The earnings call presented a mix of strategic advancements and challenges. The company showcased strong strategic initiatives and revenue growth through acquisitions and a new framework, but faced hurdles with tariff impacts and specific segment declines. The sentiment of the call leans towards cautious optimism, with a focus on long-term strategic growth despite near-term uncertainties.

Company Guidance

During the EnerSys Q1 Fiscal Year 2026 earnings call, significant guidance was provided regarding the company's strategic and financial outlook. The company introduced its EnerGize framework, targeting three main pillars: optimizing core operations, invigorating the operating model, and accelerating growth. As part of this strategy, EnerSys announced a reduction of 11% in nonproduction workforce, expected to generate $80 million in annual savings, with $30-$35 million realized in the latter half of fiscal 2026. Key financial metrics highlighted include a 5% increase in net sales year-over-year, an 8% rise in adjusted operating earnings, and a 2% growth in adjusted EBITDA. The company also shared guidance for Q2, projecting net sales between $870-$910 million and adjusted diluted EPS of $2.33-$2.43, or $1.34-$1.44 excluding 45X benefits. EnerSys reiterated its commitment to disciplined capital allocation, evidenced by a $1 billion increase in share repurchase authorization, while maintaining leverage below the low end of its target range.

Strategic Framework Launch

EnerSys launched its new strategic framework, EnerGize, which focuses on optimizing core operations, invigorating the operating model, and accelerating growth. The framework is expected to generate $80 million in annualized savings by fiscal year 2026.

Revenue and Earnings Growth

Net sales increased by 5% year-over-year, with adjusted operating earnings up 8% and adjusted EBITDA up 2%. The Bren-Tronics acquisition contributed significantly to the growth.

Share Repurchase Authorization

The Board approved a $1 billion increase in the share repurchase authorization to be executed over the next 5 years, reflecting confidence in the company's growth strategy.

Defense Market Expansion

The acquisition of Rebel Systems expands EnerSys' offerings in the defense sector, complementing the 2024 acquisition of Bren-Tronics.

Positive Order Trends in Energy Systems

Energy Systems revenue increased by 8% from the prior year, with adjusted operating earnings increasing by 44%, indicative of robust demand.

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)	2.35 / -	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 2.35.

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