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Shoals Technologies Group (SHLS) investor relations material
Shoals Technologies Group Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Achieved record Q3 2025 revenue of $135.8 million, up 32.9% year-over-year, driven by strong demand and market share gains in utility-scale solar projects.
Backlog and awarded orders reached a record $720.9 million, up 21% year-over-year, with $575 million scheduled for delivery in the next four quarters and international markets comprising over 11.5%.
Strategic growth and diversification in international, CC&I, OEM, and BESS segments are meeting or exceeding expectations.
Net income for Q3 2025 was $11.9 million, reversing a net loss of $0.3 million in the prior year.
Financial highlights
Gross profit rose to $50.3 million (37% margin), highest since 2023, compared to $25.4 million (24.8%) last year, with margin improvement due to lower warranty expenses.
Adjusted EBITDA was $32.0 million (23.5% margin), up 30% year-over-year.
Adjusted net income was $21.0 million, up from $13.9 million in the prior-year period.
Adjusted diluted EPS was $0.12, up 50% year-over-year.
Free cash flow for Q3 was $9.0 million, impacted by $11.9 million in remediation costs and elevated capex.
Outlook and guidance
Q4 2025 revenue expected between $140–$150 million; adjusted EBITDA between $35–$40 million.
Full-year 2025 revenue guidance raised to $467–$477 million (17–20% growth), adjusted EBITDA $105–$110 million.
Operating cash flow for 2025 expected at $15–$25 million; capex at $30–$40 million.
Wire insulation shrinkback litigation status?
Drivers for international backlog growth?
Benefits from new production facility?
How do BESS data center opportunities impact TAM?
Quantify tariff impact on Q3 gross margin.
When will new facility consolidation complete?
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Next Shoals Technologies Group earnings date
Q4 202524 Feb, 2026
Next Shoals Technologies Group earnings date
Q4 202524 Feb, 2026
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Frequently asked questions
Shoals Technologies Group, Inc. provides electrical balance of system (EBOS) solutions for solar energy projects in the United States. Our EBOS boxes are designed to reduce installation and operating costs by providing a robust and versatile platform to integrate solar panels, inverters, components and service equipment. Shoals Technologies Group, Inc. was founded in 1996 and is headquartered in Portland, Tennessee.
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