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Side-by-side financial comparison of ROGERS CORP (ROG) and SOLAREDGE TECHNOLOGIES, INC. (SEDG). Click either name above to swap in a different company.
SOLAREDGE TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($335.4M vs $200.5M, roughly 1.7× ROGERS CORP). ROGERS CORP runs the higher net margin — 2.2% vs -39.4%, a 41.6% gap on every dollar of revenue. On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs 5.2%). SOLAREDGE TECHNOLOGIES, INC. produced more free cash flow last quarter ($43.3M vs $1.1M). Over the past eight quarters, SOLAREDGE TECHNOLOGIES, INC.'s revenue compounded faster (28.1% CAGR vs -3.3%).
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
ROG vs SEDG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $200.5M | $335.4M |
| Net Profit | $4.5M | $-132.1M |
| Gross Margin | 32.2% | 22.2% |
| Operating Margin | — | -14.4% |
| Net Margin | 2.2% | -39.4% |
| Revenue YoY | 5.2% | 70.9% |
| Net Profit YoY | 421.4% | 54.0% |
| EPS (diluted) | $0.25 | $-2.21 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $200.5M | — | ||
| Q4 25 | $201.5M | $335.4M | ||
| Q3 25 | $216.0M | $340.2M | ||
| Q2 25 | $202.8M | $289.4M | ||
| Q1 25 | $190.5M | $219.5M | ||
| Q4 24 | $192.2M | $196.2M | ||
| Q3 24 | $210.3M | $235.4M | ||
| Q2 24 | $214.2M | $265.4M |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $4.6M | $-132.1M | ||
| Q3 25 | $8.6M | $-50.1M | ||
| Q2 25 | $-73.6M | $-124.7M | ||
| Q1 25 | $-1.4M | $-98.5M | ||
| Q4 24 | $-500.0K | $-287.4M | ||
| Q3 24 | $10.7M | $-1.2B | ||
| Q2 24 | $8.1M | $-130.8M |
| Q1 26 | 32.2% | — | ||
| Q4 25 | 31.5% | 22.2% | ||
| Q3 25 | 33.5% | 21.2% | ||
| Q2 25 | 31.6% | 11.1% | ||
| Q1 25 | 29.9% | 8.0% | ||
| Q4 24 | 32.1% | -57.2% | ||
| Q3 24 | 35.2% | -309.1% | ||
| Q2 24 | 34.1% | -4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | -14.4% | ||
| Q3 25 | 7.3% | -10.3% | ||
| Q2 25 | -33.3% | -39.9% | ||
| Q1 25 | -0.2% | -46.8% | ||
| Q4 24 | -6.6% | -134.4% | ||
| Q3 24 | 6.9% | -471.8% | ||
| Q2 24 | 5.3% | -60.4% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 2.3% | -39.4% | ||
| Q3 25 | 4.0% | -14.7% | ||
| Q2 25 | -36.3% | -43.1% | ||
| Q1 25 | -0.7% | -44.9% | ||
| Q4 24 | -0.3% | -146.5% | ||
| Q3 24 | 5.1% | -522.8% | ||
| Q2 24 | 3.8% | -49.3% |
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.20 | $-2.21 | ||
| Q3 25 | $0.48 | $-0.84 | ||
| Q2 25 | $-4.00 | $-2.13 | ||
| Q1 25 | $-0.08 | $-1.70 | ||
| Q4 24 | $-0.04 | $-5.00 | ||
| Q3 24 | $0.58 | $-21.58 | ||
| Q2 24 | $0.44 | $-2.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $195.8M | $493.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $427.5M |
| Total Assets | $1.4B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $195.8M | — | ||
| Q4 25 | $197.0M | $493.2M | ||
| Q3 25 | $167.8M | $498.6M | ||
| Q2 25 | $157.2M | $758.0M | ||
| Q1 25 | $175.6M | $651.6M | ||
| Q4 24 | $159.8M | $585.9M | ||
| Q3 24 | $146.4M | $678.8M | ||
| Q2 24 | $119.9M | $689.8M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $427.5M | ||
| Q3 25 | $1.2B | $479.8M | ||
| Q2 25 | $1.2B | $513.2M | ||
| Q1 25 | $1.3B | $594.2M | ||
| Q4 24 | $1.3B | $658.3M | ||
| Q3 24 | $1.3B | $930.9M | ||
| Q2 24 | $1.3B | $2.1B |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.5B | $2.5B | ||
| Q1 25 | $1.5B | $2.5B | ||
| Q4 24 | $1.5B | $2.6B | ||
| Q3 24 | $1.5B | $2.8B | ||
| Q2 24 | $1.5B | $3.9B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $5.8M | $52.6M |
| Free Cash FlowOCF − Capex | $1.1M | $43.3M |
| FCF MarginFCF / Revenue | 0.5% | 12.9% |
| Capex IntensityCapex / Revenue | 2.3% | 2.8% |
| Cash ConversionOCF / Net Profit | 1.29× | — |
| TTM Free Cash FlowTrailing 4 quarters | $70.1M | $80.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $5.8M | — | ||
| Q4 25 | $46.9M | $52.6M | ||
| Q3 25 | $28.9M | $25.6M | ||
| Q2 25 | $13.7M | $-7.8M | ||
| Q1 25 | $11.7M | $33.8M | ||
| Q4 24 | $33.7M | $37.8M | ||
| Q3 24 | $42.4M | $-89.3M | ||
| Q2 24 | $22.9M | $-44.8M |
| Q1 26 | $1.1M | — | ||
| Q4 25 | $42.2M | $43.3M | ||
| Q3 25 | $21.2M | $22.8M | ||
| Q2 25 | $5.6M | $-9.1M | ||
| Q1 25 | $2.1M | $23.7M | ||
| Q4 24 | $18.3M | $25.5M | ||
| Q3 24 | $25.2M | $-136.7M | ||
| Q2 24 | $8.8M | $-67.0M |
| Q1 26 | 0.5% | — | ||
| Q4 25 | 20.9% | 12.9% | ||
| Q3 25 | 9.8% | 6.7% | ||
| Q2 25 | 2.8% | -3.1% | ||
| Q1 25 | 1.1% | 10.8% | ||
| Q4 24 | 9.5% | 13.0% | ||
| Q3 24 | 12.0% | -58.1% | ||
| Q2 24 | 4.1% | -25.2% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | 2.3% | 2.8% | ||
| Q3 25 | 3.6% | 0.8% | ||
| Q2 25 | 4.0% | 0.4% | ||
| Q1 25 | 5.0% | 4.6% | ||
| Q4 24 | 8.0% | 6.2% | ||
| Q3 24 | 8.2% | 20.1% | ||
| Q2 24 | 6.6% | 8.4% |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 10.20× | — | ||
| Q3 25 | 3.36× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.96× | — | ||
| Q2 24 | 2.83× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ROG
Segment breakdown not available.
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
