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SolarEdge (SEDG) investor relations material
SolarEdge Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Achieved consecutive quarters of year-over-year and sequential revenue growth, margin expansion, and improved execution on strategic priorities in both U.S. and European markets.
Regulatory clarity from the One Big Beautiful Bill Act supports U.S. manufacturing but introduces new eligibility hurdles and may accelerate phase-out of certain tax credits.
Completed restructuring, including workforce reductions, closure of Energy Storage Division, and divestiture of non-core assets to focus on core solar operations.
Signed multi-year agreements with major U.S. commercial and retail customers, with initial market share gains in Europe.
Shipped 1,194 MW (AC) of inverters and 247 MWh of batteries for PV applications in Q2 2025.
Financial highlights
Q2 2025 revenues were $289.4M, up 9.1% year-over-year and 32% sequentially; non-GAAP revenues were $281M.
U.S. revenues were $185M (66% of non-GAAP), Europe $65M (23%), and international $31M (11%).
GAAP gross margin improved to 11.1% from -4.1% prior year and 8.0% prior quarter; non-GAAP gross margin rose to 13.1% from 7.8% sequentially.
GAAP net loss was $124.7M (vs. $130.8M prior year); non-GAAP net loss was $47.7M, with EPS at -$0.81.
Inventory reduced by $108M to $529M, marking the fifth consecutive quarter of inventory reduction.
Outlook and guidance
Q3 2025 revenue guidance: $315M–$355M; non-GAAP gross margin: 15%–19% (including ~2% tariff impact); non-GAAP operating expenses: $85M–$90M.
Expect to be free cash flow positive for full year 2025, aided by lower-than-expected tariff headwinds.
Tariff headwind expected to decline to ~2% in H2 2025, with full offset anticipated in 2026 via production diversification and pricing.
U.S. residential demand expected to decline in 2026 with 25D credit expiration, partially offset by TPO segment growth.
Management expects sufficient liquidity for at least the next 12 months, including debt redemption.
Explain the progress in SolarEdge's turnaround.
Detail the negative impact of new tariffs.
Guidance for Non-GAAP operating expenses?
Quantify the expected 2026 residential demand decline.
Detail the drivers behind Q2's strong battery sales.
Discuss R&D initiatives for energy management.
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Q3 20255 Nov, 2025
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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.
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