Overview

* SolarEdge ( SEDG ) Q2 revenue rises 32%, beating analyst expectations, per LSEG data

* Adjusted EPS beats consensus, indicating improved operational performance

* Co faced GAAP net loss due to increased operating expenses and tariff impact

Outlook

* Company expects Q3 2025 revenue between $315 mln and $355 mln

* SolarEdge ( SEDG ) anticipates Q3 non-GAAP gross margin of 15% to 19%

* Company projects Q3 non-GAAP operating expenses of $85 mln to $90 mln

Result Drivers

* REVENUE GROWTH - Co reports 32% sequential revenue increase, driven by operational improvements

* MARGIN EXPANSION - Gross margin improved to 11.1% GAAP and 13.1% non-GAAP, indicating better cost management

* TARIFF IMPACT - New tariffs negatively impacted results by approximately 1%

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $289.40 $273.90

Revenue mln mln (23

Analysts

)

Q2 Beat -$0.81 -$0.86

Adjusted (23

EPS Analysts

)

Q2 EPS -$2.13

Q2 Beat -$47.70 -$52.20

Adjusted mln mln (20

Net Analysts

Income )

Q2 Net -$124.70

Income mln

Q2 Gross 11.1%

Margin

Q2 Beat -$48.30 -$68.40

Adjusted mln mln (15

Operatin Analysts

g Profit )

Q2 13.1%

Adjusted

Gross

Margin

Q2 -$115.50

Operatin mln

g Profit

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 22 "hold" and 9 "sell" or "strong sell"

* The average consensus recommendation for the renewable energy equipment & services peer group is "buy."

* Wall Street's median 12-month price target for Solaredge Technologies Inc ( SEDG ) is $18.00, about 43.3% below its August 6 closing price of $25.79

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)