Brief: EnerSys Q1 Adjusted EPS USD 1.11 Vs. IBES Estimate USD 2.05

EnerSys

06/08/2025 21:15

Overview

EnerSys fiscal Q1 net sales rise 5% to $893 mln, beating estimates, per LSEG data

Adjusted EPS of $1.11 missed analyst expectations, per LSEG data

Co announces $1 bln increase in stock repurchase authorization

Outlook

EnerSys expects Q2 net sales of $870M to $910M

Company anticipates Q2 adjusted diluted EPS of $2.33 to $2.43

EnerSys sees Q2 IRC 45X benefits to cost of sales at $35M to $40M

Company pauses full-year guidance amid policy and macro uncertainties

Result Drivers

BREN-TRONICS ACQUISITION - Revenue growth driven by Bren-Tronics acquisition, contributing to 4% increase in sales

COMMUNICATIONS RECOVERY - Continued recovery in U.S. Communications market supported sales growth

DATA CENTER DEMAND - Robust Data Center deployments bolstered revenue, per CEO Shawn O’Connell

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$893 mln
$848 mln (4 Analysts)
Q1 Adjusted EPS
Miss
$1.11
$2.05 (4 Analysts)
Q1 EPS
$1.46
Q1 Net Income
$57.50 mln
Q1 Operating Earnings
$86.50 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electrical components & equipment peer group is "buy"

Wall Street's median 12-month price target for EnerSys is $101.00, about 9.5% above its August 5 closing price of $91.40

Press Release: ID:nBw4KjDkta

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)