Earnings summaries and quarterly performance for EnerSys.
Executive leadership at EnerSys.
Shawn O’Connell
Detailed
President and Chief Executive Officer
CEO
AF
Andrea Funk
Detailed
Executive Vice President & Chief Financial Officer
CU
Chad Uplinger
Detailed
President, Motive Power Global
JL
Joseph Lewis
Detailed
Chief Legal & Compliance Officer and Secretary
KF
Keith Fisher
Detailed
President, Energy Systems Global
MM
Mark Matthews
Detailed
President, Specialty Global and Acting Chief Technology Officer
Board of directors at EnerSys.
CC
Caroline Chan
Detailed
Director
DH
Dave Habiger
Detailed
Director
HH
Howard Hoffen
Detailed
Director
LK
Lauren Knausenberger
Detailed
Director
PT
Paul Tufano
Detailed
Independent Non-Executive Chair
RV
Ronald Vargo
Detailed
Director
RW
Rudolph Wynter
Detailed
Director
SF
Steven Fludder
Detailed
Director
TM
Tamara Morytko
Detailed
Director
Research analysts who have asked questions during EnerSys earnings calls.
Brian Drab
William Blair & Company
6 questions for ENS
Also covers: DCI, DDD, GNRC +11 more
Noah Kaye
Oppenheimer & Co. Inc.
6 questions for ENS
Also covers: AAON, AMRC, BWA +16 more
CM
Chip Moore
EF Hutton
4 questions for ENS
Also covers: AMPX, ASPN, CMT +3 more
GL
Gregory Lewis
BTIG, LLC
3 questions for ENS
Also covers: BLBD, BTDR, CIFR +26 more
AM
Alfred Moore
C.L. King & Associates
2 questions for ENS
Also covers: AMPX, CMT, DFLI +5 more
GL
Greg Lewis
BTIG
2 questions for ENS
Also covers: BLBD, BORR, CLSK +9 more
GW
Gregory Wasikowski
Webber Research & Advisory LLC
1 question for ENS
Also covers: KEX, SLGN, TPIC
Recent press releases and 8-K filings for ENS.
ENS Reports Strong Q3 2026 Adjusted EPS and Free Cash Flow, Provides Q4 Guidance
ENS
Earnings
Guidance Update
Share Buyback
- ENS reported Q3 2026 Adjusted EPS ex 45X of $1.84, a 50% increase year-over-year, with Net Sales growing 1% year-over-year to $919 million.
- Free Cash Flow for Q3 2026 was $171 million, an increase of $115 million year-over-year, and the Net Leverage Ratio improved to 1.2x.
- The company returned capital to shareholders with $84 million in share buybacks and $10 million in dividends during the quarter.
- For Q4 2026, ENS expects Net Sales to be between $960 million and $1,000 million and Adjusted EPS ex 45X to range from $1.91 to $2.01.
1 day ago
EnerSys Reports Record Q3 2026 Adjusted EPS, Mixed Market Demand, and Provides Q4 Guidance
ENS
Earnings
Guidance Update
Demand Weakening
- EnerSys delivered strong Q3 2026 earnings, with adjusted diluted EPS ex 45X of $1.84, marking a 50% increase year-over-year and a company record for the fiscal third quarter. Net sales grew 1%, aligning with the low end of guidance, while adjusted operating earnings and adjusted EBITDA (both excluding 45X) rose 34% and 30%, respectively.
- The company generated $171 million in free cash flow during the quarter and returned $94 million to shareholders through share repurchases and dividends. Specifically, EnerSys repurchased 672,000 shares for $84 million at an average price of approximately $128 per share.
- EnerSys is navigating mixed market conditions, with data center sales up 28% year-over-year, but motive power revenue decreased 2% due to ongoing market softness. Despite a 40% increase in December forklift orders, the company anticipates continued slowness in motive power into mid-fiscal 2027.
- Strategic initiatives are progressing, including the substantial completion of the Monterrey battery plant closure and ongoing discussions with the Department of Energy regarding a lithium cell factory. EnerSys is also developing a lithium battery product for data centers, aiming to capture market share in greenfield projects where it currently holds 0%.
