Enphase Energy Begins Shipments of IQ EV Charger 2 in the United States

Rhea-AI Summary

Enphase Energy (NASDAQ: ENPH) began first U.S. production shipments of the next-generation IQ EV Charger 2 on December 3, 2025.

The charger supports up to 19.2 kW (J1772) and 22.1 kW (J3400 NACS), single-SKU for up to a 60-amp breaker, solar-aware charging in 1-amp steps, RFID access, load balancing, native 277 V support, a NEMA 4 enclosure, embedded metering, a five-year limited warranty, and 24/7 support. It is UL listed, ISO 15118-20 compliant for future bidirectional use, and supports OCPP and Modbus for commercial integration. The IQ EV Charger 2 is available in the United States and Canada, with additional global availability planned for 2026.

Positive

• Shipments started in the United States (Dec 3, 2025)
• 22.1 kW max (J3400 NACS) for faster home charging
• Solar-aware 1-amp charging to maximize surplus solar use
• Single SKU supports up to a 60-amp breaker, simplifying installs
• ISO 15118-20 compliance enables future bidirectional readiness
• Five-year limited warranty and 24/7 support

Negative

• Initial availability limited to the United States and Canada through 2025
• No pricing, shipment volumes, or revenue guidance disclosed

News Market Reaction – ENPH

+0.93%

1 alert

+0.93% News Effect

On the day this news was published, ENPH gained 0.93%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Q3 2025 net revenues: $410.4 million Q3 2025 net income: $66.6 million Q3 2025 diluted EPS: $0.50 +5 more

8 metrics

Q3 2025 net revenues $410.4 million Reported in Q3 2025 10-Q

Q3 2025 net income $66.6 million Reported in Q3 2025 10-Q

Q3 2025 diluted EPS $0.50 Reported in Q3 2025 10-Q

Cash & cash equivalents $401.9 million Balance as of Q3 2025 10-Q

Marketable securities $1.076 billion Balance as of Q3 2025 10-Q

Operating cash flow YTD $89.0 million Year-to-date in Q3 2025 10-Q

Stock repurchases $130.0 million Year-to-date in Q3 2025 10-Q

Stockholders’ equity $995.0 million As of Q3 2025 10-Q

Market Reality Check

Price: $49.74 Vol: Volume 5,577,549 vs 20-da...

normal vol

$49.74 Last Close

Volume Volume 5,577,549 vs 20-day average 6,696,763, indicating typical trading activity before this news. normal

Technical Price at 33.01 is trading below 200-day MA of 41.55, reflecting a longer-term downtrend.

Peers on Argus

ENPH was up 3.93% with peers RUN, NXT, SEDG, CSIQ, and JKS also showing gains be...

ENPH was up 3.93% with peers RUN, NXT, SEDG, CSIQ, and JKS also showing gains between 1.84% and 6.53%, but no peers appeared in the momentum scanner and no same-day peer headlines were recorded.

Historical Context

5 past events · Latest: Dec 03 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 03	Product launch	Positive	+0.9%	First U.S. shipments of next-generation IQ EV Charger 2 with advanced features.
Dec 02	Product update	Positive	+1.9%	Launch of PowerMatch in Europe to improve IQ Battery 5P usable energy and savings.
Nov 20	Commercial agreement	Positive	-2.9%	New safe harbor agreement projected to generate nearly $68M revenue over 12–24 months.
Nov 17	Regulatory/approvals	Positive	-4.0%	Expanded U.S. utility approvals for IQ Meter Collar enabling whole-home backup.
Nov 12	Partnership	Positive	-0.4%	Partnership with Green Mountain Power supporting a 75 MW virtual power plant.

Pattern Detected

Recent news has generally been positive in tone, but price reactions have been mixed, with several product and partnership announcements followed by negative or modest stock moves.

Recent Company History

Over the last few months, Enphase reported multiple product and commercial developments, including the IQ EV Charger 2 shipments on Dec 3, 2025, PowerMatch technology in Europe on Dec 2, 2025, a safe harbor agreement projected to add nearly $68 million in revenue, expanded IQ Meter Collar approvals, and a partnership with Green Mountain Power featuring IQ Battery 10C. Despite largely positive operational updates, share-price reactions have ranged from modest gains to notable declines, underscoring inconsistent trading responses to news.

Market Pulse Summary

This announcement adds another component to Enphase’s home energy ecosystem, with the IQ EV Charger ...

Analysis

This announcement adds another component to Enphase’s home energy ecosystem, with the IQ EV Charger 2 offering solar-aware charging up to 22.1 kW, integration via OCPP and Modbus, and ISO 15118-20 readiness for future bidirectional use. Recent filings showed Q3 2025 net revenues of $410.4 million and net income of $66.6 million, while prior news covered battery enhancements and new commercial agreements. Investors may watch adoption of the charger, execution of the nearly $68 million safe harbor deal, and ongoing utility and partner rollouts.

