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Compared to Estimates, SolarEdge (SEDG) Q2 Earnings: A Look at Key Metrics

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For the quarter ended June 2026, SolarEdge Technologies (SEDG - Free Report) reported revenue of $346.25 million, up 19.6% over the same period last year. EPS came in at $0.06, compared to -$0.81 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $341.66 million, representing a surprise of +1.34%. The company delivered an EPS surprise of +50%, with the consensus EPS estimate being $0.04.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how SolarEdge performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Megawatt hours recognized as revenue - batteries: 426 compared to the 329 average estimate based on four analysts.
  • Inverters recognized as revenue: 62.6 thousand versus the three-analyst average estimate of 82.13 thousand.
  • Power optimizers recognized as revenue: 2.49 million versus 2.96 million estimated by three analysts on average.
  • Revenues- Batteries: $125.99 million versus the three-analyst average estimate of $102.29 million.
  • Revenues- Inverters: $71.47 million compared to the $73.27 million average estimate based on two analysts.
  • Revenues- Optimizers: $116.51 million versus $140.16 million estimated by two analysts on average.

View all Key Company Metrics for SolarEdge here>>>

Shares of SolarEdge have returned -35.3% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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