Core Viewpoint - EnerSys (ENS) is showing potential for short-term gains due to its recent technical movements and positive earnings estimate revisions [1][3][4]. Technical Analysis - ENS has recently reached a key level of support and has overtaken the 20-day moving average, indicating a short-term bullish trend [1]. - The 20-day moving average is a significant trading tool that helps smooth out price fluctuations and provides trend reversal signals [2]. Earnings Estimates - There have been four upward revisions for ENS's earnings estimates for the current fiscal year, with no downward revisions, leading to an increase in the consensus estimate [3]. Investment Outlook - Given the technical indicators and positive earnings revisions, investors may want to monitor ENS for potential gains in the near future [4]. - ENS has experienced an 11.3% rally over the past four weeks and currently holds a Zacks Rank 1 (Strong Buy), suggesting it may be poised for further upward movement [5].

EnerSys (NYSE:ENS) Q3 2025 Earnings Conference Call February 6, 2025 9:00 AM ET Company Participants Lisa Hartman - Vice President, Investor Relations and Corporate Communications David Shaffer - Chief Executive Officer Shawn O'Connell - President and Chief Operating Officer Andrea Funk - Executive Vice President and Chief Financial Officer Conference Call Participants Noah Kaye - Oppenheimer Greg Lewis - BTIG Chip Moore - ROTH Capital Partners Brian Drab - William Blair Operator And good day, and thank you ...

Core Insights - EnerSys reported adjusted earnings of $3.12 per share for Q3 fiscal 2025, exceeding the Zacks Consensus Estimate of $3.03, marking a 22% year-over-year increase [1] - Net sales reached $906.2 million, falling short of the consensus estimate of $935 million, but reflecting a 5.2% year-over-year growth driven by specialty and communications markets [2] Financial Performance - The Energy Systems segment generated sales of $389.2 million, accounting for 42.9% of total sales, up 4.2% year over year, but below the consensus estimate of $409 million [3] - The Motive Power segment's sales were $358.9 million, representing 39.6% of total sales, a 1% year-over-year increase, also missing the consensus estimate of $378 million [4] - The Specialty segment achieved sales of $155.2 million, up 17% year over year, surpassing the consensus estimate of $152 million [5] Margin and Cost Analysis - Cost of sales increased by 4.4% year over year to $533.4 million, while gross profit rose by 19.9% to $298.2 million, resulting in a gross margin increase of 400 basis points to 32.9% [6] - Operating expenses rose by 7.2% to $154.3 million, with operating earnings increasing by 54.1% to $142.7 million, leading to an operating margin increase of 500 basis points to 15.7% [6] Balance Sheet and Cash Flow - As of the end of Q3 fiscal 2025, EnerSys had cash and cash equivalents of $463.2 million, up from $333.3 million at the end of fiscal 2024, while long-term debt increased to $1.27 billion from $802 million [7] - The company generated net cash of $125.1 million from operating activities in the first nine months of fiscal 2025, down from $320.2 million in the prior year, with capital expenditures totaling $90.8 million [8] Guidance - For fiscal 2025, EnerSys expects adjusted earnings to be in the range of $9.97–$10.07 per share, an increase from the previous guidance of $9.65–$9.95, while net sales are now projected to be between $3.603–$3.643 billion, lower than the earlier estimate of $3.675–$3.765 billion [9] - The company anticipates adjusted earnings for the fiscal fourth quarter to be between $2.75–$2.85 per share, with net sales projected in the range of $0.96–$1.0 billion [10]

Q3'25 Financial Performance - Net sales reached $906 million, a 5% year-over-year increase[8] - Adjusted operating earnings were $155 million, up 19% year-over-year, with a margin of 171%[8] - Adjusted EBITDA was $171 million, a 19% year-over-year increase, with a margin of 189%[8] - Adjusted EPS was $312, up 22% year-over-year[8] - Adjusted gross profit margin increased by 230 basis points year-over-year to 330%, or 80 basis points excluding IRA benefits[9] Segment Performance - Energy Systems segment net sales increased by 4% year-over-year to $389 million, with adjusted operating earnings up 77%[37] - Motive Power segment net sales increased by 1% year-over-year to $359 million[39] - Specialty segment net sales increased by 17% year-over-year to $155 million, with adjusted operating earnings up 28%[41] Balance Sheet and Cash Flow - Cash and cash equivalents increased to $463 million[43] - Net debt was $852 million, resulting in a net leverage ratio of 15x[43] - Free cash flow was $57 million[8] Q4'25 and FY'25 Guidance - The company projects Q4'25 net sales between $960 million and $1 billion and adjusted EPS between $275 and $285[51] - Fiscal year 2025 net sales are projected between $3603 billion and $3643 billion, with adjusted EPS between $997 and $1007[51] - Capital expenditures for fiscal year 2025 are expected to be approximately $120 million[51]

For those looking to find strong Industrial Products stocks, it is prudent to search for companies in the group that are outperforming their peers. Has EnerSys (ENS) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Industrial Products peers, we might be able to answer that question.EnerSys is one of 201 individual stocks in the Industrial Products sector. Collectively, these companies sit at #10 in the Zacks Sector Rank. The Zacks Sector Rank ...

Finding value stocks is not easy. Being aware of a company's key financial numbers, like earnings per share and sales growth, can help investors identify stocks that are trading for less than what they're worth. However, a proper analysis of the fundamentals with the help of several metrics is necessary to determine whether a stock is a good bargain or not. When narrowing down the list of undervalued stocks, price to earnings (P/E) and price to sales (P/S) are the first ratios that come to an investor’s min ...

For the quarter ended December 2024, EnerSys (ENS) reported revenue of $906.2 million, up 5.2% over the same period last year. EPS came in at $3.12, compared to $2.56 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $934.56 million, representing a surprise of -3.04%. The company delivered an EPS surprise of +2.97%, with the consensus EPS estimate being $3.03.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how the ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 29, 2024 ☐ TRANSITION REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-32253 EnerSys (Exact name of registrant as specified in its charter) Delaware 23-3058564 (State or other jurisdiction of incorporatio ...

The U.S. stock markets closed in positive territory yesterday, with all three major indexes posting gains. The rally was supported by strong energy stocks and President Donald Trump's decision to postpone tariffs on Canada and Mexico. This development sparked hope for advancements in U.S.-China trade negotiations despite ongoing issues.The Nasdaq Composite led the day’s gains, jumping 1.35% to close at 19,654.02. The S&P 500 followed with a 0.72% increase, ending at 6,037.88. Meanwhile, the Dow Jones Indust ...

In its upcoming report, EnerSys (ENS) is predicted by Wall Street analysts to post quarterly earnings of $3.03 per share, reflecting an increase of 18.4% compared to the same period last year. Revenues are forecasted to be $934.56 million, representing a year-over-year increase of 8.5%.The consensus EPS estimate for the quarter has undergone an upward revision of 2.5% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial e ...