Key Terms

rfid, open charge point protocol (ocpp), modbus, iso 15118-20, +4 more

8 terms

rfid technical

"RFID access control keeps charging secure, and load balancing helps avoid"

RFID, or Radio Frequency Identification, is a technology that uses radio waves to automatically identify and track objects, animals, or people. It involves small tags or chips that emit signals when scanned, similar to a barcode but without needing direct line-of-sight. For investors, RFID enhances supply chain efficiency and inventory management, potentially reducing costs and improving business operations.

open charge point protocol (ocpp) technical

"the Open Charge Point Protocol (OCPP) enables remote management and smart"

Open Charge Point Protocol (OCPP) is an open communication standard that lets electric vehicle (EV) chargers talk to central management systems, like a common language that lets different brands work together. For investors, OCPP matters because it reduces vendor lock-in, lowers deployment and operating costs, and makes charging networks easier to expand and integrate with energy systems — factors that affect revenue, scalability, and long-term value.

modbus technical

"while Modbus, an industry-standard communication protocol, provides local"

Modbus is a widely used industrial communication standard — a common “language” devices such as sensors, controllers and meters use to exchange data on factory floors, power plants and building systems. Investors care because widespread use means products are easier to integrate, lowering deployment costs and expanding market reach, but it also creates potential cybersecurity and legacy-technology risks that can affect company expenses and growth prospects.

iso 15118-20 technical

"ISO 15118-20 compliant hardware and software enable readiness for future"

A technical standard that defines how electric vehicles and charging stations talk to each other securely and smartly, covering functions like automatic authentication (“plug-and-charge”), two-way power flow, and software updates. For investors, it matters because wide adoption reduces compatibility problems and speeds deployment of charging networks, which can lower costs, enable new revenue streams (like selling power back to the grid) and increase the market value of companies making EVs, chargers, or related services.

nema 4 technical

"Its durable, weather-resistant NEMA 4 enclosure is built for long outdoor"

NEMA 4 is an industry standard rating that tells you an electrical enclosure is built to keep out windblown dust, rain, splashing water and hose-directed water, and to resist short-term ice formation; think of it like a weatherproof case for sensitive electrical gear. For investors, a NEMA 4 rating signals that equipment can be deployed in harsher outdoor or industrial settings with lower risk of weather-related failures, which can reduce maintenance costs and expand addressable markets.

j1772 technical

"The charger delivers up to 19.2 kW (J1772) and 22.1 kW (J3400 NACS)"

J1772 is the industry standard plug and socket for charging electric vehicles in North America, covering the common home and public alternating-current (AC) chargers. It matters to investors because compatibility with this standard affects how easily cars can be charged, the cost and rollout speed of charging networks, and the resale and adoption prospects of EVs—like a universal power outlet that reduces friction and uncertainty across manufacturers and infrastructure providers.

vehicle-to-home technical

"preparing customers for anticipated vehicle-to-home and vehicle-to-grid"

Vehicle-to-home (V2H) is technology that lets an electric vehicle act like a home battery, sending stored electricity from the car back into a house to power appliances or provide backup during outages. For investors, V2H can change the value proposition of electric vehicles and energy companies by enabling new revenue streams, reducing household energy costs, and creating demand for compatible cars, chargers, and grid services — similar to a mobile power bank that supports both personal transport and home energy needs.

vehicle-to-grid technical

"preparing customers for anticipated vehicle-to-home and vehicle-to-grid"

Vehicle-to-grid (V2G) is a technology that lets electric vehicles send stored battery power back to the electricity grid and later draw power again, turning each parked car into a mobile power bank. For investors it matters because V2G can create new revenue streams for vehicle owners and fleet operators, reduce the need for stationary batteries, and change demand patterns for utilities and energy companies, affecting valuations across auto, energy, and grid technology sectors.

AI-generated analysis. Not financial advice.

FREMONT, Calif., Dec. 03, 2025 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company and the world's leading supplier of microinverter-based solar and battery systems, today announced the first production shipments of its next-generation IQ^® EV Charger 2 to customers across the United States. Designed in a sleek, modern black form factor, the IQ EV Charger 2 brings a premium aesthetic to home charging – pairing minimalist styling with rugged durability – and is designed to work seamlessly with Enphase solar and battery systems or as a powerful standalone charger. Watch the video here.

The IQ EV Charger 2 uses solar-aware charging that captures surplus solar power and adjusts charging in 1-amp steps to maximize clean-energy use. A single SKU supporting up to a 60-amp breaker simplifies inventory for installers. RFID access control keeps charging secure, and load balancing helps avoid panel upgrades by matching power to available capacity. The charger delivers up to 19.2 kW (J1772) and 22.1 kW (J3400 NACS) for flexible home and small-business use. Native 277 V support lets commercial sites connect without a step-down transformer, helping to reduce cost.

