Market PositioningShoals is more insulated than its competitors who primarily source from China, making it relatively better positioned against tariff impacts.
Product OfferingAnalysts anticipate margin stability, given Shoals offers a bespoke product with input costs secured in conjunction with signed purchase orders.
Revenue VisibilityShoals reaffirmed revenue guidance with potential to achieve the high end, as management has not seen any indications of project delays from customers.