【国君电新】Enphase Energy近四个季度数据更新(22Q2-23Q1)
营业收入:5.30/6.35/7.25/7.26亿美元;
净利润:0.77/1.15/1.54/1.47亿美元;
微逆出货量:334.9/434.3/487.4/483.1万台;
单台微逆创造的收入:155.44/158.32/146.14/148.69/150.28美元;
单台微逆创造的净利润:18.25/22.99/26.44/31.55/30.40美元;
电池包出货量:132.4/133.6/122.1/102.4MWH;
毛利率:41.31%/42.21%/42.88%/44.95%;
净利率:14.52%/18.09%/21.22%/20.23%;
研发费用率:7.40%/6.96%/6.86%/7.87%。
预计二季度营收7.00亿-7.50亿美元,分析师预期7.59亿美元。