NASDAQ$SEDG

SolarEdge Technologies · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

SolarEdge reported Q1 2026 revenue of $310.5M with a net loss of $57.4M, or $0.95 per share.

For the quarter ended March 31, 2026, SolarEdge generated $310.5 million in revenue versus $219.5 million a year ago as inverter and battery volumes recovered. Gross profit was $68.3 million while operating loss narrowed to $55.0 million from $102.7 million. Net loss was $57.4 million, or $0.95 per diluted share, compared with a $98.5 million loss and $1.74 per share in Q1 2025.

  • Revenue of $310.5M (+41% YoY) with power optimizers and batteries driving mix.
  • Operating loss narrowed to $(55.0)M from $(102.7)M.
  • Net loss $(57.4)M; diluted EPS $(0.95) vs $(1.74).
  • MD&A cites inventory normalization and settlement of securities litigation.

Headline financials

Total Revenue

$311M

Previous: $219M+41.5%
EPS (adj)

-$0.95

Previous: -$1.70+44.1%
Capital Expenditures

-$3.7M

Previous: -$10.1M+63.4%
Net Income

-$57.4M

Previous: -$98.5M+41.8%
Operating Income

-$55M

Previous: -$103M+46.4%
Gross Profit

$68.3M

Previous: $17.5M+289.4%

Revenue & EPS history

SolarEdge · Revenue · Quarterly

$311M

Q1 2026+41.5%vs Q1 2025
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

The 10-Q discusses demand recovery, channel inventory, and tariff exposure without numeric quarterly guidance.

Tailwinds

  • Revenue and gross profit improved materially year over year.
  • Operating loss narrowed on cost controls.

Headwinds

  • Still loss-making with elevated R&D and sales spend.
  • Solar cycle and competitive pricing remain risks.

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 2026

Historical avgQ1 2026

+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

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