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Enphase Energy Inc - Reports
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Pivots to AI Data Centers Amid Weaker U.S. Demand and Channel Inventory Correction
FY2026 Q1 | May 06, 2026
Q1 Outlook Raised as U.S. Sell-Through Hits Two-Year High, Signaling a Better-Than-Feared Trough
FY2025 Q4 | Feb 04, 2026
Q3 Revenue Surpasses Guidance on Safe Harbor Pull-Forward; Outlook Sets Q1'26 as 'Cycle Trough' at $250M
FY2025 Q3 | Feb 04, 2026
Battery Shipments Beat Guidance and U.S. Sell-Through Rebounds; Strategy Pivots to Mitigate Anticipated 2026 Market Contraction
FY2025 Q2 | Feb 04, 2026
Tariff Headwinds Cloud Margin Outlook; Focus Shifts to Supply Chain Pivot and Gen 4 Battery Ramp
FY2025 Q1 | Feb 04, 2026
Beats Q4 Guidance; $95M Safe Harbor Agreement Provides H1 Visibility as Focus Turns to New Product-Led Recovery in 2025
FY2024 Q4 | Feb 04, 2026
Battery Shipments Surge 44% as U.S. Market Recovers; Flat Q4 Guidance Reflects European Weakness
FY2024 Q3 | Feb 04, 2026
Q3 Revenue Guided Up 28% Sequentially as Channel Inventory Normalizes; Battery Shipments and U.S. Manufacturing Ramp Accelerate
FY2024 Q2 | Feb 04, 2026
Q2 Guidance Signals Rebound After Cyclical Trough; Battery Shipments Forecast to Increase Over 45% Sequentially
FY2024 Q1 | Feb 04, 2026
Revenue Declines 45% on Channel Destocking; Guidance Points to Q1 Trough as Battery Sell-Through Hits Record High
FY2023 Q4 | Feb 04, 2026
Global Inventory Correction Drives 41% Sequential Revenue Guidance Cut; Normalization Pushed to Q2 2024
FY2023 Q3 | Feb 04, 2026
Q3 Revenue Guidance Cut by 19% to Address U.S. Inventory Glut; Europe Revenue Surges and $1B Buyback Authorized
FY2023 Q2 | Feb 04, 2026
European Surge Offsets U.S. Slowdown as Gross Margins Expand to 45.7%
FY2023 Q1 | Feb 04, 2026
European Strength Drives Record Revenue and Margin, Offsetting U.S. Moderation; IRA Manufacturing Benefit Quantified at $20-$30 Per Unit
FY2022 Q4 | Feb 04, 2026
European Demand and IQ8 Mix Drive Record Revenue and Margin; U.S. Manufacturing Strategy Launched
FY2022 Q3 | Feb 04, 2026
Record Revenue Fueled by 69% Sequential Growth in Europe; IQ8 Ramp Lifts Gross Margin Outlook
FY2022 Q2 | Feb 04, 2026
Record Q1 Revenue Surpasses Guidance, Driven by 40%+ Sequential Growth Forecast in Europe
FY2022 Q1 | Feb 04, 2026
IQ Battery Shipments Accelerate 54.2% Sequentially, Powering Record Revenue and Q1 Growth Outlook
FY2021 Q4 | Feb 04, 2026
Pivots to AI Data Centers Amid Weaker U.S. Demand and Channel Inventory Correction
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