ENPHASE能源:第四季度业绩指引不及预期 对欧洲持谨慎态度 但看好美国

海通国际
23 Oct 2024

事件我们预计恩菲斯能源的第三季度业绩的市场反应为负面,该公司报告调整后的净收入为4600 万美元,远低于市场预期。该公司第四季度的收入为3.6 亿美元,低于市场预期的4.42 亿美元,毛利率为47%,包括净IRA 收益,而市场预期为47%。该公司在2025 财年似乎看好美国市场,但对欧洲市场持谨慎态度。点评成本和收入增加:Enphase 报告第三季度收入为3.81 亿美元,而市场预期为3.93 ...

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