EnerSys logo

EnerSys

ENS

NYSEIndustrialsElectrical Equipment & Parts

Previous close

$189.76

−$0.21 · -0.11%

Aug 21, 4:00 PM ET

ENS company overview

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

80

Undervalued

Momentum

49

Neutral

Sentiment

71

Bullish

Risk resilience

56

Elevated Risk

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Company profile

Company website

EnerSys engages in the provision of stored energy solutions for industrial applications worldwide. The company operates in four segments: Energy Systems, Motive Power, Specialty, and New Ventures. The Energy Systems segment offers uninterruptible power systems (UPS) 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, data center, and renewable and industrial customers; and thermally managed cabinets and enclosures for electronic equipment and batteries. The Motive Power segment provides power solutions for electric industrial forklifts, automated guided vehicles used in manufacturing, warehousing operations as well as equipment used in floor care, mining, rail and airport ground support applications. The Specialty offers starting, lighting, and ignition applications in transportation, energy solutions for satellites, spacecraft, commercial aircraft, military, aircraft, submarines, ships, other tactical vehicles, defense applications and portable power solutions for soldiers in the field, as well as medical devices and equipment. The New Venture segment provides energy storage and management systems for demand charge reduction, utility back-up power, and dynamic fast charging for electric vehicles. It also offers battery chargers, power equipment, battery accessories, and outdoor cabinet enclosures, as well as related after-market and customer-support services for industrial batteries. It 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 founded in 1991 and is headquartered in Reading, Pennsylvania.

Industry
Electrical Equipment & Parts
Sector
Industrials
Headquarters
US
CEO
Shawn O'Connell
Listed since
Aug 3, 2004
Employees
9,682

Market position

Day range

Current $189.76

52-week range

Current $189.76

Open
$190.01
Previous close
$189.97
Volume
387.64K
0.79× average
Average volume
490.82K
Average daily volume
Market cap
6.92B USD
Beta
1.23
Market reference 1
50-day average
$203.64
-6.81% below average
200-day average
$183.58
+3.36% above average

Financials

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends33%22%12%2%Gross margin, FY2022: 22.34%Gross margin, FY2023: 22.65%Gross margin, FY2024: 27.44%Gross margin, FY2025: 30.20%Gross margin, FY2026: 29.26%Operating margin, FY2022: 6.14%Operating margin, FY2023: 7.51%Operating margin, FY2024: 9.82%Operating margin, FY2025: 12.85%Operating margin, FY2026: 12.70%Net margin, FY2022: 4.29%Net margin, FY2023: 4.74%Net margin, FY2024: 7.51%Net margin, FY2025: 10.05%Net margin, FY2026: 7.83%FY2022FY2023FY2024FY2025FY2026
Gross margin FY2022 22.34%. Gross margin FY2023 22.65%. Gross margin FY2024 27.44%. Gross margin FY2025 30.20%. Gross margin FY2026 29.26%. Operating margin FY2022 6.14%. Operating margin FY2023 7.51%. Operating margin FY2024 9.82%. Operating margin FY2025 12.85%. Operating margin FY2026 12.70%. Net margin FY2022 4.29%. Net margin FY2023 4.74%. Net margin FY2024 7.51%. Net margin FY2025 10.05%. Net margin FY2026 7.83%.

