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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?
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Next SolarEdge Technologies earnings date
Q4 202519 Feb, 2026
Next SolarEdge Technologies earnings date
Q4 202519 Feb, 2026
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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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