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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Earnings history

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

Earnings history

last 4 reports each · paired by recencyMethod ›

SEDG

1 of 1at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±12.8%▼−30.48%×2.38

Q1 FY26—▼−9.03%—

Feb 18 '26—▼−5.47%—

Q3 FY25—▲+28.91%—

ENPH2 of 4 reports

1 of 1at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±9.9%▼−16.03%×1.62

Q2 FY26—▼−3.44%—

= impliedSEDG realized, solidENPH realized, hatchedOne scale, both sides: full bar = 31%× = |realized| ÷ impliedspan: SEDG 273d · ENPH 91dSource: market data

SEDGSolaredge Technologies, Inc.

32.01▲+5.96%

Mkt cap$1.9BRevenue$346MQ2 FY26Revenue$1.2BFY25

ENPHEnphase Energy, Inc.

30.42▲+8.92%

Regular sessionNov 3 '26

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

Compare

Regular sessionNov 3 '26

SEDGSolaredge Technologies, Inc.

ENPHEnphase Energy, Inc.

32.01▲+5.96%

Price

30.42▲+8.92%

$1.9B

Mkt cap

$3.4B

Q2 FY26$346M

Revenue

$293MQ3 FY26

FY25$1.2B

Revenue

$1.5BFY25

SEDG32.01▲+5.96%vsENPH30.42▲+8.92%Regular sessionNov 3 '26