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as of 09-04-2026 4:00pm EST

$181.91
+$1.83
+1.02%
Stocks Technology Industrial Machinery/Components Nasdaq

EnerSys provides stored energy solutions for industrial applications. It also manufactures and distributes energy systems solutions and motive power batteries, specialty batteries, battery chargers, power equipment, battery accessories, and outdoor equipment enclosure solutions to customers. Energy Systems that combine enclosures, power conversion, power distribution, and energy storage are used in the telecommunication and broadband, utility industries, uninterruptible power supplies, and numerous applications requiring stored energy solutions. Its segments include Energy Systems, Motive Power, New Ventures, and Specialty.

Founded: 1991 Country:
United States
United States
Employees: 9200 City: READING
Market Cap: 6.8B IPO Year: 2004
Target Price: $193.00 AVG Volume (30 days): 509.8K
Analyst Decision: Strong Buy Number of Analysts: 3
Dividend Yield:
0.51%
Dividend Payout Frequency: annual
EPS: 3.09 EPS Growth: -14.35
52 Week Low/High: $102.40 - $244.30 Next Earning Date: 05-20-2026
Revenue: $216,125,000 Revenue Growth: 15.85%
Revenue Growth (this year): 4.49% Revenue Growth (next year): 3.41%
P/E Ratio: 58.34 Index: N/A
Free Cash Flow: 467.5M FCF Growth: +207.09%

AI-Powered ENS Daily Prediction

Machine learning model trained on 25+ technical indicators

Updated 2 days ago

AI Recommendation

hold
Model Accuracy: 72.28%
72.28%
Confidence

Disclaimer: This prediction is generated by an AI model and should not be considered as financial advice. Always conduct your own research and consult with financial professionals before making investment decisions.

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2026
Q2

Q2 2026 Earnings

8-K BUY

Aug 12, 2026 · 100% conf.

AI Prediction BUY

1D

+5.76%

$197.48

Act: +5.71%

5D

+8.68%

$202.93

Act: +3.87%

20D

+7.44%

$200.62

Price: $186.72 Prob +5D: 100% AUC: 1.000
0001628280-26-056216

EX-99.1

2 ex991_earningsx1qfy27.htm

EX-99.1

Document

Exhibit 99.1 PRESS RELEASE, DATED AUGUST 12, 2026, OF ENERSYS REGARDING FINANCIAL

RESULTS FOR THE FIRST QUARTER FISCAL 2027

EnerSys Reports First Quarter Fiscal 2027 Results

Delivers Net Sales of $936M, up 5% from Prior Year

First Quarter Fiscal 2027 Highlights

(All comparisons against the first quarter of fiscal year 2026 unless otherwise noted)

•Delivered net sales of $936M, up +5%

•Achieved Gross Margin (GM) of 33.5%, up +510 bps and GM ex IRC 45X(1) of 28.5%, up +440 bps

•Realized diluted EPS of $3.09, up +112%, adjusted diluted EPS(1) of $3.66, up +64%, and adjusted diluted EPS ex IRC 45X(1) of $2.41, up +92%

•Realized $30.9M of tariff refunds in the quarter; adjusted diluted EPS ex IRC 45X and tariff refunds of $1.78 up +42%

•Net leverage ratio(a) 0.8 X EBITDA

•Returned $60M to shareholders, including repurchase of 219K shares for $50M

•In August, the Board declared a 10% increase in the Company's quarterly dividend to $0.2875 per share for the second quarter of fiscal 2027

READING, Pa., August 12, 2026 (BUSINESS WIRE) -- EnerSys (NYSE: ENS), a global leader in stored energy solutions for industrial, infrastructure, and defense applications, announced today results for its first quarter fiscal 2027, which ended on July 5, 2026.

“In the first quarter of fiscal year 2027, we delivered top line growth aligned with our long-term value creation framework,” said Shawn O'Connell, President and Chief Executive Officer of EnerSys. “Adjusted diluted EPS excluding IRC 45X increased 92% year-over-year, or 42% year-over-year excluding a one-time benefit from tariff refunds, demonstrating the effective combination of our diversified business and EnerGize strategic framework.

“Momentum across data centers, communications, and aerospace & defense is generating strong sales growth and margin expansion, offsetting the delayed recovery of material handling demand, and enabling another record first quarter result. We continue to advance on the commercialization of our next-generation products, progress on our planned lithium cell facility, and expand our services capabilities to accelerate our growth.

“As we communicated in our Investor Day in June, our strategic priorities are well defined. We are focused on our core markets where we have a right to win, we are applying our differentiated energy storage solutions to address the critical customer challenges of energy security and labor scarcity, and we are executing as a well-aligned organization to drive profitable growth and long-term shareholder value,” O’Connell concluded.

