周二盘后, Enphase Energy (ENPH) 公布了优于预期的季度业绩,但由于该公司预计本季度销售额将下降,华尔街再度对其近期前景感到担忧。
Enphase表示,预计第三季度营收将在3.3亿美元至3.7亿美元之间,这低于FactSet调查得出的该季度营收3.72亿美元的共识预期。该股在盘后交易中下跌8%。
根据FactSet的数据,该公司公布的第二季度调整后每股收益为69美分,销售额为3.632亿美元,而此前预期为调整后每股收益62美分,销售额3.6亿美元。
自从美国共和党最近通过的税收与支出法案的早期草案版本开始流传以来,Enphase及其他太阳能相关公司,尤其是那些专注于住宅太阳能业务的公司,前景就一直蒙上阴影。
住宅太阳能税收抵免政策将于年底到期,这给本已受高利率困扰的市场带来了又一次打击。此外,Enphase的微型逆变器和电池被认为是顶级产品,其定价也相应较高,这凸显了该公司面临的挑战。
Roth公司的分析师Philip Shen在周一的一份报告中表示,他预计Enphase明年的销售额将从今年约15亿美元的水平下降至约10亿美元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.