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SolarEdge Technologies, Inc. (SEDG) Q3 2025 Earnings Call Transcript

November 5, 2025
in Market & News
Reading Time: 3 mins read
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SolarEdge Technologies, Inc. (SEDG) Q3 2025 Earnings Call Transcript
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Q3: 2025-11-05 Earnings Summary

EPS of -$0.31 beats by $0.11

 | Revenue of $340.18M (30.38% Y/Y) beats by $3.48M

SolarEdge Technologies, Inc. (SEDG) Q3 2025 Earnings Call November 5, 2025 8:00 AM EST

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Company Participants

John Lowe – Head of Investor Relations
Yehoshua Nir – CEO & Director
Asaf Alperovitz – CFO & Principal Accounting Officer

Conference Call Participants

Philip Shen – ROTH Capital Partners, LLC, Research Division
Christine Cho – Barclays Bank PLC, Research Division
Mark W. Strouse – JPMorgan Chase & Co, Research Division
David Arcaro – Morgan Stanley, Research Division
Dylan Nassano – Wolfe Research, LLC
Colin Rusch – Oppenheimer & Co. Inc., Research Division
Brian Lee – Goldman Sachs Group, Inc., Research Division
Julien Dumoulin-Smith – Jefferies LLC, Research Division
Jeffrey Osborne – TD Cowen, Research Division
Christopher Dendrinos – RBC Capital Markets, Research Division
Jonathan Windham – UBS Investment Bank, Research Division

Presentation

Operator

Hello, and welcome to the SolarEdge Conference Call for the Third Quarter ended September 30, 2025. This call is being webcast live on the company’s website at www.solaredge.com in the Investors section on the Events Calendar page.

This call is the sole property and copyright of SolarEdge with all rights reserved and any recording, reproduction or transmission of the call without the expressed written consent of SolarEdge is prohibited. You may listen to a webcast replay of this call by visiting the Events Calendar page of the SolarEdge Investor website.

I would now like to turn the call over to J.B. Lowe, Head of Investor Relations for SolarEdge. Please go ahead.

John Lowe
Head of Investor Relations

Good morning, and thank you for joining us to discuss SolarEdge’s operating results for the third quarter ended September 30, 2025, as well as the company’s outlook for the fourth quarter of 2025. With me today are: Shuki Nir, Chief Executive Officer; and Asaf Alperovitz, Chief Financial Officer. Shuki will begin with a brief review of the results for the third quarter ended September 30, 2025. Asaf will review the financial results for the

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