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Jun 30, 2022

Enphase Q2 2022 Earnings Report

Enphase reported record revenue driven by strong demand for Enphase Energy Systems.

Key Takeaways

Enphase Energy reported record quarterly revenue of $530.2 million in the second quarter of 2022. The company shipped 3,348,553 microinverters, totaling approximately 1,213 megawatts DC, and 132.4 megawatt hours of Enphase IQ Batteries.

Record quarterly revenue of $530.2 million.

GAAP gross margin of 41.3%; non-GAAP gross margin of 42.2%.

GAAP operating income of $94.0 million; non-GAAP operating income of $152.4 million.

Free cash flow of $192.0 million; ending cash, cash equivalents, and marketable securities of $1.25 billion.

Total Revenue
$530M
Previous year: $316M
+67.8%
EPS
$1.07
Previous year: $0.53
+101.9%
Megawatts DC Shipped
1.21K
Previous year: 796
+52.4%
Microinverters Shipped
3.35M
Previous year: 2.36M
+41.7%
Gross Profit
$219M
Previous year: $128M
+71.4%
Cash and Equivalents
$495M
Previous year: $1.31B
-62.2%
Free Cash Flow
$192M
Previous year: $49.2M
+289.9%
Total Assets
$2.44B
Previous year: $2.1B
+16.0%

Enphase

Enphase

Forward Guidance

For the third quarter of 2022, Enphase Energy estimates revenue to be within a range of $590 million to $630 million, which includes shipments of 130 to 145 megawatt hours of Enphase IQ Batteries. GAAP gross margin to be within a range of 38.0% to 41.0%; non-GAAP gross margin to be within a range of 39.0% to 42.0%, excluding stock-based compensation expenses and acquisition related amortization. Non-GAAP operating expenses to be within a range of $77.0 million to $81.0 million, excluding $60.0 million estimated for stock-based compensation expenses and acquisition related costs and amortization.

Positive Outlook

  • Revenue to be within a range of $590 million to $630 million
  • Shipments of 130 to 145 megawatt hours of Enphase IQ Batteries
  • GAAP gross margin to be within a range of 38.0% to 41.0%
  • Non-GAAP gross margin to be within a range of 39.0% to 42.0%, excluding stock-based compensation expenses and acquisition related amortization
  • Non-GAAP operating expenses to be within a range of $77.0 million to $81.0 million, excluding $60.0 million estimated for stock-based compensation expenses and acquisition related costs and amortization