SolarEdge (SEDG) Q2 FY26 earnings call

SolarEdge achieved a significant turnaround in Q2 FY26, returning to non-GAAP operating profitability driven by strong revenue growth and expanding gross margins. The company made tangible progress across its strategic priorities, including market share gains in U.S. C&I and the successful rollout of its Nexis platform in Europe. While Q3 guidance reflects seasonal declines and continued U.S. residential market softness, SolarEdge remains focused on operational efficiency, product innovation, and advancing its AI factory power infrastructure solution for future growth.