[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 73.9K followers Created: 2025-07-22 20:11:32 UTC $ENPH | Enphase Q2'25 Earnings Highlights 🔹 Revenue: $363.2M (Est. $361.9M) 🟢; +20% YoY 🔹 Adj. EPS: $XXXX (Est. $0.64) 🟢; +60% YoY 🔹 Net Income: $89.9M (Est. $84.1M) 🟢; +53% YoY 🔹 Gross Margin: XXXX% (incl. IRA); XXXX% ex-IRA Q3 Guide: 🔹 Revenue: $330M–$370M (Est. $368.4M) 😐 🔹 Non-GAAP Gross Margin: 43%–46% incl. IRA; 33%–36% ex-IRA 🔹 Net IRA Benefit: $34M–$38M (based on ~1.2M U.S. units) 🔹 Non-GAAP OpEx: $78M–$82M 🔹 Battery Shipments Expected: 190–210 MWh Operational Metrics 🔹 Microinverters Shipped: ~1.53M units / XXXXX MW DC 🔹 Batteries Shipped: XXXXX MWh (record); UP from XXXXX MWh in Q1 🔹 U.S. Manufacturing: 1.41M microinverters; XXXX MWh batteries 🔹 Installers Certified for IQ Batteries: 11,700+ 🔹 Operating Income: $98.6M; UP +61% YoY 🔹 Free Cash Flow: $18.4M 🔹 Cash & Equivalents: $1.53B CEO Commentary & Strategic Updates 🔸 “We are pleased with our second quarter results and customer response to our new Enphase Energy System.” — CEO Badri Kothandaraman 🔸 IQ Battery 10C launched: XX% more energy-dense, XX% less wall space 🔸 IQ Meter Collar now approved by XX U.S. utilities 🔸 Ramp-up of IQ Battery 5P with FlexPhase in Europe; supports both single- and three-phase homes 🔸 IQ EV Charger X shipping to XX countries; IQ Balcony Solar Kits launched in Germany & Belgium XXXXXX engagements  **Related Topics** [$38m](/topic/$38m) [$34m](/topic/$34m) [$3684m](/topic/$3684m) [$370m](/topic/$370m) [$330m](/topic/$330m) [$841m](/topic/$841m) [$899m](/topic/$899m) [$3619m](/topic/$3619m) [Post Link](https://x.com/wallstengine/status/1947751386315428337)
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Wall St Engine @wallstengine on x 73.9K followers
Created: 2025-07-22 20:11:32 UTC
$ENPH | Enphase Q2'25 Earnings Highlights
🔹 Revenue: $363.2M (Est. $361.9M) 🟢; +20% YoY 🔹 Adj. EPS: $XXXX (Est. $0.64) 🟢; +60% YoY 🔹 Net Income: $89.9M (Est. $84.1M) 🟢; +53% YoY 🔹 Gross Margin: XXXX% (incl. IRA); XXXX% ex-IRA
Q3 Guide: 🔹 Revenue: $330M–$370M (Est. $368.4M) 😐 🔹 Non-GAAP Gross Margin: 43%–46% incl. IRA; 33%–36% ex-IRA 🔹 Net IRA Benefit: $34M–$38M (based on ~1.2M U.S. units) 🔹 Non-GAAP OpEx: $78M–$82M 🔹 Battery Shipments Expected: 190–210 MWh
Operational Metrics 🔹 Microinverters Shipped: ~1.53M units / XXXXX MW DC 🔹 Batteries Shipped: XXXXX MWh (record); UP from XXXXX MWh in Q1 🔹 U.S. Manufacturing: 1.41M microinverters; XXXX MWh batteries 🔹 Installers Certified for IQ Batteries: 11,700+ 🔹 Operating Income: $98.6M; UP +61% YoY 🔹 Free Cash Flow: $18.4M 🔹 Cash & Equivalents: $1.53B
CEO Commentary & Strategic Updates 🔸 “We are pleased with our second quarter results and customer response to our new Enphase Energy System.” — CEO Badri Kothandaraman 🔸 IQ Battery 10C launched: XX% more energy-dense, XX% less wall space 🔸 IQ Meter Collar now approved by XX U.S. utilities 🔸 Ramp-up of IQ Battery 5P with FlexPhase in Europe; supports both single- and three-phase homes 🔸 IQ EV Charger X shipping to XX countries; IQ Balcony Solar Kits launched in Germany & Belgium
XXXXXX engagements
Related Topics $38m $34m $3684m $370m $330m $841m $899m $3619m