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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公佈2024年第二季度的財務業績
美股SEC公告 ·  2024/07/23 20:11

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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報告2024年第二季度營業收入爲30350萬美元,非GAAP毛利率爲47.1%,包括IRA福利。該公司出貨了140萬台微型逆變器和120.2兆瓦時的IQ電池。非GAAP凈利潤爲5880萬美元,攤薄後每股0.43美元。美國營業收入環比增長了32%,而歐洲營業收入保持平穩。該公司在美國實現了重大製造里程碑,從符合IRA生產稅收抵免的國內設施中出貨了約574,000台微型逆變器。全球渠道庫存恢復到正常水平,加利福尼亞的電池附加率因NEm 3.0的採用而增加。自由現金流達到11740萬美元,季度末現金和投資爲16.5億美元。對於2024年第三季度,Enphase預計營業收入...展開全部
Enphase Energy報告2024年第二季度營業收入爲30350萬美元,非GAAP毛利率爲47.1%,包括IRA福利。該公司出貨了140萬台微型逆變器和120.2兆瓦時的IQ電池。非GAAP凈利潤爲5880萬美元,攤薄後每股0.43美元。美國營業收入環比增長了32%,而歐洲營業收入保持平穩。該公司在美國實現了重大製造里程碑,從符合IRA生產稅收抵免的國內設施中出貨了約574,000台微型逆變器。全球渠道庫存恢復到正常水平,加利福尼亞的電池附加率因NEm 3.0的採用而增加。自由現金流達到11740萬美元,季度末現金和投資爲16.5億美元。對於2024年第三季度,Enphase預計營業收入在37000-41000萬美元之間,包括160-180兆瓦時的IQ電池出貨量。該公司預計,非GAAP毛利率在47%至50%之間,包含淨IRA福利,扣除IRA福利則爲39%-42%。預計基於計劃出貨的110萬臺美國製造微型逆變器,淨IRA福利預計在3000-3300萬美元。

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