Shoals Technologies Group, Inc. (SHLS) Q3 2025 Earnings Call Transcript

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.

Seeking Alpha • Nov 4, 2025

Shoals Technologies Group, Inc. Reports Financial Results for Third Quarter 2025

– 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.

GlobeNewsWire • Nov 4, 2025

Shoals Technologies Group (SHLS) Matches Q3 Earnings Estimates

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.

Zacks Investment Research • Nov 4, 2025

Halper Sadeh LLC Encourages Shoals Technologies Group Inc. Shareholders to Contact the Firm to Discuss Their Rights

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.

Business Wire • Oct 27, 2025

Shoals Technologies Group, Inc. Announces Participation in Upcoming Events for the Investor Community

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.

GlobeNewsWire • Oct 23, 2025

Shoals Technologies Group, Inc. Announces Third Quarter 2025 Earnings Release Date and Conference Call

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.

GlobeNewsWire • Oct 7, 2025

Shoals Technologies: Well-Positioned To Be An AI Winner

After a successful turnaround and a significant run-up in the stock, the investment thesis for Shoals Technologies has fundamentally shifted from recovery to a new, powerful growth vector. Shoals is strategically pivoting to become a picks and shovels play for the AI revolution, leveraging its new BESS segment to target the massive energy demand from data centers. Management recently revealed an interesting leading indicator for this new segment that points to substantial revenue growth in the long run.

Seeking Alpha • Oct 6, 2025

Shoals Technologies (SHLS) Surges 12.4%: Is This an Indication of Further Gains?

Shoals Technologies (SHLS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Zacks Investment Research • Oct 3, 2025

Shoals Technologies Group (SHLS) is a Great Momentum Stock: Should You Buy?

Does Shoals Technologies Group (SHLS) have what it takes to be a top stock pick for momentum investors? Let's find out.

Zacks Investment Research • Sep 26, 2025

SHOALS ALERT: Bragar Eagel & Squire, P.C. is Investigating Shoals Technologies Group, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm

Shoals allegedly knew of widespread EBOS wire defects since 2022 but understated risks; later $50M+ warranty charges revealed, causing a 20% stock drop.

GlobeNewsWire • Sep 17, 2025