Tigo Energy (TYGO) Q2 FY26 earnings call

Tigo Energy reported Q2 FY26 revenue below expectations, primarily due to external timing factors and broader market slowdowns in residential solar, particularly in the U.S. and parts of Europe. Despite these headwinds, the company achieved year-over-year growth in key European and APAC markets and strengthened its balance sheet with increased cash and reduced inventory. Management is strategically positioning for a stronger Q4 with a U.S.-manufactured inverter solution and expects to benefit from recent policy actions restricting foreign-produced inverters.