- For the fourth quarter of fiscal 2026, EnerSys expects net sales in the range of $960 million to $1 billion and adjusted diluted EPS (excluding 45X benefits) between $1.91 and $2.01 per share, which would be a 10% year-on-year increase at the midpoint.
1 day ago
EnerSys Reports Strong Q3 Fiscal 2026 Earnings and Provides Q4 Guidance
ENS
Earnings
Guidance Update
Demand Weakening
- EnerSys reported strong Q3 Fiscal 2026 results, with adjusted diluted EPS (excluding 45X benefits) of $1.84, up 50% year-over-year, and net sales of $919 million, up 1%. Adjusted operating earnings and adjusted EBITDA (excluding 45X benefits) also saw significant increases of 34% and 30%, respectively.
- The company generated $171 million in free cash flow and returned $94 million to shareholders through share repurchases and dividends during the quarter.
- For Q4 Fiscal 2026, EnerSys expects net sales between $960 million and $1 billion, and adjusted diluted EPS (excluding 45X benefits) of $1.91-$2.01 per share, representing a 10% year-on-year increase at the midpoint.
- EnerSys noted mixed end-market demand, with strong growth in the data center business (Q3 sales up 28% year-over-year) and robust A&D activity, offsetting near-term softness in Motive Power and transportation segments. Strategic initiatives are progressing, including the substantial completion of the Monterrey battery plant closure and ongoing discussions with the Department of Energy regarding the lithium cell factory.
1 day ago
ENS Reports Record Q3 2026 Adjusted EPS and Provides Q4 Guidance
ENS
Earnings
Guidance Update
Share Buyback
- ENS reported strong Q3 2026 financial results, with adjusted diluted EPS (excluding 45X) of $1.84, a 50% increase year-over-year and a company record for the third fiscal quarter, on net sales of $919 million, up 1% from the prior year.
- For Q4 2026, the company expects net sales in the range of $960 million-$1 billion and adjusted diluted EPS (excluding 45X) of $1.91-$2.01 per share, projecting a 10% year-on-year increase at the midpoint.
- ENS returned $94 million to shareholders in Q3 2026 through share repurchases and dividends, supported by a strong balance sheet with net debt of $743 million and a 1.2x EBITDA leverage ratio.
- The company experienced mixed end-market demand, with Q3 sales in data centers up 28% year-over-year and robust A&D activity, offsetting near-term softness in motive power and transportation. Operational improvements, including completed reduction in force actions and the Monterrey plant closure, contributed to significant margin expansion in the Energy Systems and Specialty segments.
1 day ago
EnerSys Reports Q3 Fiscal 2026 Results and Provides Q4 Outlook
ENS
Earnings
Guidance Update
Share Buyback
- EnerSys reported net sales of $919.1 million for the third quarter of fiscal 2026, an increase of 1.4% compared to the prior year period.
- Adjusted diluted EPS for Q3 Fiscal 2026 was $2.77, while adjusted diluted EPS excluding IRC 45X was $1.84, representing a 50% increase.
- The company returned approximately $93.7 million to shareholders in Q3 Fiscal 2026, comprising $84.1 million in share repurchases and $9.6 million in dividends.
- EnerSys' net leverage ratio stood at 1.2 X EBITDA as of December 28, 2025, which is below the low end of its target range.
- For the fourth quarter of fiscal 2026, EnerSys expects net sales in the range of $960 million to $1,000 million and adjusted diluted EPS in the range of $2.95 to $3.05.
2 days ago
EnerSys Reports Third Quarter Fiscal Year 2026 Results
ENS
Earnings
Guidance Update
Share Buyback
- EnerSys reported net sales of $919.1 million for the third quarter of fiscal 2026, a 1% increase compared to the prior year, and $2,763.4 million for the nine months of fiscal 2026, up 4.6%.
- Diluted EPS for Q3 FY26 was $2.40, a 17% decrease from the prior year, while adjusted diluted EPS excluding IRC 45X increased 50% to $1.84. The Q3 Gross Margin was 30.1%, or 26.3% excluding IRC 45X, which was up 170 basis points ex 45X.
