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E Split Corp. Announces Increase to Class A Distribution Rate
Globenewswire· 2026-02-20 15:25
TORONTO, Feb. 20, 2026 (GLOBE NEWSWIRE) -- Middlefield Limited, on behalf of E Split Corp. (TSX: ENS) (the “Fund”) is pleased to announce a 7.7% increase in the Fund’s Class A share monthly distribution rate, raising it from $0.13/share to $0.14/share. The distribution increase is supported by continued dividend growth from Enbridge Inc. Record DatePayable DateDistribution Per Equity ShareFebruary 28, 2026March 13, 2026$0.14 E Split Corp. is a corporation with over a half a billion dollars investing in comm ...
艾诺斯股价波动显著,派息计划即将实施
Jing Ji Guan Cha Wang· 2026-02-13 19:36
艾诺斯已宣布将于2026年3月13日进行除权除息,每股派发现金股息0.2625美元,股权登记日为同一天 (3月13日),派息日定为2026年3月27日。该派息计划是影响股东回报和短期股价波动的关键事件。 经济观察网根据公开信息,截至2026年2月14日,艾诺斯(ENS.N)近期有以下值得关注的事件安排。 股票近期走势 股票近期走势 在2026年2月4日至10日期间,艾诺斯股价出现显著波动,区间累计下跌8.55%,振幅达19.77%,远高于 同期纳斯达克指数和所属板块的波动幅度。投资者需持续关注其交易量、资金流向及市场情绪变化。 行业政策与环境 作为电气设备零件板块成分股,艾诺斯的长期表现与工业需求、供应链成本及宏观经济政策相关。建议 跟踪其后续财务报告(如2026年第一季度财报)的披露时间,以评估业务进展。 以上内容基于公开资料整理,不构成投资建议。 ...
艾诺斯发布2026财年Q1业绩 战略重组与储能业务成焦点
Jing Ji Guan Cha Wang· 2026-02-12 16:29
Core Insights - The company reported a net sales of $893 million for Q1 of fiscal year 2026, representing a 5% year-over-year growth. Adjusted earnings per share were $2.08, also up by 5% [1] Strategic Initiatives - The company is implementing a strategic restructuring named "Energize," which includes optimizing the organizational structure by reducing 11% of non-productive employees, expected to save $80 million annually [2] Performance Outlook - Management indicated that short-term performance is impacted by tariff uncertainties, but improvements are anticipated starting from Q2. The focus will be on whether the Q2 financial report meets growth expectations, particularly from the energy storage and lithium battery technology segments [3] Business and Technology Development - The company aims to accelerate growth by focusing on energy storage and lithium battery technology. Future tracking will involve order acquisition, R&D investment, and market expansion progress [4] Financial Condition - The first quarter free cash flow was -$32 million, primarily due to seasonal factors and increased inventory. Management expects improvement in subsequent quarters [5]
艾诺斯股价波动显著,派息计划与机构评级引关注
Jing Ji Guan Cha Wang· 2026-02-11 20:04
Group 1 - The core point of the news is that Enos's stock price experienced significant volatility, with a total decline of 4.95% over the week from February 5 to February 11, 2026, and a price fluctuation range of 13.35% [1] - Daily stock performance showed a closing price of $159.32 on February 5, down 13.90%, followed by a rise to $172.22 on February 6, up 8.10%, and further increases to $176.30 on February 9, up 2.37%, before closing at $173.70 on February 10, down 1.47%, and finally $175.88 on February 11, up 1.26% [1] - During the same period, the electrical equipment parts sector rose by 3.47%, while the Nasdaq index fell by 0.10%, indicating that the company's stock price volatility was significantly greater than that of its sector and the broader market [1] Group 2 - On February 5, 2026, Enos announced a dividend plan, declaring a cash dividend of $0.2625 per share, with the ex-dividend date and record date set for March 13, 2026, and the payment date on March 27, 2026, which may impact short-term stock price fluctuations [2] - On February 6, 2026, Roth MKM analyst Chip Moore maintained a buy rating on Enos with a target price of $208, indicating positive sentiment from analysts regarding the company's future performance [3]
艾诺斯股价近期大幅波动,宣布派息计划
Jing Ji Guan Cha Wang· 2026-02-11 13:48
Summary of Key Points Core Viewpoint - The stock price of Enos (ENS.N) experienced significant volatility over the past week, with an overall decline of 8.55% and a price fluctuation of 19.77% [1][2]. Group 1: Stock Performance - On February 4, the closing price was $185.03, with a single-day drop of 2.58% and a trading volume of $177 million [1]. - On February 5, the stock saw a substantial decline of 13.90%, closing at $159.32, with a trading volume of 1.78 million shares and a total trading value of $291 million [1]. - On February 6, the stock rebounded by 8.10%, closing at $172.22, with a trading volume of $175 million [1]. - On February 9, the closing price increased by 2.37% to $176.30, with a trading volume of $98 million [1]. - On February 10, the stock slightly decreased by 1.47%, closing at $173.70, with a trading volume of $83 million [1]. - The stock's volatility was significantly higher than the electrical equipment parts sector, which declined by 0.48%, and the Nasdaq index, which fell by 0.59% [1]. Group 2: Dividend Announcement - On February 5, Enos announced a cash dividend of $0.2625 per share, with the ex-dividend date set for March 13, 2026, and the payment date on March 27, 2026 [2]. - The dividend plan may influence short-term stock price fluctuations [2].
