SolarEdge begins exporting U.S.-made solar tech to Australia

MILPITAS, Calif. - SolarEdge Technologies, Inc. (NASDAQ:SEDG) has started shipping its first U.S.-manufactured residential solar products to Australia, marking the beginning of the company’s international export strategy for American-made solar technology. The company’s stock has shown remarkable momentum, gaining over 100% in the past six months and maintaining strong liquidity with current assets nearly double its short-term obligations.

The company plans to expand these exports to additional international markets in the fourth quarter of 2025, according to a press release statement. Commercial and industrial solar products manufactured in the United States are also scheduled to begin international shipments during the same period.

This export initiative builds upon SolarEdge’s U.S. manufacturing operations, which include production facilities in Florida, Texas, and Utah. These facilities produce both residential solar and storage systems as well as commercial and industrial solar products.

The U.S.-based manufacturing also serves domestic customers seeking to qualify for clean energy tax credits that require domestically manufactured technology not produced by prohibited foreign entities.

"We are proud to announce that we have begun shipping our first U.S.-manufactured products to international customers this quarter with expansion to additional products and markets expected in Q4," said Shuki Nir, Chief Executive Officer of SolarEdge.

SolarEdge Technologies develops and manufactures smart energy solutions, including DC optimized inverters for photovoltaic systems, as well as storage, EV charging, battery, and grid services solutions.

In other recent news, SolarEdge Technologies Inc reported its Q2 2025 earnings, exceeding revenue expectations with $289 million compared to the forecast of $273.63 million, marking a 5.77% surprise. However, the company’s earnings per share (EPS) were slightly below expectations, coming in at -$0.81 against a projected -$0.85. These financial results come amid a broader recovery in the solar sector, driven by China’s efforts to combat deflation and a gradual price recovery in solar wafers. The improvements in solar wafer prices provide a positive environment for solar companies. Despite the positive revenue surprise, SolarEdge’s stock experienced a decline in pre-market trading. The recent developments in the sector have attracted attention from investors and analysts alike. Analysts have not provided any specific upgrades or downgrades for SolarEdge in these reports.

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