EnerSys (ENS) is poised to gain from strength in the Motive power segment, accretive acquisitions and shareholder-friendly moves. In the quarters ahead, EnerSys is poised to benefit from its solid product offerings, a firm focus on product innovation (including lithium, Touch-Safe, CPUC and DC fast charge) and strengthening demand. Technological expertise and effective pricing are other tailwinds. The company strengthened its position as a leading provider of NexSys Thin Plate Pure Lead products in the past ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both. Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best ...

One stock that might be an intriguing choice for investors right now is EnerSys (ENS) . This is because this security in the Manufacturing - Electronics space is seeing solid earnings estimate revision activity, and is in great company from a Zacks Industry Rank perspective. This is important because, often times, a rising tide will lift all boats in an industry, as there can be broad trends taking place in a segment that are boosting securities across the board. This is arguably taking place in the Manufac ...

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>>. Earnings Estimate Revisions for EnerSys Harnessing the Power of Earnings Estimate Revisions As ...

Investors interested in stocks from the Manufacturing - Electronics sector have probably already heard of EnerSys (ENS) and Zurn Water (ZWS) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven st ...

What are the Zacks Style Scores? The Style Scores are broken down into four categories: While good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth. Zacks Premium includes access to the Zacks Style Scores as well. Based on their value, growth, and momentum characteristics, each ...

Enersys (ENS) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, ENS's 50-day simple moving average broke out above its 200-day moving average; this is known as a "golden cross." There's a reason traders love a golden cross -- it's a technical chart pattern that can indicate a bullish breakout is on the horizon. This kind of crossover is formed when a stock's short-term moving average breaks above a longer-term moving average. Typically, a gol ...

EnerSys (ENS) has been witnessing solid momentum in its Motive Power segment, supported by strong orders for its products in electric industrial forklift trucks market. The segment's revenues increased 3% year over year in the fourth quarter of fiscal 2024 (ended March 2024). The global megatrends including 5G expansion, rural broadband build-outs, electrification, automation and decarbonization are expected to support the company's growth in the quarters ahead. EnerSys intends to strengthen and expand its ...

From the end of trading last Friday through the market's close Thursday, shares of Enersys and Ameresco were up 12% and 17.8%, respectively, while Lithium Americas stock was down by 15%. While some green energy stocks are charging higher, one lithium stock is the subject of considerable skepticism. What's powering the bulls' buying activity? While the S&P 500 is on course to end the week lower than where it began, shares of battery stock EnerSys (ENS -0.94%) and energy-efficiency leader Ameresco (AMRC 5.17% ...

财务数据和关键指标变化 - 第四季度收入911百万美元,符合预期,但较上年同期下降6.9%,主要受电信/宽带支出暂时性下降影响 [8][9][41] - 调整后毛利率28%,较上年同期提升310个基点,主要得益于通胀减免法案(IRA)带来的36百万美元利益 [42][43] - 调整后营业利润109百万美元,较上年同期增加2百万美元,调整后营业利润率12% [43][44] - 全年收入36亿美元,较上年下降3%,调整后每股收益8.35美元,增长56% [45] 各条业务线数据和关键指标变化 能源系统 - 第四季度收入369百万美元,较上年同期下降19%,主要受电信/宽带支出下降影响 [48] - 调整后营业利润17百万美元,较上年同期下降12百万美元,调整后营业利润率4.7% [48] - 公司正在采取措施提升该业务的整体利润率,包括成本优化和提高灵活性 [12][13][27] 动力电池 - 第四季度收入395百万美元,较上年同期增长3%,主要受销量增加5%和收购影响 [49] - 调整后营业利润58百万美元,较上年同期增长15%,调整后营业利润率14.7% [49] - 公司的专有免维护和无线充电解决方案支持客户自动化、电气化和减碳需求 [18][49] 特种电池 - 第四季度收入146百万美元,较上年同期下降1%,受产能受限影响 [50][51] - 调整后营业利润8.5百万美元,较上年同期下降1百万美元,调整后营业利润率5.8% [50] - 公司正在提升该业务的产能灵活性和扩张,以满足运输和航空航天市场需求 [51] 各个市场数据和关键指标变化 - 电信/宽带市场支出暂时性下降,对公司收入和利润产生约0.5美元/股和1.5美元/股的负面影响 [71] - 数据中心市场需求持续增长,占公司总收入10%,并有望持续增长 [14][30] - 叉车和运输市场需求保持健康,订单率已恢复至疫情前水平 [19][20] - 航空航天和国防市场需求强劲,公司获得大型电池合同 [21] 公司战略和发展方向及行业竞争 - 公司正在推进锂电池工厂项目,选址南卡罗来纳州格林维尔,并获得2亿美元州政府资金支持 [31][32] - 公司将收购Bren-Tronics,加强在关键国防应用和锂电池产品的能力 [33][34] - 公司专注于满足数据中心、电网基础设施和最后一英里通信网络的需求 [15][16][17] - 公司正在优化能源系统业务的成本结构,提高该业务在不同周期的利润率 [12][13][27] 管理层对经营环境和未来前景的评论 - 公司对电信/宽带市场的恢复持谨慎乐观态度,预计将在全年内逐步回升 [71][73] - 公司看好数据中心、电网基础设施和电动化等领域的长期增长机遇 [15][16][38][39] - 公司有信心实现2027财年每股11-13美元的利润目标,并将持续投资于锂电池和快充储能等新业务 [61][62][63][65] 其他重要信息 - 公司2023财年调整后每股收益8.35美元,超出之前的战略规划 [45][61][62] - 公司经营活动产生的自由现金流在第四季度达到128%的转换率,资产负债表保持强劲 [53][54][55][56] - 公司将在2025财年投资1亿-1.2亿美元的资本开支,主要用于提升产能和灵活性 [60] 问答环节重要的提问和回答 问题1 **Noah Kaye提问** 询问能源系统业务的利润率目标和改善路径 [70][71][72] **Andrea Funk回答** 详细解释了公司正在采取的成本优化措施,以及在不同周期下该业务8%-15%的目标利润率区间 [71][72][73][74] 问题2 **Blake Keating提问** 询问Bren-Tronics收购对公司的战略意义 [93][94] **David Shaffer和Andrea Funk回答** 解释了Bren-Tronics在便携式锂电池领域的优势,以及与公司现有业务的协同效应 [102][103][104][105] 问题3 **Greg Wasikowski提问** 询问公司长期的毛利率和营业利润率目标 [111][112][113][114] **David Shaffer和Andrea Funk回答** 重申了之前在投资者日上提出的2027财年14%-16%的营业利润率目标,并解释了实现这一目标的主要驱动因素 [113][114][115]