Q2 FY2026 EarningsQ2 FY26 results were largely in line with consensus on the top line but showed significant strength in GAAP earnings due to a one-time tariff refund. Revenue reached $291.9M vs. $290.3M expected, driven by a 35% increase in European sales despite a 3% decline in the U.S. GAAP diluted EPS of $0.27 significantly beat the $0.076 consensus due to a $52M U.S. Customs refund, while Non-GAAP EPS of $0.46 was essentially in-line with the $0.464 estimate. Q3 FY26 revenue guidance of $290M-$320M suggests steady demand, slightly above the current quarter's run rate.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Enphase Energy(ENPH) the Revenue is 291.85 M (-19.63%), Beat estimate;the EBIT is 51.52 M (+39.21%), Beat estimate;the EPS is 0.27 (-3.57%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.29B19.63%
0.29B20.06%
+0.00B0.43%
EBITExceed expectations
0.05B39.21%
0.01B86.30%
+0.05B125.51%
EPSExceed expectations
0.273.57%
0.075872.95%
+0.194269.38%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf