SolarEdge Technologies, Inc.
SEDG
Jodie read · what matters now
Revenue increased 41.5% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to SEDG, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-07 against the comparable filing from 2025-05-08.
What improved
- Revenue increased 41.5% versus the comparable filing period.
- The operating loss narrowed by 47.7M.
What weakened
No thresholded deterioration was identified.
Filing receipts
“SOLAREDGE TECHNOLOGIES INC. | 2026 Form 10-Q | 11 Cost of Revenues and Gross Profit Three Months Ended March 31, 2025 to 2026 2026 2025 Change (In thousands) Cost of revenues $ 242,220 $ 201,944 $ 40,276 19.9 % Gross profit $ 68,281 $ 17,536 $ 50,745 289.4 % Cost of revenues increased by $40.3 million, or 19.9%, in the three months ended March 31, 2026, compared to the three months ended March 31, 2025, primarily due to: an increase in the direct cost of revenues sold of $60.4 million associated primarily with an increase in the volume of products sold, offset by an increase in AMPTC recognized; excluding such AMPTC incentives would have caused us to transition into a gross loss, for both p...”
“Cash used in investing activities was $20.4 million in the three months ended March 31, 2026 as compared to cash provided by investing activities of $67.6 million in the three months ended March 31, 2025, primarily driven by a decrease of $134.1 million in proceeds provided by sales and maturities of available-for-sale marketable securities, an increase of $26.2 million in payments made before lease commencement, a decrease of $13.6 million in proceeds from loans receivables, these were partially offset by a decrease of $72.5 million in purchases of available-for-sale marketable securities, a decrease of $6.6 million in payment related to governmental grant and a decrease of $6.4 million in...”
“Sales and Marketing Three Months Ended March 31, 2025 to 2026 2026 2025 Change (In thousands) Sales and marketing $ 27,449 $ 31,657 % (4,208 ) (13.3 )% Sales and marketing expenses decreased by $4.2 million, or 13.3%, in the three months ended March 31, 2026 compared to the three months ended March 31, 2025, primarily due to: • a decrease in personnel-related costs of $2.3 million resulting from our workforce reduction plan designed to reduce operating expenses and align our cost structure to current market dynamics; • a decrease in travel and hospitality costs of $0.8 million; and • a decrease in depreciation and amortization of $0.5 million.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind SEDG
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 7 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
SEDG is currently a Participant in the organic co-movement group Semiconductor Supply Chain. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.