Key Financial Results and Metrics First quarter ended

In millions, except per share amounts July 5, 2026June 29, 2025Change

Net Sales$935.6 $893.0 4.8 %

Diluted EPS (GAAP)$3.09 $1.46 $1.63

Adjusted Diluted EPS (Non-GAAP)(1) $3.66 $2.23 $1.43

Gross Profit (GAAP)$313.4 $253.2 $60.2

Operating Earnings (GAAP)$151.4 $86.5 $64.9

Adjusted Operating Earnings (Non-GAAP)(2) $178.8 $121.5 $57.3

Net Earnings (GAAP)$116.5 $57.5 $59.0

EBITDA (Non-GAAP)(3) $176.1 $103.9 $72.2

Adjusted EBITDA (Non-GAAP)(3) $195.8 $130.5 $65.3

Share Repurchases$50.0 $150.0 $(100.0)

Dividend per share$0.263 $0.240 $0.023

Total Capital Returned to Stockholders$59.6 $159.1 $(99.5)

(a) Net leverage ratio is a non-GAAP financial measure as defined pursuant to our credit agreement and discussed under Reconciliations of GAAP to Non-GAAP Financial Measures.

(1) GM (Gross Margin) excluding IRC 45X , Adjusted Diluted EPS and Adjusted Diluted EPS excluding IRC 45X benefit are non-GAAP financial measures and discussed under Reconciliations of GAAP to Non-GAAP Financial Measures.

(2) Operating Earnings are adjusted for charges that the Company incurs as a result of restructuring and exit activities, impairment of goodwill and indefinite-lived intangibles and other assets, acquisition activities and those charges and credits that are not directly related to operating unit performance. A reconciliation of operating earnings to Non-GAAP Adjusted Earnings are provided in tables under the section titled Business Segment Operating Results.

(3) Non-GAAP EBITDA is calculated as net earnings adjusted for depreciation, amortization, interest and income taxes. Non-GAAP Adjusted EBITDA is further adjusted for certain charges such as restructuring and exit activities, impairment of goodwill and indefinite-lived intangibles and other assets, acquisition activities and other charges and credits as discussed under Reconciliations of GAAP to Non-GAAP Financial Measures.

Summary of Results

First Quarter Fiscal 2027

Net sales for the first quarter of fiscal 2027 were $935.6 million, an increase of 4.8% from the prior year first quarter net sales of $893.0 million, and in line with the first quarter of fiscal 2027 guidance range of $915 million to $955 million given by the Company on May 20, 2026. The increase compared to prior year's quarter was the result of a 3% increas

2026
Q1

Q1 2026 Earnings

8-K BUY

May 20, 2026 · 100% conf.

AI Prediction BUY

1D

+5.14%

$225.60

Act: +11.35%

5D

+8.93%

$233.72

Act: +6.42%

20D

+7.58%

$230.82

Act: +6.24%

Price: $214.56 Prob +5D: 100% AUC: 1.000
0001628280-26-036903

EX-99.1

2 ex991_earningsx4qfy26.htm

EX-99.1

Document

Exhibit 99.1 PRESS RELEASE, DATED May 20th, 2026, OF ENERSYS REGARDING FINANCIAL

RESULTS FOR THE FOURTH QUARTER FISCAL 2026

EnerSys Reports Fourth Quarter and Full Year Fiscal 2026 Results

Delivers Record Full Year Net Sales, up 4%

Fourth Quarter Fiscal 2026 Highlights

(All comparisons against the fourth quarter of fiscal 2025 unless otherwise noted)

•Delivered net sales of $988M, +1%

•Achieved Gross Margin (GM) of 29.4%, (180) bps and GM ex IRC 45X(1) of 24.7%, (200) bps

•Realized diluted EPS of $2.05, (15%), record adjusted diluted EPS(1) of $3.19, +7%, and record adjusted diluted EPS ex IRC 45X(1) of $1.96, +5%

•Net leverage ratio(a) 1.1 X EBITDA

•Generated operating cash flow of $144M

•Advanced new product pipeline, including BESS for warehouse operators and a lithium data center solution, both in customer commissioning

Full Year Fiscal 2026 Highlights

(All comparisons against fiscal 2025 unless otherwise noted)

•Delivered record net sales of $3.75B, +4%

•Achieved GM of 29.3%, down (90) bps and GM ex IRC 45X(1) of 25.1%, roughly flat

•Realized diluted EPS of $7.70, down (14%), record adjusted diluted EPS(1) of $10.56, +4%, and record adjusted diluted EPS ex IRC 45X(1) of $6.41, +15%

•Generated operating cash flow of $548M

•Returned $409M to shareholders through buybacks and dividends

•Launched EnerGize strategic framework and accelerated operational execution

READING, Pa., May 20, 2026 (BUSINESS WIRE) -- EnerSys (NYSE: ENS), a global leader in stored energy solutions for industrial applications, announced today results for its fourth quarter and full year fiscal 2026, which ended on March 31, 2026.

“The fourth quarter capped a strong year for EnerSys, with our second highest revenue quarter in history and important progress advancing both our new lithium data center solution and BESS for warehouse operators into customer commissioning” said Shawn O’Connell, President and Chief Executive Officer of EnerSys. “For the full year, we delivered record net sales, up 4%, and record adjusted diluted EPS excluding 45X, up 15%, reflecting solid execution and the early impact of our EnerGize strategic framework. Our focus on core end markets, where our leading market share positions afford us the right to win, has created a more durable, diversified portfolio that can perform across varied demand conditions.

