Jun 2026 (Q2 FY26) — Aug 4, 2026
Shoals Technologies Group Q2 FY26 — Record Backlog and Strong Demand
Read the full callShoals Technologies Group earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 163 | +47.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 11.5 | −3.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 12.1 | −12.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $10.13 on 14 Oct 2025 → $7.76. High $12.77 (4 Jun 2026), low $5.71 (6 Mar 2026).
Overview
Call summaries
Shoals Technologies Group Q2 FY26 — Record Backlog and Strong Demand
Read the full callEvery analysed call
Financials
Net profit, year on year: −12% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 102 | 107 | 80 | 111 | 136 | 148 | 141 | 163 |
| Operating profit | 5 | 16 | 4 | 16 | 19 | 17 | 8 | 19 |
| Operating margin | 4.4% | 15.4% | 5.4% | 14.4% | 13.8% | 11.7% | 5.5% | 11.5% |
| Interest | 3 | 3 | 2 | 2 | 3 | 3 | 3 | 3 |
| Net profit | -0 | 8 | -0 | 14 | 12 | 8 | -0 | 12 |
| EPS ($ per share) | 0 | — | 0 | 0.08 | 0.07 | — | 0 | 0.07 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Reserves | — | — | -93 | 34 | 74 | 99 | 132 |
| Total liabilities | — | 379 | 434 | 294 | 299 | 236 | 304 |
| Fixed assets | — | 13 | 16 | 17 | 25 | 28 | 53 |
| Total assets | — | 195 | 426 | 595 | 844 | 793 | 904 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | 36 | 54 | -4 | 39 | 92 | 80 | 17 |
| Cash from investing | -2 | -3 | -17 | -4 | -11 | -8 | -28 |
| Cash from financing | -27 | -48 | 21 | -37 | -67 | -71 | -5 |
| Net cash flow | 7 | 3 | -1 | -1 | 14 | 1 | -16 |
| Capital expenditure | -2 | -3 | -4 | -3 | -11 | -8 | -33 |
| Free cash flow | 34 | 51 | -8 | 36 | 81 | 72 | -16 |
29 filings between Oct 17, 2025 and Sep 9, 2026.
Purchases
None
No insider bought shares.
Sales
$617.7K
4 sales by 3 insiders
Also filed: 1 gift.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Bardos Dominic | — | $494.4K | May 8, 2026 |
| King Bobbie Lee Jr | — | $104.1K | Jun 16, 2026 |
| TOLNAR JEFFERY | — | $19.2K | Dec 5, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 9, 2026 | Moen Kirsten Chief Operating Officer | Tax withheld | 2,790 | $19.7K |
| Aug 13, 2026 | MOSS BRANDON Chief Executive Officer | Tax withheld | 104,386 | $849.7K |
| Jul 17, 2026 | MOSS BRANDON Chief Executive Officer | Tax withheld | 9,133 | $94.1K |
| Jun 16, 2026 | King Bobbie Lee Jr Chief Legal Officer | Sale | 10,000 | $104.1K |
| Jun 16, 2026 | King Bobbie Lee Jr Chief Legal Officer | Tax withheld | 6,377 | $63.5K |
| Jun 16, 2026 | King Bobbie Lee Jr Chief Legal Officer | Gift | 1,000 | $0 |
| Jun 15, 2026 | King Bobbie Lee Jr Chief Legal Officer | Tax withheld | 6,377 | $65.7K |
| Jun 1, 2026 | TOLNAR JEFFERY President | Tax withheld | 8,630 | $105.1K |
| Jun 1, 2026 | Bardos Dominic Chief Financial Officer | Tax withheld | 30,204 | $367.9K |
| Jun 1, 2026 | Hart James Ryan Chief People Officer | Tax withheld | 6,479 | $78.9K |
| May 8, 2026 | Bardos Dominic Chief Financial Officer | Sale | 54,449 | $461.7K |
