ENS · EnerSys

Track ENS — free

$183.64 +0.11 (+0.06%)

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$6.45B

36.07M

Volume · Oct 1 144.46K Avg daily vol (3M) 514.19K

Up next

Next earnings call

Nov 12, 2026 Est · unconfirmed · in 6 wks

Latest filing: 10-Q

filed Aug 12, 2026

Q1 2027 earnings call transcript

call held Aug 13, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

View all 115 metrics

Revenue (TTM)

$3.79B

Trailing 12 months

Net income (TTM)

$352.55M

Trailing 12 months

Revenue growth YoY

+4.8%

Year over year

Operating margin

13.0%

Trailing 12 months

P / E (TTM)

19.5

Trailing earnings · reciprocal yield 5.1%

FCF yield

11.1%

TTM · current market cap

Return on invested capital

16.8%

Trailing 12 months

Net cash

−$508.27M

Latest balance sheet

Dividend yield

0.6%

Trailing 12 months

Shares change YoY

-4.2%

Year over year · fewer shares

Price change (1Y)

+63.8%

Trailing year

Short interest

8.3%

Latest settlement · 5.5 days to cover

View all 115 metrics

AI Brief

Q1 FY27 earnings call · Aug 13, 2026

Q1 FY27

TL;DR. EnerSys delivered record Q1 FY27 results with net sales up 5% to $936M and adjusted diluted EPS of $3.66 (above guidance of $2.80–$2.90), driven by strong data center, communications, and aerospace & defense growth, while material handling demand recovery remains delayed. The company finalized its U.S. Department of Energy grant for a $650M Greenville lithium/defense plant targeting mid-20s IRR, and raised its quarterly dividend 10% to $0.2875.

Bullish

+ Free cash flow of $218M in Q1 (vs. negative $32M prior year) with 187% conversion, supported by $150M U.S. federal tax refund
+ Precision Power Solutions (aerospace & defense) revenue up 24% YoY with adjusted operating margin up 280 bps, driven by counter-drone and missile defense demand
+ Data center orders up over 80% YoY with deliveries extending 12–36 months, providing strong visibility
+ Board increased quarterly dividend 10% to $0.2875 per share, fourth consecutive annual increase

Bearish

− Industrial Mobility Solutions revenue declined 3% YoY to $407M with adjusted operating earnings down 11% and margins down 70 bps due to delayed material handling recovery
− Material handling orders down high single digits YoY, with management noting the recovery is expected later in the fiscal year rather than immediate
− DataSafe Noir lithium offering will not contribute meaningful revenue until fiscal 2028, limiting near-term growth from this product line

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice

Overall

Neutral

SellHoldBuy

Technical Buy Momentum Weak Sentiment Neutral Fundamentals Strong Quant / Vol Moderate

Market backdrop VIX 16.3 · calm Equity put/call 0.53

Technical

price trend

Buy

50 / 200-day cross No cross

Price vs 200-day avg −3%

below

Price vs 50-day avg −1%

below

RSI (14) 53

neutral

MACD trend Positive

52-week position 55%

mid-range

Momentum

relative strength

Weak

1-month return +1%

trailing

6-month return −3%

trailing

YTD return +25%

this year

Relative strength −15%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $186 › 200d $189 — 200d above 50d

Institutional flow Accumulating

+10% holders QoQ · +106 funds added

Insider flow Flat

No net insider activity over 90 days

Short interest Rising

8.35% of float · ▲ +38.6% MoM · 5.5 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

556 holders — near 3-yr high, broad support

Squeeze score 76

high risk · 0–100

Fundamentals

Strong

Revenue growth +16%

Y/Y

Gross margin 508%

contracting

EPS growth −14%

Y/Y

Free cash flow $467.5M

Valuation P/E 19.2

below peers

Buyback $1.0B

authorized

Balance sheet $648.9M

net debt

Quant / Vol

risk profile

Moderate

Volatility 42%

annualized · 1-yr

Max drawdown −30%

past year

ATR 2.9%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Beat or met 1 of last 3

Latest guidance · from the Earnings Call filed Aug 13, 2026

second quarter of fiscal 2027

Net sales Maintained $955M – $995M

Aug 12, 2026 $955M – $995M Aug 13, 2026 $955M – $995M

prior qtr $935.64M midpoint +4.2% QoQ

45X benefits to cost of sales Initiated $42M – $47M

Adjusted diluted EPS excluding 45X Non-GAAP Initiated $1.95 – $2.05

full year fiscal 2027

Effective tax rate (as-adjusted, before 45X benefit) Non-GAAP Initiated 21.5% – 23.5%

fiscal year 2027

Capital expenditures Maintained $70M

Aug 12, 2026 $70M Aug 13, 2026 $70M

Guided vs delivered · last 3 settled

Net sales second quarter of fiscal 2025

guided $880M – $920M

guided $880M – $920M $883.67M In line

Net sales full year fiscal 2025

guided $3.74B – $3.89B

guided $3.74B – $3.89B $3.62B Miss −5.1%

Net sales first quarter of fiscal 2025

guided $860M – $900M

guided $860M – $900M $852.92M Miss −3.1%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy

0 · 5 · 1

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

−3% Neutral

Price vs 50-day avg

−1% Neutral

RSI (14)

53 Neutral

MACD trend

Positive Bullish

52-week position

55% Neutral

Market signals — smart money & positioning

Bullish · 2 of 6

Trend (MA cross) No cross

50d $186 › 200d $189 — 200d above 50d

Institutional flow Accumulating

+10% holders QoQ · +106 funds added

Insider flow Flat

No net insider activity over 90 days

Short interest Rising

8.35% of float · ▲ +38.6% MoM · 5.5 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

