SolarEdge Q2 Revenue Outlook Beats Estimates Despite Wider First-Quarter Loss

businesscompany-earnings 3 posts · 3 accounts

SolarEdge reported first-quarter revenue of $310.5 million, topping the $307.3 million analyst estimate, though sales fell 7.4% from the prior quarter. The company posted a non-GAAP net loss of $0.43 a share, wider than the $0.28 analysts expected and the $0.14 loss in the prior quarter. SolarEdge said that excluding an approximately $14 million one-time expense, the loss would have been about $0.20 a share.

The company said first-quarter revenue rose 46% from a year earlier and margins expanded for a sixth consecutive quarter. For the second quarter, SolarEdge forecast revenue of $325 million to $355 million, above the $305.5 million analyst estimate, and said it expects to be close to breakeven operating profitability at the midpoint. Chief Executive Officer Shuki Nir said SolarEdge is focused on rolling out the Nexis platform and advancing its AI data-center power roadmap.

From the sources (3 posts)

@alphasenseinc

$SEDG Earnings: - The Company reported revenues of $310.5 million, down 7.4% from $335.4 million in the prior quarter. - Non-GAAP revenues were $309.9 million, down 7.1% from $333.8 million the prior quarter. - Non-GAAP net loss per share

@wallstengine

$SEDG Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $310.5M (Est. $307.3M) 🟢 🔹 EPS: $(0.43) (Est. $(0.28)) 🔴 Q2 2026 Guide: 🔹 Revenue: $325M-$355M (Est. $305.5M) 🟢

@finsee_main

$SEDG Q1 2026 earnings: Margin Expansion Sustains While Operational Hiccups Delay Breakeven SolarEdge delivered a mixed Q1 2026, highlighting the friction inherent in its ongoing turnaround. While revenue grew 46% YoY to $310.5M, it marked

Market impact

22 small

SEDG ENPH TAN

Why it matters: SolarEdge's Q2 revenue guide well above estimates signals firming inverter/solar demand, lifting its own stock and giving a mild read-through to peer Enphase and the TAN solar ETF, but the wider Q1 EPS miss makes it a mixed single-name print with limited sector spillover.

At publish time: Q2 revenue guide of $325M-$355M vs $305.5M estimate (a clear beat) alongside a wider-than-expected Q1 non-GAAP loss of $(0.43) vs $(0.28) estimate — both surprises are in the headline/facts.

model confidence: medium

What happened next

1–2 weeks later

no follow-up

No corpus follow-ups touch SolarEdge, Enphase, TAN, or solar demand; listed items are unrelated Q1 earnings. No read-through to judge.

based on follow-up coverage

Follow-up coverage

No follow-up coverage matched this story.

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