secwatch.observer — SEC 8-K summary
======================================

Issuer:     SOLAREDGE TECHNOLOGIES, INC. (SEDG)
CIK:        0001419612
Form:       8-K
Filed at:   2026-08-05T11:02:26+00:00
Accession:  0001178913-26-003833
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

SolarEdge Q2 revenue $346.2M (+20% YoY); GAAP loss narrows, non-GAAP operating profit $10.2M
--------------------------------------------------------------------------------

- GAAP revenue $346.2M, up 20% YoY; GAAP gross margin 27.5% vs 11.1% YoY, includes $13.3M IEEPA tariff benefit.
- GAAP operating loss narrowed to $16.0M from $115.5M loss YoY; GAAP net loss $30.8M vs $124.7M loss YoY.
- Non-GAAP operating income $10.2M (first since Q2 2023); non-GAAP net income $3.6M; non-GAAP EPS $0.05.
- Free cash flow positive $3.1M vs negative $9.1M YoY; cash net of debt $264.6M, up $20.4M from Dec 2025.
- Q3 2026 guidance: revenue $310M-$340M, non-GAAP gross margin 22%-26%; including $11.5M July IEEPA refunds implies non-GAAP operating profit.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1419612/000117891326003833/0001178913-26-003833-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1419612/000117891326003833/a2635832.htm
  HTML page:      https://secwatch.observer/filing/0001178913-26-003833

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer