earnings
confidence high
sentiment neutral
materiality 0.65
SolarEdge Q4 2025 revenue $335.4M, up 70% YoY; GAAP op loss $48.3M
SOLAREDGE TECHNOLOGIES, INC.
2025-FY EPS reported
-$6.88
revenue$1,184,444,000
- Q4 revenue $335.4M (-1.4% QoQ, +70% YoY); non-GAAP revenue $333.8M.
- GAAP gross margin 22.2% (up from 21.2% QoQ); non-GAAP gross margin 23.3% (up from 18.8%).
- GAAP operating loss $48.3M (vs $35.2M QoQ); non-GAAP op loss $11.0M (improved from $23.8M).
- Shipped 98.8k inverters, 2.87M optimizers, 280 MWh batteries in Q4.
- CEO cites 4th consecutive YoY revenue growth; plans Nexis platform & AI data center power.