
EnerSys
NYSE•ENS
CEO: Mr. David M. Shaffer
セクター: Industrials
業種: Electrical Equipment & Parts
上場日: 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.
連絡先情報
時価総額
$6.69B
PER (TTM)
21.3
58.2
配当利回り
0.6%
52週高値
$194.77
52週安値
$76.57
52週レンジ
順位29Top 17.8%
5.2
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.2 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q3 2026 データ
売上高
$919.13M+0.00%
直近4四半期の推移
EPS
$2.45+0.00%
直近4四半期の推移
フリーCF
$171.27M+0.00%
直近4四半期の推移
2026 Q3 決算ハイライト
主なハイライト
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.
リスク要因
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.
見通し
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.
同業比較
売上高 (TTM)
ALK$14.24B
CAR$11.70B
SPR$6.39B
粗利益率 (最新四半期)
ALK94.3%
OMAB75.7%
40.7%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| POWL | $7.20B | 38.3 | 30.6% | 0.1% |
| KEX | $6.77B | 18.5 | 10.5% | 0.0% |
| ENS | $6.69B | 21.3 | 16.6% | 29.1% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-1.9%
横ばい
4四半期純利益CAGR
-2.2%
収益性の安定
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年5月19日
EPS:-
|売上高:-
財務レポート
財務データ
全年度
Form 10-Q - Q3 2026
会計期末: 2025年12月28日|提出日: 2026年2月4日|売上高: $919.13M+0.0%|EPS: $2.45+0.0%予想を下回るForm 10-Q - Q2 2026
会計期末: 2025年9月28日|提出日: 2025年11月5日|売上高: $951.29M+7.7%|EPS: $1.83-10.7%予想を下回るForm 10-Q - Q1 2026
会計期末: 2025年6月29日|提出日: 2025年8月6日|売上高: $893.02M+4.7%|EPS: $1.48-14.9%予想を下回るForm 10-K - FY 2025
会計期末: 2025年3月31日|提出日: 2025年5月21日|売上高: $3.62B+1.0%|EPS: $9.15+38.2%予想を上回るForm 10-Q - Q3 2025
会計期末: 2024年12月29日|提出日: 2025年2月5日|売上高: $906.15M+5.2%|EPS: $2.92+55.3%予想を上回るForm 10-Q - Q2 2025
会計期末: 2024年9月29日|提出日: 2024年11月6日|売上高: $883.67M-1.9%|EPS: $2.05+28.9%予想通りForm 10-Q - Q1 2025
会計期末: 2024年6月30日|提出日: 2024年8月7日|売上高: $852.92M-6.1%|EPS: $1.74+6.7%予想を下回るForm 10-K - FY 2024
会計期末: 2024年3月31日|提出日: 2024年5月22日|売上高: $3.58B-3.4%|EPS: $6.62+53.6%予想を下回る