earnings
confidence high
sentiment positive
materiality 0.75
SolarEdge Q3 revenue $340.2M (+18% QoQ); GAAP gross margin 21.2% vs 11.1%
SOLAREDGE TECHNOLOGIES, INC.
2025-Q3 EPS reported
-$4.66
revenue$849,086,000
- Revenue $340.2M, up 18% QoQ; non-GAAP rev $339.7M, up 21% QoQ.
- GAAP gross margin 21.2% (prior 11.1%); non-GAAP 18.8% (prior 13.1%).
- GAAP operating loss narrowed to $35.2M from $115.5M in prior quarter.
- Shipped 92.7k inverters, 2.95M optimizers, 230 MWh batteries for PV.
- CEO cites steady progress; tariffs had approx. 2% negative impact on Q3.