“The IQ EV Charger 2 brings together everything homeowners expect from a premium charging experience,” said Sheryl Lane, CEO of Earth Electric Inc. “What really stands out to customers with Enphase Energy systems is how it uses even small amounts of surplus solar to deliver a true renewable charge, turning more clean energy into meaningful EV miles.”

The IQ EV Charger 2 is UL listed and works with nearly all major EV brands. Its durable, weather-resistant NEMA 4 enclosure is built for long outdoor life, and a field-replaceable cable makes service easy. For businesses, the Open Charge Point Protocol (OCPP) enables remote management and smart charging control for commercial deployments, while Modbus, an industry-standard communication protocol, provides local integration with site-level energy management systems. ISO 15118-20 compliant hardware and software enable readiness for future AC bidirectional capabilities, preparing customers for anticipated vehicle-to-home and vehicle-to-grid functionality. Each unit includes an accurate embedded meter for energy monitoring and comes with a five-year limited warranty and 24/7 support.

"The new Enphase IQ EV Charger offers some exceptional qualities," said Josh Mason, president at BlueSky Energy Advisors. "For Enphase solar and battery system owners, its ability to dynamically charge at 1A increments helps enhance charging directly from the sun, and even better, it's able to intelligently charge even during a grid-outage. Its rugged design, sleek finish, and simple interface make it a long-lasting, great-looking charger for any home."

“EV charging is becoming a natural extension of the home energy system, and the IQ EV Charger 2 gives homeowners a smarter, faster, and more beautiful way to charge with solar,” said Jayant Somani, senior vice president and general manager of the digital business unit at Enphase Energy. “It puts people fully in control – charging on their terms, helping maximize savings with more renewable energy. With shipments underway, we’re thrilled to bring this next-generation experience to customers across the United States.”

In addition to the first U.S. shipments, the IQ EV Charger 2 is now also available in Canada, following its debut earlier this year across Europe, Australia, and New Zealand. Additional global availability is planned for 2026. For more information about the IQ EV Charger 2 in the United States, please visit the Enphase website for installers and homeowners.

About Enphase Energy, Inc.

Enphase Energy, a global energy technology company based in Fremont, CA, is the world's leading supplier of microinverter-based solar and battery systems that enable people to harness the sun to make, use, save, and sell their own power – and control it all with a smart mobile app. The company revolutionized the solar industry with its microinverter-based technology and builds all-in-one solar, battery, and software solutions. Enphase has shipped approximately 84.8 million microinverters, and more than 5.0 million Enphase-based systems have been deployed in over 160 countries. For more information, visit https://enphase.com/.

©2025 Enphase Energy, Inc. All rights reserved. Enphase Energy, Enphase, the “e” logo, IQ, and certain other marks listed at https://enphase.com/trademark-usage-guidelines are trademarks or service marks of Enphase Energy, Inc. in the U.S. and other countries. Other names are for informational purposes and may be trademarks of their respective owners.

Forward-Looking Statements

This press release may contain forward-looking statements, including statements related to the expected capabilities and performance of Enphase Energy’s IQ EV Charger 2, including safety, quality, and reliability; and the expected release of the IQ EV Charger 2 in more countries in 2026. These forward-looking statements are based on Enphase Energy’s current expectations and inherently involve significant risks and uncertainties. Actual results and the timing of events could differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties including those risks described in more detail in Enphase Energy’s most recently filed Quarterly Report on Form 10-Q, Annual Report on Form 10-K, and other documents filed by Enphase Energy from time to time with the SEC. Enphase Energy undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events or changes in its expectations, except as required by law.

Contact:

Enphase Energy

press@enphaseenergy.com

FAQ

When did Enphase (ENPH) begin shipments of the IQ EV Charger 2 in the United States?

Enphase began first U.S. production shipments on December 3, 2025.

What charging power does the Enphase IQ EV Charger 2 (ENPH) deliver?

The charger delivers up to 19.2 kW (J1772) and 22.1 kW (J3400 NACS).

How does the Enphase IQ EV Charger 2 (ENPH) use solar energy for EV charging?

It uses solar-aware charging that captures surplus solar and adjusts charge rate in 1-amp steps to maximize renewable use.

Is the Enphase IQ EV Charger 2 (ENPH) ready for bidirectional vehicle-to-home or vehicle-to-grid use?

Hardware and software are ISO 15118-20 compliant, enabling readiness for future AC bidirectional capabilities.

What installer and commercial features does the Enphase IQ EV Charger 2 (ENPH) support?

It supports OCPP for remote management, Modbus for local site integration, RFID access, and load balancing to avoid panel upgrades.

Where is the Enphase IQ EV Charger 2 (ENPH) available now and when will it expand globally?

The charger is available in the United States and Canada with additional global availability planned for 2026.