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Shoals Technologies Group, Inc. (SHLS) Fundamental Analysis & AI Grade 2026

SHLS Nasdaq Semiconductors & Related Devices DE CIK: 0001831651
Updated This Month • Analysis: May 7, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
78% Confidence
N/A
C
78% Conf
Pending
Analysis scheduled

📊 SHLS Key Takeaways

Revenue: $140.6M
Net Margin: -0.2%
Free Cash Flow: $-49.1M
Current Ratio: 1.84x
Debt/Equity: 0.23x
EPS: $0.00
AI Grade: C with 78% confidence
Shoals Technologies Group, Inc. (SHLS) receives a C fundamental grade with 78% confidence from our AI analysis based on SEC 10-K filings. With revenue of $140.6M, net profit margin of -0.2%, and return on equity (ROE) of 0.0%, Shoals Technologies Group, Inc. demonstrates mixed fundamentals in the Technology sector. Below is our complete SHLS stock analysis for 2026.

Is Shoals Technologies Group, Inc. (SHLS) a Good Investment?

Claude

Shoals Technologies shows solid revenue growth of 19.1% YoY, but fundamentals are deteriorating with negative net profitability (-0.2% margin), severe cash burn (-$49.1M free cash flow), and critically low cash reserves ($1.9M). The company is growing top-line but destroying shareholder value through operational cash outflows, leaving minimal runway before potential liquidity constraints.

Shoals Technologies Group, Inc. Key Strengths (SHLS)

Claude
  • + Strong revenue growth of 19.1% YoY demonstrating market demand
  • + Reasonable debt-to-equity ratio of 0.23x with moderate leverage
  • + Solid gross margin of 29.2% showing production efficiency at manufacturing level

SHLS Stock Risks: Shoals Technologies Group, Inc. Investment Risks

Claude
  • ! Severe negative free cash flow of -$49.1M (-34.9% margin) indicating unsustainable business model
  • ! Critically low cash position of $1.9M relative to $1.0B asset base and ongoing cash burn
  • ! Negative profitability (-$297.0K net income) despite $140.6M revenue, indicating structural margin problems
  • ! Weak interest coverage ratio of 1.8x vulnerable to interest rate increases or refinancing risk
  • ! Negative operating cash flow of -$41.4M suggesting working capital deterioration or low-quality earnings

Key Metrics to Watch

Claude
  • * Operating cash flow trend - must return to positive to validate business model
  • * Cash balance trajectory and any capital raise announcements - critical given $1.9M current position
  • * Gross margin sustainability - whether 29.2% can be maintained or expanded to offset operating expenses
  • * Path to profitability with stated revenue growth - timeline to positive net income

Shoals Technologies Group, Inc. (SHLS) Financial Metrics & Key Ratios

Revenue
$140.6M
Net Income
$-297.0K
EPS (Diluted)
$0.00
Free Cash Flow
$-49.1M
Total Assets
$1.0B
Cash Position
$1.9M

💡 AI Analyst Insight

Shoals Technologies Group, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

SHLS Profit Margin, ROE & Profitability Analysis

Gross Margin 29.2%
Operating Margin 5.5%
Net Margin -0.2%
ROE 0.0%
ROA 0.0%
FCF Margin -34.9%

SHLS vs Technology Sector: How Shoals Technologies Group, Inc. Compares

How Shoals Technologies Group, Inc. compares to Technology sector averages

Net Margin
SHLS -0.2%
vs
Sector Avg 18.0%
SHLS Sector
ROE
SHLS 0.0%
vs
Sector Avg 22.0%
SHLS Sector
Current Ratio
SHLS 1.8x
vs
Sector Avg 2.5x
SHLS Sector
Debt/Equity
SHLS 0.2x
vs
Sector Avg 0.5x
SHLS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Shoals Technologies Group, Inc. Stock Overvalued? SHLS Valuation Analysis 2026

Based on fundamental analysis, Shoals Technologies Group, Inc. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
0.0%
Sector avg: 22%
Net Profit Margin
-0.2%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.23x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Shoals Technologies Group, Inc. Balance Sheet: SHLS Debt, Cash & Liquidity