“Over the past year, we have taken decisive actions to improve our cost structure, optimize our manufacturing footprint, and increase the speed and focus of our organization. These efforts, combined with a continued shift toward higher-value solutions, are strengthening the quality and consistency of our earnings.

“As we enter fiscal 2027, we are encouraged by improving demand trends and the momentum we are building across the business. We look forward to providing additional detail on our strategy, technology roadmap, and growth opportunities at our Investor Day on June 11th at the NYSE,” O'Connell concluded.

Key Financial Results and Metrics Fourth quarter ended Twelve months ended

In millions, except per share amounts March 31, 2026March 31, 2025ChangeMarch 31, 2026March 31, 2025Change

Net Sales$988.0 $974.8 1.3 %$3,751.4 $3,617.6 3.7 %

Diluted EPS (GAAP)$2.05 $2.41 $(0.36)$7.70 $8.99 $(1.29)

Adjusted Diluted EPS (Non-GAAP)(1) $3.19 $2.97 $0.22 $10.56 $10.15 $0.41

Gross Profit (GAAP)$290.9 $303.7 $(12.8)$1,097.6 $1,092.4 $5.2

Operating Earnings (GAAP)$123.7 $131.3 $(7.6)$426.4 $464.7 $(38.3)

Adjusted Operating Earnings (Non-GAAP)(2) $154.1 $152.5 $1.6 $540.2 $528.1 $12.1

Net Earnings (GAAP)$77.3 $96.5 $(19.2)$293.6 $363.7 $(70.1)

EBITDA (Non-GAAP)(3) $141.0 $155.6 $(14.6)$511.5 $558.6 $(47.1)

Adjusted EBITDA (Non-GAAP)(3) $172.6 $166.9 $5.7 $601.6 $588.6 $13.0

Share Repurchases$69.3 $40.0 $29.3 $370.7 $154.0 $216.7

Dividend per share$0.26$0.24 $0.02 $1.03 $0.945 $0.08

Total Capital Returned to Stockholders$78.9 $49.5 $29.4 $408.8 $192.4 $216.4

(a) Net leverage ratio is a non-GAAP financial measure as defined pursuant to our credit agreement and discussed under Reconciliations of GAAP to Non-GAAP Financial Measures.

(1) GM (Gross Margin) excluding IRC 45X , Adjusted Diluted EPS and Adjusted Diluted EPS excluding IRC 45X benefit are non-GAAP financial measures and discussed under Reconciliations of GAAP to Non-GAAP Financial Measures.

(2) Operating Earnings are adjusted for charges that the Company incurs as a result of restructuring and exit activities, impairment of goodwill and indefinite-lived intangibles and other assets, acquisition activities and those charges and credits that are not directly related to operating unit performance. A reconciliation of operating earnings to Non-GAAP Adjusted Earnings are provided in tables under the section titled Business Segment Operating Results.

(3) Non-GAAP EBITDA is calculated as net earnings adjusted for depreciation, amortization, interest and income taxes. Non-GAAP Ad

2025
Q4

Q4 2025 Earnings

8-K SELL

Feb 4, 2026 · 100% conf.

AI Prediction SELL

1D

-8.29%

$169.69

Act: -13.90%

5D

-5.51%

$174.84

Act: -4.40%

20D

-5.40%

$175.05

Act: -12.61%

Price: $185.03 Prob +5D: 0% AUC: 1.000
0001628280-26-005449

ens-202602040001289308false00012893082022-08-102022-08-10

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 4, 2026

EnerSys (Exact name of registrant as specified in its charter)

Commission File Number: 1-32253

Delaware23-3058564 (State or other jurisdiction of incorporation)(IRS Employer Identification No.)

2366 Bernville Road, Reading, Pennsylvania 19605 (Address of principal executive offices, including zip code) (610) 208-1991 (Registrant’s telephone number, including area code)

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading SymbolName of each exchange on which registered Common Stock, $0.01 par value per share ENSNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2). ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition

On February 4, 2026, EnerSys issued an earnings press release discussing its financial results for the third quarter of fiscal 2026. The press release, attached as Exhibit 99.1 hereto and incorporated herein by reference, is being furnished to the SEC and shall not be deemed to be "filed" for any purpose.

Item 8.01.    Other Events

On February 4, 2026, EnerSys issued a press release announcing that its Board of Directors has declared its quarterly cash dividend of $0.2625 per share of common stock payable on March 27, 2026, to holders of record as of March 13, 2026. The press release, attached hereto as Exhibit 99.2, is incorporated herein by reference.

Item 9.01. Financial Statements and Exhibits

(d) Exhibits

99.1Press Release, dated February 4, 2026, of EnerSys regarding the financial results for the third quarter of fiscal year 2026.

99.2Press Release, dated February 4, 2026, of EnerSys regarding quarterly cash dividend

104Cover Page Interactive Data File (embedded within the Inline XBRL document)

Signature(s)

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

EnerSys

Date: February 4, 2026 By:/s/ Andrea J. Funk Andrea J. Funk Chief Financial Officer

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