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

Enphase Q3 revenue $293.3 million; Q4 revenue outlook $225.0 million to $255.0 million

Negative Impact 4 of 5 earnings

Enphase Energy reported third-quarter 2026 revenue of $293.3 million, slightly up from $291.9 million in the second quarter but down from $410.4 million a year earlier. GAAP net income fell to $23.4 million, or $0.17 per diluted share, from $66.6 million a year earlier, and the company guided fourth-quarter revenue to $225.0 million to $255.0 million, below the third-quarter level.

Key points

  • Q3 2026 GAAP diluted EPS was $0.17 versus $0.50 in Q3 2025; non-GAAP diluted EPS was $0.41 versus $0.90, with an impairment in investments reducing EPS by $0.15 on a GAAP basis.
  • U.S. sell-through rose 5% sequentially but fell 35% year over year; Europe sell-through fell 12% sequentially.
  • Fourth-quarter 2026 guidance calls for GAAP gross margin of 38.0% to 41.0% and revenue of $225.0 million to $255.0 million, including about $51.2 million of safe harbor revenue.

The filing

CompanyEnphase Energy (ENPH)
Form8-K, current report
Filed with the SECOct 27, 2026, 4:07 PM ET
Accession number0001463101-26-000101

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:17 PM ET, from the text of the filing and its press-release exhibits only.

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