PLUG compared with SHLS: revenue, margins and what each company keeps, and the suppliers and customers both name

PLUGPlug Power Inc

Mkt capRevenueRevenue

SHLSShoals Technologies Group, Inc.

Mkt capRevenueRevenue

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PLUGPlug Power Inc

SHLSShoals Technologies Group, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only PLUG 7

WMTWalmart, Inc. ("Walmart")customer

AMZNAmazon.com NV Investmentcustomer

WFCWells Fargosupplier

USBU.S. Banksupplier

3 more · PLUG chain ›

Shared 0

No shared counterparties.

Only SHLS 1

—Prysmian Cables and Systems USAunlistedsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

PLUGPlug Power Inc

1.36▼−4.23%· post 1.36

Mkt cap$1.9BRevenue$178MQ2 FY26Revenue$710MFY25

SHLSShoals Technologies Group, Inc.

7.19▼−4.77%· post 7.28

ClosedOct 30 '26

Mkt cap$1.2BRevenue$163MQ2 FY26Revenue$475MFY25

Compare

ClosedOct 30 '26

PLUGPlug Power Inc

SHLSShoals Technologies Group, Inc.

1.36▼−4.23%post 1.36

Price

7.19▼−4.77%post 7.28

$1.9B

Mkt cap

$1.2B

Q2 FY26$178M

Revenue

$163MQ2 FY26

FY25$710M

Revenue

$475MFY25

PLUG1.36▼−4.23%vsSHLS7.19▼−4.77%ClosedOct 30 '26