SolarEdge’s European revenue jumped 36% quarter over quarter, driven by homeowners buying solar and storage ahead of expected electricity price increases. The manufacturer calls it what it is: demand pulled forward by tariff anxiety.
In its Q2 2026 earnings call, SolarEdge reported European revenue of $154.4 million, up 36% quarter over quarter. The company attributed the rise to “higher demand for solar and storage in anticipation of electricity price increases.” European storage pricing remained stable per product, while U.S. residential revenue fell 2% on demand softness.
The European figure is the signal worth watching. It confirms a pattern that started showing up in installer surveys earlier this year: households are not buying batteries because they love the technology — they are buying because electricity bills are rising and export payments are disappearing.
This aligns with the two policy deadlines landing on 1 January 2027: Germany abolishing feed-in tariffs for new systems under 25 kW, and the Netherlands ending net metering. When the money for exporting disappears, the money for storing reappears — and buyers are front-running that shift.
The takeaway for a homeowner: demand is already being pulled forward into 2026, which is worth remembering when an installer tells you “prices will only go up.” Manufacturer pricing is stable per product; what is rising is demand. The leverage in a quote negotiation is still on the buyer’s side this year — but it will not stay there as the 2027 deadlines approach.
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