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

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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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Co-movers

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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Co-movers

daily closes · 501dMethod ›

Moved together

RUNwithSHLS

×0.39co-movement · SHLS on RUN · 501d

r 0.45scale to r 0.75

Shared co-movers5with RUNwith SHLS

ARRYArray Technologies, Inc.r 0.51r 0.60

NXTNextpower Inc.r 0.47r 0.54

FSLRFirst Solar, Inc.r 0.58r 0.45

SEDGSolaredge Technologies, Inc.r 0.61r 0.44

FLNCFluence Energy, Inc.r 0.35r 0.38

RUN, solidSHLS, hatched× = co-movement · βr = correlationBar = r to r 0.75Order: weaker of A and BSource: daily closes

RUNSunrun Inc.

8.24· pre 8.29· 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 8.29delayed

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