NASDAQ$SHLS

Shoals Technologies Group Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Reported financial results for the fourth quarter of 2024, featuring quarterly revenue of $107.0 million and net income of $7.8 million.

Shoals Technologies Group reported Q4 2024 revenue of $107.0 million and net income of $7.8 million. The company faced challenges due to an unpredictable year for the US utility scale solar industry, but implemented operational and commercial process improvements. They finished the year at the high end of their previously guided range with a book to bill of 1.4.

  • Revenue decreased by 18% to $107.0 million compared to the prior-year fourth quarter.
  • Net income was $7.8 million, compared to $16.6 million in the prior-year period.
  • Adjusted EBITDA decreased to $26.4 million compared to $39.1 million for the prior-year period.
  • Backlog and awarded orders were $634.7 million, approximately flat compared to the same time last year.

Headline financials

Total Revenue

$107M

Previous: $130M-18.0%
EPS (adj)

$0.08

Previous: $0.12-33.3%
BLAO

$635M

Previous: $631M+0.5%
Adjusted EBITDA

$26.4M

Previous: $39.1M-32.5%
Adjusted Net Income

$14.1M

No prior period
Gross Margin

37.6%

No prior period
Net Income

$7.8M

Previous: $16.6M-53.0%
Operating Income

$16.5M

Previous: $31.9M-48.2%
Gross Profit

$40.2M

Previous: $55.4M-27.4%

Revenue & EPS history

Shoals · Revenue · Quarterly

$107M

Q4 2024-18%vs Q4 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

For the first quarter of 2025, the company expects revenue to be in the range of $70 million to $80 million and Adjusted EBITDA to be in the range of $10 million to $15 million. For the full year 2025, the company expects revenue to be in the range of $410 million to $450 million and Adjusted EBITDA to be in the range of $100 million to $115 million.

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 Q4 2024

Historical avgQ4 2024

-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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