Enphase Energy reports developments in solar, storage, EV charging, home energy management, virtual power plant solutions, and power-conversion technology. Its recurring updates cover IQ microinverters for residential and commercial solar, IQ Batteries, domestic manufacturing, safe-harbor agreements with third-party ownership providers, and product shipments across U.S. and international markets.
Company updates also address financial results, annual stockholder matters, integrations with energy retailers and grid-services platforms, and platform work such as IQ Solid-State Transformer architecture for AI data centers. These developments connect Enphase’s microinverter-based systems with solar-plus-storage deployment, commercial three-phase applications, battery optimization, and distributed energy participation through the Enphase App.
Enphase Energy (NASDAQ: ENPH) has shipped more than eight million IQ Microinverters from U.S. contract manufacturing facilities since shipments began in 2023. It has also shipped nearly 500 MWh of IQ Batteries from U.S. facilities. Its domestic lineup includes residential and commercial microinverters and the IQ Battery 10C.
Enphase has started building power modules for its IQ Solid-State Transformer in Arlington, Texas, and is using them to assemble and validate full-scale racks for AI data center power. The company plans to assemble complete racks in Texas as the program advances toward commercialization. Products identified by a DOM suffix contain domestic content and may help eligible projects qualify for domestic content bonus tax credits; customers should confirm eligibility with legal and tax advisors.
Enphase Energy (NASDAQ: ENPH) reported third-quarter 2026 revenue of $293.3 million, slightly above the prior quarter but below a year earlier. GAAP net income was $23.4 million, or $0.17 per diluted share, versus $36.1 million and $0.27 in the second quarter. GAAP gross margin fell to 43.3% from 60.0%.
Global sell-through rose approximately 1% sequentially against expected growth of 10%. Battery shipments increased to 129.9 MWh from 113.8 MWh. Cash, cash equivalents and marketable securities totaled $931.8 million; operating cash flow was approximately $0.1 million.
Enphase expects fourth-quarter revenue of $225.0 million to $255.0 million, with sell-through down 10% sequentially and GAAP gross margin of 38.0% to 41.0%. Its IQ solid-state transformer development pipeline more than doubled to over 50 customers and partners during the quarter.
Enphase Energy (NASDAQ: ENPH) successfully demonstrated its IQ Solid-State Transformer technology at its research and development laboratory in Austin, Texas. The system converted 13.8 kV AC to 800 VDC, maintaining stable output through load changes simulating AI compute rack demand. Its 132 power modules operated as one system, with balanced voltage sharing and coordinated responses to rapid load changes.
The first IQ SST power modules are already being built at Enphase's Arlington, Texas, manufacturing facility. Enphase plans to extend the demonstration to 34.5 kV in the coming weeks and expects to demonstrate full-system racks operating at megawatt scale and rated power before the end of 2026, with customer pilots planned for 2027. The technology is designed to convert medium-voltage AC directly to DC, eliminating multiple conversion stages in conventional data center power systems.
Enphase Energy (NASDAQ: ENPH) plans to deploy Infineon’s 900 V gallium nitride bidirectional switches in its solid-state transformer power modules. Gallium nitride, or GaN, is a semiconductor material used for power conversion; bidirectional switches handle current in both directions.
The devices have been successfully tested and are being integrated into development builds of the IQ Solid-State Transformer, Enphase’s platform for AI data centers. Production qualification is expected to follow. Enphase says the higher-voltage devices allow fewer converters while retaining high-frequency switching and components rated below 1 kV. The companies also expect the devices to benefit commercial solar inverters for 480 V applications in the United States and 400 V applications elsewhere.
Enphase Energy (NASDAQ: ENPH) confirmed its IQ EV Charger 2 already supports the communication standard required under the EU’s Alternative Fuels Infrastructure Regulation.
The ISO 15118-20 requirement takes effect on Jan. 1, 2027 for newly installed or renovated public and private EV chargers in the EU. The charger has supported the standard since launch, requiring no part number changes or inventory adjustments. Already installed chargers require no action to support the standard. Enphase plans further wireless firmware updates to add features and expand vehicle compatibility.
Enphase Energy (ENPH) highlighted U.S. commercial solar repowering projects that replace aging inverters with its IQ9 Commercial Microinverters. The projects retain existing solar modules and racking rather than replacing the entire array.
At Furman University in Greenville, South Carolina, Detail Solar completed the first phase of a planned repowering of the campus’s 988 kW array, upgrading 30 kW. In Bethel, Pennsylvania, Endless Energy is repowering Peirce Welding and Assembly’s 240 kW AC system with 561 IQ9N-3P Commercial Microinverters. Both projects pair two existing modules with each microinverter, the equipment that converts solar electricity for use. Enphase says this configuration reduces the number of microinverters needed for older modules. The commercial microinverters carry a 25-year warranty.
Enphase Energy (ENPH) began production shipments of its IQ Gateway Fusion in India, a system designed for daytime solar backup. The unit combines the IQ Gateway, IQ Relay and a built-in power socket, and works with IQ8 Microinverters.
Enphase says loads connected to the socket can run on solar during daytime grid outages without a home battery, while compatible UPS batteries can recharge using sunlight. Each unit supports up to 3,680 W of output with up to seven IQ8P or nine IQ8HC Microinverters. Homeowners can monitor production and system health through the Enphase App.
Enphase Energy (NASDAQ: ENPH) will host its third-quarter 2026 earnings conference call and webcast on October 27, 2026.
The call starts at 4:30 p.m. Eastern Time and covers the period ended September 30, 2026. The live webcast will be available at investor.enphase.com, with a recording available there approximately one hour after the call.
Enphase Energy (ENPH) announced that its IQ Meter Collar is now approved for behind-the-meter installation by 80 utilities serving more than 38 million customers across the United States and Canada.
The device is approved by all three major investor-owned electric utilities in California and by the Sacramento Municipal Utility District, expanding access to whole-home backup in that state. Hawaiian Electric has approved initial pilot installations, with full approval expected in the coming months, and Enphase expects additional utility approvals soon.
The IQ Meter Collar is a compact microgrid interconnection device that mounts behind the utility meter and enables whole-home backup without a dedicated backup sub-panel or extra consumption current transformers, while providing safe grid isolation. As part of the 4th-generation Enphase Energy System, together with the IQ Battery 10C and IQ Combiner 6C, it is designed to reduce equipment, wiring complexity, and installation time, and is backed by a 15-year limited warranty.
Enphase Energy (ENPH) will participate in AI Infra Summit 2026 from September 15-17, 2026 at the Santa Clara Convention Center, where it will showcase its IQ Solid-State Transformer (IQ SST) for AI data center power infrastructure at Booth 1454.
On September 15 at 12:00 p.m. PDT, co-founder and chief product officer Raghu Belur will present a session titled “Solid-State Transformers: Speed to Power” on the AI Data Center Track. The IQ SST is being developed to convert medium-voltage AC directly to 800 VDC with expected sub-millisecond response to dynamic AI loads, and its distributed architecture is designed to scale to racks up to 5 MW. Enphase has begun building IQ SST power modules at its Arlington, Texas facility to assemble and validate full-scale racks. Full-system demonstrations of IQ SST racks are expected in November 2026, with customer pilots planned for 2027, and an IQ SST information video and further details are available on the Enphase website.