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EnerSys (ENS)
NYSE:ENS
Earnings Data
Report Date
May 27, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
2.98Last Year’s EPS
2.97Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call shows a net positive operational and financial momentum: strong margin and earnings improvement on an adjusted basis (ex 45X), record adjusted EPS ex‑45X (+50% YoY), robust free cash flow and notable segment wins (data center +28%, Specialty strong). These positives are tempered by persistent volume softness (organic volumes -4%), a weak Motive Power & Transportation cycle, tariff exposure (~$70M annualized) and GAAP/non‑GAAP comparability noise from 45X items. Management highlights meaningful cost savings, operational improvements, strategic progress on lithium factory discussions, and disciplined capital return. On balance, highlights materially outweigh the lowlights, though near‑term volume headwinds and timing risks create some caution.Company Guidance
Record Adjusted EPS (ex 45X)
Adjusted diluted EPS excluding 45X of $1.84, up 50% year‑over‑year and a company record for the third fiscal quarter.
Revenue and Price/Mix Strength
Net sales of $919 million, up 1% year‑over‑year driven by a 3% benefit from price/mix and a 2% benefit from foreign currency translation despite a 4% decline in organic volumes.
Operating Earnings and EBITDA Improvement (ex 45X)
Adjusted operating earnings increased 34% ex 45X and adjusted EBITDA increased 30% ex 45X (adjusted EBITDA of $125 million ex 45X, a company high). Adjusted operating margin ex 45X was 11.7%, up 290 basis points versus prior year.
Strong Free Cash Flow and Balance Sheet
Operating cash flow of $185 million and free cash flow of $171 million, up $114 million versus prior year. Free cash flow conversion 190% (300% excluding 45X benefits); cash on hand $450 million and net debt $743 million with leverage at 1.2x EBITDA.
Capital Returned to Shareholders
Returned $94 million in capital this quarter: repurchased 672,000 shares for $84 million (avg ~$128/share) and paid $9.6 million in dividends; buyback authorization remaining ~ $931 million.
Energy Systems Margin Expansion & Data Center Growth
Energy Systems revenue $400 million (+3% YoY) and adjusted operating earnings up 67% to $42 million; adjusted operating margin 10.5% (up 400 bps YoY). Data center sales up 28% YoY, benefiting from AI-driven demand and energy resilience tailwinds.
Specialty Segment Turnaround
Specialty revenue $168 million (+8% YoY); adjusted operating earnings more than doubled YoY to $20 million and adjusted operating margin 11.8% (up 560 bps), driven by A&D strength and transportation aftermarket.
Operational Progress & Cost Savings
Realized approximately $15 million in Q3 cost savings from restructuring with similar savings expected in Q4; Monterrey plant closure substantially complete one month ahead of plan, and centers of excellence improving execution and working capital discipline.
Progress on Strategic Growth Initiatives
Advancing lithium cell factory alignment with the Department of Energy (optimistic about a favorable outcome), improvements in services revenue and margin, and encouraging NPD pipeline (BESS, power electronics, TPPL/lithium with embedded software).
Tariff Mitigation Success
Fully offset Q3 tariff impact in P&L through supply‑chain actions and pricing; estimated direct tariff exposure remains stable at ~$70 million annualized and ~22% of U.S. sourcing.
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 |
|---|---|---|---|
Feb 04, 2026 | $185.03 | $159.32 | -13.90% |
Nov 05, 2025 | $126.64 | $129.03 | +1.89% |
Aug 06, 2025 | $90.75 | $93.62 | +3.16% |
May 21, 2025 | $94.84 | $80.72 | -14.89% |
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 May 27, 2026, TBA (Confirmed).
What is EnerSys (ENS) earnings time?
EnerSys (ENS) earnings time is at May 27, 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 2026 (Q4) is 2.98.