Financial Data and Key Metrics Changes - The company reported record revenue of $73.5 million for Q2 2022, a 23% increase year-over-year, and gross profit increased by 9% to $28.6 million [11][34] - Gross margin for the quarter was 38.9%, down from 43.8% in the prior year, attributed to a lower mix of BLA sales and higher raw material and logistics costs [12][36] - Adjusted EBITDA was $19.8 million, slightly down from $20.6 million in the prior year, reflecting ongoing investments in SG&A [13][38] - Adjusted net income decreased to $11.8 million from $14.7 million year-over-year [39] Business Line Data and Key Metrics Changes - Components revenue surged by 97% year-over-year, driven by increased shipments of battery storage products and new customer acquisitions [15][34] - System Solutions revenue grew by 11% year-over-year, representing 77% of total revenue, down from 86% in the prior year [17][35] - Backlog and awarded orders reached a record $327.2 million, up 63% year-over-year and 8% sequentially [14][40] Market Data and Key Metrics Changes - The company is experiencing strong demand across its product lines, particularly in battery storage and EV charging solutions [22][24] - International expansion efforts are gaining traction, with successful projects in Honduras and growing interest in European markets [20][21][78] Company Strategy and Development Direction - The company is focused on expanding its product offerings, particularly in battery storage and EV charging, while also ramping up production capabilities [19][22] - Management highlighted the importance of the Inflation Reduction Act as a significant positive for the solar industry, potentially accelerating demand for products [26][58] - The company aims to leverage its low capital intensity and flexible manufacturing processes to adapt to market changes [27] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the second half of 2022, citing alleviation of previous headwinds and strong demand for solar and EV products [45] - The company reaffirmed its full-year revenue guidance of $300 million to $325 million, representing a year-over-year increase of 41% to 52% [41] - Management noted that the production ramp at the new facility is ahead of schedule, and they are prepared to meet increasing demand [28] Other Important Information - The company announced the appointment of Dominic Bardos as the new Chief Financial Officer, effective Q4 2022 [29] - The addition of Jeannette Mills and Robert Julian to the Board of Directors was also announced, enhancing corporate governance [31][32] Q&A Session Summary Question: Can you quantify the growth in backlog and awarded orders? - Management indicated that backlog is expected to continue increasing quarter-over-quarter, with recent tariff exemptions positively impacting customer sentiment [48][50] Question: What are the margin targets for the second half of the year? - Management expects adjusted EBITDA margins to improve as the mix shifts towards higher-margin BLA solutions, aiming for a return to 30% margins in the future [51][53] Question: How is the Inflation Reduction Act impacting business? - Management views the IRA as a significant positive for the industry, with potential benefits from tax credits and incentives for storage and EV infrastructure [56][58] Question: What is the competitive landscape like? - The competitive environment remains stable, with no significant new entrants affecting the company's market position [71] Question: How is the international market performance? - Management noted that international markets are expected to account for a larger share of business over time, with ongoing efforts to build a pipeline [76][79]

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, 2022 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 ...

