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Q3 25 EPS
$-0.31
BEAT +26.80%
Est. $-0.42
Q3 25 Revenue
$340.2M
BEAT +1.03%
Est. $336.7M
vs S&P Since Q3 25
+40.1%
BEATING MARKET
SEDG +51.5% vs S&P +11.4%
Market Reaction
Did SEDG Beat Earnings? Q3 2025 Results
SolarEdge Technologies delivered a convincing third-quarter turnaround story, posting a non-GAAP loss of just $0.31 per share against a consensus estimate of $0.42, a beat of 26.80%, while revenue of $340.18 million edged past the $336.70 million est… Read more SolarEdge Technologies delivered a convincing third-quarter turnaround story, posting a non-GAAP loss of just $0.31 per share against a consensus estimate of $0.42, a beat of 26.80%, while revenue of $340.18 million edged past the $336.70 million estimate and surged 30.4% year over year. The single most material driver behind the upside was a dramatic margin recovery, with GAAP gross margin climbing to 21.2% from 11.1% in the prior quarter, even as approximately 2% tariff headwinds weighed on results. Operating cash flow turned positive at $25.61 million, reversing a $7.80 million outflow the prior quarter, a milestone that underscored the company's ongoing restructuring progress. Shares responded with a roughly 10% jump, reflecting renewed investor confidence in the recovery trajectory. Unlike some peers in clean energy that have stumbled recently, SolarEdge issued Q4 guidance of $310 million to $340 million in revenue with non-GAAP gross margin of 19% to 23%, signaling that management sees the recovery as durable heading into year-end.
Key Takeaways
- • Three consecutive quarters of revenue growth
- • GAAP gross margin improved to 21.2% from 11.1% in prior quarter
- • Non-GAAP gross margin improved to 18.8% from 13.1% in prior quarter
- • Operating expenses reduced significantly to $107.3 million from $147.6 million in prior quarter
- • Cash generated from operations of $25.6 million versus cash used of $7.8 million in prior quarter
- • Free cash flow turned positive at $22.8 million
- • Cash and investments portfolio net of debt grew by $77.0 million to $208.8 million
SEDG YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
“We're making steady progress in our turnaround, with three consecutive quarters of revenue growth and improving margins, and we're not done yet.”
— Shuki Nir, Q3 2025 Earnings Press Release
SEDG Earnings Trends
SEDG vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
SEDG EPS Trend
Earnings per share: estimate vs actual
SEDG Revenue Trend
Quarterly revenue: estimate vs actual
SEDG Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $-0.27 | $-0.43 | -59.85% | $310.5M | +1.65% |
| Q4 25 BEAT FY | $-0.23 | $-0.14 | +39.00% | $335.4M | +1.52% |
| FY Full Year | $-2.60 | $-2.38 | +8.29% | $1.18B | +0.54% |
| Q3 25 BEAT | $-0.42 | $-0.31 | +26.80% | $340.2M | +1.03% |
| Q2 25 BEAT | $-0.84 | $-0.81 | +3.49% | $289.4M | +5.44% |
| Q1 25 BEAT | $-1.16 | $-1.14 | +1.69% | $219.5M | +7.47% |