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SHLSShoals Technologies Group, Inc.Sell5.5·$7.03+4.61%

Shoals Technologies Group (SHLS) Q2 2026 earnings — TrendMatrix coverage

BEAT+20.3% vs estimateEPS $0.12 vs $0.10 estCurrent verdict Sell 5.5/10

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$0.12
Estimate
$0.10
Surprise
+20.3%
Revenue (period 2026-06-30)
$163.4M
Score today
5.5/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

Shoals Technologies Group (SHLS) beat the $0.10 estimate with diluted EPS of $0.12 — a large 20.3% upside surprise.

Current read · as of 2026-09-04

Where TrendMatrix's rating stands now

TrendMatrix currently rates SHLS Sell at 5.5/10; no pre/post engine snapshot brackets this report.

2 of the last 4 quarters beat the estimate; this quarter's +20.3% surprise compares with a -0.5% four-quarter average. Next scheduled report: 2026-11-03.

What supports the rating

  • Attractive valuation
  • Analyst upside: 45%

What argues against it

  • Concentration risk — Geographic: Tennessee manufacturing facilities
  • V7 low-quality RISK_OFF penalty: -0.5 (Q=4.0)
  • Sector modifier (Technology): -0.8

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$7.03
Price target
$10.18
Stop
$6.54
Upside to target
+44.8%
Reward-to-risk
3.7:1

The stock trades at 35.1× trailing but 12.8× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.

Technology context

SHLS at TrendMatrix's latest read

Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.

Industry
Solar
Market cap
$1.18B
P/E (fwd)
12.8
P/E (ttm)
35.1
52-week range
$5.43$13.18
Off 52-week high
46.7%
RSI (14)
32
Volume vs avg
0.84×
Score today
5.5/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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