EnerSys
Builds battery and power systems for critical infrastructure, industrial mobility, aerospace and defense.
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Profile
Designs and manufactures batteries, chargers, power electronics and energy systems for communications, data centers, material handling, heavy transport, aerospace and defense. Revenue spans three global segments, with reserve-power and industrial-mobility operations providing most sales alongside a smaller precision-power business.
Designs and manufactures batteries, chargers, power electronics, enclosures and software-enabled energy systems for industrial, infrastructure and defense customers worldwide. A global sales and service network supports communications networks, data centers, utilities, warehouses, transportation fleets, aerospace programs and military users.
Network & Infrastructure Solutions pairs reserve batteries with power conversion, distribution, enclosures and services. Industrial Mobility Solutions supplies traction power for forklifts and other material-handling equipment, plus batteries for heavy trucks. Precision Power Solutions focuses on aerospace, defense and other specialized applications.
Combines lead-acid and lithium storage with electronics, monitoring software and field support. Manufacturing spans the Americas, EMEA and Asia; results depend on lead and component costs, material-handling demand, infrastructure spending, tariffs and U.S. battery-production tax-credit rules.
Company facts
Key statistics
Year to date +23.1% · Average volume (30d) 484.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jun 12, 2026 | BTIG | Reiterate | Buy | $250 | $280 | |
| May 22, 2026 | Roth Capital | Target | $208 | $265 | ||
| May 22, 2026 | Oppenheimer | Reiterate | Outperform | $186 | $250 | |
| May 21, 2026 | BTIG | Reiterate | Buy | $175 | $250 | |
| Feb 3, 2026 | Roth Capital | Reiterate | Buy | $164 | $208 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026Q1 FY27 | $2.83 | $3.66 | +29.3% | $928.0M | $935.6M | +0.8% | +5.71% |
| May 20, 2026Q4 FY26 | $3.00 | $3.19 | +6.3% | $973.8M | $988.0M | +1.5% | +11.35% |
| Feb 4, 2026Q3 FY26 | $2.73 | $2.77 | +1.5% | $932.0M | $919.1M | −1.4% | −13.90% |
| Nov 5, 2025Q2 FY26 | $2.36 | $2.56 | +8.5% | $927.1M | $951.3M | +2.6% | +1.89% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $974.8M | $893.0M | $951.3M | $919.1M | $987.9M | $935.6M | |
| Gross profit | $303.7M | $253.2M | $277.1M | $276.3M | $290.9M | $313.4M | |
| Operating income | $131.3M | $86.5M | $92.0M | $124.2M | $142.6M | $151.4M | |
| Net income | $96.5M | $57.5M | $68.4M | $90.4M | $77.2M | $116.5M | |
| Diluted EPS | $2.39 | $1.46 | $1.80 | $2.40 | $2.05 | $3.09 | |
| Gross margin | 31.2% | 28.4% | 29.1% | 30.1% | 29.4% | 33.5% | |
| Operating margin | 13.5% | 9.7% | 9.7% | 13.5% | 14.4% | 16.2% |
Fiscal years (4-quarter sums)FY22 $3.36B · FY23 $3.71B · FY24 $3.58B · FY25 $3.62B · FY26 $3.75B
Revenue by product · Q1 FY27
Balance sheet, Jul 5, 2026Cash & short-term investments $530.7M · Total debt $1.04B · Total assets $3.96B · Shareholders' equity $1.97B
Dividends
Raised for 11 straight years — most recently to $0.2625 from $0.24 in Sep 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 18, 2026 | Jun 19 | Jul 2 | $0.2625 | |
| Mar 13, 2026 | Mar 13 | Mar 27 | $0.2625 | |
| Dec 12, 2025 | Dec 12 | Dec 26 | $0.2625 | |
| Sep 12, 2025 | Sep 12 | Sep 26 | $0.2625 | raised from $0.24 |
| Jun 13, 2025 | Jun 13 | Jun 27 | $0.24 | |
| Mar 14, 2025 | Mar 14 | Mar 28 | $0.24 | |
| Dec 13, 2024 | Dec 13 | Dec 27 | $0.24 | |
| Sep 16, 2024 | Sep 16 | Sep 30 | $0.24 | raised from $0.225 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 36.46M · Float 36.36M · 99.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.22M | 14.33% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 2.35M | 6.44% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 1.65M | 4.52% | 13F | Aug 13, 2026 |
| State Street Corp | 1.51M | 4.16% | 13F | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 1.23M | 3.38% | 13F | Aug 11, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 29, 2026 | Andrea J. Funk | officer: EVP and CFO | +108 | $228.47 |
| Dec 10, 2025 | Chad C. Uplinger | officer: President Motive Power Global | −6,702 | $151.46 |
Peers
- Vertiv
DC power and cooling infrastructure for data centers and telecom networks.
- Eaton
Power management leader for data centers, industrial, and aerospace markets.
