EnerSys
NYSE•ENS
CEO: Mr. David M. Shaffer
Sector: Industrials
Industry: Electrical Equipment & Parts
Listing Date: 2004-08-02
EnerSys engages in the provision of stored energy solutions for industrial applications worldwide. It operates in four segments: Energy Systems, Motive Power, Specialty, and New Ventures. The Energy Systems segment offers uninterruptible power systems (UPS) applications for computer and computer-controlled systems, as well as telecommunications systems; switchgear and electrical control systems used in industrial facilities and electric utilities, large-scale energy storage, and energy pipelines; integrated power solutions and services to broadband, telecom, data center, and renewable and industrial customers; and thermally managed cabinets and enclosures for electronic equipment and batteries. The Motive Power segment provides power solutions for electric industrial forklifts used in manufacturing, warehousing, and other material handling applications, as well as automated guided vehicles, mining equipment, and diesel locomotive starting and other rail equipment. The Specialty offers batteries for starting, lighting, and ignition applications in automotive and over-the-road trucks; and energy solutions for satellites, spacecraft, commercial aircraft, military land vehicles, aircraft, submarines, ships, and other tactical vehicles, as well as medical devices and equipment. The New Venture segment provides energy storage and management systems for demand charge reduction, utility back-up power, and dynamic fast charging for electric vehicles. The company also offers battery chargers, power equipment, battery accessories, and outdoor cabinet enclosures, as well as related after-market and customer-support services for industrial batteries. It sells its products through a network of distributors, independent representatives, and internal sales forces. The company was formerly known as Yuasa, Inc. and changed its name to EnerSys in January 2001. EnerSys was founded in 1991 and is headquartered in Reading, Pennsylvania.
Contact Information
Market Cap
$7.05B
P/E (TTM)
22.5
46.5
Dividend Yield
0.5%
52W High
$194.77
52W Low
$76.60
52W Range
Rank29Top 17.8%
5.2
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.2 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q3 2026 Data
Revenue
$919.13M+0.00%
4-Quarter Trend
EPS
$2.45+0.00%
4-Quarter Trend
FCF
$171.27M+0.00%
4-Quarter Trend
2026 Q3 Earnings Highlights
Key Highlights
Nine Month Net Sales Growth Net sales reached $2.76B, increasing 4.6% for nine months, driven by pricing and recent acquisitions.
Operating Cash Flow Jumps Operating cash flow provided $403.61M for nine months, significantly higher than $125.11M provided last year.
Specialty Income Doubles Specialty segment income grew to $43.87M for nine months, benefiting from Bren-Tronics acquisition integration.
Aggressive Stock Buybacks Purchased $303.73M in treasury stock during nine months, supporting capital return strategy.
Risk Factors
Quarterly Net Earnings Fall Quarterly net earnings dropped to $90.37M from $114.81M, reflecting margin pressure and higher tax rates.
Significant Restructuring Charges Recorded $31.22M in restructuring and exit charges, including costs from workforce reduction plan announced July 2025.
Lead Cost Volatility Risk Estimated 10% lead cost increase could raise Cost of Goods Sold by $16.0M in the next fiscal quarter.
Foreign Exchange Rate Exposure Unfavorable 10% currency movement could adversely change hedge valuations by $83.6M as of December 28, 2025.
Outlook
Annualized Cost Savings Expected Strategic restructuring expected to yield $80M in annualized savings starting fiscal 2026, with material benefits in Q3.
New Credit Facility Maturity Sixth Amended Credit Facility established $1.0B revolving commitment maturing September 30, 2030, after debt repayment.
Operating Capital Efficiency Improves Primary operating capital percentage improved to 25.4% from 23.9% sequentially due to inventory building.
Quarterly Dividend Declared Approved quarterly cash dividend of $0.2625 per share, payable March 27, 2026, to stockholders of record.
Peer Comparison
Revenue (TTM)
$14.24B
$11.65B
$6.39B
Gross Margin (Latest Quarter)
94.3%
87.2%
41.1%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| CAR | $10.58B | -11.9 | 32.0% | 96.8% |
| POWL | $8.41B | 44.8 | 30.6% | 0.1% |
| KEX | $7.53B | 21.5 | 10.5% | 21.6% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-1.9%
Flat Growth
4Q Net Income CAGR
-2.2%
Stable Profitability
Cash Flow Stability
100%
Strong Cash Flow
Deep Research
Next earnings:May 19, 2026
EPS:-
|Revenue:-
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
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No Data