Filing Flows › Chains › Solar & energy storage
Solar & energy storage Modules, trackers, inverters, residential solar and grid batteries.
10 companies, $32.2B of revenue in the last twelve months. Trailing twelve months to Oct 2, 2026, from SEC filings.
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The money-flow chart (open the interactive one above). Solar & energy storage: the largest companies by revenue in the chain Solar & energy storage: the largest companies by revenue in the chain TSLA · Tesla $12.3B FSLR · First Solar $5.0B RUN · Sunrun $3.9B NXT · Nextpower $3.8B FLNC · Fluence Energy $2.6B SEDG · Solaredge $1.3B ENPH · Enphase Energy $1.2B ARRY · Array $1.1B SHLS · Shoals $648M EOSE · Eos Energy Enterprises $266M The theme quarter by quarter Solar & energy storage: the chain's revenue by calendar quarter Solar & energy storage: the chain's revenue by calendar quarter $6.8B Q4 2023 $5.9B Q1 2024 $6.7B Q2 2024 $7.2B Q3 2024 $6.9B Q4 2024 $6.0B Q1 2025 $6.9B Q2 2025 $8.9B Q3 2025 $8.3B Q4 2025 $6.8B Q1 2026 $7.1B Q2 2026 $7.5B Q3 2026 Each supplier's quarterly revenue scaled by the share of it this chain takes (its attributed share of the trailing twelve months), summed; 8 companies in the latest quarter, -16% against a year earlier. Companies TSLA Tesla $12.3B · Energy generation and storage segment FSLR First Solar $5.0B · total revenue RUN Sunrun $3.9B · total revenue NXT Nextpower $3.8B · total revenue FLNC Fluence Energy $2.6B · total revenue SEDG Solaredge $1.3B · total revenue ENPH Enphase Energy $1.2B · total revenue ARRY Array $1.1B · total revenue SHLS Shoals $648M · total revenue EOSE Eos Energy Enterprises $266M · total revenue 