EnerSys (NYSE:ENS) Q2 2026 Earnings Call November 06, 2025 09:00 AM ET Speaker1Hello, and thank you for standing by. My name is Mark, and I will be your conference operator today. At this time, I would like to welcome everyone to the EnerSys Q2 for Year 2026 earnings webcast and conference call. All hands are now placed on mute to prevent any background noise. After the speaker's remark, there will be a question-and-answer session. If you would like to ask a question during this time, simply press Star, the ...

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]

股价表现 - 公司股价在最近一个交易日大幅上涨5.7%，收于115.56美元，成交量显著放大 [1] - 此次上涨表现优于过去四周2.3%的累计涨幅 [1] 业务驱动因素 - 公司股价上涨主要由其能源系统部门的强劲势头驱动 [2] - 业务增长得益于美国通信网络的扩张以及由人工智能引领的强大数据需求 [2] - 全球大趋势如5G扩展、农村宽带建设、电网现代化、电气化、自动化和脱碳进程对公司形成助力 [2] 业绩预期 - 市场预期公司下一季度每股收益为2.36美元，同比增长11.3% [3] - 预期季度营收为8.8823亿美元，较去年同期微增0.5% [3] - 在过去30天内，市场对公司的季度每股收益共识预期维持不变 [4] 同业比较 - 公司所属行业为Zacks制造业-电子行业 [4] - 同业公司Franklin Electric在上一交易日上涨1.2%，收于92.84美元，但过去一个月下跌3% [4] - Franklin Electric下一季度每股收益预期为1.26美元，在过去一个月内维持不变，同比增长7.7% [5]

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]