NASDAQ$SHLS

Shoals Technologies Group Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Shoals Technologies reported Q1 2026 total revenue of $140.6M (+75% YoY) and a net loss of $0.3M (breakeven EPS).

For the quarter ended March 31, 2026, Shoals posted total revenue of $140.6 million versus $80.4 million and a net loss of $0.3 million (essentially breakeven) compared with a $0.3 million loss. Solar BOS components demand accelerated as utility-scale projects ramped; gross margin trends improved with volume.

  • Total revenue $140.6M (+75% YoY).
  • Near-breakeven net loss $0.3M.
  • Solar project cycle driving connector and eBOS sales.
  • Operating leverage improving on higher throughput.
  • Domestic manufacturing footprint a differentiator.

Headline financials

Total Revenue

$141M

Previous: $80.4M+74.9%
EPS (adj)

$0.00

Previous: $0.00
Capital Expenditures

-$7.65M

Previous: -$3.21M-138.3%
Net Income

-$297K

Previous: -$282K-5.3%
Operating Income

$7.72M

Previous: $4.31M+79.0%
Gross Profit

$41M

Previous: $28.1M+45.7%

Revenue & EPS history

Shoals · Revenue · Quarterly

$141M

Q1 2026+74.9%vs Q1 2025
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Solar BOS supplier outlook tied to U.S. project timelines and IRA demand.

Tailwinds

  • Sharp revenue growth.
  • Approaching profitability.

Headwinds

  • Project timing volatility.
  • Policy and tariff uncertainty.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-1.2%

Avg return

Earnings day

-2.4%

Avg return

5 days after

-3.6%

Avg return

30 days after

38%

8 / 21 earnings

Positive

+27.2%

Q1 2023

Best reaction

-22.4%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.8%+6.8%+54.2%
Q4 2025-22.4%-40.1%-34.6%
Q3 2025-10.4%-12.2%-23.3%
Q1 2025+17.3%+35.4%+31.4%
Q4 2024-4.9%-32.4%-23.7%
Q3 2024-14.2%-21.0%-23.6%
Q2 2024-5.7%-6.2%+0.4%
Q1 2024-15.1%-21.6%-20.7%
Q4 2023-16.6%-15.5%-27.4%
Q3 2023-6.7%-14.2%-13.0%
Q2 2023-5.6%-11.7%-24.2%
Q1 2023+27.2%+27.0%+27.2%
Q4 2022+3.7%+5.6%-8.0%
Q3 2022+20.2%+33.9%+19.0%
Q2 2022+0.3%-2.9%-3.2%
Q1 2022+6.7%+20.1%+50.9%
Q4 2021+10.6%+12.4%-16.5%
Q3 2021-7.3%+6.6%-18.0%
Q2 2021-2.4%-0.1%-7.3%
Q1 2021-8.1%-10.3%-12.9%
Q4 2020+9.6%-10.7%-2.4%
Q3 2020
Q2 2020
Q1 2020
Q4 2019

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