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.
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.
| Electronic Equipment, Instruments & Components Industry | Information Technology Sector | Brandon Moss CEO | NASDAQ (NMS) Exchange | 82489W107 CUSIP |
| US Country | 1,290 Employees | - Last Dividend | - Last Split | 27 Jan 2021 IPO Date |
Shoals Technologies Group, Inc. specializes in delivering cutting-edge Electrical Balance of System (EBOS) solutions and components tailored for the solar power, battery energy storage, and electric vehicle (EV) charging sectors on a global scale. With a history dating back to 1996 and headquartered in Portland, Tennessee, the company stands as a pivotal player in providing an array of services and products designed to streamline and enhance the efficiency of power system infrastructures. Through innovative design, manufacturing, and sales, Shoals Technologies offers comprehensive system solutions that cater to diverse wiring architectures and extends its support through technical services, ensuring reliability and performance across its offerings.
These components are integral in consolidating electrical inputs from multiple sources, ensuring a streamlined connection to the power grid or storage systems, significantly reducing installation time and complexity.
Such solutions are geared towards enhancing the visibility and management of the electrical systems, facilitating preventative maintenance, and optimizing performance through real-time data analytics.
These products and services are designed to support the growing demand for EV charging infrastructure and energy storage solutions, providing scalable, efficient, and reliable systems for both commercial and residential applications.
They ensure the long-term reliability and safety of electrical installations, safeguarding against environmental factors and physical damages while maintaining compliance with industry standards.
This tool compares real-time performance data against manufacturer projections, identifying underperformance issues early to facilitate swift remediation, thus maximizing the energy output and lifespan of solar installations.