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Jun 30, 2025
SolarEdge Q2 2025 Earnings Report
SolarEdge Technologies, Inc. announced its financial results for the second quarter ended June 30, 2025, reporting a second consecutive quarter of year-over-year and sequential revenue growth, along with margin expansion.
Key Takeaways
SolarEdge reported a revenue of $289.41 million for Q2 2025, a 32% increase from the prior quarter. The company experienced a GAAP net loss of $124.74 million and a non-GAAP net loss of $47.67 million. Despite the losses, the company showed sequential improvements in revenue, gross margin, and operating loss, indicating progress in its turnaround efforts.
Revenue for Q2 2025 was $289.41 million, marking a 32% increase from the prior quarter.
GAAP gross margin improved to 11.1% from 8.0% in the prior quarter, while non-GAAP gross margin reached 13.1%.
The company reported a GAAP net loss of $124.74 million and a non-GAAP net loss of $47.67 million.
SolarEdge shipped 1,194 MW (AC) of inverters and 247 MWh of batteries for PV applications.
Forward Guidance
For the third quarter ending September 30, 2025, SolarEdge expects revenues to be between $315 million and $355 million, with non-GAAP gross margin in the range of 15% to 19%. Non-GAAP operating expenses are projected to be between $85 million and $90 million.
Positive Outlook
- Expected revenue growth to a range of $315 million to $355 million for Q3 2025.
- Anticipated increase in non-GAAP gross margin to 15% to 19% for Q3 2025.
- Continued focus on strategic priorities and execution.
- Management's confidence in positioning SolarEdge for future opportunities.
- Potential for further margin expansion.
Challenges Ahead
- New tariffs are expected to have a negative impact of approximately 2% on non-GAAP gross margin in Q3 2025.
- Non-GAAP operating expenses are projected to remain significant, ranging from $85 million to $90 million.
- Uncertainty and potential variability of reconciling items for GAAP outlook.
Historical Earnings Impact
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