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

SHLSShoals Technologies Group, Inc.

Mkt capRevenueRevenue

PLUGPlug Power Inc

Mkt capRevenueRevenue

Compare

SHLSShoals Technologies Group, Inc.

PLUGPlug Power Inc

Price

Mkt cap

Revenue

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

Save comparison

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

Desk News Calendar Saved

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

Price

Supply-chain overlap

Revenue flow

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

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only SHLS 1

—Prysmian Cables and Systems USAunlistedsupplier

Shared 0

No shared counterparties.

Only PLUG 7

WMTWalmart, Inc. ("Walmart")customer

AMZNAmazon.com NV Investmentcustomer

WFCWells Fargosupplier

USBU.S. Banksupplier

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

3 more · PLUG chain ›

Price

rebased to 0%

SHLS, solidPLUG, dashed

SHLSShoals Technologies Group, Inc.

7.19▼−4.77%· post 7.28

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

PLUGPlug Power Inc

1.36▼−4.23%· post 1.36

ClosedOct 30 '26

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

Compare

ClosedOct 30 '26

SHLSShoals Technologies Group, Inc.

PLUGPlug Power Inc

7.19▼−4.77%post 7.28

Price

1.36▼−4.23%post 1.36

$1.2B

Mkt cap

$1.9B

Q2 FY26$163M

Revenue

$178MQ2 FY26

FY25$475M

Revenue

$710MFY25

SHLS7.19▼−4.77%vsPLUG1.36▼−4.23%ClosedOct 30 '26