ComputeLabs Research

Solar and storage supplier Enphase Energy shipped 129.9 MWh of batteries during the third quarter.

· ComputeLabs Research · from the October 27, 2026 edition

Enphase’s third-quarter battery shipments totaled 129.9 megawatt-hours (MWh), compared with a cited analyst expectation of 140 MWh. This measures the energy capacity of batteries shipped, not generating power in megawatts or confirmed installed data-center storage.

Third-quarter revenue was $293.3 million, versus an analyst expectation of $306.2 million. Adjusted earnings per share were $0.41, versus $0.51 expected, while capital expenditure was $11.5 million, versus $14.9 million expected.

The company guided fourth-quarter revenue to $225 million–$255 million, compared with a cited consensus of $298.8 million. That range is management guidance; the source does not identify an AI or data-center customer contribution to either shipments or revenue.

Additional reporting

  • Enphase Energy

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