EnerSys (ENS) AI Stock Analysis

• Market Cap: $5.26B
• Dividend Yield: 0.77%
• Average Volume (3M): 460.96K
• Price to Earnings (P/E): 16.7
• Beta (1Y): 1.16
• Revenue Growth: 6.17%
• EPS Growth: 20.86%
• Country: US
• Employees: 10,797
• Sector: Industrials
• Sector Strength: 72
• Industry: Electrical Equipment & Parts
• EPS (TTM): 2.56
• Shares Outstanding: 36,909,134
• 10 Day Avg. Volume: 475,907
• 30 Day Avg. Volume: 460,957
• PEG Ratio: 0.26
• Price to Book (P/B): 1.90
• Price to Sales (P/S): 1.01
• P/FCF Ratio: 26.15
• Enterprise Value/Market Cap: 0.96
• Enterprise Value/Revenue: 1.36
• Enterprise Value/Gross Profit: 4.48
• Enterprise Value/Ebitda: 9.20
• 1Y Price Target: $135.00
• Price Target Upside: -5.28% Downside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 4
• EPS Forecast (FY): 10.17
• Revenue Forecast (FY): $3.74B

• Rating: 78 Outperform
• Price Target: $147.00 ▲(3.14% Upside)

EnerSys demonstrates strong financial performance and positive earnings call sentiment, contributing significantly to its overall score. Technical analysis supports a bullish outlook, although the stock is nearing overbought levels. The valuation is fair, with a moderate P/E ratio and modest dividend yield. These factors collectively position EnerSys as a solid investment within its industry.

Positive Factors

Revenue Growth

EnerSys's consistent revenue growth reflects strong market demand and effective sales strategies, enhancing its competitive position.

Cash Flow Management

Improved cash flow management provides EnerSys with greater financial flexibility to invest in growth opportunities and return value to shareholders.

Profitability

Enhanced profitability through improved margins indicates efficient cost management and operational performance, supporting long-term financial health.

Negative Factors

Tariff Exposure

Significant tariff exposure poses a risk to cost structures and profitability, potentially impacting EnerSys's competitive pricing and margins.

Motive Power Segment Challenges

Declining revenue in the Motive Power segment highlights vulnerability to economic conditions, which may hinder overall growth prospects.

Market Uncertainty

Market uncertainty and reduced order volumes suggest potential volatility in future revenue streams, impacting strategic planning and stability.

EnerSys Business Overview & Revenue Model

Company Description

EnerSys provides various stored energy solutions for industrial applications worldwide. It operates in three segments: Energy Systems, Motive Power, and Specialty. The company offers uninterruptible power systems applications for computer and computer-controlled systems, as well as telecommunications systems; switchgear and electrical control systems used in industrial facilities and electric utilities, large-scale energy storage, and energy pipelines; integrated power solutions and services to broadband, telecom, renewable, and industrial customers; and thermally managed cabinets and enclosures for electronic equipment and batteries. It also provides motive power products that are used to provide power for electric industrial forklifts used in manufacturing, warehousing, and other material handling applications. In addition, the company offers mining equipment, diesel locomotive starting, and other rail equipment. Further, it provides specialty batteries for starting, lighting, and ignition applications in transportation; and energy solutions for satellites, military aircraft, submarines, ships, and other tactical vehicles, as well as medical and security systems. Additionally, the company offers battery chargers, power equipment, battery accessories, and outdoor cabinet enclosures, as well as related after-market and customer-support services for industrial batteries. The company sells its products through a network of distributors, independent representatives, and internal sales forces. The company was formerly known as Yuasa, Inc. and changed its name to EnerSys in January 2001. EnerSys was incorporated in 2000 and is headquartered in Reading, Pennsylvania.

How the Company Makes Money

EnerSys generates revenue primarily through the sale of its battery products and energy solutions across various sectors. Key revenue streams include the sale of lead-acid and lithium-ion batteries, which are utilized in applications such as forklifts, telecommunications, and renewable energy systems. Additionally, the company earns income from associated services, including battery maintenance, installation, and support. Strategic partnerships with major players in the telecommunications and renewable energy sectors enhance EnerSys's market reach and contribute to its earnings by providing integrated solutions that meet customer demands for reliable energy storage and management.

EnerSys Financial Statement Overview

Summary

EnerSys exhibits strong financial health with impressive growth in revenue and profitability, supported by a solid balance sheet and robust cash flow generation. The company is well-positioned in the Electrical Equipment & Parts industry, with effective cost management and strategic financial practices contributing to its stability and growth potential.

Income Statement

EnerSys has demonstrated strong revenue growth with a TTM growth rate of 1.85% and consistent improvement in profitability margins. The gross profit margin has increased to 30.39% in TTM, and the net profit margin has improved to 9.05%. The EBIT and EBITDA margins also show positive trends, indicating efficient cost management and operational performance.

Balance Sheet

The company maintains a healthy balance sheet with a low debt-to-equity ratio of 0.016 in TTM, reflecting strong financial stability. The return on equity is robust at 18.02%, showcasing effective use of equity capital. However, the equity ratio is not explicitly calculated, which could provide further insights into asset financing.

