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Solaredge Technologies (SEDG) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Solaredge Technologies (SEDG) Q3 2026 earnings results →
Q3 2026 Revenue down 4% year over year to $326M · 3¢ of every $1 of revenue lost · operating margin -0.6%
Solaredge Technologies made $326M in Q3 2026 (-4% Y/Y): Batteries for Pv Applications $122M, Power Optimizers $93.8M, Inverters $66.2M. Operating margin -0.6%, net loss $8.4M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.
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What changed this quarter
Revenue was $326.1M in Q3 2026, down 4% year over year and down 6% from the previous quarter. Batteries for Pv Applications was the largest line at 37% of revenue. Power Optimizers lost $40.1M year over year (down 30%), 284% of the total change.
Gross margin was 33.2%, up 12.0 points from Q3 2025. Operating costs exceeded revenue by $1.9M, an operating margin of -0.6%. Operating expenses grew 3% against a revenue fall of 4%. The quarter ended with a net loss of $8.4M, narrower than the previous quarter's $30.8M loss.
Operating cash flow was $20.4M (down 20% year over year). Non-cash charges added back $5.4M of depreciation and amortization and $23.7M of share-based compensation. Capital expenditures of $12.6M left free cash flow of $7.8M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 5, 2026 | $326M | -4% | -0.6% | −$8.4M | $20.4M |
| Q2 2026 | 10-Q | Aug 5, 2026 | $346M | +20% | -4.6% | −$30.8M | $11.4M |
| Q1 2026 | 10-Q | May 7, 2026 | $311M | +42% | -17.7% | −$57.4M | $24.4M |
| Q4 2025 | 10-K | Feb 25, 2026 | $335M | +71% | -14.4% | −$132M | $52.6M |
| Q3 2025 | 10-Q | Nov 6, 2025 | $340M | +44% | -10.3% | −$50.1M | $25.6M |
| Q2 2025 | 10-Q | Aug 7, 2025 | $289M | +9% | -39.9% | −$125M | −$7.8M |
| Q1 2025 | 10-Q | May 8, 2025 | $219M | +7% | -46.8% | −$98.5M | $33.8M |
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About Solaredge Technologies
We are a global smart energy technology company that changed the way power is harvested and managed in photovoltaic (also known as PV) systems. Our direct current (“DC”), optimized inverter system maximizes power generation while lowering the cost of energy produced by the PV system for improved return on investment, or ROI. Additional benefits of the DC optimized inverter system include: comprehensive and advanced safety features, improved design flexibility, efficient integration (DC coupled) with SolarEdge storage solutions, and improved operation and maintenance, or O&M, with remote monitoring at the module-level.
In its own words, from its 10-K, filed Feb 25, 2026.
Solaredge Technologies against its Semiconductors & Related Devices peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -4% against the peers' median +40%. Operating margin: -0.6% against the peers' median 40.1%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| SEDG Solaredge Technologies | Q3 2026 | $326M | -4% | -0.6% |
| NVDA NVIDIA | Q2 FY27 | $96.2B | +106% | 66.2% |
| MU Micron Technology | Q4 FY26 | $54.2B | +379% | 80.7% |
| AVGO Broadcom | Q3 FY26 | $29.6B | +86% | 53.9% |
| INTC Intel | Q3 2026 | $16.5B | +21% | 15.3% |
| AMD Advanced Micro Devices | Q3 2026 | $13.4B | +45% | 21.2% |
| AMAT Applied Materials | Q3 FY26 | $9.1B | +25% | 33.7% |
| TXN Texas Instruments | Q3 2026 | $6.1B | +28% | 47.5% |
| ADI Analog Devices | Q3 FY26 | $4.0B | +40% | 40.1% |
Source: Solaredge Technologies 10-Q on SEC EDGAR · CIK 1419612 · Semiconductors & Related Devices
Guidance and outlook
13F: who owns SEDG and who is buying
More on SEDG
- How Solaredge Technologies makes money: revenue by segment
- Solaredge Technologies next earnings date and what analysts expect
- Solaredge Technologies stock forecast, price target and fair value
- Who owns Solaredge Technologies stock: holders, funds and Congress trades
- Solaredge Technologies guidance and outlook
- Is Solaredge Technologies a takeover target? LBO and rumors
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results
- Solaredge Technologies guidance history: guided vs reported
- Solaredge Technologies free cash flow by quarter
- Solaredge Technologies R&D spending by quarter
- Solaredge Technologies capital expenditures by quarter
- Solaredge Technologies Batteries for Pv Applications revenue by quarter
- Solaredge Technologies Power Optimizers revenue by quarter
- Solaredge Technologies Inverters revenue by quarter