EnerSys (ENS)
NYSE:ENS
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Earnings Data
Report Date
Aug 12, 2026TBA (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
2.82Last Year’s EPS
2.08Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple material operating and financial achievements: record adjusted EPS (both including and excluding 45X), all‑time high full‑year revenue of $3.8 billion, strong free cash flow, reduced net debt and low leverage, meaningful cost and footprint actions with projected savings, and improving order trends (Q4 book-to-bill 1.1x). Offsetting these positives were ongoing volume softness (notably in Motive Power and transportation), gross margin pressure from tariffs/freight and inflation (~$20M impact), short‑term geopolitical cost pressures, and some reliance on IRC 45X tax benefits for headline results. Management articulated clear operational actions, buybacks, and product commercialization roadmaps with cautious optimism for recovery across key end markets. On balance, the highlights and company progress outweigh the challenges.Company Guidance
Record Adjusted EPS and Strong Earnings
Q4 record adjusted diluted EPS of $3.19, up 7% year-over-year; excluding IRC 45X benefit adjusted EPS was $1.96, up 5% year-over-year. Full year adjusted diluted EPS was $10.56 (+4% year-over-year); excluding 45X full-year adjusted EPS was a record $6.41 (+$0.82 vs prior year).
All‑Time High Full Year Sales
Full year net sales totaled a record $3.8 billion, up 4% year-over-year, driven by favorable price/mix and FX tailwinds.
Adjusted Operating Profit & Margin Strength
Full year adjusted operating earnings of $540 million (including $159 million 45X benefit); excluding 45X adjusted operating profit was $382 million and achieved the highest full‑year adjusted operating margin at 10.2%.
Cash Generation and Deleveraging
Q4 free cash flow of $131 million (+$26 million vs prior-year quarter) and full year free cash flow of $468 million. Net debt decreased by $100 million to $684 million; leverage ratio 1.1x EBITDA (well below 2–3x target).
Outstanding Free Cash Flow Conversion
Q4 free cash flow conversion of 170% (459% excluding 45X); full-year conversion of 159% (236% excluding 45X), aided by working capital improvements.
Operational Savings and Footprint Optimization
Completed actions include Tijuana plant closure (production moved to Springfield) expected to generate ~ $20 million incremental 45X benefits beginning FY2028, and substantially completed Monterrey closure expected to yield ~$19 million savings in FY2027 with early benefits already realized. OpEx improvement in Q4 of ~$14 million year-over-year.
Improved Demand Signals and Orders
Q4 book-to-bill of 1.1x (highest in nearly four years) with all lines-of-business Q4 orders outpacing revenue; Energy Systems orders up 36% year-over-year (company noted strong order momentum).
Segment Wins — Energy Systems & Specialty
Energy Systems revenue +7% YoY to $426 million and adjusted operating earnings +23% YoY to $42 million (margin +130 bps). Specialty revenue +8% YoY to $102 million and adjusted operating earnings +20% YoY to $9.6 million, with Aerospace & Defense particularly strong.
Capital Allocation and Shareholder Returns
Purchased 410k shares in Q4 for $69 million; returned $409 million to shareholders during the year (buybacks + dividends). $876 million remaining buyback authorization. Fiscal 2027 capex expected to be ~ $70 million (down from $80 million FY26).
Product & Growth Initiatives Progressing
Lithium data center solution and warehouse BESS advanced into customer commissioning in Q4; TPPL and other new products progressing with expectation that meaningful revenue contribution will trend into FY2028 and beyond.
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 20, 2026 | $214.56 | $238.91 | +11.35% |
Feb 04, 2026 | $184.72 | $159.06 | -13.89% |
Nov 05, 2025 | $126.43 | $128.82 | +1.89% |
Aug 06, 2025 | $90.60 | $93.46 | +3.16% |
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 12, 2026, TBA (Confirmed).
What is EnerSys (ENS) earnings time?
EnerSys (ENS) earnings time is at Aug 12, 2026, 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 2027 (Q1) is 2.82.