---
title: "Solaredge Tech | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 346.25 M"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294954772.md"
datetime: "2026-08-05T11:04:07.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294954772.md)
  - [en](https://longbridge.com/en/news/294954772.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294954772.md)
generator: "portal-rs"
---

# Solaredge Tech | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 346.25 M

Revenue: As of FY2026 Q2, the actual value is USD 346.25 M, beating the estimate of USD 341.16 M.

EPS: As of FY2026 Q2, the actual value is USD -0.5, missing the estimate of USD -0.3538.

EBIT: As of FY2026 Q2, the actual value is USD -16.05 M.

#### Revenue

SolarEdge Technologies, Inc. reported GAAP revenues of $346.2 million for the second quarter of 2026, an increase of 19.6% from $289.4 million in the second quarter of 2025. Non-GAAP revenues were $345.5 million, up 23.0% from $281.0 million in the second quarter of 2025. 

#### Gross Margin

GAAP gross margin for the second quarter of 2026 was 27.5%, significantly up from 11.1% in the second quarter of 2025. This included a benefit of $13.3 million related to IEEPA tariff matters. Non-GAAP gross margin was 28.6%, compared to 13.1% in the second quarter of 2025, also including a $13.3 million benefit from IEEPA tariff matters. 

#### Operating Expenses

GAAP operating expenses were $111.2 million in the second quarter of 2026, down from $147.6 million in the second quarter of 2025. Non-GAAP operating expenses were $88.5 million, compared to $85.2 million in the second quarter of 2025. 

#### Operating Income (Loss)

SolarEdge Technologies, Inc. reported a GAAP operating loss of - $16.0 million in the second quarter of 2026, a significant improvement from a GAAP operating loss of - $115.5 million in the second quarter of 2025. The company achieved non-GAAP operating income of $10.2 million in the second quarter of 2026, a turnaround from a non-GAAP operating loss of - $48.3 million in the second quarter of 2025. 

#### Net Income (Loss)

GAAP net loss was - $30.8 million in the second quarter of 2026, an improvement from - $124.7 million in the second quarter of 2025. Non-GAAP net income was $3.6 million, compared to a non-GAAP net loss of - $47.7 million in the second quarter of 2025. 

#### Free Cash Flow

Free cash flow was $3.1 million in the second quarter of 2026, compared to - $9.1 million in the second quarter of 2025. 

#### Cash and Investments Portfolio

As of June 30, 2026, the cash and investments portfolio, net of debt, grew by $20.4 million to $264.6 million, up from $244.2 million as of December 31, 2025. 

#### Outlook for the Third Quarter of 2026

For the third quarter ending September 30, 2026, SolarEdge Technologies, Inc. provides guidance for revenue between $310 million and $340 million. The company expects non-GAAP gross margin to be between 22% and 26%, and non-GAAP operating expenses are projected to range from $86 million to $91 million. The midpoint of this guidance implies a non-GAAP operating profit when including $11.5 million of IEEPA refunds received in July.

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## Related News & Research

- [SolarEdge to webcast 2026 investor day](https://longbridge.com/en/news/297513097.md)
- [UBS Just Upgraded SolarEdge Stock. Here's Why.](https://longbridge.com/en/news/297087775.md)
- [Is SolarEdge Technologies (SEDG) Undervalued Following UBS Upgrade And New U.S. Inverter Rules?](https://longbridge.com/en/news/297376234.md)
- [Positive Report for SolarEdge Technologies (SEDG) from UBS](https://longbridge.com/en/news/297009914.md)
- [SolarEdge Stock Climbs on Analyst Upgrade: What Investors Need to Know](https://longbridge.com/en/news/297057810.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**