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Dec 31, 2025
SolarEdge Q4 2025 Earnings Report
SolarEdge reported fourth-quarter 2025 revenue growth year over year with improved gross margins, while recording a GAAP net loss driven by one-time foreign exchange impacts.
Key Takeaways
SolarEdge generated Q4 2025 revenue of 335358000 with GAAP gross profit of 74471000 and gross margin of 22.2%. The company reported a GAAP net loss of 132121000 and operating loss of 48310000, while free cash flow reached 43336000 during the quarter.
Revenue reached 335358000, representing strong year-over-year growth.
GAAP gross margin improved to 22.2% from negative levels a year ago.
GAAP net loss was 132121000, including a 70500000 one-time finance expense.
Free cash flow generation totaled 43336000, reflecting operational discipline.
Forward Guidance
For the first quarter of 2026, SolarEdge expects revenue between 290000000 and 320000000, with Non-GAAP gross margin projected between 20% and 24% and Non-GAAP operating expenses between 88000000 and 93000000.
Positive Outlook
- Revenue guidance range of 290000000 to 320000000 for Q1 2026.
- Non-GAAP gross margin expected between 20% and 24%.
- Non-GAAP operating expenses expected between 88000000 and 93000000.
- Continued margin expansion trend entering 2026.
- Strategic focus on profitable growth and Nexis platform rollout.
Challenges Ahead
- Revenue guidance excludes significant one-time revenue benefits.
- Ongoing exposure to foreign exchange volatility.
- Macroeconomic and industry cyclicality risks.
- Dependence on global supply chain stability.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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