Inferra AI / Company / ENS
Enersys
ENS · Industrials
Last earnings Aug 12, 2026
Key results
Realized EPSfull-year
$1.80
Realized diluted EPS of $1.80, down (10%), adjusted diluted EPS (1) of $2.56, +21%, and adjusted diluted EPS ex IRC 45X (1) of $1.51, +15% Returned $78M to shareholders through buybacks and dividends in Q2 in October, repurchased an additional $37M in shares
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Adjusted EPSfull-year
$2.56
Realized diluted EPS of $1.80, down (10%), adjusted diluted EPS (1) of $2.56, +21%, and adjusted diluted EPS ex IRC 45X (1) of $1.51, +15% Returned $78M to shareholders through buybacks and dividends in Q2 in October, repurchased an additional $37M in shares
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Revenuefull-year
8%
We delivered net sales up 8% and adjusted diluted EPS ex 45X up 15%.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Net incomequarter
$68.4
Net earnings attributable to EnerSys stockholders ( Net earnings ) for the second quarter of fiscal 2026 were $68.4 m illion, or $1.80 per diluted share, which included an unfavorable highlighted net of tax impact of $28.6 million, or $0.76 per diluted share, from highlighted items described in further detail in the tables shown below, reconciling non-GAAP adjusted financial measures to reported amounts.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Net earnings for the second quarter of fiscal 2025 were $82.3 million, or $2.01 per diluted share, which included an unfavorable highlighted net of tax impact of $4.2 million, or $0.11 per diluted share, from highlighted items described in further detail in the tables shown below, reconciling non-GAAP adjusted financial measures to reported amounts.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Adjusted net incomequarter
$2.12
These earnings compare to the prior year second quarter adjusted Net earnings of $2.12 per diluted share.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Net earnings for the six months of fiscal 2026 were $125.9 million, or $3.26 per diluted share, which included an unfavorable highlighted net of tax impact of $52.8 million, or $1.36 per diluted share, from highlighted items described in further detail in the tables shown below, reconciling non-GAAP adjusted financial measures to reported amounts.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Net earnings for the six months of fiscal 2025 were $152.4 million, or $3.72 per diluted share, which included an unfavorable highlighted net of tax impact of $15.0 million, or $0.37 per diluted share, from highlighted items described in further detail in the tables shown below, reconciling non-GAAP adjusted financial measures to reported amounts.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
This compares to the prior year six months adjusted Net earnings of $4.09 per diluted share.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Revenuequarter
$951.3 million
Net sales $ 951.3 $ 883.7 $ 1,844.3 $ 1,736.6
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Gross marginquarter
$277.2 million
Gross profit 277.2 $ 252.1 $ 530.4 $ 490.5
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Operating expensesquarter
$164.1 million
Operating expenses 164.1 $ 150.5 $ 324.9 $ 291.7
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
EPSquarter
37,977,855
Diluted 37,977,855 40,863,205 38,645,031 40,924,660
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
AI analysis
Q2 FY2026 · reported Nov 5, 2025
Based on: Earnings release + parent 8-K + 10-K — transcript not held
The quarter in charts
Diluted EPS — GAAP
Per diluted share, as stated
EX-99 · Nov 5, 2025 EPS values as stated in the release.
Guidance ladder — revenue
Delivered vs the company's guided range
EX-99 · Nov 5, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.
Headline figures
| Metric | Q2 FY2026 | Prior qtr | Year ago |
|---|---|---|---|
| Net income | $68.4M | — | — |
| Adjusted net income | $2.12 | — | — |
| Revenue | $951.3 million | — | — |
| Gross margin | $277.2 million | — | — |
| Operating expenses | $164.1 million | — | — |
| EPS | 37,977,855 | — | — |
Guidance · company-stated
Direction: Raised
“Second Quarter 2026 Net sales for the second quarter of fiscal 2026 were $951.3 million, an increase of 7.7% from the prior year second quarter net sales of $883.7 million and above the range of the second quarter of fiscal 2026 guidance of $870 million to $910 million.”
Classified from the release's primary full-year outlook statement.
Margin
Capital allocation
We expect these benefits to accelerate as we are increasing our rigor around R D and CapEx investments, reallocating resources to focus on higher-return opportunities and executing with greater speed.
What changed vs last quarter
- Guide midpoint vs latest-quarter revenue 0.0% computed from stated figures
Event summary
, November 5 , 2025 (BUSINESS WIRE) -- 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
Based on: Earnings release + parent 8-K + 10-K — transcript not held
Guidance & outlook
Direction: Raised
Revenue: “Second Quarter 2026 Net sales for the second quarter of fiscal 2026 were $951.3 million, an increase of 7.7% from the prior year second quarter net sales of $883.7 million and above the range of the second quarter of fiscal 2026 guidance of $870 million to $910 million.”
Revenue — Raised (“increase”)
“Second Quarter 2026 Net sales for the second quarter of fiscal 2026 were $951.3 million, an increase of 7.7% from the prior year second quarter net sales of $883.7 million and above the range of the second quarter of fiscal 2026 guidance of $870 million to $910 million.”
Classified from the release's primary full-year outlook statement.
