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EnerSys (ENS)
:ENS
Earnings Data
Report Date
Aug 06, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
2.06Last Year’s EPS
1.98Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 21, 2025
|% Change Since: -9.03%
|Next Earnings Date:Aug 06, 2025
Earnings Call Sentiment|Neutral
EnerSys demonstrated strong financial performance with record earnings and revenue growth, significant progress in maintenance-free products, and robust contributions from acquisitions. However, the company faces challenges with tariff exposure, delays in tax refunds, and market uncertainty affecting future guidance, particularly in the Motive Power and Transportation segments.Company Guidance
In the EnerSys fourth-quarter and full-year fiscal 2025 earnings call, the company reported a strong performance with a 7% revenue growth, reaching $975 million in the fourth quarter, marking it as their second-highest revenue quarter ever. They achieved a record adjusted diluted EPS of $1.86, excluding 45x benefits, and an impressive adjusted gross margin of 31.2%, up 320 basis points year-over-year. The company highlighted significant growth in their Energy Systems segment with a 22% increase in data center revenue and a substantial margin expansion, nearly doubling adjusted operating earnings. Motive Power also showed robust performance with a 15% earnings growth, driven by increased sales of maintenance-free products, which reached a record 29% of segment sales. Specialty segment revenues increased by 21%, supported by the Brentronics acquisition. For the fiscal year 2025, EnerSys reported total revenue of $3.6 billion, with adjusted operating earnings of $528 million, including $185 million in IRC45x tax credits. The company remains committed to navigating the challenging macroeconomic environment and is focused on mitigating tariff impacts while maintaining a strong balance sheet with net leverage at 1.3 times EBITDA. Looking ahead, EnerSys expects first-quarter fiscal 2026 net sales to range between $830 million to $870 million, with an adjusted diluted EPS of $2.03 to $2.13, including $35 million to $40 million of 45x benefits.Record Adjusted Diluted EPS and Revenue Growth
EnerSys delivered record adjusted diluted EPS of $1.86, excluding 45x benefits, and grew revenue by 7%, marking the second highest revenue quarter ever.
Motive Power Margins and Maintenance-Free Products
Record motive power margins were achieved with maintenance-free products reaching a record 29% of segment sales, contributing to a 15% earnings growth on similar volumes compared to the prior year.
Specialty Segment Growth
The Specialty segment benefited from sustained strengths in Aerospace and Defense markets and outperformance from the Brentronics acquisition, with Brentronics contributing a 22% positive impact.
Energy Systems Segment Performance
Energy Systems nearly doubled adjusted operating earnings with a 22% year-over-year increase in quarterly data center revenue and signs of recovery in U.S. communications spending.
Strong Cash Flow and Balance Sheet
EnerSys generated positive operating cash flow of $135 million, resulting in free cash flow of $105 million. The company ended the year with $343 million of cash and cash equivalents.
ENS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ENS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2025 | $95.24 | $81.06 | -14.89% |
Feb 05, 2025 | $94.25 | $95.95 | +1.80% |
Nov 06, 2024 | $101.11 | $94.97 | -6.07% |
Aug 07, 2024 | $94.05 | $92.96 | -1.16% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does EnerSys (ENS) report earnings?
EnerSys (ENS) is schdueled to report earning on Aug 06, 2025, TBA Not Confirmed.
What is EnerSys (ENS) earnings time?
EnerSys (ENS) earnings time is at Aug 06, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ENS EPS forecast?
ENS EPS forecast for the fiscal quarter 2026 (Q1) is 2.06.