share_log

Enphase Energy | 10-Q: Q3 2024 Earnings Report

Enphase Energy | 10-Q: Q3 2024 Earnings Report

Enphase Energy | 10-Q：2024財年三季報
美股SEC公告 ·  2024/10/23 04:28

Moomoo AI 已提取核心訊息

Enphase Energy reported Q3 2024 revenue of $380.9 million, down 31% year-over-year, as microinverter shipments declined 56% to 1.7 million units amid a broad-based solar market slowdown. Net income fell to $45.8 million from $114 million last year. The results reflected reduced demand in both U.S. and European markets, though IQ Battery shipments grew 101% to 172.9 MWh.Gross margin slightly decreased to 46.8% from 47.5% due to product mix and higher fixed costs, partially offset by increased microinverter ASPs and manufacturing tax credits. The company maintained strong liquidity with $1.8 billion in cash and investments while continuing share repurchases of $49.8 million during the quarter.Management cited several headwinds including higher interest rates, the transition to NEM 3.0 in California, and inventory corrections in Europe. The company expanded its IQ8 microinverter availability to new markets and launched enhanced battery storage solutions, while implementing cost reduction initiatives through its restructuring plan to align with current market conditions.
Enphase Energy reported Q3 2024 revenue of $380.9 million, down 31% year-over-year, as microinverter shipments declined 56% to 1.7 million units amid a broad-based solar market slowdown. Net income fell to $45.8 million from $114 million last year. The results reflected reduced demand in both U.S. and European markets, though IQ Battery shipments grew 101% to 172.9 MWh.Gross margin slightly decreased to 46.8% from 47.5% due to product mix and higher fixed costs, partially offset by increased microinverter ASPs and manufacturing tax credits. The company maintained strong liquidity with $1.8 billion in cash and investments while continuing share repurchases of $49.8 million during the quarter.Management cited several headwinds including higher interest rates, the transition to NEM 3.0 in California, and inventory corrections in Europe. The company expanded its IQ8 microinverter availability to new markets and launched enhanced battery storage solutions, while implementing cost reduction initiatives through its restructuring plan to align with current market conditions.
Enphase Energy 在2024年第三季度報告營業收入爲38090萬元，同比下降31%，由於微逆變器出貨量下降56%，降至170萬台，這發生在廣泛的太陽能市場放緩之際。凈利潤從去年的11400萬元降至4580萬元。結果反映出美國和歐洲市場需求減少，儘管IQ電池出貨量增長了101%，達到172.9 MWh。毛利率從47.5%輕微下降至46.8%，主要由於產品組合和較高的固定成本，部分被增加的微逆變器平均銷售價格和製造業稅收抵免所抵消。公司維持強勁的流動性，現金和投資總額達到18億元，同時在本季度繼續回購股份，回購金額爲4980萬元。管理層提到多個阻力因素，包括較高的利率，加州向NEm 3.0的過渡，以及歐洲的庫存調整。公司擴大了IQ8微逆變器在新市場的可用性，並推出了增強的電池儲存解決方案，同時通過重組計劃實施成本削減措施，以適應當前市場條件。
Enphase Energy 在2024年第三季度報告營業收入爲38090萬元，同比下降31%，由於微逆變器出貨量下降56%，降至170萬台，這發生在廣泛的太陽能市場放緩之際。凈利潤從去年的11400萬元降至4580萬元。結果反映出美國和歐洲市場需求減少，儘管IQ電池出貨量增長了101%，達到172.9 MWh。毛利率從47.5%輕微下降至46.8%，主要由於產品組合和較高的固定成本，部分被增加的微逆變器平均銷售價格和製造業稅收抵免所抵消。公司維持強勁的流動性，現金和投資總額達到18億元，同時在本季度繼續回購股份，回購金額爲4980萬元。管理層提到多個阻力因素，包括較高的利率，加州向NEm 3.0的過渡，以及歐洲的庫存調整。公司擴大了IQ8微逆變器在新市場的可用性，並推出了增強的電池儲存解決方案，同時通過重組計劃實施成本削減措施，以適應當前市場條件。
有用
沒用

該公告為獨立文件：

獨立文件1  查看翻譯

獨立文件2  查看翻譯

獨立文件3  查看翻譯

獨立文件4  查看翻譯

声明：本內容僅用作提供資訊及教育之目的，不構成對任何特定投資或投資策略的推薦或認可。 更多信息
    相關股票 相關股票
    代碼 迷你走勢 最新價
    斯凱蒙太陽能集團
    PN
    -- 3.270
    Enphase Energy
    ENPH
    -- 61.650
    Spruce Power
    SPRU
    -- 2.4700
    Nextracker
    NXT
    -- 43.150
    第一太陽能
    FSLR
    -- 127.320
    解鎖完整榜單
    重估中國資產
    繼中國開創性的DeepSeek技術推出之後，華爾街大行重估對中國市場的投資前景。
    熱門討論
    FOMC維持利率但不確定性高企：美股後市走向如何？
    🎙️討論 1. 美聯儲強調政策路徑存在「高度不確定性」，你更關注利率預期變化還是經濟數據對市場的短期影響？ 2. 若核心通脹維持高位，哪類板塊更具交易機會——防禦型股票還是科技成長股？ 展开
    聯邦公開市場委員會新聞發佈會，2025年3月19日