Capital allocation
We expect these benefits to accelerate as we are increasing our rigor around R D and CapEx investments, reallocating resources to focus on higher-return opportunities and executing with greater speed.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Quarterly Dividend The Company announced today that its Board of Directors has approved a quarterly cash dividend $0.2625 per share of common stock.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
The dividend is payable on December 26, 2025, to holders of record as of December 12, 2025.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Balance Sheet and Cash Flow As of September 28, 2025, cash and cash equivalents were $388.6 million and net debt as defined by our credit facility was $842.0 million.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Capital expenditures during the second quarter were $20.9 million, down from $30.4 million in the prior year period.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
The Company also returned approximately $77.5 million to shareholders through $67.7 million in share repurchases and $9.8 million through its quarterly dividend payment in the second quarter.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Strategy & priorities
We are beginning to realize the impact of our EnerGize strategic framework that we introduced last quarter.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
We expect these benefits to accelerate as we are increasing our rigor around R D and CapEx investments, reallocating resources to focus on higher-return opportunities and executing with greater speed.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
We expect to see increasing benefits from our cost reduction initiatives and targeted new product introductions in the coming quarters.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
We remain focused on optimizing our core, invigorating our operating model, and accelerating growth through our strategic framework, EnerGize.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Operational efficiencies aligned with our EnerGize strategic framework are beginning to take hold, with early wins in process optimization, capital allocation discipline, and manufacturing performance.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Risks & headwinds
in the markets in which we operate and other uncertainties, including the impact of supply chain disruptions, interest rate changes, inflationary pressures, geopolitical and other developments and labor shortages on the economic recovery and our business and changes in law, regulation or policy that may affect our business, including trade policy and tariffs, and other government priorities or budgets are forward-looking statements within the meaning of the Reform Act.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
The forward-looking statements are based on management's current views and assumptions regarding future events and operating performance, and are inherently subject to significant business, economic, and competitive uncertainties and contingencies and changes in circumstances, many of which are beyond the Company s control.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Due to the uncertainty of the occurrence or timing of these future excluded items, management cannot accurately forecast many of these items for internal use and therefore cannot create a quantitative adjusted diluted EPS and adjusted diluted EPS excluding (ex) IRC 45X benefit for the third quarter of fiscal 2026 to diluted earnings per share reconciliation without unreasonable efforts.
SEC original ↗Enersys — Earnings release (8-K exhibit)EX-99Nov 5, 2025
Forward-looking statements involve risks, uncertainties and assumptions.
SEC original ↗Enersys — 10-K Annual report10-KMay 20, 2026
Actual results may differ materially from those expressed in these forward-looking statements due to a number of uncertainties and risks, including the risks described in this Annual Report on Form 10-K and other unforeseen risks.
SEC original ↗Enersys — 10-K Annual report10-KMay 20, 2026
Accordingly, all forward-looking statements should be evaluated with the understanding of their inherent uncertainty.
SEC original ↗Enersys — 10-K Annual report10-KMay 20, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
36 documents- Q3 2026
- 8-KENS
Oct 14, 2026
- Q2 2026
- 8-KENS
Aug 12, 2026
- 10-QENS
Aug 12, 2026
- 8-KENS
Aug 6, 2026
- 8-KENS
Jul 23, 2026
- Q1 2026
- 8-KENS
May 28, 2026
- 8-KENS
May 20, 2026
- 10-KENS
May 20, 2026
- Q4 2025
- 8-KENS
Mar 25, 2026
- 8-KENS
Feb 4, 2026
- 10-QENS
Feb 4, 2026
- EX-99ENS
Feb 4, 2026
- Q3 2025
- 8-KENS
Dec 15, 2025
- 8-KENS
Nov 5, 2025
- 10-QENS
Nov 5, 2025
- EX-99ENS
Nov 5, 2025
- Q2 2025
- 8-KENS
Sep 25, 2025
- 8-KENS
Aug 6, 2025
- 10-QENS
Aug 6, 2025
- EX-99ENS
Aug 6, 2025
- 8-KENS
Jul 31, 2025
- 8-KENS
Jul 22, 2025
- Q1 2025
- 8-KENS
May 23, 2025
- 8-KENS
May 21, 2025
- 10-KENS
May 21, 2025
- EX-99ENS
May 21, 2025
- 8-KENS
Apr 1, 2025
- Q4 2024
- 8-KENS
Mar 28, 2025
- 8-KENS
Feb 5, 2025
- 10-QENS
Feb 5, 2025
- EX-99ENS
Feb 5, 2025
- Q3 2024
- 8-KENS
Dec 17, 2024
- 8-KENS
Dec 5, 2024
- 10-QENS
Nov 6, 2024
- 8-KENS
Nov 6, 2024
- EX-99ENS
Nov 6, 2024
Earnings releases
14 documents- Q3 2026
- EX-99ENS
Oct 14, 2026
- Q2 2026
- EX-99ENS
Aug 12, 2026
- EX-99ENS
Aug 12, 2026
- EX-99ENS
Jul 23, 2026
- Q1 2026
- EX-99ENS
May 28, 2026
- EX-99ENS
May 28, 2026
- EX-99ENS
May 20, 2026
- EX-99ENS
May 20, 2026
- Q4 2025
- EX-99ENS
Feb 4, 2026
- Q3 2025
- EX-99ENS
Nov 5, 2025
- Q2 2025
- EX-99ENS
Aug 6, 2025
- Q1 2025
- EX-99ENS
May 21, 2025
- Q4 2024
- EX-99ENS
Feb 5, 2025
- Q3 2024
- EX-99ENS
Nov 6, 2024
Presentations
0 documentsNo presentations for Enersys are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Enersys are held in this edition of the library.
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