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$7.0B
Market Cap
22.6
P/E
1.45
PEG
13.7%
ROCE
15.3%
ROE
0.58
D/E
11.4%
OPM
-20.6%
% from 52W High
81
α RS
🔍 ENS is showing a high-conviction setup because it matches 5 of 37 tracked screener presets, RS Rating is 81, and an ECS of 57 last quarter. Net: Broad signal stack, not a recommendation. ? Conviction RS Rating ECS
Sources
Conviction 5/37 · RS Rating 81 · ECS 57
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Currency-adjusted total returns for ENS including FX impact
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📈 Price History
Ratio Health
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About

EnerSys engages in the provision of stored energy solutions for industrial applications worldwide.

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📈 Growth Pattern
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⭐ Superinvestors Holding ENS
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 59.4K $10.3M 0.02% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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🎙 Management Tone Confident Vague ↓ Deteriorating 4 quarters Full tone analysis in Intelligence →
📊 MIXED EnerSys Q4 FY2026: Record adjusted EPS $3.19, sales $988M, free cash flow $131M
Revenue & Profitability
Q4 adjusted gross profit was $292 million, adjusted operating earnings $154 million, and adjusted diluted EPS a record $3.19, up 7% year-over-year. Full-year adjusted operating earnings were $540 million (including $159 million of 45X tax credits) and record adjusted diluted EPS of $10.56. Excluding 45X, full-year adjusted operating earnings were a record $382 million and adjusted EPS $6.41. Free cash flow was $131 million in Q4 and $468 million for the full year.
Outlook
Management is cautiously optimistic, seeing strong momentum in data centers, communications, and aerospace/defense, while forklift and transportation markets show early signs of recovery with a company-wide book-to-bill of 1.1 in Q4. They anticipate gradual volume improvement in Motive Power and transportation through fiscal 2027, though geopolitical and tariff uncertainties may temper the pace. For Q1 fiscal 2027, net sales are guided at $915-955 million and adjusted diluted EPS at $2.80-2.90.
Growth Drivers
Key growth drivers include the lithium data center solution and warehouse battery energy storage systems (BESS), both entering customer commissioning, with meaningful revenue expected in fiscal 2028. The Energy Systems segment saw high-teens year-on-year growth in lead-acid data center sales in fiscal 2026. Aerospace and defense orders grew mid-20% year-over-year, led by munitions and space, and communications benefited from DOCSIS 4.0 build-outs. The company expects top-line growth to become a larger earnings driver as new products gain traction.
Balance Sheet & CapEx
Capital expenditures were $80 million in fiscal 2026, expected to decrease to approximately $70 million in fiscal 2027 as heavier investments in TPPL capacity are completed. The Greenville, South Carolina lithium cell factory has been re-scoped for aerospace and defense applications, with a focus on secure domestic supply chains; the company is in the final stages of a Department of Energy grant process for this facility.
Margins
Q4 adjusted gross margin was 29.5% (down 170 basis points year-over-year with 45X), and adjusted operating margin was 15.6% (10.9% excluding 45X). For the full fiscal year, adjusted operating margin excluding 45X reached a record 10.2%. Management expects adjusted operating earnings growth (excluding 45X) to outpace revenue growth in fiscal 2027, supported by OpEx discipline, sustained price mix, and improving end markets.
Key Risks
Management flagged tariff exposure (22% of U.S. sourcing, annualized ~$70 million before mitigations), indirect impacts from the Middle East conflict (elevated freight and inflationary costs affecting Q4), and heightened economic uncertainty causing customer buying hesitation. Volume declines in Motive Power and transportation markets are ongoing headwinds, though orders are improving. The company also noted potential temporary pressure from cost recovery lags on tariffs and freight.
Generated by AI · Q4 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q4 2026 Q4 2026 2026-05-21
Delivered record full-year sales and earnings, driven by strategic cost actions, strong data center and A&D demand, and disciplined capital allocation. Despite softness in motive power and transportation, order trends are improving, and FY27 guidance anticipates earnings growth outpacing revenue.
Q3 2026 Q3 2026 2026-02-05
Record Q3 adjusted EPS ex-45X rose 50% year-over-year, with strong margin expansion and robust free cash flow. Data center and A&D segments drove growth, while Motive power and transportation remain soft but show signs of pent-up demand.
Q2 2026 Q2 2026 2025-11-06
Q2 net sales rose 8% year-over-year to $951 million, with record adjusted EPS and strong free cash flow. Energy systems and specialty segments led growth, while cost-saving initiatives and centers of excellence drove margin improvements. Tariff mitigation and disciplined capital allocation remain priorities.
Q1 2026 Q1 2026 2025-08-07
Q1 net sales rose 5% year-over-year, driven by acquisitions and strong Data Center and defense demand, while tariff and macro uncertainty pressured Motive Power. A major cost reduction program and $1B share buyback were announced, with Q2 expected to show margin and earnings improvement.
Q4 2025 Q4 2025 2025-05-22
Record Q4 results featured 7% revenue growth and record adjusted EPS, with strong performance across all segments and robust contributions from Bren-Tronics. Tariff and macro uncertainties led to a pause in full-year guidance, but order books are rebounding and the company expects margin and earnings growth to outpace revenue.
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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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