台湾所乐太阳能 2026年季度报告

FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACTOF 1934 For the quarterly period ended March31, 2026 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the transition period from _________ to __________ Commission File Number: 001-36894 SOLAREDGE TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware20-5338862(State or other jurisdiction ofincorporation or organization)(IRS EmployerIdentification No.) 1 HaMada StreetHerziliya Pituach, 4673335, Israel(Address of Principal Executive Offices, zip code) 972(9) 957-6620(Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Securities registered pursuant to Section 12(g) of the Act: None Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of theSecurities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to filesuch reports), and (2) has been subject to such filing requirements for the past 90 days. Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to besubmitted pursuant to Rule 405 of Regulation S-T during the preceding 12 months (or for such shorter period that the registrant wasrequired to submit such files). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer”, “accelerated filer”, “smallerreporting company” and “emerging growth company”in Rule 12b-2 of the Exchange Act. Accelerated filer☐Smaller Reporting Company☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition periodfor complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by checkmark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No☒ As of May 1, 2026, there were 60,818,202 shares of the registrant’s common stock, par value of $0.0001 per share,outstanding. TABLE OF CONTENTS PART I. FINANCIAL INFORMATIONITEM 1.Financial StatementsF-1Condensed Consolidated Balance SheetsF-1Condensed Consolidated Statements of LossF-3Condensed Consolidated Statements of Comprehensive LossF-4Condensed Consolidated Statements of Stockholders’ EquityF-5Condensed Consolidated Statements of Cash FlowsF-6Notes to Condensed Consolidated Financial StatementsF-8ITEM 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations3ITEM 3. Quantitative and Qualitative Disclosures About Market Risk19ITEM 4. Controls and Procedures20 SOLAREDGE TECHNOLOGIES, INC. CONDENSED CONSOLIDATED BALANCE SHEETS (Unaudited) (in thousands, except per share data) SOLAREDGE TECHNOLOGIES, INC. CONDENSED CONSOLIDATED BALANCE SHEETS (Unaudited) (Cont.) (in thousands, except per share data) SOLAREDGE TECHNOLOGIES, INC. CONDENSED CONSOLIDATED STATEMENTS OF LOSS (Unaudited) (in thousands, except per share data) SOLAREDGE TECHNOLOGIES, INC. CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE LOSS (Unaudited) (in thousands, except per share data) SOLAREDGE TECHNOLOGIES, INC. CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY (Unaudited) (in thousands, except per share data) The accompanying notes are an integral part of the condensed consolidated financial statements. SOLAREDGE TECHNOLOGIES INC. | 2026 Form 10-Q | F - 5 SOLAREDGE TECHNOLOGIES, INC. CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (Unaudited) (in thousands, except per share data) SOLAREDGE TECHNOLOGIES, INC. CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (Unaudited) (Cont.) (in thousands, except per share data) The following table reconciles cash, cash equivalents and restricted cash per the statement of cash flows to the balance sheet: SOLAREDGE TECHNOLOGIES, INC. NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS (Unaudited) (in thousands, except per share data) NOTE 1:GENERAL a.SolarEdge Technologies, Inc. (together with its subsidiaries, the “Company” or “SolarEdge”) is a global smart energytechnology company. The Company develops, manufactures, and sells products that address a broad range of energy marketsegments through its diversified product offering, including residential, commercial and large scale photovoltaic “PV”,energy storage and backup solutions, electric vehicle “EV” charging capabilities, home energy management, grid services andvirtual power plants. By leveraging engineering capabilities and focusing on innovation, safety and reliability, SolarEdgecreates smart energy solutions that power our lives and drive future progress. The Co