Income trends

Revenue

3.75B USD+3.70%

Operating income

476.61M USD+2.57%

Net income

293.56M USD-19.29%
Income trends across reported periods4.11B USD2.67B USD1.23B USD−216.84M USDRevenue, FY2022: 3.36B USDRevenue, FY2023: 3.71B USDRevenue, FY2024: 3.58B USDRevenue, FY2025: 3.62B USDRevenue, FY2026: 3.75B USDOperating income, FY2022: 206.25M USDOperating income, FY2023: 278.36M USDOperating income, FY2024: 351.57M USDOperating income, FY2025: 464.69M USDOperating income, FY2026: 476.61M USDNet income, FY2022: 143.91M USDNet income, FY2023: 175.81M USDNet income, FY2024: 269.1M USDNet income, FY2025: 363.74M USDNet income, FY2026: 293.56M USDFY2022FY2023FY2024FY2025FY2026
Revenue FY2022 3.36B USD. Revenue FY2023 3.71B USD. Revenue FY2024 3.58B USD. Revenue FY2025 3.62B USD. Revenue FY2026 3.75B USD. Operating income FY2022 206.25M USD. Operating income FY2023 278.36M USD. Operating income FY2024 351.57M USD. Operating income FY2025 464.69M USD. Operating income FY2026 476.61M USD. Net income FY2022 143.91M USD. Net income FY2023 175.81M USD. Net income FY2024 269.1M USD. Net income FY2025 363.74M USD. Net income FY2026 293.56M USD.
Metric (USD)FY2026FY2025FY2024FY2023FY2022
Revenue3.75B USD3.62B USD3.58B USD3.71B USD3.36B USD
Cost of goods sold2.65B USD2.53B USD2.6B USD2.87B USD2.61B USD
Gross profit1.1B USD1.09B USD982.89M USD840.14M USD749.97M USD
Operating expenses620.95M USD627.72M USD631.32M USD561.78M USD543.72M USD
Interest income9.3M USD
Interest expense67.58M USD51.12M USD49.95M USD59.53M USD37.78M USD
Depreciation and amortization113.56M USD100.88M USD92.02M USD91.15M USD95.88M USD
Operating income476.61M USD464.69M USD351.57M USD278.36M USD206.25M USD
Net income293.56M USD363.74M USD269.1M USD175.81M USD143.91M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
100%
11 beats, 0 misses, 0 met estimates
Average EPS surprise
+9.05%
11 comparable reports
Latest EPS result
3.66
Estimate 2.83 · Beat by 29.33%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates3.813.172.541.9Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 5, 2025: actual 3.12, estimate 2.27, surprise +37.44%, Beat. Q2 2025, reported May 21, 2025: actual 2.97, estimate 2.78, surprise +6.83%, Beat. Q3 2025, reported Aug 6, 2025: actual 2.08, estimate 2.05, surprise +1.46%, Beat. Q4 2025, reported Nov 5, 2025: actual 2.56, estimate 2.36, surprise +8.47%, Beat. Q1 2026, reported Feb 4, 2026: actual 2.77, estimate 2.73, surprise +1.47%, Beat. Q2 2026, reported May 20, 2026: actual 3.19, estimate 2.99, surprise +6.69%, Beat. Q3 2026, reported Aug 12, 2026: actual 3.66, estimate 2.83, surprise +29.33%, Beat. Q4 2026, reported Nov 4, 2026: actual —, estimate 3.19, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates1.03B954.51M881.5M808.5MQ1 '25MissQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26MissQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 5, 2025: actual 906.15M USD, estimate 973.45M USD, surprise -6.91%, Miss. Q2 2025, reported May 21, 2025: actual 974.84M USD, estimate 972.68M USD, surprise +0.22%, Beat. Q3 2025, reported Aug 6, 2025: actual 893.02M USD, estimate 848.02M USD, surprise +5.31%, Beat. Q4 2025, reported Nov 5, 2025: actual 951.29M USD, estimate 927.09M USD, surprise +2.61%, Beat. Q1 2026, reported Feb 4, 2026: actual 919.1M USD, estimate 932.02M USD, surprise -1.39%, Miss. Q2 2026, reported May 20, 2026: actual 988M USD, estimate 973.84M USD, surprise +1.45%, Beat. Q3 2026, reported Aug 12, 2026: actual 935.6M USD, estimate 928.01M USD, surprise +0.82%, Beat. Q4 2026, reported Nov 4, 2026: actual —, estimate 972.35M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Recent analyst actions

5 institutions
William BlairdowngradeOutperformMarket Perform

ENS news

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$1.005

2025 complete year+43.6% since 2021

2026 partial: $0.525

* Partial calendar year in the available dividend history.

Corporate action history

DividendUpcoming

Ex-dividend Sep 18, 2026

$0.2875

Quarterly

Record Sep 18, 2026 · Payment Oct 2, 2026

Dividend

Ex-dividend Jun 18, 2026

$0.2625

Quarterly

Record Jun 19, 2026 · Payment Jul 2, 2026

Dividend

Ex-dividend Mar 13, 2026

$0.2625

Quarterly

Record Mar 13, 2026 · Payment Mar 27, 2026

Dividend

Ex-dividend Dec 12, 2025

$0.2625

Quarterly

Record Dec 12, 2025 · Payment Dec 26, 2025

Dividend

Ex-dividend Sep 12, 2025

$0.2625

Quarterly

Record Sep 12, 2025 · Payment Sep 26, 2025

Dividend

Ex-dividend Jun 13, 2025

$0.24

Quarterly

Record Jun 13, 2025 · Payment Jun 27, 2025

ENS peers

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