SEDG
SOLAREDGE TECHNOLOGIES, INC.
+2.03 (+5.84%)36.71USD729K成交股數2.3B市值–本益比(近四季)1.7股價營收比+19.6%營收年增(近四季)2026-11-04下次財報
財報 SEC XBRL 申報值 · 美元 · 財年於 12 月結束
逐季數字是 10-Q 的單季值;財年第四季 XBRL 只有年度值,這裡用年度減前三季推算。年增率比的是去年同一會計季。
營收與利潤率近 16 季
稀釋 EPS近 16 季 · 美元
現金流近 16 季
股東回饋近 16 季 · 庫藏股與股利
損益表 逐季 · 最新在左 · 小字是年增率
| 科目 | 26Q2 | 26Q1 | 25Q4 | 25Q3 | 25Q2 | 25Q1 | 24Q3 | 24Q2 | 24Q1 | 23Q4 | 23Q3 | 23Q2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 營收 | 346M+20% | 311M+41% | 335M+42% | 340M+28% | 289M+42% | 219M-31% | 235M-68% | 265M-73% | 204M | 316M | 725M | 991M |
| 營業成本 | 251M | 242M | 261M | 268M | 257M | 202M | 963M | 276M | 231M | 372M | 582M | 674M |
| 毛利 | 95.2M+196% | 68.3M+289% | 74.5M-110% | 72.1M-758% | 32.1M-223% | 17.5M-131% | −728M-610% | −11.0M-103% | −26.2M | −56.4M | 143M | 317M |
| 毛利率 | 27.5% | 22.0% | 22.2% | 21.2% | 11.1% | 8.0% | -309.1% | -4.1% | -12.8% | -17.9% | 19.7% | 32.0% |
| 研發費用 | 52.8M | 50.2M | 51.7M | 54.1M | 53.4M | 62.0M | 70.4M | 69.3M | 75.4M | 75.0M | 80.1M | 86.5M |
| 銷售管理費用 | 24.5M | 36.4M | 24.5M | 26.6M | 19.8M | 30.2M | 41.2M | 39.0M | 30.9M | 34.6M | 39.1M | 36.2M |
| 營業利益 | −16.0M-86% | −55.0M-46% | −48.3M-96% | −35.2M-78% | −115M-34% | −103M-57% | −1.1B+6541% | −160M-207% | −174M | −238M | −16.7M | 150M |
| 營業利益率 | -4.6% | -17.7% | -14.4% | -10.3% | -39.9% | -46.8% | -471.8% | -60.4% | -85.0% | -75.2% | -2.3% | 15.2% |
| 稅後淨利 | −30.8M-75% | −57.4M-42% | −132M-89% | −50.1M-62% | −125M-21% | −98.5M-39% | −1.2B+1912% | −131M-209% | −157M | −162M | −61.2M | 120M |
| 淨利率 | -8.9% | -18.5% | -39.4% | -14.7% | -43.1% | -44.9% | -522.8% | -49.3% | -77.0% | -51.4% | -8.4% | 12.1% |
| 稀釋 EPS | -0.50-77% | -0.95-44% | -2.21-90% | -0.84-64% | -2.13-23% | -1.70-37% | -21.58+1898% | -2.31-214% | -2.75 | -2.70 | -1.08 | 2.03 |
| 稀釋股數 | 61.0M | 60.5M | 59.0M | 59.3M | 58.6M | 58.1M | 57.0M | 56.7M | 57.1M | 57.2M | 56.7M | 59.2M |
資產負債表 期末餘額
| 科目 | 26Q2 | 26Q1 | 25Q4 | 25Q3 | 25Q2 | 25Q1 | 24Q3 | 24Q2 | 24Q1 | 23Q4 | 23Q3 | 23Q2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 現金與約當現金 | 527M | 512M | 455M | 440M | 545M | 401M | 304M | 259M | 214M | 338M | 551M | 558M |
| 應收帳款 | 212M | 223M | 267M | 286M | 217M | 133M | 239M | 296M | 404M | 622M | 940M | 1.1B |
