Enersys NYSE:ENS Price, Chart, News & Insight

EnerSys Falls 1.6% After Hours as Revenue Miss and Softer Q3 Outlook Offset Strong EPS Growth

EnerSys (NYSE: ENS) shares fell about 1.6% in after-hours trading after the company reported strong earnings growth and margin expansion, but second-quarter revenue came in below guidance and the third-quarter outlook pointed to softer sequential earnings.

Fiscal second-quarter net sales were $949.9 million, essentially flat year over year and below the company’s guidance range of $955-$995 million. EnerSys attributed the shortfall primarily to foreign currency translation.

Profitability remained strong. GAAP diluted EPS rose 34% to $2.42, while adjusted diluted EPS increased 22% to $3.22. Gross margin expanded to 29.9% from 29.1%, and adjusted operating earnings increased to $152.4 million from $133.9 million.

Performance was supported by more than 20% sales growth in Precision Power Solutions and double-digit data-center growth within Network and Infrastructure Solutions. These gains helped offset continued weakness in the material-handling business.

EnerSys also maintained a strong balance sheet, with net leverage at 0.8x EBITDA. The company returned about $140 million to shareholders during the quarter, including $130 million of share repurchases, and generated $143 million of operating cash flow.

For the third quarter, EnerSys expects revenue of $935-$975 million and adjusted EPS of $3.05-$3.15, below the $3.22 delivered in Q2. Management cited tougher margin comparisons and ongoing mix effects, even as demand remains strong in aerospace and defense, data centers and transportation.

The 1.6% after-hours decline appears to reflect the revenue miss and softer sequential EPS outlook, which outweighed strong margin expansion, earnings growth and cash generation.

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European Investor 11-12-26

EnerSys Stock Jumps 11% Premarket as Earnings Surge and Data Center Demand Strengthens

EnerSys (NYSE: ENS) shares jumped 11% in premarket trading Thursday after the energy-storage company reported strong fiscal first-quarter 2027 results, highlighted by sharply higher earnings, margin expansion and continued momentum in data centers, communications and aerospace and defense.

Net sales rose 5% year over year to $936 million, while gross margin expanded 510 basis points to 33.5%. GAAP diluted EPS more than doubled to $3.09, while adjusted EPS surged 64% to $3.66. Even excluding IRC 45X benefits and a one-time tariff refund, adjusted EPS increased 42%, indicating substantial improvement in the underlying business.

The earnings performance appears to be a major driver of the premarket rally. Adjusted EPS of $3.66 came in well above EnerSys' previous guidance range of $2.80-$2.90.

Data Centers Support Growth Outlook

EnerSys said momentum across data centers, communications and aerospace and defense is generating strong sales growth and margin expansion, helping offset continued weakness in material handling.

For the fiscal second quarter, the company expects revenue of $955 million-$995 million and adjusted EPS of $3.15-$3.25. Management also expects continued strength across data centers, communications and aerospace and defense, alongside early signs of recovery in transportation.

Adding to the positive shareholder story, EnerSys raised its quarterly dividend by 10% to $0.2875 per share. The combination of a sizable earnings beat, expanding margins and exposure to growing data-center infrastructure demand appears to be fueling Thursday's 11% premarket gain.

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Global Finance News 08-13-26

EnerSys Rises 4.84% as Record Full-Year Results and Data Center Momentum Impress Investors

EnerSys climbed 4.84% after the industrial stored energy solutions company reported record full-year fiscal 2026 results, beat its own fourth quarter earnings guidance and offered encouraging demand signals heading into fiscal 2027, with its data center and defense businesses emerging as the key growth drivers.

Full-year net sales reached a record $3.75 billion, up 3.7% year over year, driven by a 3% pricing increase, 2% favorable currency translation and 1% from acquisitions, partially offset by a 2% decline in organic volume. Record adjusted diluted EPS excluding IRC 45X tax credits came in at $6.41, up 15%, while total adjusted diluted EPS reached $10.56, up 4%. The company generated $548 million in operating cash flow and returned $409 million to shareholders through buybacks and dividends during the year — more than double the prior year's $192 million.

The fourth quarter was where the positive surprise landed. Adjusted diluted EPS of $3.19 beat the guidance range of $2.95 to $3.05 by a meaningful margin. Net sales of $988 million came in at the low end of guidance but the earnings beat more than compensated. Free cash flow of $131.2 million improved from $105 million a year earlier, and the net leverage ratio tightened further to 1.1x from 1.3x.

CFO Andrea Funk highlighted strength in Data Center, Communications and Aerospace and Defense as the segments driving favorable price and mix, while acknowledging ongoing softness in Motive Power and Transportation — though she noted order trends in those segments improved sequentially during Q4.

Two new products are advancing into customer commissioning — a battery energy storage system for warehouse operators and a lithium data center solution — both of which point to EnerSys expanding its addressable market beyond traditional industrial battery applications into higher-growth end markets.

For Q1 fiscal 2027, the company guided for net sales of $915 million to $955 million and adjusted diluted EPS excluding 45X of $1.61 to $1.71, reflecting typical seasonal patterns. An Investor Day is scheduled for June 11 at the NYSE where management plans to provide further detail on its strategy and technology roadmap.

The 4.84% gain reflects a market responding to a clean earnings beat, a compelling data center growth narrative and a balance sheet that has been significantly strengthened over the past year.

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The Investor 05-21-26

EnerSys Appoints New CEO, Announces Executive Compensation Updates

EnerSys announced the retirement of CEO David M. Shaffer effective May 22, 2025. He is succeeded by Shawn M. O’Connell, who became CEO and a board member on May 23.

O’Connell’s new compensation includes:
• Annual base salary of $950,000
• Annual incentive target of 115% of salary
• Enhanced severance terms including two years' compensation and COBRA coverage

Shaffer entered into a retirement agreement granting continued vesting of equity awards, pro rata incentive payments, and transfer of his company vehicle, in exchange for restrictive covenants.
Additionally, CFO Andrea J. Funk received a $1.5 million equity award, vesting over four years, to support performance alignment and retention.

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WS News 05-24-25

**EnerSys announces leadership change in technology division**

On March 26, 2025, EnerSys reported the departure of Joern Tinnemeyer from his role as Senior Vice President and Chief Technology Officer. The company did not disclose the reasons for his departure.

Simultaneously, EnerSys appointed Mark Matthews, the company’s President of Specialty Global, as Acting Chief Technology Officer. Matthews will assume this role in addition to his current responsibilities.

The announcement was made through a Form 8-K filing with the SEC and emphasized that the leadership transition is not expected to affect the company’s operations or disclosures under the Exchange Act.

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The Investor 03-29-25

Oppenheimer upgrades ENS from hold to outperform

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European Investor 01-19-25

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