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

SHLSShoals Technologies Group, Inc.

Mkt capRevenueRevenue

RUNSunrun Inc.

Mkt capRevenueRevenue

Compare

SHLSShoals Technologies Group, Inc.

RUNSunrun 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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SHLSShoals Technologies Group, Inc.

8.47▲+11.51%· post 8.47· delayed

Mkt cap$1.3BRevenue$163MQ2 FY26Revenue$475MFY25

RUNSunrun Inc.

8.69▲+5.27%· post 8.72· delayed

After hoursNov 3 '26delayed

Mkt cap$2.0BRevenue$870MQ2 FY26Revenue$3.0BFY25

Compare

After hoursNov 3 '26delayed

SHLSShoals Technologies Group, Inc.

RUNSunrun Inc.

8.47▲+11.51%post 8.47delayed

Price

8.69▲+5.27%post 8.72delayed

$1.3B

Mkt cap

$2.0B

Q2 FY26$163M

Revenue

$870MQ2 FY26

FY25$475M

Revenue

$3.0BFY25

SHLS8.47▲+11.51%vsRUN8.69▲+5.27%After hoursNov 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 SHLS 1

—Prysmian Cables and Systems USAunlistedsupplier

Shared 0

No shared counterparties.

Only RUN 1

—Horizon Solar Powerunlistedsupplier

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

Price

rebased to 0%

SHLS, solidRUN, dashed