- The company returned $94 million to shareholders in Q3 FY26 through buybacks and dividends, with $931 million remaining in buyback authorization as of February 3, 2026.
- For the full fiscal year 2026, EnerSys expects capital expenditures of approximately $80 million and anticipates full-year adjusted operating earnings growth (excluding 45X benefits) to outpace revenue growth.
2 days ago
ENS Announces Record Q2 FY'26 Net Sales and Adjusted EPS
ENS
Earnings
Guidance Update
Share Buyback
- ENS reported record Q2 net sales of $951 million, an 8% increase year-over-year, and record Q2 adjusted EPS ex 45X benefits of $1.51, up 15% year-over-year.
- The company returned $78 million to shareholders through buybacks and dividends in Q2 FY'26.
- Free cash flow significantly increased to $197.1 million in Q2 2026, compared to $3.2 million in the prior year period.
- Orders for Q2'26 were $851 million, a 1% decrease year-over-year, with a book-to-bill ratio of 0.90, reflecting fluctuating demand.
- ENS provided Q3 guidance, expecting net sales to increase by 4% year-over-year and adjusted EPS ex 45X to increase by 8% at the midpoint.
Nov 6, 2025, 2:00 PM
ENS Reports Record Q2 2026 Results and Provides Q3 Outlook
ENS
Earnings
Guidance Update
Share Buyback
- EnerSys (ENS) reported record Q2 2026 net sales of $951 million, an 8% increase year-over-year, and record adjusted diluted EPS of $2.56 per share, up 21% from the prior year. Excluding 45X benefits, adjusted diluted EPS was $1.51 per share, a 15% increase.
- The strong performance was driven by growth in data center, industrial, and A&D markets, with Energy Systems revenue increasing 14% to $435 million. Motive Power revenue, however, decreased 2% to $360 million due to lower volumes.
- The company is implementing an $80 million annual cost-saving initiative from reduction in force actions, with early benefits materializing and expected to grow in the third and fourth quarters.
- For Q3 2026, ENS anticipates net sales between $920 million and $960 million and adjusted diluted EPS of $2.71-$2.81 per share. Excluding 45X benefits, adjusted diluted EPS is projected to be $1.64-$1.74 per share, representing a 46% increase at the midpoint.
- ENS returned $78 million to shareholders in Q2 through share repurchases and dividends and plans to continue buying back stock, particularly when the share price is considered undervalued.
Nov 6, 2025, 2:00 PM
EnerSys Reports Second Quarter Fiscal Year 2026 Results
ENS
Earnings
Dividends
Share Buyback
- EnerSys reported net sales of $951.3 million for the second quarter of fiscal year 2026, an increase of 7.7% compared to the prior year period.
- Diluted EPS for Q2 FY26 was $1.80, while adjusted diluted EPS increased 21% to $2.56.
- The company's Board of Directors declared a quarterly cash dividend of $0.2625 per share for the third quarter of fiscal year 2026, payable on December 26, 2025.
- EnerSys returned $78 million to shareholders in Q2 FY26 through buybacks and dividends, with $958 million remaining in buyback authorization as of November 4, 2025.
- For the third quarter of fiscal year 2026, EnerSys expects net sales in the range of $920 million to $960 million and adjusted diluted EPS between $2.71 and $2.81.
Nov 5, 2025, 9:18 PM
EnerSys Reports Second Quarter Fiscal Year 2026 Results
ENS
Earnings
Guidance Update
Share Buyback
- EnerSys reported net sales of $951.3 million for the second quarter of fiscal year 2026, an 8% increase from the prior year.
- Diluted EPS was $1.80, down 10%, while adjusted diluted EPS rose 21% to $2.56.
- The company returned $78 million to shareholders through buybacks and dividends in Q2 FY2026, with $958 million remaining in buyback authorization as of November 4, 2025.
- EnerSys expects third quarter fiscal 2026 net sales between $920 million and $960 million and adjusted diluted EPS between $2.71 and $2.81.
Nov 5, 2025, 9:15 PM
Quarterly earnings call transcripts for EnerSys.
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