Q2 FY'26 Earnings N O V E M B E R 5 , 2 0 2 5 November 2025 © 2025 EnerSys. All Rights Reserved. Forward Looking Statements As a reminder, we will be presenting certain forward-looking statements on this call that are based on Management's current expectations and views regarding future events and operating performance and are subject to uncertainties and changes in circumstances. Our actual results may differ materially from the forward-looking statements for a number of reasons. Our forward-looking statem ...

For the quarter ended September 2025, EnerSys (ENS) reported revenue of $951.3 million, up 7.7% over the same period last year. EPS came in at $2.56, compared to $2.12 in the year-ago quarter.The reported revenue represents a surprise of +7.1% over the Zacks Consensus Estimate of $888.23 million. With the consensus EPS estimate being $2.36, the EPS surprise was +8.47%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expec ...

EnerSys (ENS) came out with quarterly earnings of $2.56 per share, beating the Zacks Consensus Estimate of $2.36 per share. This compares to earnings of $2.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +8.47%. A quarter ago, it was expected that this maker of industrial batteries would post earnings of $2.05 per share when it actually produced earnings of $2.08, delivering a surprise of +1.46%.Over the last four quarters, ...

READING, Pa.--(BUSINESS WIRE)-- #EnerSys--EnerSys (NYSE: ENS), a global leader in stored energy solutions announced today that its Board of Directors has declared a quarterly cash dividend of $0.2625 per share of common stock payable on December 26, 2025, to holders of record as of December 12, 2025. About EnerSys EnerSys is a global leader in stored energy solutions for industrial applications and designs, manufactures and distributes energy systems solutions and motive power batteries, specialty batteri. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 28, 2025 ☐ TRANSITION REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-32253 EnerSys (Exact name of registrant as specified in its charter) Delaware 23-3058564 (State or other jurisdiction of incorporati ...

READING, Pa.--(BUSINESS WIRE)-- #EnerSys--EnerSys (NYSE: ENS), a global leader in stored energy solutions for industrial applications, announced today results for its second quarter of fiscal 2026, which ended on September 28, 2025. "Our strong performance in the quarter reflects solid execution and our commitment to continuous improvement and collaboration across the organization,†said Shawn O'Connell, President and Chief Executive Officer of EnerSys. "We delivered net sales up 8% and adjusted diluted E. ...

财务业绩发布安排 - 公司将于2025年11月5日市场收盘后发布2026财年第二季度（截至2025年9月28日）财务业绩 [1] - 业绩发布会定于2025年11月6日美国东部时间上午9:00举行 [1] - 新闻稿及演示文稿可在公司官网投资者关系栏目获取 电话会议可通过官网链接收听直播或回放 [1][2] 公司业务概况 - 公司是全球工业应用储能解决方案领导者 业务涵盖能源系统、动力电源、特种电池和新业务四大板块 [3] - 能源系统产品应用于电信、宽带、公用事业及不间断电源等领域 动力电源产品用于电动叉车等工业车辆 [3] - 特种电池应用于航空航天、国防、医疗及安防系统 新业务专注于需求侧管理、电网备份及电动汽车动态快充 [3] - 公司在全球100多个国家提供售后及客户支持服务 [3] 近期财务及资本动态 - 公司2026财年第一季度营收达8.93亿美元 同比增长5% 调整后稀释每股收益为2.08美元 [9] - 董事会批准将股票回购授权增加10亿美元 使总回购额度达到10.6亿美元 执行期为五年 [8] - 公司宣布将股息提高9% [8] - 公司于2025年8月25日收到2024财年美国税收返还1.37亿美元及应计利息 该笔退款与符合《国内税收法》第45X条先进制造业生产税收抵免资格的电池销售相关 [7]

EnerSys (ENS) shares soared 5.7% in the last trading session to close at $115.56. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 2.3% gain over the past four weeks.EnerSys’ rally is primarily driven by solid momentum in its Energy Systems segment supported by expansion of U.S. communication networks and strong AI-led data demand. The global megatrends, including 5G expansion, rural broadband build-outs, modernization of energy g ...

公司股价表现 - 公司股票于2025年9月12日创下107.50美元的52周新高，市值达到40亿美元 [2] - 公司股价过去一年上涨8.2%，年初至今上涨16.8% [2] 公司业务与市场地位 - 公司在全球范围内提供储能解决方案，包括电源系统、大规模储能、热管理机柜和集成电源解决方案 [4] - 公司业务服务于电信、宽带、数据中心和可再生能源领域 [4] - 公司被列为当前最值得购买的11只廉价清洁能源股之一 [1] 业绩驱动因素与前景 - 分析师认为公司股价强劲上涨源于其能源系统部门和动力电源部门的产品和服务需求旺盛 [3] - 公司财务状况保持健康，吸引了投资者关注 [3] - 分析师关注公司在工业和可再生能源应用领域的扩张 [3]

电池行业前景 - 人工智能和能源转型推动电池技术需求 全球电池市场规模预计2030年达3298.4亿美元 2025-2030年复合年增长率16.4% [1] - 电动汽车技术仍是核心 但工业、航空航天等领域对创新电池解决方案需求增长 [1] 霍尼韦尔(HON) - 大型综合企业 涉足锂离子电池等可持续能源解决方案 客户包括航空航天和国防领域重要企业 [3] - 为航空航天、国防和工业市场提供电池及能源系统 未来十年这些领域将更依赖电气化和长效电源 [4] - 2025年将剥离先进材料业务(含电池解决方案) 新实体预计2025年末或2026年初独立 本财年营收预计37-39亿美元 EBITDA利润率超25% [5][6] - 当前股价217.01美元 12个月平均目标价254美元 潜在涨幅17.05% [3] EnerSys(ENS) - 数据中心建设推动电力需求 该公司提供AI基础设施相关电池技术 [8] - 正在扩展产品线 开发提升能量密度、充电速度和环保性的下一代技术 2025年股价上涨3.8% 落后工业板块但Q1财报超预期后涨超4% [9] - 当前股价98.52美元 共识目标价118.33美元 潜在涨幅20.11% [7][10] Joby Aviation(JOBY) - 开发电动垂直起降飞行器(eVTOL) 将成为电池企业大客户 [11] - 2025年8月收购Blade Mobility客运业务 快速获得成熟商业体系 但目前仍无盈利且收入微薄 [12] - 面临FAA审批外的重大运营障碍 当前股价18.02美元 分析师平均目标价10.5美元 潜在下跌41.73% [11][13]