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AI brief of an SEC Form 8-K · Enphase Energy (ENPH)

Enphase Energy Q2 revenue rises to $291.9 million; non-GAAP EPS dips to $0.46

Mixed Impact 3 of 5 earnings Written later

Enphase reported second-quarter 2026 revenue of $291.9 million, up from $282.9 million in the first quarter but down from $363.2 million a year earlier. GAAP net income was $36.1 million, or $0.27 per diluted share, after a loss in the first quarter, helped by $52.0 million of U.S. customs tariff refunds, while non-GAAP diluted EPS was $0.46 versus $0.47 in the first quarter and $0.69 a year earlier. The company guided third-quarter 2026 revenue to $290.0 million to $320.0 million.

Key points

  • Q2 2026 revenue $291.9 million vs $282.9 million in Q1 2026 and $363.2 million in Q2 2025
  • GAAP diluted EPS $0.27 vs a loss of $0.06 in Q1 2026; non-GAAP diluted EPS $0.46 vs $0.47 in Q1 2026
  • Received about $41.0 million in CBP tariff refunds in Q2 plus $11.0 million after quarter end; $45.4 million recognized as a gross profit increase
  • Q3 2026 outlook: revenue $290.0 million to $320.0 million; GAAP gross margin 42.0% to 45.0%

The filing

CompanyEnphase Energy (ENPH)
Form8-K, current report
Filed with the SECJul 28, 2026, 4:06 PM ET
Accession number0001463101-26-000080

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:01 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 28, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.