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

RUNSunrun Inc.

Mkt capRevenueRevenue

SHLSShoals Technologies Group, Inc.

Mkt capRevenueRevenue

Compare

RUNSunrun Inc.

SHLSShoals Technologies Group, Inc.

Price

Mkt cap

Revenue

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

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Revenue flow

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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RUNSunrun Inc.

8.24· pre 8.32· delayed

Mkt cap$1.8BRevenue$870MQ2 FY26Revenue$3.0BFY25

SHLSShoals Technologies Group, Inc.

7.60· pre 7.60· delayed

Pre-marketNov 3 '26delayed

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

Compare

Pre-marketNov 3 '26delayed

RUNSunrun Inc.

SHLSShoals Technologies Group, Inc.

8.24pre 8.32delayed

Price

7.60pre 7.60delayed

$1.8B

Mkt cap

$1.2B

Q2 FY26$870M

Revenue

$163MQ2 FY26

FY25$3.0B

Revenue

$475MFY25

RUN8.24vsSHLS7.60Pre-marketNov 3 '26delayed

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

Price

Supply-chain overlap

Revenue flow

RUN: latest quarter is a loss; flow not drawable.Method ›

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only RUN 1

—Horizon Solar Powerunlistedsupplier

Shared 0

No shared counterparties.

Only SHLS 1

—Prysmian Cables and Systems USAunlistedsupplier

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

Price

rebased to 0%

RUN, solidSHLS, dashed