– Quarterly Revenue of $130.4 million, up 38% Year-Over-Year – – Gross Margin of 42.5% – – Net Income of $16.6 million – – Adjusted EBITDA of $39.1 million – – Backlog and Awarded Orders Increased 47% Year-Over-Year to $631.3 million – – Provides First Quarter and Full Year 2024 Outlook – PORTLAND, Tenn., Feb. 28, 2024 (GLOBE NEWSWIRE) -- Shoals Technologies Group, Inc. ("Shoals" or the "Company") (NASDAQ:SHLS), a leading provider of electrical balance of system ("EBOS") solutions for solar, battery storage ...

财务表现 - 2023年12月31日，Shoals Technologies Group, Inc.的收入为4,889.39万美元，比2022年的3,269.4万美元增长了50%[156] - 2023年12月31日，成本费用为3,206.35万美元，比2022年的1,956.29万美元增长了64%[157] - 2023年12月31日，总体营业费用为8,926.9万美元，比2022年的6,498.1万美元增长了37%[156] - 2023年12月31日，净利润为4,266.1万美元，比2022年的14,301.3万美元减少了70%[156] 税务情况 - 2023年12月31日，有效所得税率为22.3%，比2022年的5.9%增加了[164] 调整后的财务表现 - 2023年12月31日，调整后的毛利为2,300.09万美元，比2022年的1,313.11万美元增长了47%[167] - 2023年12月31日，调整后的EBITDA为1,733.91万美元，比2022年的929.89万美元增长了86%[167]

Exhibit 99.1 Shoals Technologies Group, Inc. Reports Financial Results for Fourth Quarter 2023 – Quarterly Revenue of $130.4 million, up 38% Year-Over-Year – – Gross Margin of 42.5% – – Net Income of $16.6 million – – Adjusted EBITDA of $39.1 million – – Backlog and Awarded Orders Increased 47% Year-Over-Year to $631.3 million – – Provides First Quarter and Full Year 2024 Outlook – PORTLAND, TN. – February 28, 2024 (GLOBE NEWSWIRE) – Shoals Technologies Group, Inc. (“Shoals” or the “Company”) (Nasdaq: SHLS) ...

公司业绩发布 - Shoals Technologies Group, Inc.将于2024年2月28日发布2023年第四季度业绩[1] - 公司将在同一天下午5:00（东部时间）举行电话会议[1] - 投资者和其他相关方可通过公司网站的投资者关系部分收听电话会议的网络直播[2] 公司背景介绍 - Shoals Technologies Group, Inc.是一家领先的电气系统平衡（EBOS）解决方案提供商，专注于太阳能、储能和电动车充电基础设施[4] - 公司自1996年成立以来，引入了创新技术和系统解决方案，帮助客户大幅提高安装效率和安全性，同时提高系统性能和可靠性[4] - Shoals Technologies Group, Inc.在全球太阳能系统上部署了超过62GW的解决方案，是可再生能源行业的领军者[4]

PORTLAND, Tenn., Feb. 08, 2024 (GLOBE NEWSWIRE) -- Shoals Technologies Group, Inc. (the “Company”) (Nasdaq: SHLS) today announced that the Company will release its fourth quarter 2023 results after market close on Wednesday, February 28, 2024, to be followed by a conference call at 5:00 p.m. (Eastern Time) on the same day. Interested investors and other parties can listen to a webcast of the live conference call by logging onto the Investor Relations section of the Company's website at https://investors.sho ...

Nikada/E+ via Getty Images Investment Thesis Shoals Technologies Group (NASDAQ:SHLS) is the leading utility scale electrical balance of systems (EBOS) manufacturer for solar, energy storage, and eMobility. Shoals has consistently achieved 50% to 60% year-over-year revenue growth since going public and is increasing their exposure to international markets. Shoals has incorrectly been sold off by the market alongside other solar stocks. While the general solar market sell-off is justified by lower sales and p ...

财务数据和关键指标变化 - 第三季度收入同比增长48%至1.342亿美元 [6] - 毛利润为1.42亿美元,毛利率下降至10.5%,主要受到5020万美元的线缆保修费用影响 [13] - 调整后毛利润为6440万美元,调整后毛利率为48% [15] - 净亏损980万美元,而上年同期净利润1280万美元 [16] - 调整后EBITDA同比增长81%至4800万美元,调整后EBITDA利润率为35.8% [16] - 调整后净收益同比增长101%至3340万美元 [16] 各条业务线数据和关键指标变化 - 公司主要业务为太阳能电气平衡系统(EBOS),未具体披露各业务线数据 [7][8] - 电动车充电业务正处于早期阶段,与美国空军合作部署充电基础设施 [8] 各个市场数据和关键指标变化 - 美国公用事业规模太阳能市场增长放缓,受利率上升、IRA政策不确定性、供应链制约和并网问题影响 [7] - 公司将继续在美国市场保持较高增长,并计划进一步开拓中小型项目 [7][11] - 国际市场(欧洲、非洲、拉美、澳大利亚)增长潜力巨大,2026年CAGR达9%,目前已占公司订单的10% [8][25] 公司战略和发展方向及行业竞争 - 公司将继续专注于太阳能EBOS核心业务,并拓展至相邻产品市场 [7][11] - 公司正在加大国际市场拓展力度,目前已有10%订单来自国际市场 [8][25] - 公司在美国制造业有优势,可以利用政策激励抓住机遇 [11] - 公司产品具有行业领先的性价比优势,可以帮助客户降低材料和人工成本 [11] 管理层对经营环境和未来前景的评论 - 尽管美国市场增速放缓,但公司仍有望保持较高增长 [7] - 国际市场增长潜力巨大,是公司未来重点发展方向 [8][25] - 公司有信心通过提高生产效率和扩大产能来满足未来几年的强劲需求 [9][11] - 公司将专注于为客户提供优质服务,积极应对线缆保修问题 [10] 问答环节重要的提问和回答 问题1 **Brian Lee 提问** 询问线缆保修费用的现金影响和时间安排 [22][23] **Dominic Bardos 回答** 公司已在资产负债表上将保修费用划分为流动负债和长期负债,预计未来几个季度会陆续发生现金支出 [23] 问题2 **Philip Shen 提问** 询问保修费用的上限是否可能超过1.849亿美元,以及公司是否仍在采购有问题的线缆 [28][29] **Mehgan Peetz 和 Dominic Bardos 回答** 公司已停止采购有问题的线缆,并正在积极与供应商Prysmian进行诉讼追偿 [29][30] 问题3 **Jordan Levy 提问** 询问Snapshot产品的初步反馈和未来产品拓展计划 [34][35] **Brandon Moss 回答** Snapshot产品反馈良好,为公司进入监控领域和售后市场带来新机遇,未来将继续拓展相关产品线 [35]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ Commission File Number: 001-39942 Shoals Technologies Group, Inc. (Exact name of registrant as specified in its charter) Delaware 85-3774438 ( ...

Shoals Technologies Group, Inc. (NASDAQ:SHLS) Q2 2023 Earnings Conference Call August 1, 2023 5:00 PM ET Company Participants Brandon Moss - Chief Executive Officer Jeff Tolnar - President Dominic Bardos - Chief Financial Officer Dhaval Patel - VP of Investor Relations Mehgan Peetz - Chief Legal Counsel Conference Call Participants Philip Shen - ROTH MKM Jordan Levy - Truist Securities Hilary Cauley - Guggenheim Brian Lee - Goldman Sachs Colin Rusch - Oppenheimer Luke Tilkens - Piper Sandler Derek Soderberg ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ Commission File Number: 001-39942 Shoals Technologies Group, Inc. (Exact name of registrant as specified in its charter) Delaware 85-3774438 (State ...