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SolarEdge Technologies shares its earnings for the second quarter of 2026 in a full call transcript.

ResultsRead the original at Benzinga
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SolarEdge's sales grew 20% from a year earlier, and it returned to operating profit after nearly 3 years. Expected Q3 sales declines and U.S. weakness are concerns, but more of each sales dollar remained after product costs for 6 straight quarters.

SEDG · SolarEdge Technologies

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The AI's read

That shows the recovery is reaching profit, not just higher sales. Sales have grown from a year earlier since early 2025, and more of each sales dollar remained after product costs for 6 quarters in a row. Expected lower sales next quarter and continued weakness in the U.S. are real concerns. Still, the return to operating profit after nearly 3 years, alongside repeated sales growth, supports improvement.

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