Enersys (NYSE:ENS) Issues Quarterly Earnings Results, Beats Estimates By $0.83 EPS

Enersys (NYSE:ENS) issued its quarterly earnings data on Wednesday. The industrial products company reported $3.66 EPS for the quarter, beating the consensus estimate of $2.83 by $0.83, FiscalAI reports. Enersys had a net margin of 7.83% and a return on equity of 21.39%. The business had revenue of $935.64 million during the quarter, compared to the consensus estimate of $928.01 million. During the same quarter in the prior year, the firm earned $2.08 EPS. The firm’s revenue was up 4.8% compared to the same quarter last year. Enersys updated its Q2 2027 guidance to 1.950-2.050 EPS.

Enersys Price Performance

Enersys stock opened at $186.96 on Thursday. The stock’s 50 day moving average is $207.59 and its 200 day moving average is $197.04. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.66 and a quick ratio of 1.76. The firm has a market cap of $6.82 billion, a P/E ratio of 24.25, a P/E/G ratio of 1.03 and a beta of 1.19. Enersys has a one year low of $97.03 and a one year high of $244.30.

Enersys Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 2nd. Investors of record on Friday, September 18th will be paid a $0.2875 dividend. This is an increase from Enersys’s previous quarterly dividend of $0.26. 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. Enersys’s payout ratio is presently 13.62%.

Analyst Ratings Changes

ENS has been the subject of a number of research reports. BTIG Research increased their price target on Enersys from $250.00 to $280.00 and gave the company a “buy” rating in a research note on Friday, June 12th. Wall Street Zen cut Enersys from a “strong-buy” rating to a “buy” rating in a report on Saturday, July 18th. Weiss Ratings cut Enersys from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, June 26th. TD Cowen increased their target price on Enersys from $220.00 to $265.00 and gave the company a “buy” rating in a research report on Thursday, May 21st. Finally, Oppenheimer lifted their price target on Enersys from $210.00 to $250.00 and gave the company an “outperform” rating in a research note on Friday, May 22nd. Five analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $265.00.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the company. CIBC Private Wealth Group LLC lifted its position in shares of Enersys by 116.7% in the 4th quarter. CIBC Private Wealth Group LLC now owns 182 shares of the industrial products company’s stock worth $27,000 after purchasing an additional 98 shares during the period. Allworth Financial LP raised its stake in Enersys by 442.2% during the third quarter. Allworth Financial LP now owns 244 shares of the industrial products company’s stock worth $28,000 after buying an additional 199 shares during the last quarter. Los Angeles Capital Management LLC bought a new stake in Enersys during the fourth quarter valued at $30,000. Smartleaf Asset Management LLC grew its holdings in Enersys by 68.5% during the 4th quarter. Smartleaf Asset Management LLC now owns 273 shares of the industrial products company’s stock worth $40,000 after acquiring an additional 111 shares during the period. Finally, EverSource Wealth Advisors LLC grew its holdings in Enersys by 626.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 552 shares of the industrial products company’s stock worth $47,000 after acquiring an additional 476 shares during the period. Institutional investors own 94.93% of the company’s stock.

Trending Headlines about Enersys

Here are the key news stories impacting Enersys this week:

• Positive Sentiment: EnerSys reported adjusted quarterly earnings of $3.66 per share, well above the approximately $2.82–$2.83 consensus estimate and up from $2.08 a year earlier. Revenue rose 4.8% year over year to $935.6 million, exceeding expectations of about $928 million. EnerSys Surpasses Q1 Earnings and Revenue Estimates
• Positive Sentiment: Profitability and cash generation improved substantially. Gross profit increased 23.7% to $313.4 million, operating profit climbed 75.1% to $151.4 million, and operating cash flow reached $230.2 million. EnerSys ended the quarter with $530.7 million in cash, while total liabilities declined to $2.0 billion. EnerSys Stock Rises on Q1 2027 Earnings
• Positive Sentiment: The board approved a 10% dividend increase to $0.2875 per share, payable October 2 to shareholders of record September 18. The increase signals management’s confidence in earnings growth and recurring cash flow. EnerSys Announces 10% Dividend Increase
• Neutral Sentiment: EnerSys’ stored-energy, infrastructure, manufacturing and service updates remain areas investors are monitoring for evidence that demand and execution can support its long-term growth strategy.
• Negative Sentiment: Second-quarter fiscal 2027 guidance calls for EPS of $1.95–$2.05, substantially below the $2.94 analyst consensus. Revenue guidance of $955 million–$995 million is near consensus, making the earnings outlook the primary concern despite the strong quarter.

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.