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SolarEdge Technologies (DE:2ED)
FRANKFURT:2ED
Earnings Data
Report Date
May 04, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.23Last Year’s EPS
-0.96Same Quarter Last Year
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized a clear and measurable financial turnaround in 2025 — strong Q4 revenue growth (+70% YoY), consecutive quarterly margin expansion (Q4 gross margin 23.3%), and a full-year free cash flow recovery (+$77M vs -$421M in 2024). Management highlighted market-share gains, successful product initiatives (Single SKU, Nexis), continued U.S. manufacturing ramp and a large long-term AI data center opportunity. Notable near-term headwinds and execution items include one-time charges (~$60M Kokam expense), residual non-GAAP losses, inventory build to support Nexis, currency pressure from a stronger ILS, a still-slow European market and multi-year uncertainty around SST commercialization. Overall, the positives (revenue and margin momentum, cash-flow turnaround, product and market positioning) materially outweigh the lowlights, though execution risk remains on longer-term initiatives.Company Guidance
Q4 Revenue Surge
Non-GAAP Q4 revenue of $334M, up 70% year-over-year and slightly down quarter-over-quarter, outperforming the typical seasonal decline (normally -10% to -15%).
Full-Year Revenue Growth and Turnaround
2025 revenue grew 30% year-over-year; company describes 2025 as a successful stabilization year and the first step in its turnaround.
Gross Margin Expansion
Non-GAAP gross margin expanded to 23.3% in Q4 from 18.8% in Q3 (increase of ~4.5 percentage points), marking the fifth consecutive quarter of margin expansion and a recovery from negative margins in 2024 to ~23% in Q4 2025.
Free Cash Flow Turnaround
Generated $43M of free cash flow in Q4 and $77M for full-year 2025 versus negative $421M in 2024 — a swing of approximately $498M year-over-year.
Operating and Net Loss Improvements
Non-GAAP operating loss improved to $11.0M in Q4 from $23.8M in Q3 (reduction of ~53.8% QoQ). Non-GAAP net loss improved to $8.2M ($0.14/share) from $18.3M ($0.31/share) in Q3 (reduction of ~55% QoQ).
Strong Cash Position
Cash and equivalents of approximately $581M as of Dec 31, 2025, up ~$34M in Q4 (driven by the $43M quarterly free cash flow and working capital discipline).
Market Share Gains and Battery Momentum
Increased U.S. market share across residential, commercial and storage; became #2 supplier for residential batteries in the U.S. in Q3 2025. Company reported U.S. revenues of $198M (59% of sales).
Product Innovation and Nexis Rollout
Launched Single SKU concept and began shipping initial units of the Nexis platform (launch event March 19, 2026 in Germany). Nexis highlighted for lighter footprint, modularity, improved install/commissioning times, serviceability and industry-leading 185A LRA for U.S. batteries.
U.S. Manufacturing Progress
Continued ramp of U.S. manufacturing, serving domestic demand and starting exports late in the year; U.S.-made product mix cited as a driver of higher Q4 gross margin.
AI Data Center Opportunity
Identified multi-billion-dollar addressable opportunity targeting 800V DC AI data center architecture; developing a solid-state transformer (SST) topology to convert 34.5kV to 800V DC with >99% efficiency, engaging ecosystem partners and customers with expected revenue not before 2027 (industry ramp 2028).
DE:2ED Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:2ED Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | €31.27 | €29.10 | -6.95% |
Nov 05, 2025 | €27.48 | €34.00 | +23.70% |
Aug 07, 2025 | €22.09 | €21.72 | -1.67% |
May 06, 2025 | €11.23 | €13.06 | +16.35% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does SolarEdge Technologies (DE:2ED) report earnings?
SolarEdge Technologies (DE:2ED) is schdueled to report earning on May 04, 2026, After Close (Confirmed).
What is SolarEdge Technologies (DE:2ED) earnings time?
SolarEdge Technologies (DE:2ED) earnings time is at May 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of SolarEdge Technologies stock?
The P/E ratio of SolarEdge Technologies is N/A.
What is DE:2ED EPS forecast?
DE:2ED EPS forecast for the fiscal quarter 2026 (Q1) is -0.23.
