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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Earnings history

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

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

RUN

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±13.1%▲+12.29%×0.94

Q2 FY26±9.7%▼−10.58%×1.09

May 7 '26±12.4%▲+7.56%×0.61

Q1 FY26±11.1%▼−35.11%×3.16

SHLS

0 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±18.1%▲+8.15%×0.45

Q2 FY26±20.1%▼−1.60%×0.08

= impliedRUN realized, solidSHLS realized, hatchedOne scale, both sides: full bar = 36%× = |realized| ÷ impliedSource: market data

Q1 FY26

±15.5%

▼−1.69%

×0.11

Nov 4 '25±18.6%▼−10.64%×0.57

RUNSunrun Inc.

9.86· pre 9.85· delayed

Mkt cap$2.4BRevenue$1.1BQ3 FY26Revenue$3.0BFY25

SHLSShoals Technologies Group, Inc.

9.00· pre 9.20· delayed

Pre-marketNov 6 '26delayed

Mkt cap$1.5BRevenue$195MQ3 FY26Revenue$475MFY25

Compare

Pre-marketNov 6 '26delayed

RUNSunrun Inc.

SHLSShoals Technologies Group, Inc.

9.86pre 9.85delayed

Price

9.00pre 9.20delayed

$2.4B

Mkt cap

$1.5B

Q3 FY26$1.1B

Revenue

$195MQ3 FY26

FY25$3.0B

Revenue

$475MFY25

RUN9.86vsSHLS9.00Pre-marketNov 6 '26delayed