Latest Earnings Results: Q2 '26
Estimated EPS
$0.10
Reported EPS
$0.12
Surprise
+21.9%
Estimated Rev
$160.03M
Reported Rev
$163.37M
Surprise
+2.09%
• Reported GAAP EPS of $0.07 down -12.50% YoY • Reported revenue of $163.37M up 47.39% YoY • Shoals Technologies Group expects third quarter 2026 revenue of $150 million to $170 million and Adjusted EBITDA of $32 million to $37 million, while maintaining its full-year 2026 financial outlook.
Bullish Takeaway
Shoals Technologies Group achieved significant revenue growth and record backlog, driven by strong product demand and market share gains, while successfully transitioning into a new facility to improve operational productivity.
Bearish Takeaway
Shoals Technologies Group experienced compressed gross margins due to operational inefficiencies and quality-related costs, alongside structural risks involving vendor concentration, supply chain disruptions, and ongoing patent and class action litigation.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $0.12 | -- | -- | N/A |
Q2 '26 | $0.10 | $0.12 | 21.90% | BEAT |
Q1 '26 | $0.06 | $0.07 | 12.85% | BEAT |
Q4 '25 | $0.13 | $0.10 | -23.88% | MISSED |
Q3 '25 | $0.12 | $0.12 | -2.96% | MISSED |