Earnings summaries and quarterly performance for SOLAREDGE TECHNOLOGIES.
Executive leadership at SOLAREDGE TECHNOLOGIES.
Board of directors at SOLAREDGE TECHNOLOGIES.
Research analysts who have asked questions during SOLAREDGE TECHNOLOGIES earnings calls.
BL
Brian Lee
Goldman Sachs Group, Inc.
6 questions for SEDG
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Colin Rusch
Oppenheimer & Co. Inc.
6 questions for SEDG
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Philip Shen
ROTH MKM
6 questions for SEDG
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Mark W. Strouse
J.P. Morgan Chase & Co.
5 questions for SEDG
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Chris Dendrinos
RBC Capital Markets
4 questions for SEDG
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Christine Cho
Goldman Sachs Group
4 questions for SEDG
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Corinne Blanchard
Deutsche Bank
4 questions for SEDG
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Vikram Bagri
Citigroup Inc.
4 questions for SEDG
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Andrew Percoco
Morgan Stanley
3 questions for SEDG
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Dimple Gosai
Bank of America
3 questions for SEDG
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Dylan Nassano
Wolfe Research
3 questions for SEDG
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Joseph Osha
Guggenheim Partners
3 questions for SEDG
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Julien Dumoulin-Smith
Jefferies
3 questions for SEDG
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Kashy Harrison
Piper Sandler
3 questions for SEDG
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Ameet Thakkar
BMO Capital Markets
2 questions for SEDG
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Austin Moeller
Canaccord Genuity
2 questions for SEDG
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David Arcaro
Morgan Stanley
2 questions for SEDG
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Moses Sutton
BNP Paribas
2 questions for SEDG
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David Joseph Benjamin
Mizuho Securities
1 question for SEDG
HV
Hannah Vilauskas
Jefferies
1 question for SEDG
Henry Roberts
Truist Securities
1 question for SEDG
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Jeffrey Osborne
TD Cowen
1 question for SEDG
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Jonathan Windham
UBS
1 question for SEDG
Also covers: ARRY, FLNC, GNRC +1 more
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Julian Dumoulin-Smith
Jefferies LLC
1 question for SEDG
Also covers: AEE, CNP, PEG +1 more
MM
Maheep Mandloi
Mizuho Financial Group
1 question for SEDG
Also covers: ARRY, BE, CSIQ +11 more
Recent press releases and 8-K filings for SEDG.
SolarEdge Announces CFO Departure and Re-affirms Q1 Guidance
SEDG
CFO Change
Management Change
Guidance Update
- SolarEdge Technologies, Inc. (SEDG) announced on March 10, 2026, that Chief Financial Officer Asaf Alperovitz will step down, with his resignation effective June 9, 2026.
- Mr. Alperovitz is departing to pursue a chief financial officer role at a public company outside the industry, and his departure is not related to any financial or accounting issue or disagreement.
- The company has initiated a process to identify a replacement CFO and re-affirmed its financial guidance for the first quarter.
2 days ago
SolarEdge Technologies Reports Strong Q4 2025 Results, Targets 2026 EBIT Profitability
SEDG
Earnings
Guidance Update
Product Launch
- SolarEdge reported Q4 2025 non-GAAP revenues of $334 million, an increase of 70% year-over-year, and achieved a non-GAAP gross margin of 23.3%. For the full year 2025, the company grew revenue by 30% year-over-year and generated $77 million in free cash flow, a significant turnaround from negative $421 million in 2024.
- For Q1 2026, SolarEdge anticipates continued year-over-year revenue growth and margin expansion, with the aim to reach EBIT profitability later in 2026. The company also expects to deliver positive free cash flow in Q1 2026.
- Key strategic initiatives for 2026 include the launch of the Nexis platform, further market share gains, and investment in AI data center power solutions, which is identified as a multi-billion-dollar opportunity with revenue expected from 2027. The company also completed portfolio optimization actions, including the sale of its e-Mobility business.
Feb 18, 2026, 1:00 PM
SolarEdge Technologies Reports Strong Q4 and Full-Year 2025 Results, Provides Q1 2026 Guidance
SEDG
Earnings
Guidance Update
New Projects/Investments
- SolarEdge Technologies reported Q4 2025 revenue of $334 million, marking a 70% year-over-year increase, with a non-GAAP gross margin of 23.3% and $43 million in free cash flow.
- For the full year 2025, the company achieved 30% year-over-year revenue growth and generated $77 million in free cash flow, a significant turnaround from negative $421 million in 2024.
- The company provided Q1 2026 revenue guidance of $290 million to $320 million and expects non-GAAP gross margin between 20% and 24%, along with positive free cash flow.
- SolarEdge aims for EBIT profitability later in 2026 and is focusing on profitable growth, market share gains, the rollout of its Nexis platform, and investing in AI data center power solutions, which is seen as a multi-billion dollar opportunity with no revenue expected before 2027.
- Strategic portfolio optimization actions, including the sale of the e-Mobility business and closure of the Kokam battery manufacturing division, are largely complete.
Feb 18, 2026, 1:00 PM
SolarEdge Technologies Reports Strong Q4 and Full-Year 2025 Results, Outlines 2026 Strategic Focus
SEDG
Earnings
Guidance Update
Product Launch
- SolarEdge Technologies reported Q4 2025 revenue of $334 million, representing a 70% year-over-year increase, and achieved a non-GAAP gross margin of 23.3%.
- The company demonstrated a significant financial turnaround in 2025, generating $77 million in free cash flow for the year, a substantial improvement from negative $421 million in 2024, alongside 30% year-over-year revenue growth.
- For Q1 2026, SolarEdge anticipates continued year-over-year revenue growth and margin expansion, with a strategic goal to achieve EBIT profitability later in 2026.
- Key initiatives for 2026 include gaining global market share, scaling the newly launched Nexus platform, and advancing its multi-billion dollar AI data center power solution opportunity, which is expected to see initial solutions in 2027.
Feb 18, 2026, 1:00 PM
SolarEdge Reports Q4 Results and Provides Q1 Outlook
SEDG
Earnings
Guidance Update
Product Launch
- SolarEdge reported Q4 revenue of $335.4 million and an adjusted EPS loss of $0.14, exceeding consensus estimates, with a non-GAAP gross margin of 23.3% and $43.3 million in free cash flow.
- For Q1, the company guided revenue between $290 million and $320 million and a non-GAAP gross margin of 20%-24%, with operating expenses projected in the $88-$93 million range.
- Management plans to emphasize "profitable growth" in 2026 through the Nexis rollout, DC expertise, and AI data-center power initiatives, with a Nexis platform launch event scheduled for March 19.
- The company sold the remainder of its E-Mobility business for $12 million after year-end, while the CFO noted a "volatile tariff environment" and currency headwinds.
Feb 18, 2026, 12:41 PM
SolarEdge Announces Q4 and Full Year 2025 Financial Results
SEDG
Earnings
Guidance Update
- SolarEdge reported Q4 2025 revenues of $335.4 million, a 1.4% decrease from the prior quarter, while full year 2025 revenues grew 31% to $1.18 billion compared to 2024.
- The company's Non-GAAP gross margin improved to 23.3% in Q4 2025 from 18.8% in the prior quarter, and the full year Non-GAAP gross margin was 16.7%, a significant recovery from negative 89.7% in 2024.
- Non-GAAP net loss per share was $0.14 for Q4 2025, an improvement from $0.31 in the prior quarter, and the full year Non-GAAP net loss per share was $2.38, compared to $22.99 in 2024.
- Cash flow from operating activities was $52.6 million in Q4 2025, and free cash flow was $43.3 million. For the full year 2025, cash flow from operating activities was $104.3 million and free cash flow was $76.9 million, a turnaround from negative figures in 2024.
- For Q1 2026, SolarEdge anticipates revenues in the range of $290 million to $320 million and a Non-GAAP gross margin between 20% and 24%.
Feb 18, 2026, 12:38 PM
SolarEdge Announces Fourth Quarter and Full Year 2025 Financial Results and Q1 2026 Outlook
SEDG
Earnings
Guidance Update
Revenue Acceleration/Inflection
- SolarEdge (SEDG) reported Q4 2025 revenues of $335.4 million and a non-GAAP net loss per share of $0.14.
- For the full year 2025, total revenues reached $1.18 billion, an increase of 31% from 2024, with a non-GAAP net loss per share of $2.38.
- The company generated free cash flow of $43.3 million in Q4 2025 and $76.9 million for the full year 2025, a significant improvement from a $421.5 million deficit in 2024.
- For Q1 2026, SolarEdge anticipates revenues to be in the range of $290 million to $320 million, with a non-GAAP gross margin of 20% to 24%.
Feb 18, 2026, 12:30 PM
SolarEdge Begins European Exports of US-Made Inverters
SEDG
New Projects/Investments
Demand Weakening
- SolarEdge has commenced shipping U.S.-made single-phase residential inverters from its Austin facility to customers in Italy, France, and the Netherlands, marking its first exports of U.S.-manufactured residential inverters to Europe.
- The exported products utilize a "single SKU" (marketed as MultiRange in Europe) designed to simplify logistics, inventory, and installation.
- This European expansion follows earlier international shipments to Australia that commenced in Q3 2025.
- Despite this strategic expansion, SolarEdge faces financial headwinds, evidenced by a market capitalization of approximately $2.14 billion, a three-year revenue growth of -23.4%, and a net margin around -53.65%.
Jan 29, 2026, 4:49 PM
SolarEdge and Infineon Partner to Develop AI Data Center Power Technology
SEDG
New Projects/Investments
Product Launch
- SolarEdge Technologies has partnered with Infineon Technologies to develop next-generation Solid-State Transformer (SST) technology for AI and hyperscale data centers, targeting over 99% efficiency.
- This collaboration signifies SolarEdge's entry into the data center sector, leveraging its DC power conversion expertise alongside Infineon's advanced silicon carbide semiconductor technology.
- The modular 2-5 MW SST platform aims to reduce the size, weight, and carbon footprint of power distribution systems, and the partnership has positively impacted SolarEdge's stock.
Nov 5, 2025, 9:50 PM
SolarEdge Reports Q3 2025 Results and Q4 2025 Outlook
SEDG
Earnings
Guidance Update
New Projects/Investments
- SolarEdge reported Q3 2025 non-GAAP revenues of $340 million, a 21% quarter-over-quarter increase, and a non-GAAP gross margin of 18.8%.
- The company generated $23 million in positive free cash flow in Q3 2025, ending the quarter with approximately $547 million in cash and investments after repaying $342 million of 2025 convertible notes.
- For Q4 2025, non-GAAP gross margin is projected to be between 19-23%, with non-GAAP operating expenses in the range of $85-90 million. The company expects to generate positive free cash flow for Q4 and the full year.
- SolarEdge regained the number one residential inverter market share position in the U.S. in Q2 2025.
- The company announced a collaboration with Infineon to develop a solid-state transformer platform for data centers, with potential financial impact expected in the 2027-2028 timeframe.
Nov 5, 2025, 1:00 PM
Quarterly earnings call transcripts for SOLAREDGE TECHNOLOGIES.
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