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Enphase Energy | 8-K: Enphase Energy Reports Financial Results for the Second Quarter of 2024

Enphase Energy | 8-K: Enphase Energy Reports Financial Results for the Second Quarter of 2024

Enphase Energy | 8-K：Enphase Energy公布2024年第二季度的财务业绩
美股SEC公告 ·  2024/07/24 04:11

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Enphase Energy reported Q2 2024 revenue of $303.5M, with non-GAAP gross margin of 47.1% including IRA benefits. The company shipped 1.4M microinverters and 120.2 megawatt hours of IQ Batteries. Non-GAAP net income was $58.8M, or $0.43 per diluted share. U.S. revenue increased 32% QoQ, while European revenue remained flat.The company achieved significant manufacturing milestones in the U.S., shipping approximately 574,000 microinverters from domestic facilities eligible for IRA production tax credits. Global channel inventory returned to normal levels, and battery attach rates increased in California driven by NEM 3.0 adoption. Free cash flow reached $117.4M, with quarter-end cash and investments of $1.65B.For Q3 2024, Enphase forecasts revenue between $370-410M, including 160-180 megawatt hours of IQ Battery shipments. The company expects non-GAAP gross margin of 47-50% with net IRA benefit, and 39-42% excluding IRA benefit. The estimated net IRA benefit is projected at $30-33M based on planned shipments of 1.1M U.S.-manufactured microinverters.
Enphase Energy reported Q2 2024 revenue of $303.5M, with non-GAAP gross margin of 47.1% including IRA benefits. The company shipped 1.4M microinverters and 120.2 megawatt hours of IQ Batteries. Non-GAAP net income was $58.8M, or $0.43 per diluted share. U.S. revenue increased 32% QoQ, while European revenue remained flat.The company achieved significant manufacturing milestones in the U.S., shipping approximately 574,000 microinverters from domestic facilities eligible for IRA production tax credits. Global channel inventory returned to normal levels, and battery attach rates increased in California driven by NEM 3.0 adoption. Free cash flow reached $117.4M, with quarter-end cash and investments of $1.65B.For Q3 2024, Enphase forecasts revenue between $370-410M, including 160-180 megawatt hours of IQ Battery shipments. The company expects non-GAAP gross margin of 47-50% with net IRA benefit, and 39-42% excluding IRA benefit. The estimated net IRA benefit is projected at $30-33M based on planned shipments of 1.1M U.S.-manufactured microinverters.
Enphase Energy报告2024年第二季度营业收入为30350万美元，非GAAP毛利率为47.1%，包括IRA福利。该公司出货了140万台微型逆变器和120.2兆瓦时的IQ电池。非GAAP净利润为5880万美元，摊薄后每股0.43美元。美国营业收入环比增长了32%，而欧洲营业收入保持平稳。该公司在美国实现了重大制造里程碑，从符合IRA生产税收抵免的国内设施中出货了约574,000台微型逆变器。全球渠道库存恢复到正常水平，加利福尼亚的电池附加率因NEm 3.0的采用而增加。自由现金流达到11740万美元，季度末现金和投资为16.5亿美元。对于2024年第三季度，Enphase预计营业收入...展开全部
Enphase Energy报告2024年第二季度营业收入为30350万美元，非GAAP毛利率为47.1%，包括IRA福利。该公司出货了140万台微型逆变器和120.2兆瓦时的IQ电池。非GAAP净利润为5880万美元，摊薄后每股0.43美元。美国营业收入环比增长了32%，而欧洲营业收入保持平稳。该公司在美国实现了重大制造里程碑，从符合IRA生产税收抵免的国内设施中出货了约574,000台微型逆变器。全球渠道库存恢复到正常水平，加利福尼亚的电池附加率因NEm 3.0的采用而增加。自由现金流达到11740万美元，季度末现金和投资为16.5亿美元。对于2024年第三季度，Enphase预计营业收入在37000-41000万美元之间，包括160-180兆瓦时的IQ电池出货量。该公司预计，非GAAP毛利率在47%至50%之间，包含净IRA福利，扣除IRA福利则为39%-42%。预计基于计划出货的110万台美国制造微型逆变器，净IRA福利预计在3000-3300万美元。

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