EnerSys Reports Q3 Revenue of $919.1M, Below Consensus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Should l Buy ENS?
Reports Q3 revenue $919.1M, consensus $932.12M. "We delivered strong earnings in the third quarter with adjusted diluted EPS ex 45X of $1.84, up 50%," said Shawn O'Connell, President and Chief Executive Officer of EnerSys. "Margins expanded meaningfully across most areas of our business, driven by favorable product mix along with expense and pricing discipline. Net sales were up 1%, in line with the low end of our guidance range, as strong price/mix and favorable FX offset lower volumes, particularly in Motive Power, where market softness persists."
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Analyst Views on ENS
Wall Street analysts forecast ENS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ENS is 147.50 USD with a low forecast of 120.00 USD and a high forecast of 175.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 159.320
Low
120.00
Averages
147.50
High
175.00
Current: 159.320
Low
120.00
Averages
147.50
High
175.00
About ENS
EnerSys specializes in stored energy solutions for industrial applications. The Company designs, manufactures and distributes energy systems solutions and motive power batteries, specialty batteries, battery chargers, power equipment, battery accessories and outdoor equipment enclosure solutions to customers worldwide. The Company’s segment includes Energy Systems, Motive Power, Specialty and New Ventures. Energy Systems, which combine power conversion, power distribution, energy storage, and enclosures. Motive power batteries and chargers are utilized in electric forklift trucks and other industrial electric powered vehicles. Specialty batteries are used in aerospace and defense applications, portable power solutions for soldiers in the field, large over-the-road trucks, and other applications. New Ventures provides energy storage and management systems for various applications, including demand charge reduction, utility back-up power, and dynamic fast charging for electric vehicles.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Slight Sales Increase: Net sales for Q3 reached $919 million, up 1% from the prior year, indicating robust pricing power as strong price/mix and favorable FX offset lower volumes, despite overall sales softness.
- Strong Data Center Performance: The data center segment saw a 28% year-over-year sales increase, driven by rapid AI workload expansion and rising energy resilience needs, suggesting a multiyear growth opportunity in this market.
- Optimistic Outlook: The company expects Q4 net sales between $960 million and $1 billion, with adjusted diluted EPS projected at $2.95 to $3.05, reflecting management's confidence in future performance, particularly with the upcoming lithium battery product launch.
See More
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- Quarterly Cash Dividend: EnerSys' Board of Directors has declared a cash dividend of $0.2625 per share, payable on March 27, 2026, reflecting the company's ongoing commitment to shareholder returns and enhancing investor confidence.
- Global Market Leader: EnerSys is a global leader in stored energy solutions for industrial applications, providing batteries, chargers, and power equipment across over 100 countries, showcasing its strong market penetration capabilities.
- Diverse Business Model: The company operates through four business lines: Energy Systems, Motive Power, Specialty Batteries, and New Ventures, catering to various sectors including telecommunications and defense, ensuring diverse and stable revenue streams.
- Forward-Looking Statements: EnerSys indicated intentions to continue paying cash dividends and executing stock repurchase programs, maintaining confidence in sustained growth and shareholder returns despite uncertainties in future performance.
See More
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- Earnings Announcement: EnerSys is set to release its Q3 earnings on February 4th after market close, with a consensus EPS estimate of $2.72, reflecting a 6.3% year-over-year growth, indicating ongoing potential for profitability improvement.
- Revenue Expectations: The anticipated revenue of $932.13 million represents a 2.0% year-over-year decline, highlighting market challenges; however, the company has consistently beaten EPS estimates 100% of the time over the past two years, showcasing its earnings stability.
- Estimate Revision Trends: Over the last three months, EPS estimates have seen four upward revisions and no downward adjustments, while revenue estimates experienced three upward revisions and one downward, indicating growing analyst confidence in the company's future performance.
- Strategic Growth Opportunities: EnerSys is poised to capitalize on a multi-year opportunity in data center power infrastructure supercycle, with expectations of structural margin gains through cost savings, further solidifying its market position.
See More
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- High-Frequency Trading: Notably, the $12 strike call option expiring on February 20, 2026, has seen 12,967 contracts traded today, equating to about 1.3 million shares, suggesting heightened investor expectations for future price increases.
- Enersys Options Activity: Concurrently, Enersys has recorded an options volume of 1,668 contracts, approximately 166,800 shares, which constitutes 45.2% of its average daily trading volume of 368,865 shares over the past month, reflecting growing market attention towards the company.
- High Strike Price Trading: The $200 strike call option for Enersys has seen a trading volume of 1,050 contracts today, representing about 105,000 shares, indicating optimistic sentiment among investors regarding its future performance.
See More
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- Earnings Release Schedule: EnerSys will release its Q3 fiscal 2026 financial results on February 4, 2026, after market close, reflecting the company's commitment to transparency and aiming to bolster investor confidence.
- Conference Call Timing: The company will host a conference call on February 5, 2026, at 9:00 AM (ET) to review the results, providing an opportunity for direct interaction between investors and management, thereby enhancing communication.
- Investor Relations Information: The press release and slide presentation will be available in the Investor Relations section of the company's website, ensuring all stakeholders can access critical information promptly, which enhances the company's market transparency.
- Global Business Overview: As a global leader in stored energy solutions, EnerSys offers a variety of batteries and power equipment, serving customers in over 100 countries, showcasing its extensive influence and market position in industrial applications.
See More