| 存貨 | 600M | 597M | 553M | 531M | 529M | 637M | 798M | 1.5B | 1.5B | 1.4B | 1.2B | 984M |
| 總資產 | 2.3B | 2.3B | 2.2B | 2.2B | 2.5B | 2.5B | 2.8B | 3.9B | 4.2B | 4.6B | 4.7B | 4.7B |
| 有息負債 | – | – | – | – | – | – | – | – | – | – | – | – |
| 總負債 | – | – | – | – | – | – | – | – | – | – | – | – |
| 股東權益 | 412M | 411M | 427M | 480M | 513M | 594M | 931M | 2.1B | 2.2B | 2.4B | 2.5B | 2.5B |
| 負債比 | – | – | – | – | – | – | – | – | – | – | – | – |
| 淨現金(現金 − 有息負債) | – | – | – | – | – | – | – | – | – | – | – | – |
現金流量表 單季
| 科目 | 26Q2 | 26Q1 | 25Q4 | 25Q3 | 25Q2 | 25Q1 | 24Q3 | 24Q2 | 24Q1 | 23Q4 | 23Q3 | 23Q2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 營業現金流 | – | 24.4M-28% | – | – | – | 33.8M | – | – | −217M | – | – | – |
| 資本支出 | – | 3.7M | – | – | – | 10.1M | – | – | 26.3M | – | – | – |
| 自由現金流 | – | 20.7M-13% | – | – | – | 23.7M | – | – | −243M | – | – | – |
| 折舊攤銷 | – | 5.9M | – | – | – | 12.0M | – | – | 15.0M | – | – | – |
| 買回庫藏股 | – | – | – | – | – | 0.00 | – | – | 33.2M | – | – | – |
| 現金股利 | – | – | – | – | – | – | – | – | – | – | – | – |
| 自由現金流率 | – | 6.7% | – | – | – | 10.8% | – | – | -119.1% | – | – | – |
營收拆解 2025 年度 10-K 的分部揭露 · 年增對前一年度
地區2025 年度 · 1.2B
| 美國 | 718M | 60.6% | +89.2% |
|---|---|---|---|
| Europe Except Netherlands | 318M | 26.8% | -1.6% |
| Others | 149M | 12.5% | -25.4% |
產品／服務2025 年度 · 851M
| Optimizers | 490M | 57.6% | +55.6% |
|---|---|---|---|
| Batteries For Pv Applications | 285M | 33.6% | +49.8% |
| Other Products | 52.8M | 6.2% | -41.8% |
| Energy Storage Systems | 16.4M | 1.9% | -67.1% |
| Communication | 6.0M | 0.7% | +11.2% |
| Mobility Components And Telematics | 167K | 0.0% | -93.0% |
| Inverters 小計 | 334M | 39.2% | +34.8% |
各維度的加總不一定等於合併營收:分部有時含內部交易、地區有時只揭露主要國家。挑的是加總最接近合併營收的那個標籤。
年度 10-K
| 財年 | 營收 | 年增 | 稅後淨利 | 淨利率 | 稀釋 EPS | 自由現金流 |
|---|---|---|---|---|---|---|
| FY2025 | 1.2B | +31.4% | −405M | -34.2% | -6.88 | 80.8M |
| FY2024 | 901M | -69.7% | −1.8B | -200.4% | -31.64 | −421M |
| FY2023 | 3.0B | -4.3% | 34.3M | 1.2% | 0.60 | −351M |
| FY2022 | 3.1B | +58.4% | 93.8M | 3.0% | 1.65 | −138M |
| FY2021 | 2.0B | +34.6% | 169M | 8.6% | 3.06 | 64.9M |
| FY2020 | 1.5B | +2.4% | 140M | 9.6% | 2.66 | 95.9M |
| FY2019 | 1.4B | +52.1% | 147M | 10.3% | 2.90 | 186M |
| FY2018 | 937M | – | 129M | 13.7% | 2.69 | 150M |