太阳能逆变器制造商Enphase Energy（ENPH）周三夜盘股价大跌9.4%，引发市场广泛关注。尽管公司第三季度业绩表现亮眼，但其第四季度营收指引低于华尔街分析师预期，成为股价下跌的主要原因。
根据公司财报，Enphase Energy第三季度调整后每股收益为0.90美元，远超分析师预期的0.65美元；营收达4.104亿美元，同样高于市场预期的3.693亿美元。然而，公司预计第四季度营收在3.1亿至3.5亿美元之间，显著低于分析师预期的3.83亿美元，这一疲软的指引引发了投资者对公司未来业绩的担忧。
值得注意的是，Enphase Energy表示，关税政策对其利润率产生了负面影响。公司称，关税使其第三季度利润率下降了4.9个百分点，预计也会对当前季度造成损害。尽管如此，公司正在通过将供应链从中国转移到其他国家来减少关税影响，并预计近期与中国相关的关税影响将有限。面对这些挑战，Enphase Energy正在积极调整策略，包括设计新的融资结构以捕捉更多第三方拥有市场，以维持业务增长。
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