS) shares fell 8.7% in pre-open after the company reported Q2 2026 results. EPS was 12 cents versus a 10-cent consensus. Analysts cut price targets, citing margin pressure and tougher competition. Shoals also announced an MoU with TerraFlow Energy to supply power distribution solutions for up to 5 GW annual deployment, but it did not offset the earnings reaction.

Shoals Technologies Group, Inc. (SHLS): Results of Operations and Financial Condition

Shoals Technologies Group, Inc. (SHLS) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Shoals Technologies Group, Inc. Reports Financial Results for Second Quarter 2026 – Quarterly Revenue of $163.4 million – – Income from Operations of $18.7 million – – Net Income of $12.1 million – – Adjusted EBITDA 1 of $31.6 million – – Backlog and Awarded Orders o

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