ENS Stock - EnerSys
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Financial Statements
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $3.62B | $3.58B | $3.71B | $3.36B | $2.98B |
| Gross Profit | $1.09B | $982.89M | $840.14M | $749.97M | $739.15M |
| Gross Margin | 30.2% | 27.4% | 22.7% | 22.3% | 24.8% |
| Operating Income | $464.69M | $351.57M | $278.36M | $206.25M | $216.38M |
| Net Income | $363.74M | $269.10M | $175.81M | $143.91M | $143.37M |
| Net Margin | 10.1% | 7.5% | 4.7% | 4.3% | 4.8% |
| EPS | $9.15 | $6.62 | $4.31 | $3.42 | $3.37 |
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.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| December 15th 2025 | BTIG Research | Upgrade | Buy | $175 |
| January 17th 2025 | Oppenheimer | Upgrade | Outperform | $115 |
| August 27th 2024 | ROTH MKM | Initiation | Buy | $120 |
| May 24th 2024 | BTIG Research | Downgrade | Neutral | - |
| February 9th 2024 | Oppenheimer | Downgrade | Perform | - |
| December 20th 2023 | Oppenheimer | Reiterated | Outperform | $116← $110 |
| November 6th 2023 | William Blair | Downgrade | Market Perform | - |
| July 14th 2023 | CL King | Initiation | Buy | $137 |
Earnings History & Surprises
ENSEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 19, 2026 | — | — | — | — |
Q1 2026 | Feb 4, 2026 | $2.73 | — | — | — |
Q4 2025 | Nov 5, 2025 | $2.36 | $2.56 | +8.5% | ✓ BEAT |
Q3 2025 | Aug 6, 2025 | $2.05 | $2.08 | +1.5% | ✓ BEAT |
Q2 2025 | May 21, 2025 | $2.78 | $2.97 | +6.8% | ✓ BEAT |
Q1 2025 | Feb 5, 2025 | $2.27 | $3.12 | +37.4% | ✓ BEAT |
Q4 2024 | Nov 6, 2024 | $2.07 | $2.12 | +2.4% | ✓ BEAT |
Q3 2024 | Aug 7, 2024 | $1.95 | $1.98 | +1.5% | ✓ BEAT |
Q2 2024 | May 22, 2024 | $2.01 | $2.08 | +3.5% | ✓ BEAT |
Q1 2024 | Feb 7, 2024 | $2.55 | $2.56 | +0.4% | ✓ BEAT |
Q4 2023 | Nov 8, 2023 | $1.80 | $1.84 | +2.2% | ✓ BEAT |
Q3 2023 | Aug 9, 2023 | $1.80 | $1.89 | +5.0% | ✓ BEAT |
Q2 2023 | May 24, 2023 | $1.38 | $1.82 | +31.9% | ✓ BEAT |
Q1 2023 | Feb 8, 2023 | $1.23 | $1.27 | +3.3% | ✓ BEAT |
Q4 2022 | Nov 9, 2022 | $1.09 | $1.11 | +1.8% | ✓ BEAT |
Q3 2022 | Aug 10, 2022 | $1.15 | $1.15 | 0.0% | = MET |
Q2 2022 | May 25, 2022 | $1.15 | $1.20 | +4.3% | ✓ BEAT |
Q1 2022 | Feb 9, 2022 | $0.99 | $1.01 | +2.0% | ✓ BEAT |
Q4 2021 | Nov 10, 2021 | $1.07 | $1.01 | -5.6% | ✗ MISS |
Q3 2021 | Aug 11, 2021 | $1.20 | $1.25 | +4.2% | ✓ BEAT |
Latest News
BTIG Upgrades EnerSys to Buy, Announces $175 Price Target
📈 PositiveShares of electrical equipment companies are trading lower amid overall market weakness.
📉 NegativeRoth Capital Maintains Buy on EnerSys, Raises Price Target to $164
📈 PositiveEnerSys Sees Q3 Adj EPS $2.71-$2.81 vs $2.55 Est; Sees Sales $920.000M-$960.000M vs $927.100M Est
📈 PositiveEnerSys Q2 Adj. EPS $2.56 Beats $2.35 Estimate, Sales $951.300M Beat $890.273M Estimate
📈 PositiveEnerSys Receives $137M FY24 Tax Refund
📈 PositiveFrequently Asked Questions about ENS
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