Enphase Energy, Inc. (ENPH) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, everyone, and welcome to Enphase Energy's second quarter 2026 financial results conference call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star and then one on your touchtone phones. To withdraw your questions, you may press star and two. Please also note this event is being recorded. At this time, I'd like to turn the floor over to Zach Freedman with Enphase. Please go ahead. Good afternoon, and thank you for joining us on today's conference call to discuss Enphase Energy's second quarter 2026 results. On today's call are Badri Kothandaraman, our President and Chief Executive Officer, Mandy Yang, our Chief Financial Officer, and Raghu Belur, our Chief Products Officer. After the market closed today, Enphase issued a press release announcing the results for its second quarter, ended June 30, 2026. During this conference call, Enphase management will make forward-looking statements, including but not limited to statements related to our expected future financial performance, market trends, the capabilities of our technology and products, and the benefits to homeowners and installers, our operations, including manufacturing, customer service, and supply and demand, anticipated growth in existing and new markets, including the TPO market, Thank you for joining us. Thank you for joining us today to discuss our second quarter We reported quarterly revenue of $291.9 million, shipped 1.59 million microinverters and 113.8 MWh of batteries, and generated free cash flow of $25.9 million. Our Q2 revenue included $84.3 million of Safe Harbor re...