智通财经APP获悉，全球微型逆变器龙头Enphase Energy(ENPH.US)公布了不及预期的业绩和指引，受此影响，该股股价盘后暴跌逾11%。
财报显示，该公司第三季度净利润从上年同期的1.1395亿美元(合每股0.80美元)降至4576万美元(每股0.33美元);GAAP毛利率从47.5%降至46.8%，非GAAP毛利率从48.4%降至48.1%，其中包括9.2%的IRA净收益。
由于欧洲大陆的需求进一步疲软，Enphase第三季度营收环比下降15%，受电价下降和荷兰、德国等主要市场竞争加剧的影响，欧洲对住宅太阳能的需求已经恶化。但Enphase最大的市场美国的营收环比增长了43%;全球微型逆变器出货量同比下降55%，至173万台。
展望未来，Enphase预计第四季度营收为3.6亿至4亿美元，低于分析师预期的4.335亿美元，非GAAP毛利率将在49%至52%之间，其中包括IRA净收益，不包括净IRA利益的毛利率为39%至42%。
该公司还预计，将在第四季度开始运送其美国代工工厂生产的国产含量更高的商用微型逆变器和电池。
Enphase的疲软业绩也导致太阳能板块普遍下挫，周二美股盘后，SolarEdge Technologies(SEDG.US)跌近4%，Sunrun(RUN.US)跌近2%，第一太阳能(FSLR.US)跌超1%。
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