vs
Side-by-side financial comparison of SOLAREDGE TECHNOLOGIES, INC. (SEDG) and TEXAS CAPITAL BANCSHARES INC (TCBI). Click either name above to swap in a different company.
SOLAREDGE TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($335.4M vs $324.0M, roughly 1.0× TEXAS CAPITAL BANCSHARES INC). TEXAS CAPITAL BANCSHARES INC runs the higher net margin — 22.8% vs -39.4%, a 62.2% gap on every dollar of revenue. On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs 15.5%). Over the past eight quarters, SOLAREDGE TECHNOLOGIES, INC.'s revenue compounded faster (28.1% CAGR vs 10.2%).
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
Texas Capital Bank is a bank headquartered in Dallas, Texas. The bank has branches located in every major city in Texas. Its parent bank holding company is Texas Capital Bancshares. It also operates an online-only banking division, Bask Bank.
SEDG vs TCBI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $335.4M | $324.0M |
| Net Profit | $-132.1M | $73.8M |
| Gross Margin | 22.2% | — |
| Operating Margin | -14.4% | — |
| Net Margin | -39.4% | 22.8% |
| Revenue YoY | 70.9% | 15.5% |
| Net Profit YoY | 54.0% | 56.8% |
| EPS (diluted) | $-2.21 | $1.56 |
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 | — | $324.0M | ||
| Q4 25 | $335.4M | $327.5M | ||
| Q3 25 | $340.2M | $340.4M | ||
| Q2 25 | $289.4M | $307.5M | ||
| Q1 25 | $219.5M | $280.5M | ||
| Q4 24 | $196.2M | $229.6M | ||
| Q3 24 | $235.4M | $125.3M | ||
| Q2 24 | $265.4M | $267.0M |
| Q1 26 | — | $73.8M | ||
| Q4 25 | $-132.1M | $100.7M | ||
| Q3 25 | $-50.1M | $105.2M | ||
| Q2 25 | $-124.7M | $77.3M | ||
| Q1 25 | $-98.5M | $47.0M | ||
| Q4 24 | $-287.4M | $71.0M | ||
| Q3 24 | $-1.2B | $-61.3M | ||
| Q2 24 | $-130.8M | $41.7M |
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | — | ||
| Q3 25 | 21.2% | — | ||
| Q2 25 | 11.1% | — | ||
| Q1 25 | 8.0% | — | ||
| Q4 24 | -57.2% | — | ||
| Q3 24 | -309.1% | — | ||
| Q2 24 | -4.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | -14.4% | 40.4% | ||
| Q3 25 | -10.3% | 40.5% | ||
| Q2 25 | -39.9% | 33.2% | ||
| Q1 25 | -46.8% | 21.6% | ||
| Q4 24 | -134.4% | 40.7% | ||
| Q3 24 | -471.8% | -63.8% | ||
| Q2 24 | -60.4% | 21.9% |
| Q1 26 | — | 22.8% | ||
| Q4 25 | -39.4% | 30.7% | ||
| Q3 25 | -14.7% | 30.9% | ||
| Q2 25 | -43.1% | 25.2% | ||
| Q1 25 | -44.9% | 16.8% | ||
| Q4 24 | -146.5% | 30.9% | ||
| Q3 24 | -522.8% | -48.9% | ||
| Q2 24 | -49.3% | 15.6% |
| Q1 26 | — | $1.56 | ||
| Q4 25 | $-2.21 | $2.11 | ||
| Q3 25 | $-0.84 | $2.18 | ||
| Q2 25 | $-2.13 | $1.58 | ||
| Q1 25 | $-1.70 | $0.92 | ||
| Q4 24 | $-5.00 | $1.43 | ||
| Q3 24 | $-21.58 | $-1.41 | ||
| Q2 24 | $-2.31 | $0.80 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $493.2M | — |
| Total DebtLower is stronger | — | $878.3M |
| Stockholders' EquityBook value | $427.5M | $3.6B |
| Total Assets | $2.2B | $33.5B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $493.2M | — | ||
| Q3 25 | $498.6M | — | ||
| Q2 25 | $758.0M | — | ||
| Q1 25 | $651.6M | — | ||
| Q4 24 | $585.9M | — | ||
| Q3 24 | $678.8M | — | ||
| Q2 24 | $689.8M | — |
| Q1 26 | — | $878.3M | ||
| Q4 25 | — | $620.6M | ||
| Q3 25 | — | $620.4M | ||
| Q2 25 | — | $620.3M | ||
| Q1 25 | — | $660.5M | ||
| Q4 24 | — | $660.3M | ||
| Q3 24 | — | $660.2M | ||
| Q2 24 | — | $660.0M |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $427.5M | $3.6B | ||
| Q3 25 | $479.8M | $3.6B | ||
| Q2 25 | $513.2M | $3.5B | ||
| Q1 25 | $594.2M | $3.4B | ||
| Q4 24 | $658.3M | $3.4B | ||
| Q3 24 | $930.9M | $3.4B | ||
| Q2 24 | $2.1B | $3.2B |
| Q1 26 | — | $33.5B | ||
| Q4 25 | $2.2B | $31.5B | ||
| Q3 25 | $2.2B | $32.5B | ||
| Q2 25 | $2.5B | $31.9B | ||
| Q1 25 | $2.5B | $31.4B | ||
| Q4 24 | $2.6B | $30.7B | ||
| Q3 24 | $2.8B | $31.6B | ||
| Q2 24 | $3.9B | $29.9B |
| Q1 26 | — | 0.24× | ||
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.18× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.21× |
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 | $52.6M | — |
| Free Cash FlowOCF − Capex | $43.3M | — |
| FCF MarginFCF / Revenue | 12.9% | — |
| Capex IntensityCapex / Revenue | 2.8% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $80.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $52.6M | $360.2M | ||
| Q3 25 | $25.6M | $166.3M | ||
| Q2 25 | $-7.8M | $63.0M | ||
| Q1 25 | $33.8M | $368.0K | ||
| Q4 24 | $37.8M | $480.1M | ||
| Q3 24 | $-89.3M | $332.8M | ||
| Q2 24 | $-44.8M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | $43.3M | $347.6M | ||
| Q3 25 | $22.8M | $161.3M | ||
| Q2 25 | $-9.1M | $57.5M | ||
| Q1 25 | $23.7M | $-2.0M | ||
| Q4 24 | $25.5M | $415.2M | ||
| Q3 24 | $-136.7M | $317.6M | ||
| Q2 24 | $-67.0M | $11.1M |
| Q1 26 | — | — | ||
| Q4 25 | 12.9% | 106.1% | ||
| Q3 25 | 6.7% | 47.4% | ||
| Q2 25 | -3.1% | 18.7% | ||
| Q1 25 | 10.8% | -0.7% | ||
| Q4 24 | 13.0% | 180.9% | ||
| Q3 24 | -58.1% | 253.4% | ||
| Q2 24 | -25.2% | 4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | 3.8% | ||
| Q3 25 | 0.8% | 1.5% | ||
| Q2 25 | 0.4% | 1.8% | ||
| Q1 25 | 4.6% | 0.9% | ||
| Q4 24 | 6.2% | 28.2% | ||
| Q3 24 | 20.1% | 12.1% | ||
| Q2 24 | 8.4% | 8.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.58× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | — | 0.81× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 6.76× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.80× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
TCBI
Segment breakdown not available.
