Shoals Technologies Group, Inc. Q4 2025 Earnings Call Summary

A strategic pivot toward Battery Energy Storage Systems (BESS) and AI data center infrastructure is underway, highlighted by a new partnership with ON Energy to provide resilient power solutions.The company is consolidating operations into a new state-of-the-art facility to improve long-term productivity and scalability, though it currently faces temporary inefficiencies from redundant plant overhead.International expansion is yielding tangible results, with revenue growing from less than $1 million in 2024 ...