ENS · EnerSys
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted Diluted EPS non-GAAP | $3.66 | Quarter ended July 5, 2026 | — |
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| Adjusted Diluted EPS ex IRC 45X non-GAAP | $2.41 | first quarter of fiscal 2027 | — |
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| Adjusted diluted EPS ex IRC 45X and tariff refunds non-GAAP | $1.78 | first quarter of fiscal 2027 | — |
| Adjusted EBITDA non-GAAP | $195.8M | first quarter of fiscal 2027 | — |
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GAAP → non-GAAP reconciliationGAAP EBITDA 176.1M
+19.7M Non-GAAP adjustments
= Adjusted EBITDA 195.8M
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| Adjusted EBITDA (non-GAAP) per credit agreement non-GAAP | $671.6M | Last twelve months ended July 5, 2026 | +11.3% |
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GAAP → non-GAAP reconciliationGAAP EBITDA (non-GAAP) $583.7M
+$87.9M Adjustments per credit agreement definitions
= Adjusted EBITDA (non-GAAP) per credit agreement $671.6M
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| Adjusted Operating Earnings non-GAAP | $178.8M | first quarter of fiscal 2027 | — |
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| Adjusted Operating Margin non-GAAP | 19.1% | Quarter ended July 5, 2026 | — |
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| Capital expenditures | $12.4M | first quarter of fiscal 2027 | -62.4% |
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| EBITDA non-GAAP | $176.1M | first quarter of fiscal 2027 | — |
GAAP → non-GAAP reconciliationGAAP Net Earnings 116.5M
+22.2M Depreciation
+8.3M Amortization
+10.6M Interest
+18.5M Income Taxes
= EBITDA 176.1M
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| EBITDA (non-GAAP) non-GAAP | $583.7M | Last twelve months ended July 5, 2026 | +14.1% |
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GAAP → non-GAAP reconciliationGAAP Net earnings as reported $352.5M
+$117.2M Depreciation and amortization
+$47.6M Interest expense
+$66.4M Income tax expense
= EBITDA (non-GAAP) $583.7M
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| Free Cash Flow non-GAAP | $217.8M | first quarter of fiscal 2027 | — |
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GAAP → non-GAAP reconciliationGAAP Net cash provided by (used in) operating activities 230.2M
-12.4M Less Capital Expenditures
= Free Cash Flow 217.8M
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| Free cash flow conversion % non-GAAP | 187% | Quarter ended July 5, 2026 | — |
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| Gross Margin ex 45X non-GAAP | 28.5% | Quarter ended July 5, 2026 | — |
| Gross Margin ex IRC 45X non-GAAP | 28.5% | first quarter of fiscal 2027 | — |
| Net leverage ratio non-GAAP | 0.8 | first quarter of fiscal 2027 | — |
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| Non-GAAP adjusted Net earnings non-GAAP | $137.7M | Quarter ended July 5, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP As reported Net Earnings $116.5M
+$10.7M Restructuring and other exit charges
+$8.3M Amortization of identified intangible assets
+$7.8M Stock based compensation
+$0.6M Other
+$0.6M Other income tax expense items
-$6.7M Income tax effect of above non-GAAP adjustments
= Non-GAAP adjusted Net earnings $137.7M
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| Operating cash flow conversion % non-GAAP | 197.6% | Quarter ended July 5, 2026 | — |
| Quarterly cash dividend per share | $0.29 | second quarter of fiscal 2027 | — |
| Share Repurchases | $50M | first quarter of fiscal 2027 | — |
| Total Capital Returned to Stockholders | $59.6M | first quarter of fiscal 2027 | — |
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| Total net debt/credit adjusted EBITDA ratio non-GAAP | 0.8 | Last twelve months ended July 5, 2026 | -27.3% |
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| Adjusted Diluted EPS (Non-GAAP) non-GAAP | $10.56 | Full Year FY2026 | — |
| Adjusted EBITDA (Non-GAAP) non-GAAP | $601.6M | Full Year FY2026 | — |
| Adjusted Gross Profit non-GAAP | $1.1B | Twelve months ended March 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Gross Profit as reported 1.09B
+2.3M Inventory adjustment relating to exit activities and step up to fair value relating to recent acquisitions
= Adjusted Gross Profit 1.1B
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| EBITDA (non-GAAP) per credit agreement non-GAAP | $511.5M | Last twelve months ended March 31, 2026 | — |
| Gross Margin (GM) ex IRC 45X non-GAAP | 25.1% | Full Year FY2026 | — |
| Non-GAAP adjusted Net Earnings (Loss) per share excluding (ex) IRC 45X benefit: Basic non-GAAP | $2.02 | Quarter ended March 31, 2026 | — |
| Non-GAAP adjusted Net Earnings (Loss) per share excluding (ex) IRC 45X benefit: Diluted non-GAAP | $1.96 | Quarter ended March 31, 2026 | — |
| Non-GAAP adjusted Net Earnings (Loss) per share without IRC 45X benefit: Basic non-GAAP | $6.53 | Twelve months ended March 31, 2026 | — |
| Non-GAAP adjusted Net Earnings (Loss) per share without IRC 45X benefit: Diluted non-GAAP | $6.41 | Twelve months ended March 31, 2026 | — |
| Non-GAAP adjusted Net earnings excluding (ex) IRC 45X benefit non-GAAP | $74M | Quarter ended March 31, 2026 | — |
| Non-GAAP adjusted Net earnings per share: Basic non-GAAP | $3.27 | Quarter ended March 31, 2026 | — |
| Non-GAAP adjusted Net earnings per share: Diluted non-GAAP | $3.19 | Quarter ended March 31, 2026 | — |
| Non-GAAP adjusted Net Earnings without IRC 45X Benefit non-GAAP | $244.4M | Twelve months ended March 31, 2026 | — |
| Total net debt non-GAAP | $684.1M | Last twelve months ended March 31, 2026 | — |
| Total Non-GAAP adjustments non-GAAP | $21.2M | Quarter ended March 31, 2026 | — |
| Remaining Buyback Authorization | $931M | as of February 3, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Electrical Equipment & Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ENS
this stock
EnerSys
|
$6.89B | +31.5% | +15.8% | 20.5 | 6.0% |
|
CYATY
Contemporary Amperex Technology Co., Limited/ADR
|
$360.51B | — | — | — | 0.0% |
|
ABLZF
Abb Ltd
|
$179.31B | +28.1% | +9.5% | — | 0.0% |
|
VRT
Vertiv Holdings Co
|
$101.56B | +62.8% | +27.7% | 59.7 | 3.4% |
|
BE
Bloom Energy Corp
|
$62.07B | +151.1% | +37.3% | — | 6.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ENS | -0.5% | +9.4% | +19.3% | +3.7% | +31.5% |
| SPY | -0.4% | +5.0% | +12.4% | +2.6% | +12.3% |
| vs SPY | -0.1% | +4.3% | +6.9% | +1.2% | +19.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.