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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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 ›

SHLS

0 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±20.1%▼−1.60%×0.08

Q1 FY26±15.5%▼−1.69%×0.11

Nov 4 '25±18.6%▼−10.64%×0.57

Aug 5 '25±13.8%▼−13.20%×0.96

RUN

3 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±9.7%▼−10.58%×1.09

May 7 '26±12.4%▲+7.56%×0.61

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

Q1 FY26

±11.1%

▼−35.11%

×3.16

Nov 7 '25±10.6%▼−16.11%×1.52

SHLSShoals Technologies Group, Inc.

8.47▲+11.51%· post 8.43

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

RUNSunrun Inc.

8.69▲+5.27%· post 8.88

ClosedNov 3 '26

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

Compare

ClosedNov 3 '26

SHLSShoals Technologies Group, Inc.

RUNSunrun 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

$870MQ2 FY26

FY25$475M

Revenue

$3.0BFY25

SHLS8.47▲+11.51%vsRUN8.69▲+5.27%ClosedNov 3 '26