Welcome to our dedicated page for Shoals Technologies Group SEC filings (Ticker: SHLS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Shoals Technologies Group, Inc. filings document formal disclosures for an operating company that provides EBOS solutions, BESS products and OEM components for the energy transition market. Recent 8-Ks furnish quarterly and annual financial results, conference-call exhibits, outlook language, backlog and awarded-order metrics, and corrections to previously furnished earnings materials.
The company’s proxy and governance filings cover annual meeting votes, director elections, advisory executive-compensation matters, auditor ratification and equity-based compensation disclosures. Other material-event reports record officer appointments and related compensatory arrangements, including terms under the company’s long-term incentive plan.
Shoals Technologies Group (SHLS) reported stronger Q3 2025 results. Revenue rose to $135.8 million from $102.2 million, with gross profit up to $50.3 million from $25.4 million. Net income was $11.9 million versus a small loss a year ago, and diluted EPS reached $0.07.
For the first nine months, revenue was $327.0 million (from $292.2 million) and net income was $25.5 million (from $16.3 million). Operating cash flow was $21.2 million. Cash and equivalents were $8.6 million, and borrowings on the revolving credit facility were $126.8 million at quarter end. The company reported $720.9 million in backlog and awarded orders, with a portion expected within 12 months.
The warranty liability tied to wire insulation shrinkback carried a recorded estimate of $73.0 million at the low end of a $73.0–$160.0 million range; the remaining liability was $7.6 million at quarter end. As of October 29, 2025, Class A shares outstanding were 167,388,418; this excludes 3,908,387 shares held as treasury stock.
Shoals Technologies Group, Inc. (SHLS) furnished an 8-K announcing it issued a press release with financial results for the three months ended September 30, 2025. The company also scheduled a conference call on November 4, 2025 to discuss these results. The press release is included as Exhibit 99.1.
The information under Item 2.02, including Exhibit 99.1, is furnished and not deemed filed under the Exchange Act, except as specifically incorporated by reference.
Shoals Technologies Group, Inc. (SHLS) disclosed a routine equity transaction by its Chief Financial Officer. On 10/17/2025, 1,758 RSUs were withheld to satisfy tax obligations tied to the vesting of 4,466 RSUs; this was recorded at a Nasdaq closing price of $9.95 for tax reporting purposes and does not represent a sale by the reporting person.
Following the withholding, the reporting person beneficially owned 416,459 shares, held directly. This filing reflects administrative tax settlement under the company’s 2021 Long‑Term Incentive Plan.
Shoals Technologies Group, Inc. received a Schedule 13G/A from Wellington-affiliated entities reporting collective beneficial ownership of 5,062,268 shares of common stock, representing 3.03% of the class. The filing lists three reporting entities—Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP—each reporting shared voting and dispositive power over the same 5,062,268 shares and no sole voting or dispositive power. The securities are owned of record by clients of various Wellington investment advisers and are held in the ordinary course of business, with the filing stating they were not acquired to influence control. The signature block is dated 10/07/2025.
Shoals Technologies Group, Inc. (Class A Common Stock, CUSIP 82489W107) is the subject of an amended Schedule 13G filed by Point72 Asset Management, L.P., Point72 Capital Advisors, Inc. and Steven A. Cohen. The filing reports that, as of the close of business on June 30, 2025, none of the three reporting persons beneficially owned any shares of Shoals Class A common stock and each reports 0% ownership. The filing identifies the filers, their Delaware organization (for the entities) and a Stamford, CT principal business address and includes a certification that the securities were not acquired to influence control of the issuer.
Shoals Technologies Group, Inc. has a disclosed shareholder group holding 13,204,602 shares of Class A common stock, representing 7.9% of the class. The reported holdings are shared voting and shared dispositive power, with no sole voting or sole dispositive power reported. The filing states these shares were not acquired to change or influence control of the company and are not held in connection with any transaction having that purpose or effect.
Wellington Management and affiliated entities report beneficial ownership of 17,403,862 shares of Shoals Technologies Group, Inc. common stock, representing 10.41% of the class. Those shares are owned of record by clients of Wellington's investment advisers and are reported across several Wellington entities.
The filing shows no sole voting or sole dispositive power; it discloses shared voting power of 12,703,559 and shared dispositive power of 17,403,862 (one affiliated entity reports shared dispositive power of 15,762,069 and 9.4% for that entity). The statement certifies the securities are held in the ordinary course of business and not to influence control of the issuer.
Shoals Technologies Group, Inc. filed a Form 8-K dated August 5, 2025 reporting that it issued a press release announcing its financial results for the three months ended June 30, 2025 and scheduled a conference call on August 5, 2025 to discuss those results.
The press release is furnished as Exhibit 99.1 (not "filed" for purposes of Section 18 of the Exchange Act). The 8-K also lists the Cover Page Interactive Data File (Exhibit 104) and is signed by Dominic Bardos, Chief Financial Officer, dated August 5, 2025.