AI Earnings Predictions for EnerSys (ENS)

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

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

ens-202511050001289308false00012893082022-08-102022-08-10

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): November 5, 2025

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 November 5, 2025, EnerSys issued an earnings press release discussing its financial results for the second 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 November 5, 2025, 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 December 26, 2025, to holders of record as of December 12, 2025. 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 November 5, 2025, of EnerSys regarding the financial results for the second quarter of fiscal year 2026.

99.2Press Release, dated November 5, 2025, 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: November 5, 2025 By:/s/ Andrea J. Funk Andrea J. Funk Chief Financial Officer