Enphase Energy provides strong Q1 guidance following Q4 beat; Shares up 8%

Published 04/02/2025, 22:32
Enphase Energy provides strong Q1 guidance following Q4 beat; Shares up 8%

FREMONT, Calif. - Enphase Energy, Inc. (NASDAQ:ENPH) shares jumped 8.5% in after-hours trading Tuesday after the solar microinverter maker reported fourth quarter earnings that beat analyst expectations and provided upbeat guidance.

The company posted adjusted earnings per share of $0.94, surpassing the consensus estimate of $0.75. Revenue came in at $382.7 million, topping expectations of $378.37 million and rising 26.5% year-over-year.

For the first quarter of 2025, Enphase forecast revenue between $340 million and $380 million, above Wall Street’s projection of $341 million. The strong outlook suggests continued momentum in the company’s business.

"We reported quarterly revenue of $382.7 million in the fourth quarter of 2024, along with 53.2% for non-GAAP gross margin," said Badri Kothandaraman, President and CEO of Enphase Energy.

The company shipped approximately 2.01 million microinverters, or 878.0 megawatts DC, and 152.4 megawatt hours of IQ Batteries in Q4. Enphase highlighted its progress in U.S. manufacturing, shipping 1.69 million microinverters from its domestic contract facilities.

Gross margin expanded to 53.2% on a non-GAAP basis, up from 50.3% in the year-ago quarter. The improvement was driven partly by a net benefit from the Inflation Reduction Act.

Looking ahead, Enphase aims to capitalize on growing demand for its solar and battery systems globally. The strong Q1 guidance indicates management’s confidence in sustaining growth despite broader economic uncertainties.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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