Financial Data and Key Metrics Changes - Revenue for Q1 2022 grew by 49% year-over-year to $68 million, with gross profit increasing by 40% to $26.3 million, setting new records for the company [13][25][26] - Gross margins improved sequentially by over 550 basis points to 38.7%, indicating recovery from lower margins experienced in the previous quarter [13][26] - Adjusted EBITDA rose 17% to $16.5 million compared to $14.1 million in the prior year [27] Business Line Data and Key Metrics Changes - Components revenue surged by 73% year-over-year, driven by battery storage shipments and onboarding new customers [15][25] - System Solutions revenue increased by 40% year-over-year, representing 69% of total revenue, down from 73% in the prior period [25][26] - The average project size for converted customers increased significantly, with seven customers representing up to 2 gigawatts of demand for the year [16] Market Data and Key Metrics Changes - The backlog in awarded orders reached a record $302.3 million, up 67% year-over-year, reflecting strong customer demand [28] - The company is expanding its international presence, receiving orders from three new international customers during the quarter [19] Company Strategy and Development Direction - The company is investing heavily in SG&A to support growth initiatives, including expanding product development capabilities and scaling up the EV business [14] - Strategic partnerships with Ernst & Young and Luminace Brookfield are expected to generate new sales opportunities [21] - The company is focused on transitioning customers to new system solutions and expanding its international sales presence [19][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the revenue outlook despite potential project delays due to the US Department of Commerce's investigation into solar cells and panels [22][23] - The company reaffirmed its revenue guidance for 2022, expecting revenues between $300 million and $325 million, representing a year-over-year increase of 41% to 52% [29] - Management noted that while backlog growth may slow due to project delays, the current book of business is sufficient to meet plans until the tariff situation is resolved [24] Other Important Information - The company increased its credit facility by $50 million to $150 million, providing additional liquidity for working capital needs [32] - The certification process for new products, including BLA 2.0, is underway, with expected shipments in the second half of the year [18][81] Q&A Session Summary Question: Revenue breakdown for EV business versus solar - Management did not provide specific revenue breakdowns for the EV business but expressed excitement about the growth opportunities in that area [37][38] Question: Risks for 2023 revenue growth - Management indicated that while they are not providing guidance for 2023, they are comfortable with the low end of their 2022 outlook and are monitoring project activity closely [39][41] Question: Revenue from storage in Q1 - Management acknowledged growing revenue opportunities in storage but did not provide specific figures [44][45] Question: Working capital needs in Q2 and beyond - Management expects working capital usage to increase through Q2 and early Q3, with a decrease anticipated in Q4 [53][54] Question: Geographic diversity in quotation activity - Management did not release specific geographic data related to quotation activity but acknowledged the growing international presence [65][66] Question: EV infrastructure growth timelines - Management highlighted significant funding opportunities for school bus electrification and expects this to drive growth in the EV segment [68][70] Question: International business and project commitments - Management confirmed that the three international customers mentioned are committed to specific projects outside the US [76][78]

Company Overview - Shoals' products were used on approximately 50% of all U S solar capacity installed in 2021[15] - The company experienced a 22% Compound Annual Growth Rate (CAGR) in revenues from 2019 to 2021[15] - 73% of Shoals' revenues in 2021 came from "system solutions" that include multiple products[16] Market and Growth Strategy - Ground mount solar is growing faster than the overall market, with a projected 17% growth rate[22] - The company estimates a potential $2 7 billion U S market opportunity for EV charging solutions between 2022 and 2025[75] - Shoals' BLA (Big Lead Assembly) share in the U S EBOS market has increased from 7% in 2017 to 36% in 2021, with a target of 60%+[56] Financial Performance - The company's backlog and awarded orders increased by 67% from the first quarter of 2021, reaching $302 million as of March 31, 2022[86] - Shoals achieved Adjusted EBITDA of $16 532 million for the three months ended March 31, 2022, compared to $14 077 million for the same period in 2021[99] - Adjusted Net Income was $9 043 million for the three months ended March 31, 2022, compared to $8 771 million for the same period in 2021[98]

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 March 31, 2022 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) Q4 2021 Earnings Conference Call March 10, 2022 5:00 PM ET Company Participants Jason Whitaker - President & Chief Executive Officer Philip Garton - Chief Financial Officer Conference Call Participants Brian Lee - Goldman Sachs Maheep Mandloi - Credit Suisse Philip Shen - ROTH Capital Partners Colin Rusch - Oppenheimer Joseph Osha - Guggenheim Partners Mark Strouse - JPMorgan Kashy Harrison - Piper Sandler Jeff Osborne - Cowen & Company Brett Castelli - Mornings ...

