Q3 2025 Solaredge Technologies Inc Earnings Call Transcript

Nov 5, 2025 / 01:00 PM GMT

Release Date Price: $41.02 (+28.91%)

Transcript 10-Q8-K

Key Points

Positve

SolarEdge Technologies Inc (SEDG) reported a 44% year-over-year revenue growth for Q3 2025.
The company expanded its margins for the fourth consecutive quarter.
SolarEdge Technologies Inc (SEDG) achieved positive free cash flow in Q3 and expects to maintain this in Q4 and for the full year.
The company regained the number one residential inverter market share position in the US, as reported by Wood Mackenzie.
SolarEdge Technologies Inc (SEDG) is ramping up US manufacturing, reaching a milestone by exporting its first US-manufactured residential products to Australia.

Negative

The company reported a non-GAAP operating loss of $23.8 million for Q3 2025.
Revenues from international markets were down 8% quarter over quarter.
The company is facing incremental tariffs impacting gross margins by approximately 2%.
There is no significant pull forward of revenue expected in Q4 due to safe harbor or the 25D rush.
The European market remains challenging, although there is some improvement in inventory levels.

Refinitiv StreetEvents Event Transcript
P R E L I M I N A R Y V E R S I O N

SEDG.OQ - Solaredge Technologies Inc
Q3 2025 Solaredge Technologies Inc Earnings Call
Nov 05, 2025 / 01:00PM GMT

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THIS TRANSCRIPT IS THE INITIAL PRELIMINARY VERSION WHICH LEVERAGES MACHINE LEARNING TECHNOLOGY. AS SUCH, PLEASE BE AWARE THERE MAY BE INACCURACIES IN THE TEXT DISPLAYED. FUTURE EDITED VERSIONS WILL BE REVIEWED FOR GREATER ACCURACY.

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