Unchanged In-line Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS July 29, 2026 04:01 AM GMT Enphase Energy Inc | North America 2Q26 Earnings AlphaSignals Earnings Reaction Source: Company data, Morgan Stanley Research Key Takeaways Exhibit 1: ENPH 2Q26 Variance | VARIANCE TABLE - 2Q26 Results | | | | | | | --- | --- | --- | --- | --- | --- | | Enphase Energy | 2Q 2026 | Cons | MSe | vs. Cons | vs. MSe | | Income Statement ($m) | | | | | | | ...