SolarEdge is ending its direct local sales and operations in Australia and New Zealand, according to an email sent to customers and seen by PV Tech.
The email, signed “The SolarEdge Team”, says the changes take effect immediately. It gives installers and distributors a final window to order the company’s inverters, power optimisers and related solar products.
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Customers wanting a last order must submit purchase orders by 20 November 2026, with a final delivery date no later than 18 December 2026. The email is undated and does not give a reason for the decision.
SolarEdge will also stop renewing product certifications in the two markets and will end its active promotions and programmes. The company has not said how many local staff are affected, or whether its products will remain available through third-party distributors.
Service and support will move to SolarEdge’s International Tech Centre. The email lists a chat portal with live agents, a self-service knowledge base with AI support, and phone and WhatsApp lines operating Monday to Friday, 09:00 to 17:00 local time.
The company says “all SolarEdge eligible products sold by SolarEdge prior to the last buy date in Australia and New Zealand will remain covered by SolarEdge Warranty.” It does not define which products count as eligible.
PV Tech has reached out to SolarEdge regarding the shuttering of its Australia and New Zealand operations but has not received a response at the time of reporting.
The decision lands in a crowded Australian market. Chinese rival Sungrow signed distribution deals covering 1.5GW of solar PV and 4GWh of battery storage with Solar Juice, Supply Partners and Raystech Group at All-Energy Australia 2026 in Melbourne. Three-quarters of that storage volume is for residential customers.
Cost cuts as fourth-quarter outlook weakens
The Israel-headquartered inverter specialist has been restructuring for some time. SolarEdge has cut hundreds of jobs and closed its utility-scale energy storage division to concentrate on its core solar PV business.
Its third-quarter 2026 results, published on 4 November, did not mention Australia or New Zealand. SolarEdge reported revenue of US$326.1 million, at the midpoint of its guidance but down 5.8% on the previous quarter and 4.1% year-on-year.
GAAP gross margin rose to 33.2%, from 27.5% in the second quarter and 21.2% a year earlier, while non-GAAP gross margin reached 34.7%. Both figures include a US$36 million benefit related to tariffs imposed under the US International Emergency Economic Powers Act (IEEPA).
The GAAP net loss narrowed to US$8.4 million, from US$30.8 million in the second quarter and US$50.1 million a year earlier. On a non-GAAP basis, SolarEdge recorded net income of US$21.1 million and operating income of US$23.9 million, more than double the second quarter’s US$10.2 million.
Free cash flow was US$7.8 million, the company’s fifth consecutive positive quarter, and operating cash flow was US$20.4 million. Cash and investments, net of debt, stood at US$260.9 million at 30 September.
The outlook is weaker. SolarEdge expects fourth-quarter revenue of US$245 million to US$275 million and non-GAAP gross margin of 17% to 21%, excluding any potential IEEPA refunds. It guided non-GAAP operating expenses to US$87 million to US$91 million, against US$88.8 million in the third quarter.
“As near-term market uncertainty persists and given reduced revenue expectations for the fourth quarter, we are taking decisive steps to reduce costs, sharpen our focus, and support profitability amid softer demand,” said Shuki Nir, CEO of SolarEdge.
Nir pointed to “strong momentum” in Nexis, the company’s residential solar and battery storage platform, and rising storage adoption as positioning SolarEdge “to capitalize on a market recovery”.
The company is also pushing into AI data centre power infrastructure with its solid-state transformer (SST) technology, which Nir said is generating “increasing interest from potential partners and customers”.
Western inverter makers face pressure from several directions. A PV Tech Research analysis found that tariffs and legislative measures are pushing inverter manufacturers towards localised production, and noted “intense price competition from Chinese manufacturers, particularly affecting Western companies like SolarEdge and SMA Solar.”
The slowdown has also reached China. Sungrow’s first-half 2026 revenue fell 28.99% year-on-year, although it remained one of three Chinese inverter makers that together accounted for more than 95% of the sector’s net profit in the period.