Part I [Business](index=4&type=section&id=Item%201.%20Business) Shoals is a leading U.S. provider of solar EBOS and EV charging solutions, selling proprietary "combine-as-you-go" systems to EPC firms - Shoals is a leading provider of Electrical Balance of System (EBOS) solutions for solar energy projects in the United States, critical components for carrying electric current from solar panels to the power grid[20](index=20&type=chunk) - The company has recently expanded its product offerings to include EV Charging solutions, such as power centers, quick connect bases, and Big Lead Assembly (BLA) technology adapted for the EV market[20](index=20&type=chunk)[25](index=25&type=chunk) FY2021 Business Highlights | Metric | Value | Source | | :--- | :--- | :--- | | Revenue from System Solutions | ~**73% of total revenue** | For the year ended Dec 31, 2021 | | Backlog and Awarded Orders | **$299.0 million** | As of Dec 31, 2021 | | YoY Growth in Backlog/Awarded Orders | **94%** | Compared to Dec 31, 2020 | | QoQ Growth in Backlog/Awarded Orders | **10%** | Compared to Sep 30, 2021 | - Shoals' proprietary "combine-as-you-go" system architecture is a key differentiator, offering advantages over traditional "homerun" systems by reducing wire runs, eliminating combiner boxes, and allowing for installation by general labor, which lowers overall costs[31](index=31&type=chunk)[32](index=32&type=chunk)[34](index=34&type=chunk) - The company's primary customers are Engineering, Procurement, and Construction (EPC) firms. For the year ended December 31, 2021, the three largest customers accounted for approximately **40% of total revenue**[22](index=22&type=chunk)[47](index=47&type=chunk)[48](index=48&type=chunk) - As of January 31, 2022, the company's intellectual property portfolio included **19 issued U.S. patents**, **12 pending U.S. patent applications**, and **25 U.S. trademark registrations**, with patents expiring between 2031 and 2037[56](index=56&type=chunk) [Risk Factors](index=14&type=section&id=Item%201A.%20Risk%20Factors) The company faces risks from solar market dependency, regulatory changes, supply chain disruptions, and its organizational structure - **Business & Industry Risks:** The company's success is highly dependent on the continued growth of the solar energy market. A slowdown in demand for solar projects would directly harm the business[76](index=76&type=chunk)[77](index=77&type=chunk) - **Regulatory Risks:** Changes in electric utility policies, government regulations (like PURPA), and the reduction or elimination of renewable energy incentives could reduce demand for solar energy systems and the company's products[78](index=78&type=chunk)[79](index=79&type=chunk)[117](index=117&type=chunk) - **Supply Chain & Manufacturing Risks:** The company relies on a limited number of vendors and is exposed to disruptions from international suppliers, which could be impacted by trade restrictions, tariffs (e.g., on steel, aluminum, and solar modules), and health epidemics like COVID-19[97](index=97&type=chunk)[98](index=98&type=chunk)[100](index=100&type=chunk) - **Customer Concentration Risk:** A small number of customers account for a material portion of revenue. In FY2021, the top three customers represented approximately **40% of revenue**, making the company vulnerable to the loss of a significant customer[116](index=116&type=chunk) - **Product & Liability Risks:** Defects or performance issues with mission-critical EBOS components could lead to significant warranty claims, product liability, reputational damage, and decreased revenue[126](index=126&type=chunk)[127](index=127&type=chunk)[129](index=129&type=chunk) - **Organizational Structure Risks:** The company is a holding company dependent on distributions from its subsidiary, Shoals Parent. It has significant payment obligations under a Tax Receivable Agreement, estimated at **$156.4 million** as of December 31, 2021, which are not conditional on continued ownership by beneficiaries[159](index=159&type=chunk)[160](index=160&type=chunk)[161](index=161&type=chunk) [Unresolved Staff Comments](index=44&type=section&id=Item%201B.%20Unresolved%20Staff%20Comments) The company reports no unresolved staff comments from the Securities and Exchange Commission - There are no unresolved staff comments[215](index=215&type=chunk) [Properties](index=44&type=section&id=Item%202.