Shoals Technologies Group (SHLS) Q2 FY26 earnings call

Shoals Technologies Group delivered a strong second quarter, meeting revenue and adjusted EBITDA guidance, driven by robust demand in the U.S. utility-scale solar market and significant new orders. The company achieved a record backlog and awarded orders, reinforcing its competitive stance following a favorable ITC case outcome. Management is focused on optimizing new manufacturing facilities and expanding into new markets like energy storage and data centers, with new product introductions expected to drive future margin accretion.