Shoals Technologies Group

SHLS

Market cap $1.55B

Shareholders should contact the firm immediately as there may be limited time to enforce your rights.   NEW YORK , Dec. 24, 2025 /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Shoals Technologies Group Inc. (NASDAQ: SHLS) breached their fiduciary duties to shareholders.

Shoals Technologies Group, Inc. is a market-leading EBOS supplier, now entering a new growth phase with expanding domestic and international opportunities. SHLS boasts an estimated 45-50% U.S. market share, strong customer retention, and a robust backlog, underpinned by proprietary technology and strategic partnerships. Short-term pressures include litigation, remediation, and capex, but forward P/E of 15.9 and PEG of 0.7 make SHLS a Strong Buy.

Shoals Technologies has doubled since my last note, yet still offers a 20–25% 9-month trade as valuation remains anchored (23x fwd P/E), with upside driven by earnings delivery, not multiple. EBOS is a rare solar niche sustaining high-30s gross margins through cycles; $721M backlog plus ~$575M delivering in 12 months shifts returns from estimates to contracted revenue, improving downside control. This is not a compounder: rising capex, G&A, AR, and customer concentration cap upside. Exit by late-2026, rotate to cash, and avoid exposure to a likely AI-capex-led macro de-rating.

Shoals Technologies is navigating a temporary margin trough, with strong revenue visibility and structural demand support into FY26. Current margin pressures stem from tariffs, product mix, and manufacturing transition—none are due to pricing or demand weakness. SHLS trades at a discount to peers despite superior gross margins and earnings visibility, suggesting meaningful re-rating potential as margins recover.

Shoals Technologies Group, Inc. ( SHLS ) Q3 2025 Earnings Call November 4, 2025 8:00 AM EST Company Participants Matthew Tractenberg - Vice President of Finance & Investor Relations Brandon Moss - Director & CEO Dominic Bardos - CFO & Principal Accounting Officer Conference Call Participants Christine Cho - Barclays Bank PLC, Research Division Julien Dumoulin-Smith - Jefferies LLC, Research Division Philip Shen - ROTH Capital Partners, LLC, Research Division Brian Lee - Goldman Sachs Group, Inc., Research Division Jonathan Windham - UBS Investment Bank, Research Division Dimple Gosai - BofA Securities, Research Division Praneeth Satish - Wells Fargo Securities, LLC, Research Division Presentation Operator Good morning, and welcome to the Shoals Technologies Group Third Quarter 2025 Earnings Conference Call. Today's call is being recorded, and we've allocated 1 hour for prepared remarks and Q&A.

Shoals Technologies Group (SHLS) came out with quarterly earnings of $0.12 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.08 per share a year ago.

– Record Quarterly Revenue of $135.8 million, an increase of 32.9% year over year – – Gross Margin of 37.0% – – Operating Profit of $18.7 million – – Adjusted EBITDA1 of $32.0 million – – Record Backlog and Awarded Orders of $720.9 million – – Provides Fourth Quarter and Full Year 2025 Revenue Outlook – PORTLAND, Tenn., Nov. 04, 2025 (GLOBE NEWSWIRE) -- Shoals Technologies Group, Inc. (“Shoals” or the “Company”) (Nasdaq: SHLS), a leading provider of electrical balance of system (“EBOS”) solutions and components for the global energy transition market, today announced results for its third quarter ended September 30, 2025.

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Shoals Technologies Group Inc. (NASDAQ: SHLS) breached their fiduciary duties to shareholders. If you currently own Shoals stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more abo.

PORTLAND, Tenn., Oct. 23, 2025 (GLOBE NEWSWIRE) -- Shoals Technologies Group, Inc. (“Shoals” or the “Company”) (Nasdaq: SHLS), a global leader in electrical balance of systems (“EBOS”) solutions for the energy transition market, announced today its participation in the following upcoming investor events: November 6, 2025: Bank of America Virtual Fireside Chat Shoals' CFO, Dominic Bardos, will participate in a fireside chat with covering analyst Dimple Gosai.

PORTLAND, Tenn., Oct. 07, 2025 (GLOBE NEWSWIRE) -- Shoals Technologies Group, Inc. (the “Company”) (Nasdaq: SHLS) today announced that the Company will release its third quarter 2025 results before market open on Tuesday, November 4, 2025, to be followed by a conference call at 8:00 a.m.