SolarEdge Technologies, Inc. SEDG is scheduled to release first-quarter 2026 results on May 6, before market open. The company delivered an earnings surprise of 26.32% in the last reported quarter.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Factors at Play Ahead of SEDG’s Q1 Results
SolarEdge Technologies’ first-quarter earnings are likely to have benefited from progress in its international manufacturing and export strategy, highlighted by shipments of single-phase residential inverter products from its Austin, TX, facility to key European markets. In March 2026, the company rolled out its next-generation three-phase SolarEdge Nexis system in Germany, which is likely to have supported early demand and strengthened shipment momentum, potentially contributing to top-line growth.
The company’s continued ramp-up of U.S. manufacturing to meet domestic demand is likely to have supported shipment volumes and aided its first-quarter performance.
SEDG’s cost-control initiatives, strong revenue growth expectations and expanding gross margins are likely to have supported its first-quarter earnings.
In the first quarter, tariffs are likely to have weighed on SolarEdge Technologies’ profitability by increasing component and import costs, particularly for products sourced from regions like China. The resulting incremental tariff burden is expected to have pressured the company’s bottom line.
Q1 Expectations for SEDG
The Zacks Consensus Estimate for earnings is pegged at a loss of 23 cents per share, indicating a year-over-year improvement of 79.8%.
The Zacks Consensus Estimate for revenues stands at $303.4 million, which suggests a rise of 38.2% from the year-ago reported number.
The Zacks Consensus Estimate for Power optimizers shipped is pegged at 3,133.89 thousands, indicating a 39.2% increase from the year-ago reported level.
The Zacks Consensus Estimate for Inverters shipped is pegged at 114.49 thousands, indicating a 35.4% jump from the year-ago reported level.
What the Zacks Model Unveils for SEDG
Our proven model predicts an earnings beat for SolarEdge Technologies this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below.
SolarEdge Technologies, Inc. Price and EPS Surprise
SolarEdge Technologies, Inc. price-eps-surprise | SolarEdge Technologies, Inc. Quote
Earnings ESP: SEDG has an Earnings ESP of +30.44%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Currently, SolarEdge Technologies carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Other Stocks to Consider
Investors may also consider the following players from the same sector, as these have the right combination of elements to post an earnings beat this reporting cycle.
APA Corporation APA is slated to report its first-quarter 2026 results on May 6, after market close. It has an Earnings ESP of +14.52% and a Zacks Rank of 1 at present.
The Zacks Consensus Estimate for earnings stands at 94 cents per share. The Zacks Consensus Estimate for sales is pegged at $2.11 billion.
Nextracker Inc. NXT is expected to report its fourth-quarter fiscal 2026 earnings on May 12, after market close. It has an Earnings ESP of +0.19% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for sales is pegged at $807.3 million. The Zacks Consensus Estimate for earnings stands at 89 cents per share.
Evolution Petroleum Corporation EPM is scheduled to report its third-quarter fiscal 2026 results on May 12, after market close. It has an Earnings ESP of +50.00% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for sales is pegged at $23 million, which implies a year-over-year increase of 1.8%. The Zacks Consensus Estimate for earnings stands at 2 cents per share.
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This article originally published on Zacks Investment Research (zacks.com).