Solaredge Tech

SEDG

Q2 FY2026 EarningsQ2 FY26 results surpassed consensus across top and bottom lines, signaling an inflection point in the company's turnaround. Revenue reached $346.2M (+19.6% YoY) vs. $341.2M expected, while GAAP gross margin expanded to 27.5%, beating the 24.7% mean estimate. Notably, the company returned to non-GAAP operating profitability ($10.2M) and generated positive free cash flow of $3.1M. Q3 revenue guidance of $310M-$340M aligns with current consensus, though margin expansion remains the primary narrative for valuation recovery.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: Solaredge Tech(SEDG) the Revenue is 346.25 M (+19.63%), Beat estimate;the EBIT is -16.05 M (+86.11%), Beat estimate;the EPS is -0.5 (+76.53%), Miss estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.35B19.63%
0.34B17.87%
+0.01B1.76%
EBITExceed expectations
-0.02B86.11%
-0.02B78.44%
+0.01B7.67%
EPSMiss expectations
-0.576.53%
-0.353883.39%
-0.14626.86%

Upcoming earnings report - Q3 FY2026

Available dateNov 4, 2026
Estimate Revenue$326.96 M
Estimate EBIT-$23.77 M
Estimate EPS-$0.3112

Revenue

ActualEstimateUnit: USD
Quarterly

EBIT

ActualEstimateUnit: USD
Quarterly

Net income

ActualEstimateUnit: USD
Quarterly

EPS

ActualEstimateUnit: USD
Quarterly