556 holders — near 3-yr high, broad support

Price context

position in its 52-week range

Range low $109 Now $184 · 55% Range high $243

vs 200-day avg -3% vs 50-day avg -1%

Illustrative 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
Adjusted EBITDA non-GAAP	$195.8M	First quarter ended July 5, 2026	—
GAAP → non-GAAP reconciliation GAAP Net Earnings 116.5M +22.2M Depreciation +8.3M Amortization +10.6M Interest +18.5M Income Taxes +19.7M Non-GAAP adjustments = Adjusted EBITDA 195.8M
Adjusted EBITDA (non-GAAP) per credit agreement non-GAAP	$671.6M	Last twelve months ended July 5, 2026	—
GAAP → non-GAAP reconciliation GAAP EBITDA (non-GAAP) 583.7M +87.9M Adjustments per credit agreement definitions = Adjusted EBITDA (non-GAAP) per credit agreement 671.6M
Adjusted Operating Earnings non-GAAP	$178.8M	Quarter ended July 5, 2026	—
GAAP → non-GAAP reconciliation GAAP Operating Earnings 151.4M +10.7M Restructuring and other exit charges +8.3M Amortization of intangible assets +7.8M Stock based compensation +0.6M Other = Adjusted Operating Earnings 178.8M
Adjusted Operating Margin non-GAAP	19.1%	Quarter ended July 5, 2026	—
Dividends per common share	$0.26	Quarter ended July 5, 2026	—
EBITDA non-GAAP	$176.1M	Quarter ended July 5, 2026	—
Free cash flow non-GAAP	$217.8M	First quarter ended July 5, 2026	—
GAAP → non-GAAP reconciliation GAAP Net cash provided by (used in) operating activities 230.2M -12.4M Less Capital Expenditures = Free Cash Flow 217.8M
Free cash flow conversion % non-GAAP	187%	Quarter ended July 5, 2026	—
Gross Margin excluding (ex) IRC 45X non-GAAP	28.5%	Quarter ended July 5, 2026	—
Gross Profit excluding (ex) IRC 45X non-GAAP	$266.2M	Quarter ended July 5, 2026	—
Net leverage ratio non-GAAP	0.8	First quarter ended July 5, 2026	—
Non-GAAP adjusted Net earnings non-GAAP	$137.7M	Quarter ended July 5, 2026	—
GAAP → non-GAAP reconciliation GAAP 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
Operating cash flow conversion % non-GAAP	197.6%	Quarter ended July 5, 2026	—
Quarterly cash dividend	$0.29	Second quarter of fiscal 2027	—
Share repurchases	$50M	First quarter ended July 5, 2026	—
Total Capital Returned to Stockholders	$59.6M	First quarter ended July 5, 2026	—
Total net debt/credit adjusted EBITDA ratio	0.8	Last twelve months ended July 5, 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

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
ENS EnerSys this stock	$6.45B	+25.1%	+15.8%	19.2	8.3%
CYATY Contemporary Amperex Technology Co., Limited/ADR	$282.82B	—	—	—	0.0%
ABLZF Abb Ltd	$175.77B	+24.1%	+9.5%	—	0.0%
VRT Vertiv Holdings Co	$97.51B	+48.9%	+27.7%	57.3	3.7%
BE Bloom Energy Corp	$82.84B	+218.8%	+37.3%	—	6.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Accumulating

Holders

556

% held: 102.5%
Net QoQ: +1.0M sh
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

527

View

Short & Settlement

Short Interest Rising

Shares short

3.0M

Days to cover: 5.5d
Change: +837.8K sh

View

Short Volume

Short vol %

67%

As of: Sep 30, 2026

Short Total

View

Fails to Deliver

FTD shares

Value: $2.7K
As of: Sep 3, 2026

View

Off-Exchange

Off-exchange %

42.0%

Week of: Aug 24, 2026

Off-exch Lit

View

Smart Money

Congressional Trades Buy

Member

Greg Gianforte

Amount: $15.0K–$50.0K
Traded: Mar 2, 2020

View

Financials

Revenue (FY)

$216.1M

Net income (FY): $293.6M
EPS diluted: $7.70

View

Buybacks

Authorized

$1.0B

View

Filings

SEC Filings

Latest

8-K

Filed: Aug 12, 2026
This year: 12

View

Proposed Sales

Value

$1.0M

Shares: 6.7K
Filed: Dec 10, 2025

View

Earnings & Events

Earnings Calls

Last call

Aug 13, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
ENS	+2.3%	+1.4%	-3.2%	-0.2%	+25.1%
SPY	-0.7%	+0.1%	+12.2%	-0.6%	+11.8%
vs SPY	+2.9%	+1.2%	-15.4%	+0.4%	+13.2%

Capital returns

Latest dividend

$0.288 / share · ex Sep 18, 2026

Raised 9.5%

Paid (TTM)

$1.077 / share · 4 payouts

Dividend yield (TTM, derived)

0.59%

Buyback program · as of Aug 6, 2025

Authorized

$1.00B

Spent (derived)

—

Remaining

—

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.

Key facts CIK 1289308 CUSIP 29275Y102 13F (30d) 20 filings 16 filers Visit website Investor relations

ENS · EnerSys

Price & Indicators

Up next

Metrics snapshot

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns