SEDG
SolarEdge Technologies, Inc.29.48
+0.94+3.29%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Key Stats
Market Cap
1.76BP/E (TTM)
-Basic EPS (TTM)
-9.63Dividend Yield
0%Recent Filings
8-K
Q3 revenue up 18%, margins improve
SolarEdge posted Q3 revenues of $340.2M, up 18% from Q2's $289.4M, with GAAP gross margin jumping to 21.2% from 11.1%. Operating loss narrowed to $35.2M versus $115.5M prior quarter; cash net of debt hit $208.8M. Turnaround gains momentum. Q4 revenues eyed at $310M-$340M, non-GAAP gross margin 19-23%.
10-Q
Q2 FY2025 results
SolarEdge posted Q2 revenues of $289M, up 9% y/y and driving gross margin to 11.1% from a 4% loss, thanks to lower warranty costs and U.S. manufacturing scale. Operating loss narrowed to $115M from $160M y/y on sharp opex cuts from restructuring—R&D down 23%, sales down 28%. Cash swelled to $545M with $26M YTD operating cash flow; holds $673M convertible notes (2025/2029). Free cash flow not disclosed in the 10-Q. Inventories fell nicely. Litigation lingers over disclosures.
8-K
Q2 revenue surges 32%
8-K
SolarEdge AGM results mixed
SolarEdge shareholders at the June 3, 2025 annual meeting elected six directors, including Betsy Atkins and Yoram Tietz, with strong support exceeding 80% for most. They ratified EY affiliate auditors for 2025 and advisory approved executive pay. Exculpation amendment failed despite 92% voting power in favor—Delaware demands majority of outstanding shares. Broker non-votes sank it.
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