AI brief of an SEC Form 8-K · SolarEdge (SEDG)

SolarEdge Q3 revenue down 4.1% to $326.1 million; company reduced Q4 outlook

Mixed Impact 4 of 5 earnings

SolarEdge reported third-quarter 2026 revenue of $326.1 million, down 4.1% from $340.2 million a year earlier, and a GAAP net loss of $8.4 million, narrowed from $50.1 million a year earlier. The CEO cited reduced revenue expectations for the fourth quarter, which the company guided to $245 million to $275 million, and said it is taking steps to reduce costs.

Key points

  • Q3 2026 GAAP revenue was $326.1 million, down 5.8% from $346.2 million in Q2 2026 and down 4.1% from Q3 2025.
  • GAAP net loss was $8.4 million, or $0.14 per diluted share, versus a net loss of $50.1 million, or $0.84 per share, in Q3 2025.
  • Q3 GAAP gross margin of 33.2% included a $36.0 million benefit related to IEEPA tariff matters.
  • Q4 2026 guidance: revenue of $245 million to $275 million and non-GAAP gross margin of 17% to 21%, excluding potential IEEPA refunds.

The filing

CompanySolarEdge (SEDG)
Form8-K, current report
Filed with the SECNov 4, 2026, 7:04 AM ET
Accession number0001178913-26-004999

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.