SHOALS TECHNOLOGIES GROUP INC CLAS (SHLS)

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2026 Annual Meeting Analysis

SHOALS TECHNOLOGIES GROUP INC CLAS · Meeting: April 30, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

1

Directors AGAINST

4

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Five Director Nominees to Serve Until the 2027 Annual Meeting

1 FOR/4 AGAINST

Against Analysis

✗ AGAINST
Ty Daul3-year TSR trigger: SHLS -69.2% vs peer median -19.9%, gap of -49.3pp exceeds 20pp threshold for negative absolute TSR; 5-year TSR does not mitigate (SHLS -81.1% vs peer median -40.8%, gap of -40.3pp exceeds 20pp threshold); director has served since 2021, full tenure overlap with underperformance period

Ty Daul has served on the board since March 2021, giving him full overlap with Shoals' severe 3-year stock decline of -69.2%, which trails the company's own compensation peer group median by 49.3 percentage points — well above the 20-point threshold that triggers an AGAINST vote for directors serving during negative absolute returns; the 5-year record (-81.1% vs peer median -40.8%, a -40.3pp gap) confirms this is sustained underperformance, not a temporary trough, so the 5-year mitigant does not apply.

✗ AGAINST
Jeannette Mills3-year TSR trigger: SHLS -69.2% vs peer median -19.9%, gap of -49.3pp exceeds 20pp threshold for negative absolute TSR; 5-year TSR does not mitigate; director has served since August 2022, meaningful tenure overlap with underperformance period

Jeannette Mills has served since August 2022, giving her approximately 3.5 years of overlap with Shoals' prolonged underperformance; the stock has lost -69.2% over three years versus a peer median of -19.9%, a gap of 49.3 percentage points that far exceeds the 20-point trigger, and the 5-year data (-81.1% vs peer median -40.8%) confirms the underperformance is sustained rather than recent, so no mitigation applies.

✗ AGAINST
Lori Sundberg3-year TSR trigger: SHLS -69.2% vs peer median -19.9%, gap of -49.3pp exceeds 20pp threshold for negative absolute TSR; 5-year TSR does not mitigate; director has served since March 2021, full tenure overlap with underperformance period

Lori Sundberg has served since March 2021, meaning she has been on the board for the entirety of Shoals' steep stock decline; the 3-year return of -69.2% lags the peer group median by 49.3 percentage points (threshold: 20pp for negative absolute TSR), and the 5-year picture is equally poor (-81.1% vs peer median -40.8%), confirming that this is a long-running pattern of underperformance rather than a brief setback.

✗ AGAINST
Toni Volpe3-year TSR trigger: SHLS -69.2% vs peer median -19.9%, gap of -49.3pp exceeds 20pp threshold for negative absolute TSR; 5-year TSR does not mitigate; director has served since March 2021, full tenure overlap with underperformance period

Toni Volpe has served since March 2021, with full tenure overlap covering the period in which Shoals' stock fell -69.2% over three years while the peer median declined only -19.9% — a gap of 49.3 percentage points that triggers an AGAINST vote; the 5-year data reinforces rather than mitigates this finding, with Shoals trailing peers by approximately 40 percentage points over the longer horizon as well.

For Analysis

✓ FOR
Niharika Taskar RamdevDirector joined in 2024 — within the 24-month new-director exemption window; exempt from TSR trigger

Ms. Ramdev joined the board in 2024, which is within the 24-month exemption period for new directors under the voting policy, so she is not subject to the TSR underperformance trigger; she brings relevant financial expertise including audit committee leadership and CFO experience, with no overboarding or other disqualifying concerns identified.

Of the five nominees standing for election, four directors (Daul, Mills, Sundberg, Volpe) who joined in 2021–2022 are voted AGAINST because Shoals' 3-year stock return of -69.2% trails its own compensation peer group median (-19.9%) by 49.3 percentage points — well above the 20-point trigger — and the 5-year data confirms sustained underperformance rather than a temporary trough; Niharika Taskar Ramdev, who joined in 2024, is exempt from the TSR trigger under the 24-month new-director rule and receives a FOR vote.

Say on Pay

✓ FOR

CEO

Brandon Moss

Total Comp

$5,961,218

Prior Support

61%%

Prior Say on Pay support of 61% (below 70% threshold) — board made visible changes: eliminated one-time awards, restructured AIP, engaged shareholders representing ~70% of shares; changes are meaningful enough to support FOR

The company received only 61% support on last year's Say on Pay vote, which normally would require visible remedial action under our policy — and the board did respond meaningfully: it eliminated all one-time or off-cycle awards to named executives in 2025, restructured the annual incentive plan (and committed to return to a single full-year measurement period in 2026), and conducted extensive shareholder outreach engaging holders of ~50% of shares; pay mix is appropriate with 52% of the CEO's target pay performance-based and 87% at risk, and the incentive structure demonstrated real downside — the completed 2023–2025 performance stock award cycle paid out at 0% of target due to missed financial goals, showing the program functions as designed rather than as guaranteed pay; CEO total compensation of approximately $5.96 million is reasonable for a $1 billion technology company CEO, and variable pay outcomes were below target (AIP at 74% of target, long-term awards at 0%), supporting pay-for-performance alignment despite the challenging stock performance backdrop.

Auditor Ratification

✓ FOR

Auditor

Ernst & Young LLP

Tenure

1 yrs

Audit Fees

$1,070,000

Non-Audit Fees

$3,600

Ernst & Young LLP was newly appointed for fiscal year 2025 (replacing BDO USA, P.C.) and is now proposed for 2026, so tenure is approximately one year — well below the 25-year threshold that would raise independence concerns; non-audit fees of $3,600 (an accounting research tool subscription) represent less than 1% of audit fees of $1,070,000, far below the 50% ratio that would trigger concern; EY is a Big 4 firm appropriate for a $1 billion public company, and no material restatements are disclosed.

Overall Assessment

The 2026 Shoals Technologies annual meeting presents a challenging ballot: four of five director nominees are voted AGAINST due to sustained and severe stock underperformance (-69.2% over three years, trailing the company's own peer group by 49 percentage points with no 5-year mitigation available), while the newly appointed auditor Ernst & Young passes all fee and tenure screens; the Say on Pay vote is a FOR despite last year's low 61% support, because the compensation committee made genuine structural changes in response to shareholder feedback and the incentive plan delivered near-zero long-term payouts consistent with the company's poor stock performance.

Filing date: March 20, 2026·Policy v1.2·high confidence

Compensation Peer Group

14 companies disclosed in 2026 proxy filing

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AMRCAmeresco, Inc.
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ARRYArray Technologies, Inc.
ESEESCO Technologies Inc.
FLNCFluence Energy, Inc.
ROCKGibraltar Industries, Inc.
HLIOHelios Technologies, Inc.
LFUSLittelfuse, Inc.
NXTNextracker Inc.
POWIPower Integrations, Inc.
ROGRogers Corporation
SEDGSolarEdge Technologies, Inc.
RUNSunrun Inc.