SOLAREDGE $SEDG Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $326.1M (Est. $327M) 🔴; -4.1% YoY
🔹 Adj. EPS: $0.29 (Est. $0.04) 🟢
🔹 Gross Margin: 34.7%; +1,590 bps YoY
Q4 Guide:
🔹 Revenue: $245M-$275M (Est. $316M) 🔴
🔹 Gross Margin: 17%-21%
🔹 OpEx: $87M-$91M
Other Q3 Metrics:
🔹 Free Cash Flow: $7.8M
Comments:
🔸 “As near-term market uncertainty persists and given reduced revenue expectations for the fourth quarter, we are taking decisive steps to reduce costs, sharpen our focus, and support profitability amid softer demand.”
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