EnerSys (ENS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - EnerSys reported revenue of $906.2 million for the quarter ended December 2024, reflecting a 5.2% increase year-over-year, but fell short of the Zacks Consensus Estimate of $934.56 million by 3.04% [1] - The company's EPS was $3.12, up from $2.56 in the same quarter last year, exceeding the consensus estimate of $3.03 by 2.97% [1] Revenue Breakdown - Specialty Net Sales reached $155.20 million, surpassing the average estimate of $152.01 million by analysts, marking a 17% year-over-year increase [4] - Motive Power Net Sales were $358.90 million, below the average estimate of $377.97 million, with a year-over-year change of 1% [4] - Energy Systems Net Sales totaled $389.20 million, compared to the estimated $409.16 million, representing a 4.2% increase year-over-year [4] Operating Earnings - Operating Earnings for Energy Systems were reported at $19.20 million, significantly lower than the estimated $28.27 million [4] - Motive Power Operating Earnings came in at $51.50 million, below the average estimate of $54.37 million [4] - Specialty Operating Earnings were $4.20 million, compared to the average estimate of $10.39 million [4] Stock Performance - EnerSys shares returned +0.1% over the past month, while the Zacks S&P 500 composite increased by +1.7% [3] - The stock holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]