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Q2 FY2026 EarningsQ2 FY26 beat consensus on both top and bottom lines, with revenue of $163.4M (+47.4% YoY) exceeding the $158.5M mean estimate. Normalized EPS of $0.12 significantly outperformed the $0.099 consensus, driven by strong underlying demand and record backlog of $801.4M. However, gross margin of 30.3% missed the 31.03% consensus due to operational inefficiencies from facility transitions and product quality remediation costs.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Shoals Tech(SHLS) the Revenue is 163.37 M (+47.39%), Beat estimate;the EBIT is 18.72 M (+17.03%), Miss estimate;the EPS is 0.07 (-12.5%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.16B47.39%
0.16B42.85%
+0.01B4.54%
EBITMiss expectations
0.02B17.03%
0.02B18.97%
-0.00B1.94%
EPSExceed expectations
0.0712.50%
0.067715.36%
+0.00232.86%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf
