Executive readout · one minute
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SEDG
$32.42
+0.75%
SEDG · Solaredge Technologies, Inc.
$32.42
+0.24 (+0.75%)
At close · Aug 14
View the 10-Q filed Aug 5, 2026
Customer concentration
— top 2 customers 28.8% of revenue
2 customers — 28.8% of revenue (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 (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 (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 (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.”
Market Cap
$1.97B
Shares
61.53M
All earnings calls
Earnings call · FY2026 Q2
Solaredge Technologies, Inc. Q2 FY2026 Earnings Call
Solaredge Technologies, Inc. Q2 FY2026 Earnings Call
Forward guidance
3 guided metrics
Management's latest ranges and targets are included below.
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Revenue
$346.25M
+19.6% YoY
Diluted EPS
-$0.50
Gross margin
27.5%
+16.4 pp YoY
Net income
-$30.75M
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Forward guidance
From the 8-K filed Aug 5, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Revenue
table
Q3 2026
|
$310M – $340M | — | |
|
Non-GAAP gross margin
table
Q3 2026
|
22% – 26% | Non-GAAP | |
|
Non-GAAP operating expenses
table
Q3 2026
|
$86M – $91M | Non-GAAP |
Quarter detail
How the reported period landed and where the business moved.
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38:35
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SEC filing · Item 2.02
8-K earnings release
Filed Aug 5, 2026 · complete as-filed document
SEC periodic report
10-Q report
Filed Aug 5, 2026 · complete as-filed document