)
Visual
test
SolarEdge Technologies
SolarEdge Technologies (SEDG) investor relations material
SolarEdge Technologies Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Q3 2025 revenues increased 44.5% year-over-year to $340.2 million, with margin expansion for the fourth consecutive quarter and net loss narrowing to $50.1 million from $1,230.8 million in Q3 2024, driven by higher inverter and optimizer sales and reduced inventory write-downs.
Achieved positive free cash flow in Q3 and expected for Q4 and full year 2025, with a cash and investment portfolio of approximately $550 million at quarter end.
Regained number one residential inverter market share in the U.S. in Q2, first time since Q3 2021.
Announced collaboration with Infineon to advance solid-state transformer platform for data centers, targeting commercialization in 2027-2028.
Completed closure of Energy Storage Division and sold last battery cell facility in South Korea, focusing on core solar segment.
Financial highlights
Q3 2025 revenues: $340.2 million (up 44.5% YoY, up 18% sequentially); nine months ended September 30, 2025: $849.1 million (up 20.4% YoY).
Q3 non-GAAP revenues: $340 million, up 21% quarter-over-quarter.
Gross margin improved to 21.2% (GAAP), up from 13.1% in Q2 and -309.1% YoY; non-GAAP gross margin at 18.8%.
Q3 2025 net loss: $50.1 million (improved from $1,230.8 million YoY); non-GAAP net loss: $18.3 million (down from $47.7 million prior quarter).
Free cash flow for Q3 was $23 million; $34 million for the first nine months of 2025.
Outlook and guidance
Q4 2025 revenue expected between $310 million and $340 million, reflecting better than normal seasonality.
Q4 non-GAAP gross margin expected between 19%-23%, including ~2% tariff impact.
Non-GAAP operating expenses for Q4 guided at $85 million-$90 million.
No significant pull forward of revenue expected in Q4 or Q1 2026 due to safe harbor or 25D expiration.
Management expects continued volatility due to regulatory changes, trade tariffs, and evolving U.S. tax incentives.
Reconcile Q4 revenue outlook with growth claims
Explain the impact of new Q4 reporting metrics
Detail tariff mitigation strategies
Data center SST: how significant is the opportunity?
U.S. resi: how to maintain share post-25D?
Single SKU: what's the expected margin benefit?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 7 FebPGIL
Double-digit revenue and profit growth, margin gains, and FTAs to further boost expansion. - 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026.
Next SolarEdge Technologies earnings date
Q4 202518 Feb, 2026
SolarEdge Technologies
Next SolarEdge Technologies earnings date
Q4 202518 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
SolarEdge Technologies Inc designs, develops, and sells inverter systems and power optimizers for solar energy installations. The company also offers energy storage solutions, electric vehicle chargers, and smart energy management systems for residential, commercial, and industrial customers. SolarEdge Technologies Inc primarily serves the renewable energy sector. The company is headquartered in Herzliya, Israel, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage