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

SEDGSolaredge Technologies, Inc.

Mkt capRevenueRevenue

ENPHEnphase Energy, Inc.

Mkt capRevenueRevenue

Compare

SEDGSolaredge Technologies, Inc.

ENPHEnphase Energy, 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

Supply-chain overlap

Revenue flow

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

Price

rebased to 0%

SEDG, solidENPH, dashed

SEDGSolaredge Technologies, Inc.

30.06▼−1.56%· post 29.95

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

ENPHEnphase Energy, Inc.

25.66▼−0.76%· post 25.66

ClosedOct 30 '26

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

Compare

ClosedOct 30 '26

SEDGSolaredge Technologies, Inc.

ENPHEnphase Energy, Inc.

30.06▼−1.56%post 29.95

Price

25.66▼−0.76%post 25.66

$1.8B

Mkt cap

$3.4B

Q2 FY26$346M

Revenue

$293MQ3 FY26

FY25$1.2B

Revenue

$1.5BFY25

SEDG30.06▼−1.56%vsENPH25.66▼−0.76%ClosedOct 30 '26

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only SEDG 1

ENVXEnovixcustomer

Shared 0

No shared counterparties.

Only ENPH 6

—Undisclosed customerunlistedcustomer

FLEXFlex Ltd. and affiliates ("Flex")supplier

SUNESUNation Energycustomer

—DHL

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

unlistedsupplier

2 more · ENPH chain ›