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 -

Q2 2026

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.

EnerSys (ENS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ENS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2026 (Q2)	2.36 / -	2.12	―	―	―
Aug 06, 2025	2026 (Q1)	2.06 / 2.08	1.98	5.05% (+0.10)
May 21, 2025	2025 (Q4)	2.78 / 2.97	2.08	42.79% (+0.89)
Feb 05, 2025	2025 (Q3)	2.76 / 3.12	2.56	21.88% (+0.56)
Nov 06, 2024	2025 (Q2)	2.07 / 2.12	1.84	15.22% (+0.28)
Aug 07, 2024	2025 (Q1)	1.96 / 1.98	1.89	4.76% (+0.09)
May 22, 2024	2024 (Q4)	2.01 / 2.08	1.82	14.29% (+0.26)
Feb 07, 2024	2024 (Q3)	2.37 / 2.56	1.27	101.57% (+1.29)
Nov 08, 2023	2024 (Q2)	1.81 / 1.84	1.11	65.77% (+0.73)
Aug 09, 2023	2024 (Q1)	1.80 / 1.89	1.15	64.35% (+0.74)

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
Aug 06, 2025	$91.13	$94.01	+3.16%
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%

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 Nov 05, 2025, TBA (Confirmed).

What is EnerSys (ENS) earnings time?

EnerSys (ENS) earnings time is at Nov 05, 2025, TBA (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 (Q2) is 2.36.

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