ENPH compared with SEDG: revenue, margins and what each company keeps, and the suppliers and customers both name

ENPHEnphase Energy, Inc.

Mkt capRevenueRevenue

SEDGSolaredge Technologies, Inc.

Mkt capRevenueRevenue

Compare

ENPHEnphase Energy, Inc.

SEDGSolaredge Technologies, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Revenue flow

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Price

rebased to 0%

ENPH, solidSEDG, dashed

Supply-chain overlap

Revenue flow

ENPH: latest quarter not drawable. SEDG: latest quarter is a loss; flow not drawable.Method ›

ENPHEnphase Energy, Inc.

25.66▼−0.76%· post 25.66

Mkt cap$3.4BRevenue$293MQ3 FY26Revenue$1.5BFY25

SEDGSolaredge Technologies, Inc.

30.06▼−1.56%· post 29.95

ClosedOct 30 '26

Mkt cap$1.8BRevenue$346MQ2 FY26Revenue$1.2BFY25

Compare

ClosedOct 30 '26

ENPHEnphase Energy, Inc.

SEDGSolaredge Technologies, Inc.

25.66▼−0.76%post 25.66

Price

30.06▼−1.56%post 29.95

$3.4B

Mkt cap

$1.8B

Q3 FY26$293M

Revenue

$346MQ2 FY26

FY25$1.5B

Revenue

$1.2BFY25

ENPH25.66▼−0.76%vsSEDG30.06▼−1.56%ClosedOct 30 '26

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only ENPH 6

—Undisclosed customerunlistedcustomer

FLEXFlex Ltd. and affiliates ("Flex")supplier

SUNESUNation Energycustomer

—DHLunlistedsupplier

2 more · ENPH chain ›

Shared 0

No shared counterparties.

Only SEDG 1

ENVXEnovixcustomer

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR