Enphase Energy filings document formal disclosures for a global energy technology company whose products include IQ microinverters, IQ Batteries, EV chargers, home energy management systems, and virtual power plant solutions. Recent Form 8-K reports furnish quarterly results, product shipment metrics, manufacturing-related tax credit transactions, restructuring actions, and other Regulation FD disclosures tied to operating costs and strategic priorities.
The company’s proxy materials cover annual meeting matters, board governance, executive compensation, equity awards, stockholder voting procedures, and related governance disclosures. These records also identify the company as a Delaware issuer listed on Nasdaq under ENPH and provide the formal event and exhibit framework for earnings releases, tax credit transfer agreements, workforce actions, and director matters.
Rodgers Thurman J reported acquisition or exercise transactions in this Form 4 filing.
Enphase Energy director Thurman J. Rodgers reported an equity award of 5,952 shares of common stock, issued as restricted stock units under the 2021 Equity Incentive Plan. These RSUs vest in four equal quarterly installments over roughly one year, tied to continued service.
Following the grant, Rodgers holds 8,542 shares of common stock directly. He also reports additional indirect holdings through several family and charitable trusts, including a charitable remainder trust where he and his spouse are trustees and beneficiaries, and for which he disclaims beneficial ownership except for their pecuniary interest.
MORA RICHARD reported acquisition or exercise transactions in this Form 4 filing.
Enphase Energy director Richard Mora received a grant of 5,952 restricted stock units (RSUs). The award was made at no cash cost to him as equity compensation in the form of common stock.
The RSUs were granted under Enphase’s 2021 Equity Incentive Plan. They vest in four equal quarterly installments from the grant date and will be fully vested on the earlier of the one-year anniversary of the grant or the company’s next annual stockholder meeting, provided he remains in continuous service. Following this grant, Mora directly holds 15,322 shares of Enphase common stock.
Malchow Joseph Ian reported acquisition or exercise transactions in this Form 4 filing.
Enphase Energy director Joseph Ian Malchow received a grant of 5,952 restricted stock units (RSUs) of common stock at no cost under the 2021 Equity Incentive Plan. These RSUs vest in four equal quarterly installments and will be fully vested by the earlier of one year from grant or the next annual stockholder meeting, bringing his direct holdings to 69,912 shares.
Enphase Energy, Inc. reported results of its 2026 Annual Meeting of Stockholders. Shareholders approved an amendment and restatement of the 2021 Equity Incentive Plan, increasing the common stock reserved for issuance by 2,000,000 shares. An advisory vote approved compensation for named executive officers, and shareholders ratified Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. Three directors, including Jamie Haenggi, Benjamin Kortlang and Richard Mora, were elected, with Mr. Kortlang receiving a plurality but not a majority of votes cast. The Board’s Nominating and Corporate Governance Committee will review this and the Company will disclose the Board’s decision and rationale within ninety days of the meeting.
Vanguard Capital Management reported beneficial ownership of 6,665,473 shares of Enphase Energy Inc. under a Schedule 13G filing covering common stock (CUSIP 29355A107) as of 03/31/2026. The stake represents 5.08% of the class with sole dispositive power over 6,665,473 shares and sole voting power over 998,365 shares. The filing states these holdings reflect positions managed or held by affiliated Vanguard entities and funds. The report is signed by Ashley Grim, Head of Global Fund Administration, dated 04/29/2026.
Vanguard Portfolio Management reports beneficial ownership of 9,692,237 shares of Enphase Energy Inc Common Stock, representing 7.39% of the class as of 03/31/2026. The filing shows Vanguard Portfolio Management has sole dispositive power over 9,692,237 shares and sole voting power over 33,345 shares. The schedule states these holdings include securities held for Vanguard funds and managed accounts over which Vanguard Portfolio Management or affiliated business divisions exercise dispositive power.
Enphase Energy reported weaker results for the quarter ended March 31, 2026. Net revenues fell 21% to $282.9 million, driven by an 8% decline in microinverter units and a 39% drop in IQ Battery megawatt‑hours shipped. International revenue fell 47% amid softer European demand.
Gross margin compressed to 35.5% from 47.2%, reflecting a loss on the sale of $235.0 million of Advanced Manufacturing Production Tax Credits generated in 2025 and lower fair value for new credits, partially offset by reduced tariffs. The company posted a net loss of $7.4 million versus prior‑year net income of $29.7 million.
Despite earnings pressure, Enphase generated $102.9 million of operating cash flow and ended the quarter with $497.5 million in cash and cash equivalents plus $433.1 million in marketable securities. It fully repaid its $632.5 million 2026 convertible notes and now carries only the 2028 notes as long‑term debt.
Enphase Energy reported first quarter 2026 revenue of $282.9 million, down from $343.3 million in the prior quarter, as U.S. demand softened after the expiration of a key residential tax credit. GAAP results showed a net loss of $7.4 million, or $(0.06) per diluted share, while non-GAAP metrics remained profitable with net income of $62.3 million and non‑GAAP diluted EPS of $0.47.
Non‑GAAP gross margin was 43.9%, helped by safe harbor revenue of $34.5 million, while reciprocal tariffs reduced margins by 4.3 percentage points. The company generated $82.97 million of free cash flow and ended the quarter with $930.6 million in cash, cash equivalents and marketable securities.
Enphase settled $632.5 million of 0.0% convertible notes due 2026 for cash and sold $235.0 million of advanced manufacturing production tax credits at 93% of face value. Operationally, it shipped about 1.41 million microinverters and 103.1 MWh of IQ Batteries, and announced development of its IQ Solid‑State Transformer platform targeting AI data centers. For the second quarter of 2026, Enphase projects revenue of $280 million to $310 million with non‑GAAP gross margin between 44% and 47%.
BlackRock, Inc. amended a Schedule 13G/A to report beneficial ownership of 21,315,667 shares of Enphase Energy common stock, representing 16.3% of the class. The filing lists 20,994,869 shares as sole voting power and 21,315,667 shares as sole dispositive power. The filing notes that iShares Core S&P Small-Cap ETF holds more than 5% of Enphase common stock.
Enphase Energy entered a Tax Credit Transfer Agreement on March 31, 2026 to sell $235,000,000 of advanced manufacturing production tax credits generated in 2025 to a financial institution. The purchase price was $218,550,000, paid in a single installment on the effective date.
The tax credits were sold at 93% of face value, creating an approximate $16.5 million discount and about $2.5 million in transaction fees. Because these items relate to prior-year tax credits rather than current operations, Enphase plans to exclude them from its non‑GAAP results for Q1 2026 but include them in GAAP figures.
Including these amounts in GAAP, the company expects its Q1 2026 GAAP gross margin to be about 6.7 percentage points lower than prior guidance.