--- 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. ### Related Stocks - [SEDG.US](https://longbridge.com/en/quote/SEDG.US.md) ## Related News & Research - [Trump Just Gave SolarEdge Stock a Lift. How You Should Play SEDG Here.](https://longbridge.com/en/news/297680367.md) - [SolarEdge to webcast 2026 investor day](https://longbridge.com/en/news/297513097.md) - [Equifax notifies availability of 8-K filing](https://longbridge.com/en/news/297785672.md) - [Is SolarEdge Technologies (SEDG) Undervalued Following UBS Upgrade And New U.S. Inverter Rules?](https://longbridge.com/en/news/297376234.md) - [EGAN: AI customer revenue surged 20% in fiscal 2026, driving margin and cash flow improvements](https://longbridge.com/en/news/297957227.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**