SEDG $33.09 +7.19%

SEDG · Solaredge Technologies, Inc.

$33.09 +2.22 (+7.19%) At close · Oct 2

Customer concentration — top 2 customers 28.8% of revenue

2 customers — 28.8% of revenue (For the three months ended June 30, 2026)

“For the three months ended June 30, 2026, two major customers accounted for approximately 28.8% of our total revenues.”

One customer — 16.8% of revenue (For the six months ended June 30, 2026)

“For the six months ended June 30, 2026, one major customer accounted for approximately 16.8% of our total revenues.”

2 customers — 24% of revenue (For the six months ended June 30, 2025)

“For the six months ended June 30, 2025, two major customers accounted for approximately 24.0% of our total revenues.”

One customer — 16.4% of revenue (For the three months ended June 30, 2025)

“For the three months ended June 30, 2025, one major customer accounted for approximately 16.4% of our total revenues.”

2 customers — 26.3% of receivables (As of June 30, 2026)

“As of June 30, 2026, two major customers accounted for approximately 26.3% of our consolidated trade receivables, net balance.”

2 customers — 22.5% of receivables (As of June 30, 2025)

“As of June 30, 2025, two major customers accounted for approximately 22.5% of our consolidated trade receivables, net balance.”

View the 10-Q filed Aug 5, 2026

Market Cap

$2.01B

61.53M

Volume · Oct 2 2.53M Avg daily vol (3M) 3.1M

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Earnings call · FY2023 Q4

Solaredge Technologies, Inc. (SEDG) Q4 2023 Earnings Call

Concluded Feb 20, 2024

Feb 20, 2024 0 turns

Period: FY2023 Q4
Runtime: —
Sources: 2 artifacts

8-K 10-K

Executive readout · one minute

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Forward guidance

3 guided metrics

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Revenue · derived Q4 $316.04M -64.5% YoY

Gross margin · derived Q4 -17.9% -47.2 pp YoY

Net income · derived Q4 -$162.38M -144% YoY

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8-K earnings release Filed Feb 20, 2024 10-K report Filed Feb 26, 2024

Forward guidance

From the 8-K filed Feb 20, 2024.

Metric	Period	Guided	Basis	Actual
Revenues Initiated first quarter ending March 31, 2024	first quarter ending March 31, 2024	$175M – $215M	—	$204.4M within
Revenues from the solar segment Initiated first quarter ending March 31, 2024	first quarter ending March 31, 2024	$160M – $200M	—	—
Gross margin from the solar segment Initiated first quarter ending March 31, 2024	first quarter ending March 31, 2024	1% – 5%	—	—

Quarter detail

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Revenue Within

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