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Sep 30, 2025
SolarEdge Q3 2025 Earnings Report
SolarEdge reported a third consecutive quarter of revenue growth despite continued losses.
Key Takeaways
SolarEdge showed signs of operational improvement in Q3 2025, with higher revenue, narrowing losses, improved gross margins, and a return to positive free cash flow.
Revenue grew to $340.2M, up 18% from the previous quarter
Net loss narrowed significantly to $50.1M from $124.7M in Q2
Free cash flow turned positive at $22.8M
Gross margin improved to 21.2% (GAAP) and 18.8% (Non-GAAP)
Forward Guidance
SolarEdge expects Q4 2025 revenue to be between $310M and $340M with slight margin improvements and stable operating expenses.
Positive Outlook
- Revenue guidance between $310M–$340M for Q4
- Non-GAAP gross margin expected to improve to 19–23%
- Non-GAAP operating expenses expected between $85M–$90M
- Continued efforts on margin improvement
- Focus on profitability and cash generation
Challenges Ahead
- Tariffs expected to impact margins by ~2%
- No guidance for GAAP metrics due to variability
- Net losses expected to persist
- Challenging market dynamics and inventory reductions
- Revenue midpoint flat sequentially
Historical Earnings Impact
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Avg. Return Before/After Earnings
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