Earning Analysis
Welcome to our in-depth analysis of Enphase Energy Inc(ENPH) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Enphase Energy Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-28 | After Hours | 0.66 | 0.90 | +36.36 | 369.60M | 410.43M | +11.05 | -15.15 | -19.59 |
| FY2025Q2 | 2025-07-22 | After Hours | 0.64 | 0.69 | +7.81 | 359.69M | 363.15M | +0.96 | -14.16 | -17.76 |
| FY2024Q4 | 2025-02-04 | After Hours | 0.74 | 0.94 | +27.03 | 377.51M | 382.71M | +1.38 | -1.49 | -5.54 |
| FY2024Q3 | 2024-10-22 | After Hours | 0.78 | 0.65 | -16.67 | 393.90M | 380.87M | -3.31 | -14.92 | -9.93 |
| FY2024Q2 | 2024-07-23 | - | 0.15 | 0.13 | -13.33 | 309.93M | 303.46M | -2.09 | -1.05 | +8.57 |
| FY2024Q1 | 2024-04-23 | - | 0.11 | -0.06 | -154.55 | 277.57M | 263.34M | -5.13 | +2.69 | +3.02 |
| FY2023Q4 | 2024-02-06 | - | 0.24 | 0.29 | +20.83 | 327.72M | 302.57M | -7.68 | +2.77 | +31.80 |
| FY2023Q3 | 2023-10-26 | - | 0.71 | 0.84 | +18.31 | 566.66M | 551.08M | -2.75 | +1.94 | -18.68 |
| - | 2023-07-27 | - | 0.95 | 1.16 | +22.11 | - | - | - | -3.78 | -18.85 |
| - | 2023-04-25 | - | 0.83 | 1.10 | +32.53 | - | - | - | -1.78 | -28.50 |
ENPH Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Enphase Energy Inc reported performance for FY2025Q3, announced on 2025-10-28. The company achieved an EPS of 0.90, compared to analyst estimates of 0.66 by 36.36% . Revenue for the quarter reached 410.43M compared to expectations of 369.60M by 11.05% .
The stock price reacted with a -15.15% one-day change and a -19.59% five-day change following the earnings release. These movements reflect market reaction in Enphase Energy Inc growth trajectory and strategic initiatives.
ENPH Earnings Forecast
Looking ahead, Enphase Energy Inc(ENPH) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 341.57M and an EPS of 0.59.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.25%, while EPS estimates have been Revise Upward by 5.03%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Downward by -11.45% . These revisions correlate with a -22.42% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Enphase Energy Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between ENPH's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+0.25%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+5.03%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Downward
-11.45%
In Past 3 Month
Stock Price
Go Down
-22.42%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:1.46B
--
EPS Estimate-Annual FY 2025:2.77
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Stock Price30.76
ENPH Revenue and EPS Performance: A Historical Perspective
Enphase Energy Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-28,After Hours):
EPS: 0.90 (Actual) vs.0.66 (Estimate) (36.36%)
Revenue: 410.43M (Actual) vs. 369.60M (Estimate) (11.05%)
Price Reaction: -15.15%(1-Day), -19.59%(5-Day)
FY2025Q2 (2025-07-22,After Hours):
EPS: 0.69 (Actual) vs.0.64 (Estimate) (7.81%)
Revenue: 363.15M (Actual) vs. 359.69M (Estimate) (0.96%)
Price Reaction: -14.16%(1-Day), -17.76%(5-Day)
FY2024Q4 (2025-02-04,After Hours):
EPS: 0.94 (Actual) vs.0.74 (Estimate) (27.03%)
Revenue: 382.71M (Actual) vs. 377.51M (Estimate) (1.38%)
Price Reaction: -1.49%(1-Day), -5.54%(5-Day)
Earnings Reaction
The chart below shows how ENPH performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ENPH sees a +4.99% change in stock price 10 days leading up to the earnings, and a -8.64% change 10 days following the report. On the earnings day itself, the stock moves by +1.33%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -15.15% on the day following the earnings release and then changed by -15.97% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Enphase Energy Inc (ENPH) Q3 2025 Earnings Call Summary
Neutral
2025-10-28
The earnings call presents a mixed outlook. While there are positive developments such as the launch of new products and strategic market shifts, there are also challenges like tariff impacts and weak non-U.S. revenue. The cautious approach and lack of detailed guidance for future quarters suggest uncertainty. The Q&A section highlights concerns about margins and international performance, further tempering optimism. Overall, the sentiment is balanced, reflecting both opportunities and risks.
Enphase Energy Inc (ENPH) Q2 2025 Earnings Call Summary
Neutral
2025-07-22
The earnings call presents a mixed outlook. Strong points include product innovation and market expansion, but concerns arise from potential TAM reduction in 2026 and elevated channel inventories. The Q&A reveals uncertainties in financing structures and safe harbor guidance, which could impact investor confidence. Despite share repurchases and consistent financial metrics, the lack of clear guidance and potential market contraction suggest a neutral sentiment, with no major catalysts for significant stock price movement in the short term.
Enphase Energy Inc (ENPH) Q1 2025 Earnings Call Summary
Negative
2025-04-22
The earnings call reveals a decline in revenue, margins, and net income, coupled with softening customer demand and uncertainties in demand trends. Despite some positive aspects, such as a share repurchase program and new product launches, the negative financial metrics and lack of clarity in management's responses, especially regarding tariffs and supply chain adjustments, weigh heavily. The overall sentiment is negative, as the market is likely to react to these uncertainties and financial declines.
Enphase Energy Inc (ENPH) Q4 2024 Earnings Call Summary
Positive
2025-02-04
Enphase's earnings call reveals strong financial performance with increased revenue, gross margin, and net income. The company is launching new products and expanding market reach, despite some industry challenges. The substantial share repurchase program and strong cash flow are positive indicators. While there are concerns about installer liquidity and market demand fluctuations, management's optimistic guidance and product development plans suggest a positive outlook. The Q&A section did not reveal significant negative sentiment, supporting a positive stock price movement prediction.
Enphase Energy, Inc. (ENPH) Q3 2024 Earnings Call Summary
Positive
2024-10-23
The earnings call reveals strong financial performance with revenue up 44% YoY, improved gross margins, and significant free cash flow. The company addressed channel inventory issues and achieved equilibrium. The share repurchase program and cash reserves are robust. Despite challenges in Europe, management is optimistic about future opportunities. Q&A insights highlighted operational improvements and market traction. The positive financial metrics and strategic initiatives outweigh the uncertainties, leading to a positive sentiment.
Enphase Energy, Inc. (ENPH) Q2 2024 Earnings Call Summary
Positive
2024-07-24
The earnings call summary reveals strong financial performance with increased revenue and margins, alongside effective cost management. The share repurchase program further indicates confidence in the company’s value. The Q&A section highlights optimism in reaching revenue targets and expanding market penetration, despite competitive pressures and supply chain risks. Positive guidance on battery margins and strategic product introductions bolster sentiment. Overall, the combination of strong current financials, strategic initiatives, and shareholder returns suggests a positive stock price movement in the short term.
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FAQ
What were the key highlights of ENPH’s latest earnings report for FY2025Q3?
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How does ENPH’s stock price correlate with earnings forecast revisions?
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