%20Properties) The company owns and leases facilities in Tennessee, Alabama, and California for operations, deemed sufficient for future needs Material Facilities as of December 31, 2021 | Location | Status | Square Feet | Uses | | :--- | :--- | :--- | :--- | | 1400 Shoals Way, Portland, TN | Owned | 103,200 | Office, manufacturing, warehousing and shipping | | 1035 Fred White Blvd., Portland, TN | Owned | 75,360 | Office, manufacturing, warehousing and shipping | | 5599 Highway 31, Portland, TN | Leased | 60,000 | Warehousing and shipping | | 109 Kirby Drive, Portland, TN | Leased | 219,767 | Warehousing and shipping | | 215 Industrial Drive, Muscle Shoals, AL | Owned | 16,910 | Office, manufacturing, warehousing and shipping | | 13370 Kirkham Way, Poway, CA | Leased | 21,761 | Office, manufacturing, warehousing and shipping | | 13651 Danielson Street, Poway, CA | Leased | 15,411 | Warehousing | [Legal Proceedings](index=44&type=section&id=Item%203.%20Legal%20Proceedings) No legal claims or proceedings are expected to materially adversely affect the company's business or financial condition - There are currently no claims or proceedings against the company that are expected to have a material adverse effect on the business[217](index=217&type=chunk) [Mine Safety Disclosures](index=44&type=section&id=Item%204.%20Mine%20Safety%20Disclosures) This section is not applicable to the company - Not applicable[218](index=218&type=chunk) Part II [Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities](index=44&type=section&id=Item%205.%20Market%20for%20Registrant%27s%20Common%20Equity%2C%20Related%20Stockholder%20Matters%20and%20Issuer%20Purchases%20of%20Equity%20Securities) Class A common stock trades on NASDAQ (SHLS) since January 2021 IPO; no cash dividends are expected - The company's Class A common stock is traded on the NASDAQ Global Market under the symbol "SHLS". The IPO was closed on January 29, 2021, at a price of **$25.00 per share**[220](index=220&type=chunk) - The company currently intends to retain all available funds and future earnings for business operations and does not expect to pay cash dividends in the foreseeable future[222](index=222&type=chunk) [Management's Discussion and Analysis of Financial Condition and Results of Operations](index=45&type=section&id=Item%207.%20Management%27s%20Discussion%20and%20Analysis%20of%20Financial%20Condition%20and%20Results%20of%20Operations) Management discusses 2021 financial performance, noting revenue growth, net income decline due to debt costs, and negative operating cash flow [Results of Operations](index=51&type=section&id=Results%20of%20Operations) 2021 revenue grew 21% to $213.2 million, but net income sharply declined 88% to $3.9 million due to debt-related expenses Consolidated Results of Operations (in thousands) | | 2021 | 2020 | 2019 | | :--- | :--- | :--- | :--- | | **Revenue** | **$213,212** | **$175,518** | **$144,496** | | Gross profit | $82,645 | $66,546 | $44,212 | | Income from Operations | $36,232 | $37,276 | $26,930 | | Net income | $3,944 | $33,766 | $25,143 | | Net income attributable to Shoals | $2,348 | $33,766 | $25,143 | - **Revenue (2021 vs 2020):** Increased by **$37.7 million (21%)** due to higher sales volumes from increased demand for solar EBOS and the company's combine-as-you-go systems[264](index=264&type=chunk) - **Gross Profit (2021 vs 2020):** Gross margin increased to **38.8%** from 37.9%, attributed to purchasing efficiencies and a favorable product mix with higher sales of combine-as-you-go systems[265](index=265&type=chunk)[266](index=266&type=chunk) - **Operating Expenses (2021 vs 2020):** General and administrative expenses rose by **$16.9 million (80%)**, primarily due to increased headcount, professional fees for being a public company, higher insurance costs, and acquisition-related expenses[267](index=267&type=chunk) - **Net Income (2021 vs 2020):** Decreased by **$29.8 million (88%)**, largely due to a **$16.0 million loss on debt repayment** and a **$11.0 million increase in interest expense** following a new credit agreement[263](index=263&type=chunk)[269](index=269&type=chunk)[271](index=271&type=chunk) [Non-GAAP Financial Measures](index=53&type=section&id=Non-GAAP%20Financial%20Measures) Non-GAAP measures, Adjusted EBITDA and Adjusted Net Income, provide insight into core operational performance, showing mixed trends in 2021 Reconciliation of Net Income to Adjusted EBITDA (in thousands) | | 2021 | 2020 | 2019 | | :--- | :--- | :--- | :--- | | Net income | $3,944 | $33,766 | $25,143 | | Interest expense, net | $14,549 | $3,510 | $1,787 | | Depreciation & Amortization | $10,053 | $9,405 | $9,163 | | Loss on debt repayment | $15,990 | — | — | | Equity-based compensation | $11,286 | $8,251 | — | | **Adjusted EBITDA** | **$62,857** | **$60,899** | **$36,779** | Reconciliation to Adjusted Net Income (in thousands) | | 2021 | 2020 | 2019 | | :--- | :--- | :--- | :--- | | Net income attributable to Shoals | $2,348 | $33,766 | $25,143 | | Key Adjustments (net of tax) | $33,566 | $12,123 | $1,443 | | **Adjusted Net Income** | **$35,914** | **$45,889** | **$26,586** | - For 2021, Adjusted Diluted EPS was **$0.22 per share**[287](index=287&type=chunk) [Liquidity and Capital Resources](index=56&type=section&id=Liquidity%20and%20Capital%20Resources) 2021 saw negative operating cash flow of $4.1 million due to inventory and receivables, with $5.0 million cash and $44.9 million credit available Summary of Cash Flows (in thousands) | | 2021 | 2020 | 2019 | | :--- | :--- | :--- | :--- | | Net cash from operating activities | $(4,083) | $54,082 | $36,182 | | Net cash used in investing activities | $(17,035) | $(3,236) | $(1,719) | | Net cash from (used in) financing activities | $20,602 | $(47,855) | $(27,489) | - Cash used in operating activities in 2021 was driven by a **$17.2 million increase in inventory** and an **$8.9 million increase in receivables**, reflecting investments to support growth and timing of billings[291](index=291&type=chunk) - As of December 31, 2021, the company had **$5.0 million in cash and cash equivalents** and **$252.4 million in outstanding borrowings**, with **$44.9 million available** under its revolving credit facility[289](index=289&type=chunk) [Critical Accounting Policies and Significant Management Estimates](index=58&type=section&id=Critical%20Accounting%20Policies%20and%20Significant%20Management%20Estimates) Critical accounting policies involve significant estimates for revenue recognition, equity compensation, inventory, income taxes, and TRA liability - **Revenue Recognition:** Revenue is recognized over time using the output method based on units manufactured, as this is believed to best depict the continuous transfer of control to the customer[305](index=305&type=chunk) - **Payable Pursuant to the Tax Receivable Agreement (TRA):** A liability of **$156.4 million** was recognized as of Dec 31, 2021. This is contingent on generating sufficient future taxable income to utilize related tax benefits, requiring significant judgment and estimation[314](index=314&type=chunk) - **Income Taxes:** The company must assess the realizability of its deferred tax assets (**$177.0 million** as of Dec 31, 2021), which requires projecting future taxable income[311](index=311&type=chunk) [Quantitative and Qualitative Disclosures About Market Risk](index=60&type=section&id=Item%207A.%20Quantitative%20and%20Qualitative%20Disclosures%20About%20Market%20Risk) The company faces market risks from customer concentration, unhedged commodity price fluctuations, and variable interest rate debt - **Customer Concentration:** For the year ended December 31, 2021, the largest customer accounted for **18% of revenue**, and the five largest customers accounted for **52% of revenue**[317](index=317&type=chunk) - **Commodity Price Risk:** The company is subject to risk from fluctuating market prices of raw materials, particularly copper, and does not use hedging arrangements to mitigate this risk[319](index=319&type=chunk) - **Interest Rate Risk:** As of December 31, 2021, the company had **$247.1 million in variable interest rate debt**. A **100 basis point (1%) increase** in interest rates would increase annual interest expense by approximately **$2.5 million**[320](index=320&type=chunk) [Financial Statements and Supplementary Data](index=61&type=section&id=Item%208.%20Financial%20Statements%20and%20Supplementary%20Data) This section presents the company's audited consolidated financial statements and notes for 2019-2021, including the auditor's report - The financial statements required by this item are included in the Annual Report on Form 10-K beginning on page F-1[321](index=321&type=chunk) - The independent registered public accounting firm, BDO USA, LLP, has audited the consolidated financial statements and provided an opinion that they present fairly, in all material respects, the financial position and results of operations in conformity with U.S. GAAP[352](index=352&type=chunk) [Changes in and Disagreements With Accountants on Accounting and Financial Disclosure](index=61&type=section&id=Item%209.%20Changes%20in%20and%20Disagreements%20With%20Accountants%20on%20Accounting%20and%20Financial%20Disclosure) The company reports no changes in or disagreements with its accountants regarding accounting or financial disclosure - None reported[322](index=322&type=chunk) [Controls and Procedures](index=61&type=section&id=Item%209A.%20Controls%20and%20Procedures) Management concluded that disclosure controls and internal control over financial reporting were effective as of December 31, 2021 - Management concluded that as of December 31, 2021, the company's disclosure controls and procedures were effective at a reasonable assurance level[324](index=324&type=chunk) - Based on an assessment using the COSO framework, management concluded that the company's internal control over financial reporting was effective as of December 31, 2021[326](index=326&type=chunk) [Other Information](index=62&type=section&id=Item%209B.%20Other%20Information) This section is not applicable - Not applicable[328](index=328&type=chunk) Part III [Directors, Executive Officers and Corporate Governance](index=62&type=section&id=Item%2010.%20Directors%2C%20Executive%20Officers%20and%20Corporate%20Governance) Information on directors, executive officers, and corporate governance is incorporated by reference from the proxy statement - Information is incorporated by reference from the company's definitive proxy statement[331](index=331&type=chunk) [Executive Compensation](index=62&type=section&id=Item%2011.%20Executive%20Compensation) Information on executive compensation is incorporated by reference from the company's definitive proxy statement - Information is incorporated by reference from the company's definitive proxy statement[332](index=332&type=chunk) [Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters](index=62&type=section&id=Item%2012.%20Security%20Ownership%20of%20Certain%20Beneficial%20Owners%20and%20Management%20and%20Related%20Stockholder%20Matters) Information on security ownership of beneficial owners and management is incorporated by reference from the proxy statement - Information is incorporated by reference from the company's definitive proxy statement[333](index=333&type=chunk) [Certain Relationships and Related Transactions, and Director Independence](index=62&type=section&id=Item%2013.%20Certain%20Relationships%20and%20Related%20Transactions%2C%20and%20Director%20Independence) Information on related party transactions and director independence is incorporated by reference from the proxy statement - Information is incorporated by reference from the company's definitive proxy statement[334](index=334&type=chunk) [Principal Accountant Fees and Services](index=63&type=section&id=Item%2014.%20Principal%20Accountant%20Fees%20and%20Services) Information on principal accountant fees and services is incorporated by reference from the company's definitive proxy statement - Information is incorporated by reference from the company's definitive proxy statement[335](index=335&type=chunk) Part IV [Exhibits and Financial Statement Schedules](index=63&type=section&id=Item%2015.%20Exhibits%20and%20Financial%20Statement%20Schedules) Financial statements are on page F-1; schedules are omitted as information is provided elsewhere; an exhibit index is included - The financial statements and supplementary data are included after the Signature page, beginning on page F-1[337](index=337&type=chunk) - All financial statement schedules have been omitted because they are not required or the necessary information is included elsewhere in the financial statements or notes[338](index=338&type=chunk) [Form 10–K Summary](index=65&type=section&id=Item%2016.%20Form%2010%E2%80%93K%20Summary) The company has elected not to provide a summary of the Form 10-K - None provided[345](index=345&type=chunk)

November 2021 | --- | --- | |-------------------------------|-------| | | | | | | | TECHNOLOGIES GROUP, INC. | | | Q3 2021 Investor Presentation | | DISCLAIMER Forward-Looking Statements and Other Information This presentation contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995 and the securities laws of other jurisdictions. All statements other than statements of historical fact included in this docum ...

Shoals Technologies Group Brands, Inc. (NASDAQ:SHLS) Q3 2021 Earnings Conference Call November 9, 2021 5:00 PM ET Company Participants Mehgan Peetz - General Counsel Jason Whitaker - CEO, President & Director Philip Garton - CFO Conference Call Participants Brian Lee - Goldman Sachs Group Kashy Harrison - Piper Sandler & Co. Colin Rusch - Oppenheimer Mark Strouse - JPMorgan Chase & Co. Philip Shen - ROTH Capital Partners Joseph Osha - Guggenheim Securities Moses Sutton - Barclays Bank Operator At this time ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q | Delaware 85-3774438 | | | | --- | --- | --- | | (State or other jurisdiction of (I.R.S. Employer Identification No.) incorporation or organization) | | | | 1400 Shoals Way Tennessee | Portland | 37148 | | (Address of principal executive offices) | | (Zip Code) | | (Registrant's telephone number, including area code) | | (615) 451-1400 | | Securities registered pursuant to Section 12(b) of the Act: | | | | Title of each class ...