SolarEdge Technologies Reports Q2 2026 Results: Full Earnings Call Transcript
SolarEdge Technologies (NASDAQ: SEDG ) reported second-quarter financial results on Wednesday. The transcript from the company's second-quarter earnings call has been provided below. This content is powered APIs. For comprehensive financial data and transcripts, visit Access the full call at Summary SolarEdge Technologies reported a 20% year-over-year revenue growth to $346 million with non-GAAP gross margin expanding for the sixth consecutive quarter. The company achieved non-GAAP operating profitability for the first time in nearly three years, reflecting strong expense discipline and operational efficiency. For Q3 2026, revenue is expected to be between $310 million to $340 million, with a sequential decline anticipated due to European seasonality and continued softness in the U.S. market. SolarEdge is focusing on expanding market share through product innovation and improving customer satisfaction, despite a challenging U.S. residential market. The company is scaling its Nexus platform, which received positive feedback and is expected to deliver significant savings over competitors. Strategic focus includes capturing opportunities in the AI factory market, with pilot installati
SolarEdge Technologies (NASDAQ: SEDG ) reported second-quarter financial results on Wednesday. The transcript from the company's second-quarter earnings call has been provided below. This content is powered APIs. For comprehensive financial data and transcripts, visit Access the full call at Summary SolarEdge Technologies reported a 20% year-over-year revenue growth to $346 million with non-GAAP gross margin expanding for the sixth consecutive quarter.
The company achieved non-GAAP operating profitability for the first time in nearly three years, reflecting strong expense discipline and operational efficiency. S. market. S.
residential market. The company is scaling its Nexus platform, which received positive feedback and is expected to deliver significant savings over competitors. Strategic focus includes capturing opportunities in the AI factory market, with pilot installations planned for 2027 and volume shipments in 2028. Financial results show an improvement in GAAP and non-GAAP metrics, with a positive shift in net income and free cash flow generation.
Guidance for Q3 2026 includes a non-GAAP gross margin of 22% to 26% and non-GAAP operating expenses of $86 million to $91 million. S. manufacturing and compliance with FCC regulations position it well amidst regulatory changes affecting inverter imports. Full Transcript OPERATOR Hello and welcome to the SolarEdge Technologies conference call for the second quarter ended June 30, 2026.
This call is being webcast live on the company's website at in the Investors section on the Events Calendar page. This call is the sole property and copyright of SolarEdge Technologies with