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 | — |
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 | — |
| Adjusted Operating Margin non-GAAP | 19.1% | Quarter ended July 5, 2026 | — |
| Capital expenditures | $12.4M | first quarter of fiscal 2027 | — |
| 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 | — |
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 | — |
| 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 | — |
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| 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 | — |
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 | — |
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| 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 | — |
| Capital returned to shareholders | $409M | Full year fiscal 2026 | — |
| Operating cash flow | $548M | Full year fiscal 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 |
|---|---|---|---|---|---|
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ENS
this stock
EnerSys
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$7.34B | +38.6% | +15.8% | 21.8 | 5.8% |
|
CYATY
Contemporary Amperex Technology Co., Limited/ADR
|
$377.35B | — | — | — | 0.0% |
|
ABBNY
Abb Ltd
|
$184.61B | +37.8% | +9.5% | — | 0.0% |
|
VRT
Vertiv Holdings Co
|
$111.02B | +81.4% | +27.7% | 65.2 | 3.2% |
|
BE
Bloom Energy Corp
|
$65.41B | +164.6% | +37.3% | — | 7.2% |
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 | +6.1% | +3.5% | +21.5% | +9.3% | +38.6% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +5.7% | -1.0% | +7.7% | +5.4% | +24.8% |
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.