Cash Flow

EnerSys has shown significant improvement in cash flow metrics, with a remarkable free cash flow growth rate of 145.81% in TTM. The operating cash flow to net income ratio is 0.56, indicating solid cash generation relative to net income. The free cash flow to net income ratio of 0.75 suggests efficient conversion of profits into cash.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	3.73B	3.62B	3.58B	3.71B	3.36B	2.98B
Gross Profit	1.13B	1.09B	982.89M	840.14M	749.97M	739.15M
EBITDA	551.00M	558.57M	434.16M	361.32M	307.59M	302.65M
Net Income	337.24M	363.74M	269.10M	175.81M	143.91M	143.37M
Balance Sheet
Total Assets	4.07B	3.97B	3.47B	3.62B	3.74B	3.46B
Cash, Cash Equivalents and Short-Term Investments	388.61M	343.13M	333.32M	346.67M	402.49M	451.81M
Total Debt	1.21B	1.20B	914.26M	1.09B	1.37B	1.07B
Total Liabilities	2.21B	2.05B	1.71B	2.01B	2.24B	1.92B
Stockholders Equity	1.86B	1.92B	1.75B	1.60B	1.49B	1.54B
Cash Flow
Free Cash Flow	326.79M	139.26M	370.59M	191.17M	-139.63M	288.36M
Operating Cash Flow	435.27M	260.30M	457.03M	279.94M	-65.58M	358.38M
Investing Cash Flow	-116.26M	-336.39M	-92.48M	-44.80M	-69.23M	-65.04M
Financing Cash Flow	-343.20M	90.27M	-370.56M	-270.45M	98.43M	-188.72M

EnerSys Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 142.52
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ENS, the sentiment is Positive. The current price of 142.52 is above the 20-day moving average (MA) of 135.61, above the 50-day MA of 124.59, and above the 200-day MA of 100.74, indicating a bullish trend. The MACD of 5.26 indicates Negative momentum. The RSI at 68.42 is Neutral, neither overbought nor oversold. The STOCH value of 87.01 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ENS.

EnerSys Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
ENS	78 Outperform	$5.26B	16.66	18.22%	0.77%	6.17%	20.86%
POWL	68 Neutral	$3.91B	21.76	32.17%	0.33%	9.08%	19.86%
Sector *	63 Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
ENR	58 Neutral	$1.63B	7.18	156.36%	6.91%	2.28%	534.60%
ENVX	48 Neutral	$1.57B	―	-68.95%	―	45.98%	44.14%
EOSE	47 Neutral	$4.34B	―	―	―	324.10%	-214.91%
PLUG	46 Neutral	$2.80B	―	-95.42%	―	2.53%	-2.83%

EnerSys Corporate Events

EnerSys Reports Mixed Financial Results for Q3 2025

EnerSys is a Delaware-based company specializing in stored energy solutions for industrial applications, primarily operating within the energy sector. The company is known for its innovative battery technologies and energy storage systems.

EnerSys Reports 8% Increase in Q2 2026 Sales

On November 5, 2025, EnerSys announced its financial results for the second quarter of fiscal 2026, reporting an 8% increase in net sales to $951 million compared to the previous year. The company highlighted its strategic framework, EnerGize, which aims to enhance R&D and capital investments, optimize operations, and introduce new products, positioning EnerSys for long-term growth and shareholder value.

The most recent analyst rating on (ENS) stock is a Buy with a $115.00 price target. To see the full list of analyst forecasts on EnerSys stock, see the ENS Stock Forecast page.

EnerSys Expands Credit Facility with New Agreement

On September 25, 2025, EnerSys and its subsidiaries entered into the Sixth Amendment to their Credit Agreement with Bank of America, increasing their revolving credit facility by $150 million to a total of $1.0 billion, set to mature on September 30, 2030. This amendment also included the repayment of all outstanding term loans and interest under the existing agreement, with borrowings under the new facility bearing interest based on EnerSys’s Consolidated Total Net Leverage Ratio.

The most recent analyst rating on (ENS) stock is a Buy with a $115.00 price target. To see the full list of analyst forecasts on EnerSys stock, see the ENS Stock Forecast page.

EnerSys Earnings Call: Strategic Growth Amid Challenges

EnerSys Earnings Call: Strategic Initiatives Amidst Challenges

EnerSys Reports Modest Sales Growth Amid Restructuring

EnerSys is a global leader in stored energy solutions for industrial applications, primarily operating in the energy systems and motive power sectors, with a focus on innovative battery technologies. In its latest earnings report for the quarter ended June 29, 2025, EnerSys reported net sales of $893 million, reflecting a modest increase from the previous year. Despite a rise in gross profit to $253 million, the company’s net earnings decreased to $57 million, attributed to higher operating expenses and restructuring charges. Key financial metrics showed an increase in inventories and goodwill, indicating strategic investments and acquisitions, such as the purchase of Bren-Tronics Defense LLC. The company’s restructuring plans, including workforce reductions and facility closures, aim to enhance operational efficiency and align with evolving market demands. Looking ahead, EnerSys remains focused on strategic realignments and innovation to navigate market challenges and capitalize on growth opportunities.