Shoals Technologies Group, Inc. (SHLS)
NASDAQ (NMS) NASDAQ (NMS) Primary 
Shoals Technologies Group, Inc. (SHLS) Q1 2025 Earnings Call Transcript
Shoals Technologies Group, Inc. (NASDAQ:SHLS ) Q1 2025 Earnings Conference Call May 6, 2025 8:00 AM ET Company Participants Matt Tractenberg - VP, Finance & IR Brandon Moss - CEO Dominic Bardos - CFO Conference Call Participants Michael Fairbanks - JPMorgan Brian Lee - Goldman Sachs Colin Rusch - Oppenheimer Philip Shen - ROTH Capital Partners Maheep Mandloi - Mizuho Mo Chen - Truist Securities Praneeth Satish - Wells Fargo Derek Soderberg - Cantor Fitzgerald Kashy Harrison - Piper Sandler Operator Good morning, and welcome to the Shoals Technologies Group First Quarter 2025 Earnings Conference Call. Today's call is being recorded and we have allocated 1 hour for prepared remarks and Q&A.
Shoals Technologies Group (SHLS) Lags Q1 Earnings Estimates
Shoals Technologies Group (SHLS) came out with quarterly earnings of $0.03 per share, missing the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.07 per share a year ago.
Shoals Technologies Group (SHLS) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release
Shoals Technologies (SHLS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The Bottom Fishing Club - Shoals Technologies: American Made Solar Play
Solar-related stocks with comprehensive U.S. production have rebounded in April, after being oversold on Trump election fears. Shoals Technologies manufactures patented/proprietary parts for wiring solar panels, setting up energy-efficient battery storage, and connecting to the utility grid, with expanding production in Alabama/Tennessee. Analysts are forecasting an upturn in business for SHLS during 2025-26, with a nearly 12% free cash flow yield available upfront for new investors.
Why Investors Need to Take Advantage of These 2 Oils and Energy Stocks Now
Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
Shoals Technologies: 2025 Presents A Large Accumulation Window
Solar and batteries will be the largest new source of generation capacity in 2025. Shoals' growth has slowed, but their balance sheet continues to improve while they maintain backlog. Shoals share price has fallen into value territory, presenting investors an opportunity to accumulate shares.
Shoals Technologies Q4: Why I'm Sticking With My Buy Rating
Shoals Technologies Group, Inc. is a market leader in EBOS installations for solar energy, with a strong long-term outlook despite recent share price drops. The company reported $107m in Q4 2024 revenue, with a 10-12.8% projected growth rate for 2025, and maintains a strong balance sheet. Shoals is investing in innovative solutions and a new factory, aiming to improve efficiencies and maintain a dominant market share in the growing solar industry.
Shoals Technologies Group, Inc. (SHLS) Q4 2024 Earnings Call Transcript
Shoals Technologies Group, Inc. (NASDAQ:SHLS ) Q4 2024 Earnings Conference Call February 25, 2025 8:00 AM ET Company Participants Matthew Tractenberg - Vice President of Finance & Investor Relations Brandon Moss - Chief Executive Officer Dominic Bardos - Chief Financial Officer Conference Call Participants Andrew Percoco - Morgan Stanley Mark Strouse - JPMorgan Philip Shen - ROTH Capital Partners Brian Lee - Goldman Sachs Colin Rusch - Oppenheimer Kashy Harrison - Piper Sandler Praneeth Satish - Wells Fargo Dimple Gosai - Bank of America Operator Good morning and welcome to the Shoals Technologies Group Fourth Quarter 2024 Earnings Conference Call. Today's call is being recorded and we have allocated 1 hour for prepared remarks and Q&A.
Shoals Technologies Group (SHLS) Lags Q4 Earnings Estimates
Shoals Technologies Group (SHLS) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.12 per share a year ago.
Shoals Technologies: A Great Risk-Reward Play Right Now
Shoals Technologies Group, a leader in EBOS solutions for the solar sector, offers a compelling risk-reward profile despite recent setbacks, including a patent infringement case loss. The company's innovative "plug-and-play" BLA system reduces costs and complexity, enhancing safety and efficiency, which has driven its market share from 7% in 2017 to 32% in 2020. Despite short-term challenges like project delays and litigation costs, Shoals has consistently generated free cash flow and maintains a robust pipeline, signaling strong long-term prospects.
Shoals Q3: Navigating The Harsh Cyclicality Of Solar Power Returns
Despite a 65% stock price drop, I believe Shoals is poised for recovery by 2025–2026 due to easing project delays and expected interest rate declines, making it a Buy amid current pessimism. Shoals' strong management—with new COO Kirsten Moen and CEO Brandon Moss's "Shoals 2.0" strategy—focuses on efficiency and innovation, maintaining industry-leading margins and a growing backlog despite macroeconomic challenges. Valuation suggests a 52% margin of safety with a November 2027 enterprise value estimate of $2.475B; however, risks include prolonged high-interest rates that may delay growth.
Shoals Technologies Q3: Still A Lot Of Uncertainty On The Horizon
Shoals Technologies Group, Inc. reported mixed Q3 earnings with a revenue decline and EPS miss due to project delays, impacting overall performance. Improved gross profit and operating margins show progress, but high debt and interest expenses raise concerns about financial health during prolonged downturns. Delays and potential political changes pose risks, while solar power's cost-effectiveness offers some optimism amid uncertainties.
