[Table_Title] 研究报告 Research Report 24 Jul 2025 Enphase 能源 (ENPH US) 第二季度业绩稳健，但第三季度收入低于市场预期 Scott Darling Catherine Li scott.darling@htisec.com catherine.dy.li@htisec.com [Table_yemei1] 热点速评 Flash Analysis [Table_summary] 要闻回顾以及最新动态 尽管 Enphase 公布的 25 年第二季度调整后净收入高于市场共识，但该公司的第三季度业绩指引市场反应为负面， 该公司将 25 年第三季度的收入预期定为 3.3-3.7 亿美元，而市场共识为 3.68 亿美元，包括 IRA 净收益在内的毛利率 为 41-44%，而市场共识为 41%。该公司似乎对美国太阳能市场持乐观态度，但对欧洲市场则不太乐观。 点评 25 年第三季度指导范围低于共识；利润率下降： 该公司将 25 财年第三季度的收入预期定为 3.3-3.7 亿美元（共识 值为 3.68 亿美元），IQ 电池出货量为 1.9-2.1 兆瓦时，微型逆变器 ...

Solar stock Enphase Energy Inc (NASDAQ:ENPH) was last seen down 11.1% to trade at $37.80, despite the company reporting better-than-expected second-quarter earnings of 69 cents per share on revenue of $363.2 million. A disappointing third-quarter revenue forecast is weighing on the shares, with the Enphase citing ongoing tariff challenges. No fewer than five analysts slashed their price targets after the event, including BofA Global Research to $30. Moving back toward its June 17 five-year low of $33.01, th ...

Key Takeaways ENPH posted Q2 adjusted EPS of $0.69, beating estimates and up 60.5% year over year. Q2 revenues rose 19.7% to $363.2M, driven by higher sales in Europe and the United States. The adjusted gross margin improved 150 bps to 48.6%, while operating income jumped 61.4% to $98.6M.Enphase Energy, Inc. (ENPH) reported second-quarter 2025 adjusted earnings of 69 cents per share, which increased 60.5% from 43 cents reported in the prior-year quarter. The bottom line also surpassed the Zacks Consensus ...

Enphase Energy (NASDAQ: ENPH ) continues to face fundamental headwinds, which resulted in the weak Q3 earnings guidance. This aligns well with my November 2024 bearish writeup . The stock is down almost 40% year-to-date, and it looks like ENPH completelyComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public compani ...

Group 1 - The focus has shifted towards offshore drilling, supply industry, and shipping, including tankers, containers, and dry bulk [1] - The fuel cell industry is being monitored as it is still in its early stages of development [1] Group 2 - The individual has a background in auditing with PricewaterhouseCoopers before transitioning to day trading nearly 20 years ago [2] - The experience includes navigating significant market events such as the dotcom bubble, the aftermath of the World Trade Center attacks, and the subprime crisis [2]

Enphase Energy, a major US solar equipment company, sees the nation’s residential market shrinking 20% next year as tax credits for homeowners end under Donald Trump’s sweeping economic legislation https://t.co/GeBEaeyH48 ...

Enphase Energy (ENPH) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.43 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +11.29%. A quarter ago, it was expected that this solar technology company would post earnings of $0.71 per share when it actually produced earnings of $0.68, delivering a surprise of -4.23%.Over the last four quart ...

Enphase Energy (ENPH) Q2 2025 Earnings Call July 22, 2025 04:30 PM ET Company ParticipantsZach Freedman - Investor RelationsBadri Kothandaraman - President & CEOMandy Yang - EVP & CFOBrian Lee - Vice PresidentDushyant Ailani - SVPRaghu Belur - SVP, Co-founder & Chief Products OfficerMaheep Mandloi - DirectorDylan Nassano - Vice PresidentMark Strouse - Executive DirectorDavid Arcaro - Executive Director - Equity ResearchChris Dendrinos - Vice PresidentConference Call ParticipantsPraneeth Satish - AnalystPhil ...

Enphase Energy (ENPH) Q2 2025 Earnings Call July 22, 2025 04:30 PM ET Speaker0Good day, and welcome to the Enphase Energy's Second Quarter twenty twenty five Financial Results Call. All participants will be in a listen only mode. Please note that this event is being recorded. I would now like to turn the conference over to Zach Friedman. Please go ahead.Speaker1Good afternoon, and thank you for joining us on today's conference call to discuss Enphase Energy's second quarter twenty twenty five results. On to ...

加州光伏逆变器供应商Enphase Energy（ENPH）美股盘后跌幅重新扩大至超过6.3%。 该公司CEO担心，美国家用光伏市场将在2026年下滑20%。 ...