NASDAQ$SEDG

SolarEdge Technologies · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

SolarEdge's first quarter results reflected growth in the solar business across geographies and segments and operational performance enabled the company to meet increased demand.

SolarEdge Technologies, Inc. reported revenues of $405.5 million for the first quarter ended March 31, 2021. GAAP net income was $30.1 million, and non-GAAP net income was $55.5 million. The company shipped 1.69 Gigawatts (AC) of inverters.

  • Revenues of $405.5 million
  • Revenues from solar products of $376.4 million
  • GAAP net income of $30.1 million
  • 1.69 Gigawatts (AC) of inverters shipped

Headline financials

Total Revenue

$405M

Previous: $431M-6.0%
EPS (adj)

$0.98

Previous: $0.95+3.2%
Inverters Recognized

1.69

Previous: 1.85-8.6%
Capital Expenditures

-$24.5M

Previous: -$27.1M+9.3%
Free Cash Flow

$5.53M

Previous: $15.2M-63.6%
Net Income

$30.1M

Previous: $42.2M-28.8%
Operating Income

$44.1M

Previous: $67.8M-34.9%
Gross Profit

$140M

Previous: $140M+0.0%
Cash & Equivalents

$685M

Previous: $324M+111.4%
Total Assets

$2.46B

Previous: $1.51B+62.8%
Stock-Based Comp

$23.2M

Previous: $12.8M+81.3%

Revenue & EPS history

SolarEdge · Revenue · Quarterly

$405M

Q1 2021-6%vs Q1 2020
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Forward guidance

The Company provides guidance for the second quarter ending June 30, 2021 as follows: Revenues to be within the range of $445 million to $465 million, Non-GAAP gross margin expected to be within the range of 32% to 34%, Revenues from solar products to be within the range of $405 million to $420 million, Non-GAAP gross margin from sale of solar products expected to be within the range of 36% to 38%.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2021

Historical avgQ1 2021

+3.5%

Avg return

Earnings day

+5.5%

Avg return

5 days after

+4.8%

Avg return

30 days after

58%

26 / 45 earnings

Positive

+31.2%

Q4 2019

Best reaction

-21.1%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+7.5%-6.3%+41.5%
Q4 2025-5.5%+6.1%+39.3%
Q3 2025+28.8%+42.6%-7.2%
Q1 2025+10.9%+53.6%+37.3%
Q4 2024+15.9%+9.0%+0.6%
Q3 2024-21.1%-27.5%-32.3%
Q2 2024-4.3%-10.3%-18.5%
Q1 2024-10.3%-11.1%-21.2%
Q4 2023-12.8%-20.8%-21.5%
Q3 2023-4.2%-5.5%+8.6%
Q2 2023-19.0%-24.4%-32.7%
Q1 2023+6.7%+10.6%+10.4%
Q4 2022+4.9%+1.4%+1.9%
Q3 2022+14.9%+31.9%+41.9%
Q2 2022-17.6%-12.0%-24.9%
Q1 2022+4.9%+0.6%+8.8%
Q4 2021+7.0%+3.5%+26.2%
Q3 2021-2.2%-4.7%-11.7%
Q2 2021+15.5%+13.8%+11.7%
Q1 2021-17.1%-16.4%-6.1%
Q4 2020+1.2%-2.7%-19.5%
Q3 2020-19.9%-7.8%+6.1%
Q2 2020+12.0%+20.8%+25.8%
Q1 2020+1.7%+14.0%+37.5%
Q4 2019+31.2%+25.1%-35.8%
Q3 2019-4.0%-2.6%+0.8%
Q2 2019+27.6%+30.9%+24.9%
Q1 2019+20.8%+19.0%+23.8%
Q4 2018-2.8%-6.8%-14.3%
Q3 2018-2.5%-2.9%+0.5%
Q2 2018-13.9%-16.5%-14.8%
Q1 2018+15.5%+22.1%-4.0%
Q4 2017+27.4%+27.8%+51.3%
Q3 2017+19.6%+15.6%+11.1%
Q2 2017+18.5%+21.7%+15.9%
Q1 2017+9.7%+10.0%+20.2%
Q4 2016-5.2%+3.1%-2.5%
Q3 2016-14.0%
Q2 2016+10.6%
Q1 2016+16.9%
Q4 2013-10.6%
Q4 2015-2.6%
Q3 2014+0.0%
Q4 2014+0.0%
Q3 2015+19.2%
Q3 2013

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro