Enphase Energy Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-4.3%projected annual EPS growth
Analyst Coverage
27analysts covering
FY EPS (est.)
$2.01next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 27 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Microinverter Shipments (Cumulative) Quarterly87.8M
Battery Storage Shipments (Cumulative) Quarterly2.5B
Non-GAAP Gross Margin Quarterly4,390.0%Target: 44.0% - 47.0%
Quarterly Revenue Quarterly282.9MTarget: 280,000,000 - 310,000,000
Watch Items
- Reciprocal Tariff HeadwindsAction: Adjust distributor list prices or accelerate domestic manufacturing shift to offset tariff drag.
- IQ Solid-State Transformer (IQ SST) MilestonesTrigger: Delay in full-system demonstrations beyond late 2026Action: Re-evaluate R&D resource allocation and engage early hyperscale data center partners to secure 2027 pilots.
- U.S. Residential Solar Demand RecoveryTrigger: Sell-through growth turning negative sequentially
Research as of 19 Jun 2026