Enersys (NYSE:ENS) Releases Quarterly Earnings Results, Beats Expectations By $0.83 EPS

Enersys (NYSE:ENS) released its earnings results on Wednesday. The industrial products company reported $3.66 earnings per share for the quarter, beating analysts’ consensus estimates of $2.83 by $0.83, FiscalAI reports. Enersys had a net margin of 9.29% and a return on equity of 24.29%. The company had revenue of $935.64 million for the quarter, compared to analysts’ expectations of $928.01 million. During the same quarter in the previous year, the company earned $2.08 EPS. Enersys’s revenue for the quarter was up 4.8% on a year-over-year basis. Enersys updated its Q2 2027 guidance to 1.950-2.050 EPS.

Enersys Stock Performance

Enersys stock opened at $197.26 on Friday. The company’s 50-day moving average price is $206.76 and its 200-day moving average price is $197.20. The company has a quick ratio of 1.76, a current ratio of 2.66 and a debt-to-equity ratio of 0.57. Enersys has a twelve month low of $97.03 and a twelve month high of $244.30. The company has a market cap of $7.19 billion, a PE ratio of 21.12, a price-to-earnings-growth ratio of 1.03 and a beta of 1.19.

Enersys Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 2nd. Shareholders of record on Friday, September 18th will be paid a $0.2875 dividend. This represents a $1.15 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, September 18th. This is an increase from Enersys’s previous quarterly dividend of $0.26. Enersys’s dividend payout ratio is 13.62%.

Institutional Investors Weigh In On Enersys

Several hedge funds and other institutional investors have recently made changes to their positions in ENS. Dimensional Fund Advisors LP lifted its holdings in shares of Enersys by 1.9% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,627,245 shares of the industrial products company’s stock worth $238,802,000 after acquiring an additional 30,760 shares during the last quarter. Invesco Ltd. lifted its stake in Enersys by 5.9% in the third quarter. Invesco Ltd. now owns 1,158,838 shares of the industrial products company’s stock worth $130,902,000 after purchasing an additional 64,503 shares during the last quarter. Boston Partners boosted its position in shares of Enersys by 4.7% during the third quarter. Boston Partners now owns 680,174 shares of the industrial products company’s stock valued at $76,973,000 after buying an additional 30,767 shares during the period. AQR Capital Management LLC grew its stake in shares of Enersys by 30.3% during the third quarter. AQR Capital Management LLC now owns 652,128 shares of the industrial products company’s stock valued at $72,986,000 after buying an additional 151,589 shares during the last quarter. Finally, Millennium Management LLC raised its holdings in shares of Enersys by 257.8% in the third quarter. Millennium Management LLC now owns 556,771 shares of the industrial products company’s stock worth $62,893,000 after buying an additional 401,167 shares during the period. Hedge funds and other institutional investors own 94.93% of the company’s stock.

Enersys News Summary

Here are the key news stories impacting Enersys this week:

• Positive Sentiment: EnerSys reported adjusted diluted EPS of $3.66, well above the roughly $2.83 consensus estimate, while revenue rose 4.8% year over year to $935.6 million, exceeding expectations of approximately $928 million. Gross profit increased 23.7% and operating profit rose 75.1%, signaling substantial margin and execution improvement. EnerSys Surpasses Q1 Earnings and Revenue Estimates
• Positive Sentiment: Operating cash flow surged to approximately $230 million, and the company ended the quarter with about $531 million in cash. The board also raised the quarterly dividend 10% to $0.2875 per share, reinforcing confidence in earnings and cash-flow growth. EnerSys Reports First Quarter Fiscal 2027 Results
• Positive Sentiment: Management cited strong demand from data centers, communications, aerospace and defense, while continuing to advance its U.S. lithium-cell facility strategy. The company’s fiscal second-quarter revenue outlook of $955 million to $995 million was broadly consistent with consensus, supporting the growth narrative. EnerSys Earnings Call Highlights Lithium Push, Cash Surge
• Neutral Sentiment: BTIG reaffirmed its Buy rating and set a $280 price target, implying substantial potential upside from the reference price. However, the target reflects analyst expectations rather than a new company development. BTIG Reaffirms Buy Rating
• Negative Sentiment: Material-handling demand remained softer, and reported fiscal second-quarter EPS guidance of approximately $1.95 to $2.05 was below consensus on that measurement basis. Investors may therefore monitor whether lithium investment and end-market strength offset near-term earnings pressure.

Analyst Ratings Changes

Several equities analysts have recently commented on the company. BTIG Research restated a “buy” rating and issued a $280.00 price objective on shares of Enersys in a research report on Thursday. Weiss Ratings downgraded Enersys from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, June 26th. TD Cowen boosted their price target on Enersys from $220.00 to $265.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Roth Capital restated a “buy” rating and issued a $265.00 price target on shares of Enersys in a research note on Friday, May 22nd. Finally, Wall Street Zen lowered shares of Enersys from a “strong-buy” rating to a “buy” rating in a report on Saturday, July 18th. Five analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, Enersys currently has an average rating of “Moderate Buy” and an average price target of $265.00.

About Enersys

Enersys, headquartered in Reading, Pennsylvania, is a global leader in stored energy solutions, specializing in manufacturing and distributing industrial batteries, battery chargers, power equipment, and related accessories. The company serves a diverse range of end markets, including telecommunications, data centers, medical, aerospace, defense, electric vehicle motive power, and utility outcomes. Its products are engineered to deliver critical reserve power and motive power applications across key infrastructure and industrial sectors.

The company’s product portfolio encompasses lead-acid batteries, lithium-ion energy storage systems, chargers, inverters, power management software, and a broad array of battery accessories.