Current Ratio
1.84x
Quick Ratio
1.07x
Debt/Equity
0.23x
Debt/Assets
41.6%
Interest Coverage
1.77x
Long-term Debt
$136.8M

SHLS Revenue & Earnings Growth: 5-Year Financial Trend

SHLS 5-year financial data: Year 2021: Revenue $213.2M, Net Income $25.1M, EPS $0.00. Year 2022: Revenue $326.9M, Net Income $33.8M, EPS $0.00. Year 2023: Revenue $488.9M, Net Income $2.3M, EPS $0.00. Year 2024: Revenue $488.9M, Net Income $127.6M, EPS $0.85. Year 2025: Revenue $488.9M, Net Income $40.0M, EPS $0.24.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Shoals Technologies Group, Inc.'s revenue has grown significantly by 129% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.24 reflects profitable operations.

SHLS Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-34.9%
Free cash flow / Revenue

SHLS Quarterly Earnings & Performance

Quarterly financial performance data for Shoals Technologies Group, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $80.4M -$282.0K $0.00
Q3 2025 $102.2M -$267.0K $0.00
Q2 2025 $99.2M -$282.0K $0.07
Q1 2025 $80.4M -$282.0K $0.00
Q3 2024 $102.2M -$267.0K $0.00
Q2 2024 $99.2M $11.8M $0.07
Q1 2024 $90.8M $4.8M $0.03
Q3 2023 $90.8M $8.0M $-0.06

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Shoals Technologies Group, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$41.4M
Cash generated from operations
Capital Expenditures
$7.6M
Investment in assets
Dividends
None
No dividend program

SHLS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Shoals Technologies Group, Inc. (CIK: 0001831651)

📋 Recent SEC Filings

Date Form Document Action
May 8, 2026 4 xslF345X06/wk-form4_1778276020.xml View →
May 5, 2026 10-Q shls-20260331.htm View →
May 5, 2026 8-K shls-20260505.htm View →
May 1, 2026 4 xslF345X06/wk-form4_1777667889.xml View →
May 1, 2026 4 xslF345X06/wk-form4_1777667883.xml View →

Frequently Asked Questions about SHLS

What is the AI rating for SHLS?

Shoals Technologies Group, Inc. (SHLS) has an AI grade of C with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SHLS's key strengths?

Claude: Strong revenue growth of 19.1% YoY demonstrating market demand. Reasonable debt-to-equity ratio of 0.23x with moderate leverage.

What are the risks of investing in SHLS?

Claude: Severe negative free cash flow of -$49.1M (-34.9% margin) indicating unsustainable business model. Critically low cash position of $1.9M relative to $1.0B asset base and ongoing cash burn.

What is SHLS's revenue and growth?

Shoals Technologies Group, Inc. reported revenue of $140.6M.

Does SHLS pay dividends?

Shoals Technologies Group, Inc. does not currently pay dividends.

Where can I find SHLS SEC filings?

Official SEC filings for Shoals Technologies Group, Inc. (CIK: 0001831651) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SHLS's EPS?

Shoals Technologies Group, Inc. has a diluted EPS of $0.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is SHLS's fundamental grade?

Based on our AI fundamental analysis in May 2026, Shoals Technologies Group, Inc. has a C grade with 78% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is SHLS stock overvalued or undervalued?

Valuation metrics for SHLS: ROE of 0.0% (sector avg: 22%), net margin of -0.2% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

What is SHLS's AI grade for 2026?

Our dual AI analysis gives Shoals Technologies Group, Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SHLS's free cash flow?

Shoals Technologies Group, Inc.'s operating cash flow is $-41.4M, with capital expenditures of $7.6M. FCF margin is -34.9%.

How does SHLS compare to other Technology stocks?

Vs Technology sector averages: Net margin -0.2% (avg: 18%), ROE 0.0% (avg: 22%), current ratio 1.84 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 7, 2026 | Data as of: 2026-03-31 | Powered by Claude AI