Mar 31, 2022

Enphase Q1 2022 Earnings Report

Enphase reported record quarterly revenue and strong growth in battery shipments.

Key Takeaways

Enphase Energy announced record quarterly revenue of $441.3 million for Q1 2022, with a non-GAAP gross margin of 41.0%. The company shipped approximately 2,838,693 microinverters (1,029 MW DC) and 120.4 MWh of Enphase IQ™ Batteries.

Record quarterly revenue of $441.3 million was achieved.

GAAP gross margin was 40.1%; non-GAAP gross margin was 41.0%.

GAAP net income was $51.8 million; non-GAAP net income was $109.7 million.

Cash flow from operations was $102.4 million.

Total Revenue
$441M
Previous year: $302M
+46.2%
EPS
$0.79
Previous year: $0.56
+41.1%
Megawatts DC Shipped
1.03K
Previous year: 830
+24.0%
Microinverters Shipped
2.84M
Previous year: 2.45M
+15.7%
Gross Profit
$177M
Previous year: $123M
+43.9%
Cash and Equivalents
$252M
Previous year: $1.49B
-83.1%
Free Cash Flow
$90.1M
Total Assets
$2.26B
Previous year: $2.19B
+3.1%

Enphase

Enphase

Forward Guidance

For the second quarter of 2022, Enphase Energy estimates revenue to be within a range of $490 million to $520 million, which includes shipments of 130 to 140 megawatt hours of Enphase IQ™ Batteries. GAAP gross margin to be within a range of 37.0% to 40.0%; non-GAAP gross margin to be within a range of 38.0% to 41.0%.

Positive Outlook

  • Revenue to be within a range of $490 million to $520 million
  • Shipments of 130 to 140 megawatt hours of Enphase IQ™ Batteries
  • GAAP gross margin to be within a range of 37.0% to 40.0%
  • Non-GAAP gross margin to be within a range of 38.0% to 41.0%
  • Non-GAAP operating expenses to be within a range of $70.5 million to $73.5 million

Challenges Ahead

  • GAAP operating expenses to be within a range of $127.5 million to $130.5 million
  • Stock-based compensation expenses and acquisition related costs and amortization of $57.0 million
  • Uncertainties related to demand
  • Availability of its products and services
  • Uncertainties related to expense levels