EnerSys Gears Up to Report Q4 Earnings: Here's What to Expect

Core Viewpoint - EnerSys (ENS) is set to release its fourth-quarter fiscal 2025 results on May 21, with a history of positive earnings surprises averaging 2.2% [1] Group 1: Financial Performance Expectations - The consensus estimate for ENS's fourth-quarter revenues is $975.4 million, reflecting a 7.1% increase from the previous year [5] - The expected adjusted earnings per share for the quarter is $2.78, indicating a significant 33.7% increase from the year-ago quarter [5] Group 2: Segment Performance Insights - The Motive Power segment is projected to achieve net sales of $396 million, a slight increase of 0.3% year-over-year, driven by sales of maintenance-free thin plate pure lead and lithium products [2] - The Specialty segment is expected to report net sales of $165 million, representing a robust 12.2% increase from the previous year, benefiting from strong momentum in aerospace and defense markets [3] - The Energy Systems segment is anticipated to reach net sales of $416 million, reflecting a 12.7% increase year-over-year, supported by the expansion of U.S. communications networks driven by AI data demand [4] Group 3: Investment and Market Risks - EnerSys has been making significant investments to enhance growth, although high capital expenditures may negatively impact performance [6] - The company's international operations expose it to currency fluctuation risks, which could affect its performance in the upcoming quarter [6] Group 4: Earnings Prediction Insights - The current Earnings ESP for ENS is 0.00%, as both the Most Accurate Estimate and the Zacks Consensus Estimate are at $2.78, indicating uncertainty in predicting an earnings beat [8] - ENS holds a Zacks Rank of 3, suggesting a neutral outlook for earnings performance [8]