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Solaredge Technologies Inc
F:2ED

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Solaredge Technologies Inc
F:2ED
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Solaredge Technologies Inc
Investor Relations

SolarEdge Technologies makes the hardware that sits at the center of a solar energy system. Its main products are inverters, power optimizers, batteries, and monitoring tools that help solar panels turn sunlight into usable electricity and track how each panel is performing. It also sells EV charging equipment and related energy-management products. Its main customers are solar installers, distributors, and other channel partners that buy equipment for homes, businesses, and some larger solar projects. SolarEdge usually makes money by selling its hardware and, in some cases, software and monitoring services that go with those systems. The company is not a solar panel maker; it sells the electronics that connect the panels to the grid and manage power flow. What makes SolarEdge different is its focus on panel-level power electronics. Instead of treating a rooftop solar array as one big system, its products let installers monitor and control each panel more closely, which can improve system visibility and design flexibility. That makes the company an important supplier in the solar value chain, especially for customers who want more control over how their solar equipment performs.

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Letzter Earnings Call
Geschäftsperiode
Q4 2025
Datum des Calls
18. Feb 2026
KI-Zusammenfassung
Q4 2025

Revenue Growth: SolarEdge delivered Q4 revenue of $334 million, up 70% year-over-year, and grew full-year revenue by 30%.

Margin Expansion: Gross margin improved to 23.3% in Q4, the fifth consecutive quarter of expansion and above guidance.

Free Cash Flow Turnaround: The company generated $43 million in Q4 free cash flow and $77 million for the full year, reversing a negative $421 million last year.

Strong U.S. Market Share: SolarEdge gained share in residential, commercial, storage, and held the #1 position in U.S. C&I and residential markets.

Positive 2026 Outlook: Q1 2026 revenue is guided to $290–320 million, with gross margin expected between 20% and 24%, both above typical seasonal trends.

Portfolio Optimization: The company completed divestitures of non-core businesses, reducing expenses and sharpening its focus on core solar and data center offerings.

Nexus Platform Launch: New product launches, including the Nexus platform, are expected to drive further growth and share gains, especially in Europe.

AI Data Center Ambitions: SolarEdge is developing high-efficiency power solutions for AI data centers, viewing this as a multi-billion-dollar future opportunity.

Wichtige Finanzkennzahlen
Revenue
$334 million
Gross Margin
23.3%
Free Cash Flow
$43 million (Q4), $77 million (2025 full year)
Operating Loss
$11 million (Q4)
Net Loss
$8.2 million (Q4)
Net Loss Per Share
$0.14 (Q4)
Cash and Equivalents
$581 million (as of December 31, 2025)
Operating Expenses
$88.7 million (Q4)
U.S. Revenue
$198 million (Q4)
Europe Revenue
$99 million (Q4)
International Revenue
$37 million (Q4)
Inventory
increased by $22 million in Q4
Accounts Receivable
$267 million (Q4)
Aufzeichnung des Earnings Calls
Weitere Earnings Calls

Geschäftsleitung

Mr. Ronen Faier CPA
Interim Chief Executive Officer
Keine Biografie verfügbar
Mr. Yoav Galin
VP of Research & Development and Founder
Keine Biografie verfügbar
Mr. Meir Adest
Co-Founder
Keine Biografie verfügbar
Mr. Uri Bechor
Chief Operating Officer
Keine Biografie verfügbar
Ms. Rachel Prishkolnik
VP, General Counsel & Corporate Secretary
Keine Biografie verfügbar
Mr. Zvi Lando
Special Advisor & Director
Keine Biografie verfügbar
Mr. Ariel Porat
Chief Financial Officer
Keine Biografie verfügbar
Mr. Ilan Yoscovich
Chief Technology Officer
Keine Biografie verfügbar
Mr. John Booth Lowe C.F.A.
Head of Investor Relations
Keine Biografie verfügbar
Mr. Yehoshua Nir
Chief Marketing Officer
Keine Biografie verfügbar

Kontakt

Adresse
Herzliya
1 HaMada St., POB 12001
Kontakt
+97299576620.0
www.solaredge.com
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