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Shoals Technologies Group, Inc.

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Shoals Technologies is the leading provider of electrical balance of systems (EBOS) solutions for solar energy projects. Its Big Lead Assembly technology reduces installation time and labor costs at utility-scale solar farms, and the company is expanding into EV charging and battery storage EBOS markets.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($0.52B)

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Solar EBOS (80%)
EV & Storage EBOS (15%)
Other (5%)

Segment Breakdown & Key Customers

Product Details

Big Lead Assembly (BLA)60%

Custom-designed combined wire harness systems for utility-scale solar projects

Cable Assemblies & Combiner Boxes25%

Pre-wired string combiner boxes and branch circuit connections for solar farms

EV & Battery Storage EBOS15%

Electrical balance of systems for EV charging and battery storage projects

Macro & Market Context

에너지Sector News

유가 $70~80 박스권 — AI 전력 수요 급증이 천연가스 중장기 수혜 촉발

WTI 유가

$78/bbl

Henry Hub 천연가스

$2.8/MMBtu

미국 LNG 수출

14Bcf/d (사상 최대)

OPEC+ 감산 준수율

92%

Upcoming Catalysts

OPEC+ 생산 정책 회의 (2026.06)XOM·CVX·COP Q1 실적 (2026.04)EIA 여름 에너지 수급 전망 보고서

Latest News

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AI Analysis

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Company Info

Headquarters

Portland, Tennessee, USA

Founded

1996

Employees

1,600+

Website

shoals.com

Sector Overview에너지

Sector News

유가 $70~80 박스권 — AI 전력 수요 급증이 천연가스 중장기 수혜 촉발

WTI 유가

$78/bbl

Henry Hub 천연가스

$2.8/MMBtu

미국 LNG 수출

14Bcf/d (사상 최대)

OPEC+ 감산 준수율

92%

Key Themes

  • AI 데이터센터 전력 급증 → 천연가스 발전 수요 구조적 확대
  • LNG 수출 터미널 증설 — Venture Global·Sempra 수혜
  • 유럽 에너지 안보 → 미국産 LNG 장기 계약 체결 가속

Upcoming Catalysts

  • OPEC+ 생산 정책 회의 (2026.06)
  • XOM·CVX·COP Q1 실적 (2026.04)