All You Need to Know About EnerSys (ENS) Rating Upgrade to Buy
ZACKS· 2026-02-09 18:00
Core Viewpoint - EnerSys (ENS) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, indicating a positive earnings outlook that may lead to increased stock price [1][3]. Earnings Estimates and Stock Price Correlation - The Zacks rating system is based on changes in a company's earnings picture, which is a significant factor influencing stock prices [2][4]. - There is a strong correlation between revisions in earnings estimates and near-term stock movements, largely driven by institutional investors who adjust their valuations based on these estimates [4][6]. EnerSys Earnings Outlook - For the fiscal year ending March 2026, EnerSys is expected to earn $10.34 per share, which remains unchanged from the previous year [8]. - Over the past three months, the Zacks Consensus Estimate for EnerSys has increased by 0.6%, reflecting a positive trend in earnings estimates [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) stocks historically generating an average annual return of +25% since 1988 [7]. - EnerSys's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].
EnerSys: Showing Margin Power But Waiting For Volume Growth
Seeking Alpha· 2026-02-06 11:52
Core Viewpoint - EnerSys (ENS) reported a solid but uneven performance in Q3, driven by cost reductions, improved pricing, and a better product mix, despite revenues showing minimal growth and missing estimates due to weaker demand [1] Financial Performance - Revenues for EnerSys barely grew and fell short of market expectations, indicating a challenging demand environment [1] Operational Highlights - The company's performance was supported by effective cost-cutting measures and an enhanced product mix, which contributed positively to its financial results [1]
EnerSys' Q3 Earnings Beat Estimates, Decrease Year Over Year
ZACKS· 2026-02-05 18:15
Core Insights - EnerSys (ENS) reported adjusted earnings of $2.77 per share for Q3 fiscal 2026, exceeding the Zacks Consensus Estimate of $2.73, although this represents an 11% decline year over year [1][10] - Net sales reached $919.1 million, falling short of the consensus estimate of $932 million, but showing a 1% increase year over year, driven by a 3% positive impact from pricing and a 2% benefit from foreign currency translation, offset by a 4% decline in organic volume [2][10] Segmental Discussion - The Energy Systems segment, accounting for 43.5% of total sales, generated $399.5 million, a 2.6% increase year over year, but below the consensus estimate of $408 million, with a 3% decline in volume offset by a 4% positive impact from price/mix and a 2% from foreign currency translation [3] - The Motive Power segment reported net sales of $352.1 million, down 1.9% year over year and below the consensus estimate of $362 million, with a 7% decline in volume, although foreign currency translation positively impacted sales by 3% [4] - The Specialty segment's sales were $168 million, up 8% year over year and above the consensus estimate of $166 million, benefiting from transportation aftermarket growth, with volume increasing by 2% and price/mix contributing 4% [5] Margin Profile - EnerSys' cost of sales increased by 6.4% year over year to $567.3 million, leading to a gross profit decrease of 7.3% to $276.3 million, with the gross margin down 280 basis points to 30.1% [6] - Operating expenses decreased by 4.2% year over year to $147.8 million, while operating earnings fell by 12.9% to $124.2 million, resulting in an operating margin decrease of 220 basis points to 13.5% [6] Balance Sheet and Cash Flow - As of the end of Q3 fiscal 2026, EnerSys had cash and cash equivalents of $450.1 million, up from $343.1 million at the end of fiscal 2025, while long-term debt increased to $1.15 billion from $1.08 billion [7] - The company generated net cash of $403.6 million from operating activities in the first nine months of fiscal 2026, compared to $125.1 million in the same period last year, with capital expenditure totaling $67.3 million [8] Guidance - For Q4 fiscal 2026, EnerSys expects adjusted earnings to be in the range of $2.95–$3.05 per share, indicating a growth of 4% at the mid-point, with net sales projected between $960 million and $1,000 million, also implying a 4% growth at the mid-point [11]
EnerSys(ENS) - 2026 Q3 - Earnings Call Transcript
