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SHLS compared with RUN: revenue, margins and what each company keeps, and the suppliers and customers both name
SHLS
Shoals Technologies Group, Inc.
Change
Mkt cap
Revenue
Revenue
RUN
Sunrun Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
SHLS
Shoals Technologies Group, Inc.
vs
RUN
Sunrun Inc.
Price
Mkt cap
Revenue
Revenue
Change
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Supply chain
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only SHLS
1
—
Prysmian Cables and Systems USA
unlisted
supplier
Shared
0
No shared counterparties.
Only RUN
1
—
Horizon Solar Power
unlisted
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
SHLS
Shoals Technologies Group, Inc.
Change
8.47
▲
+11.51%
· post 8.43
Mkt cap
$1.3B
Revenue
$163M
Q2 FY26
Revenue
$475M
FY25
RUN
Sunrun Inc.
Change
8.69
▲
+5.27%
· post 8.88
Closed
Nov 3 '26
Mkt cap
$2.0B
Revenue
$870M
Q2 FY26
Revenue
$3.0B
FY25
vs
Compare
Closed
Nov 3 '26
SHLS
Shoals Technologies Group, Inc.
vs
RUN
Sunrun Inc.
8.47
▲
+11.51%
post 8.43
Price
8.69
▲
+5.27%
post 8.88
$1.3B
Mkt cap
$2.0B
Q2 FY26
$163M
Revenue
$870M
Q2 FY26
FY25
$475M
Revenue
$3.0B
FY25
Change
Change
SHLS
8.47
▲
+11.51%
vs
RUN
8.69
▲
+5.27%
Closed
Nov 3 '26