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SolarEdge Reports Third Quarter 2025 Results with Strong Revenue Growth and Margin Recovery

SolarEdge Technologies reported third quarter 2025 revenues of 340.2 million dollars, an 18 percent increase from the previous quarter, marking the company’s third consecutive quarter of revenue growth. Non-GAAP revenue rose 21 percent to 339.7 million dollars. The company recognized revenue from approximately 92,700 inverters, 2.95 million power optimizers, and 230 megawatt-hours of PV batteries during the quarter.

GAAP gross margin improved sharply to 21.2 percent from 11.1 percent in the prior quarter, while non-GAAP gross margin rose to 18.8 percent from 13.1 percent, despite a two percent negative impact from tariffs. GAAP operating expenses dropped to 107.3 million dollars from 147.6 million dollars, while non-GAAP operating expenses were 87.7 million dollars. This led to a GAAP operating loss of 35.2 million dollars, a major improvement from 115.5 million dollars previously.

The company posted a GAAP net loss of 50.1 million dollars, or 0.84 dollars per share, compared with a 124.7 million dollar loss, or 2.13 dollars per share, in the prior quarter. Non-GAAP net loss narrowed to 18.3 million dollars, or 0.31 dollars per share, from 47.7 million dollars, or 0.81 dollars per share. Operating cash flow turned positive at 25.6 million dollars, while free cash flow reached 22.8 million dollars. Cash and investments, net of debt, grew by 77 million dollars to 208.8 million dollars at quarter-end.

CEO Shuki Nir said SolarEdge is making “steady progress” in its turnaround, with improving margins and sustained revenue growth positioning the company for long-term profitability and leadership in smart energy solutions.

For the fourth quarter of 2025, SolarEdge expects revenues between 310 million and 340 million dollars, non-GAAP gross margin between 19 and 23 percent (including about a two percent tariff impact), and non-GAAP operating expenses of 85 to 90 million dollars.
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European Investor 11-05-25
SolarEdge Reports Q1 2025 Results: Revenue Rises but Losses Continue Amid Strategic Turnaround

SolarEdge Technologies reported Q1 2025 revenue of $219.5 million, a 12% increase from the previous quarter, with non-GAAP revenue at $212.1 million after excluding discontinued operations. The company shipped 1,208 MW of inverters and 180 MWh of batteries. Despite this growth, it recorded a GAAP net loss of $98.5 million ($1.70 per share), improving from a $287.4 million loss in Q4 2024. On a non-GAAP basis, the net loss was $66.1 million ($1.14 per share), versus $202.5 million the previous quarter.

Gross margin turned positive at 8.0% (GAAP) and 7.8% (non-GAAP), rebounding from deeply negative margins in Q4. Operating cash flow was $33.8 million and free cash flow came in at $19.8 million, both marking the second consecutive quarter of positive free cash flow. Total cash and equivalents rose to $113.2 million net of debt, up from $81.9 million at the end of 2024.

For Q2 2025, SolarEdge projects revenue between $265 million and $285 million and expects non-GAAP gross margin of 8–12%, which includes a ~2% negative impact from new tariffs. Non-GAAP operating expenses are forecast to be $90–95 million.
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WS News 05-06-25
SolarEdge Technologies Announces Board Changes Ahead of 2025 Annual Meeting

SolarEdge Technologies, Inc. disclosed in an SEC Form 8-K filing that Marcel Gani has resigned from the company's Board of Directors, effective immediately. Additionally, Dirk Hoke informed the Board that he will not stand for re-election and will step down following the 2025 Annual Meeting of Shareholders.

The company clarified that neither resignation was due to any disagreement regarding company operations, policies, or practices. In response to these developments, the Board reduced its size from ten to nine directors as of April 8, and it will decrease further to eight following Mr. Hoke’s official departure.
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The Investor 04-11-25
SolarEdge Technologies, Inc. announced the appointment of Asaf Alperovitz as Chief Financial Officer (CFO) and Principal Accounting Officer, effective March 2, 2025. He succeeds Ariel Porat, who stepped down for personal reasons but will remain with the company in a non-officer role for a six-month transition period.

Alperovitz previously served as CFO at Delta Galil Industries Ltd. and has held senior management roles at various companies, including Syneron Candela and Omrix Biopharmaceuticals. His compensation package includes a monthly salary, target annual bonus, restricted stock units, and performance stock units tied to the company’s stock price milestones. He is also entitled to benefits, a 90-day termination notice period, and accelerated equity vesting in the event of termination following a change of control.
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Global Finance News 03-03-25
SolarEdge Technologies reported a challenging 2024, with significant revenue declines and substantial write-downs, but the company sees potential for recovery in 2025.

For the fourth quarter, revenue fell 17% sequentially to $196.2 million, with solar segment revenue declining 15% to $189.0 million. The company shipped 895 MW (AC) of inverters and 130 MWh of batteries. Asset impairments and write-downs totaling $138 million impacted financials, though GAAP net loss of $287.4 million ($5.00 per share) was an improvement from the previous quarter’s $1.23 billion loss. Non-GAAP net loss stood at $202.5 million ($3.52 per share). Free cash flow turned positive at $25.5 million, marking an early step toward financial stabilization.

For the full year, total revenue plummeted 69.8% to $901.5 million, with solar segment revenue at $842.4 million, down from $2.82 billion in 2023. The company reported $1.17 billion in asset impairments, leading to a GAAP net loss of $1.81 billion ($31.64 per share), a stark contrast to 2023's net income of $34.3 million. Non-GAAP net loss was $1.31 billion ($22.99 per share), compared to a profit of $248.4 million in the prior year. Free cash flow remained negative at a $421.5 million deficit.

Despite these difficulties, CEO Shuki Nir emphasized the company’s ongoing turnaround efforts, pointing to a return to positive free cash flow in Q4 as an encouraging sign. SolarEdge expects to remain cash flow positive in Q1 2025 and for the full year, signaling a potential financial recovery.
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European Investor 02-19-25