SolarEdge Technologies (SEDG) Reports Q3 Loss, Beats Revenue Estimates

Core Insights - SolarEdge Technologies reported a quarterly loss of $0.31 per share, better than the Zacks Consensus Estimate of a loss of $0.38, and a significant improvement from a loss of $15.33 per share a year ago, resulting in an earnings surprise of +18.42% [1] - The company achieved revenues of $340.18 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 2.02% and showing a year-over-year increase from $260.9 million [2] - SolarEdge shares have increased approximately 134% year-to-date, significantly outperforming the S&P 500's gain of 15.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.30 on revenues of $328.56 million, and for the current fiscal year, it is -$2.88 on revenues of $1.16 billion [7] - The estimate revisions trend for SolarEdge was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - SolarEdge operates within the Zacks Solar industry, which is currently ranked in the top 29% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - The performance of SolarEdge's stock may be influenced by the overall industry outlook, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8] Competitor Insights - FTC Solar, another company in the solar industry, is expected to report a quarterly loss of $0.50 per share, reflecting a year-over-year change of +50%, with revenues anticipated to be $21.3 million, up 110.1% from the previous year [9][10]