2026-02-05 15:02
Financial Data and Key Metrics Changes - Adjusted diluted EPS excluding 45X was $1.84, up 50% year-over-year, marking a company record for the third fiscal quarter [4][18] - Net sales increased by 1% to $919 million, driven by a 3% benefit from price mix and a 2% benefit from foreign currency translation, partially offset by a 4% decrease in organic volumes [15][4] - Adjusted operating earnings rose by 34% to $142 million, with an adjusted operating margin of 15.5% [16][17] - Free cash flow was strong at $171 million, an increase of $114 million year-over-year, with a free cash flow conversion rate of 190% [24][25] Business Line Data and Key Metrics Changes - Energy Systems revenue increased by 3% to $400 million, with adjusted operating earnings up 67% to $42 million, reflecting a favorable price mix and operational savings [19] - Motive Power revenue decreased by 2% to $352 million, with adjusted operating earnings roughly flat at $53 million, resulting in adjusted operating margins of 14.9% [20][22] - Specialty revenue increased by 8% to $168 million, with adjusted operating earnings more than doubling to $20 million, and adjusted operating margin up 560 basis points [22] Market Data and Key Metrics Changes - Data center sales were up 28% year-over-year, indicating strong demand in that segment [11][12] - Orders and backlog were up sequentially and year-over-year in all business segments except Motive Power and transportation, reflecting mixed market conditions [10] - The Class 8 trucking market remains at the bottom of the cycle, but there is pent-up demand as fleets age and investment is deferred [11][12] Company Strategy and Development Direction - The company is focused on optimizing its core operations, invigorating its operating model, and accelerating growth through new product development [6][8] - The closure of the Monterrey battery plant is ahead of schedule, with manufacturing transitioned to the Richmond facility, expected to yield benefits by mid-fiscal 2027 [6][9] - The company is aligning its planned lithium cell factory with current administration priorities, indicating a strategic focus on domestic supply chains and energy security [8][51] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about long-term growth supported by durable demand trends, particularly in energy security and high-performance energy storage solutions [14][28] - There is cautious optimism regarding the near-term outlook, with expectations of continued positive price mix and operational improvements, despite ongoing softness in certain markets [27][28] - Management highlighted the importance of maintaining a strong balance sheet to navigate the current economic environment and invest in growth opportunities [25][26] Other Important Information - The company repurchased 672,000 shares for $84 million and paid $9.6 million in dividends, demonstrating a commitment to returning value to shareholders [26] - The company anticipates a fourth-quarter revenue range of $960 million to $1 billion, with adjusted diluted EPS expected to be between $2.95 and $3.05 per share [27] Q&A Session Questions and Answers Question: Can you talk about your own data center pipeline and how you think about that scaling in the quarters ahead? - Management expressed excitement about the data center market, noting a commanding market share and strong demand for higher density products, with significant growth opportunities in lithium battery products [31][32] Question: Can you provide context around what normalized margins could look like for Energy Systems? - Management indicated that while there may be some variability in margins due to project nature, the overall trajectory remains encouraging, with expectations of continued improvement [34][35] Question: When do you think destocking will end, and when will you start to see inflection in Motive order rates? - Management noted that there is pent-up demand in the Motive Power segment, with evidence of increased orders, but cautioned that recovery may take a couple of quarters [37][39] Question: Can you share any updates on the lithium factory and how the strategy has evolved? - Management reported positive discussions with the Department of Energy regarding the lithium factory, emphasizing the importance of secure domestic supply chains and expressing optimism about finalizing plans [50][51]