EnerSys reports Q4 EPS $2.97, consensus $2.78

Reports Q4 revenue $974.8M, consensus $973.5M. “EnerSys (ENS) ended Fiscal Year 2025 with a strong fourth quarter, demonstrating the earnings power of our balanced business,” said David M. Shaffer, EnerSys Chief Executive Officer. “We delivered 7% revenue growth, our second-highest revenue quarter ever, and achieved record adjusted diluted EPS of $1.86 per share excluding 45X benefits, up $0.66 and 56%, and $2.97 including 45X benefits, +43%. Performance highlights include record Motive Power margins, significant margin expansion in Energy Systems and Specialty, and strong contributions from the Bren-Tronics acquisition. Throughout Fiscal Year 2025, we executed our strategy even in a challenging environment. We expanded our share in the attractive and growing defense market; grew our higher margin maintenance-free offerings; reduced costs; optimized our manufacturing footprint; invested in high-speed, flexible domestic production capacity; and developed new product offerings; strengthening our foundation for future growth. As Shawn takes on the CEO role, I am confident that he will lead the company to continued success.”