| Apr 30, 2026 | MILLS JEANNETTE M Director | Award | 22,671 | $0 |
| Apr 30, 2026 | Daul Ty P. Director | Award | 22,671 | $0 |
| Apr 30, 2026 | Forth John Bradford Director | Award | 35,265 | $0 |
| Apr 30, 2026 | Sundberg Lori S Director | Award | 22,671 | $0 |
| Apr 30, 2026 | JULIAN ROBERT K. Director | Award | 22,671 | $0 |
| Apr 30, 2026 | Volpe Toni Director | Award | 22,671 | $0 |
| Apr 30, 2026 | Ramdev Niharika Director | Award | 22,671 | $0 |
| Mar 4, 2026 | TOLNAR JEFFERY President | Tax withheld | 23,206 | $142.5K |
| Mar 4, 2026 | Bardos Dominic Chief Financial Officer | Tax withheld | 27,114 | $166.5K |
| Mar 4, 2026 | MOSS BRANDON Chief Executive Officer | Tax withheld | 92,738 | $569.4K |
| Feb 17, 2026 | Van Bibber David Sean Chief Accounting Officer | Award | 10,515 | $0 |
| Feb 17, 2026 | Bardos Dominic Chief Financial Officer | Award | 64,253 | $0 |
| Feb 17, 2026 | King Bobbie Lee Jr Chief Legal Officer | Award | 28,038 | $0 |
| Feb 17, 2026 | TOLNAR JEFFERY President | Award | 56,075 | $0 |
| Feb 17, 2026 | MOSS BRANDON Chief Executive Officer | Award | 205,608 | $0 |
| Dec 5, 2025 | TOLNAR JEFFERY President | Sale | 2,450 | $19.2K |
| Dec 5, 2025 | Bardos Dominic Chief Financial Officer | Sale | 4,170 | $32.7K |
| Oct 17, 2025 | Bardos Dominic Chief Financial Officer | Tax withheld | 1,758 | $17.5K |
| Jul 17, 2025 | MOSS BRANDON Chief Executive Officer | Tax withheld | 9,172 | $52.3K |
| Jun 16, 2025 | King Bobbie Lee Jr Chief Legal Officer | Award | 93,634 | $0 |
| May 1, 2025 | JULIAN ROBERT K. Director | Award | 47,746 | $0 |
| May 1, 2025 | Volpe Toni Director | Award | 47,746 | $0 |
| May 1, 2025 | MILLS JEANNETTE M Director | Award | 47,746 | $0 |
| May 1, 2025 | Sundberg Lori S Director | Award | 47,746 | $0 |
| May 1, 2025 | Forth John Bradford Director | Award | 74,271 | $0 |
| May 1, 2025 | Daul Ty P. Director | Award | 47,746 | $0 |
| May 1, 2025 | Ramdev Niharika Director | Award | 47,746 | $0 |
| Mar 31, 2025 | TOLNAR JEFFERY President | Tax withheld | 1,415 | $4.7K |
| Mar 12, 2025 | Bardos Dominic Chief Financial Officer | Purchase | 35,000 | $98.0K |
| Mar 10, 2025 | TOLNAR JEFFERY President | Sale | 2,700 | $7.8K |
| Mar 10, 2025 | Lund Inez Chief Accounting Officer | Sale | 1,900 | $5.5K |
| Mar 5, 2025 | MOSS BRANDON Chief Executive Officer | Sale | 21,700 | $66.6K |
| Mar 5, 2025 | Bardos Dominic Chief Financial Officer | Sale | 7,450 | $23.0K |
| Mar 5, 2025 | TOLNAR JEFFERY President | Sale | 5,800 | $17.8K |
| Mar 5, 2025 | Lund Inez Chief Accounting Officer | Sale | 1,025 | $3.2K |
| Feb 20, 2025 | MOSS BRANDON Chief Executive Officer | Award | 479,303 | $0 |
| Feb 20, 2025 | Bardos Dominic Chief Financial Officer | Award | 149,783 | $0 |
| Feb 20, 2025 | Lund Inez Chief Accounting Officer | Award | 27,234 | $0 |
| Feb 20, 2025 | TOLNAR JEFFERY President | Award | 130,719 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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