Solaredge Tech

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.