Core Viewpoint - EnerSys (ENS) is experiencing growth due to strong performance across its segments and strategic acquisitions, while consistently rewarding shareholders through dividends [1][2] Business Strength - The Motive power segment is showing solid momentum, driven by increased sales of maintenance-free thin plate pure lead and lithium products, with expectations of benefiting from increased lift truck shipments [3] - The Specialty segment is supported by strong momentum in the aerospace and defense markets [3] - The Energy Systems segment is benefiting from the expansion of U.S. communications networks, driven by AI-related data demand [3] Expansion Efforts - EnerSys has enhanced its product portfolio and business opportunities through acquisitions, which contributed to a 3% sales boost in Q3 of fiscal 2025 [4] - The acquisition of Bren-Tronics, Inc. for $208 million in July 2024 has strengthened EnerSys's position in the energy transition and military defense markets [4] - The acquisition of Industrial Battery and Charger Services Limited in April 2023 has improved the company's motive power service offerings and expanded its presence in the U.K. market [5] Rewards to Shareholders - EnerSys paid out $28.1 million in dividends and repurchased shares worth $113.9 million in the first nine months of fiscal 2025 [6] - The quarterly dividend was increased by 7% to 24 cents per share in August 2024 [6] - A share repurchase program worth $150 million was announced in March 2022, followed by a new program worth $200 million authorized in November 2024, with no expiration date [6]
Here's Why Investors Should Invest in EnerSys Stock Right Now