EnerSys beats Q4 net sales and profit estimates

EnerSys

20/05/2026 21:24

Overview

Stored energy solutions provider's fiscal Q4 net sales rose 1%, beating analyst expectations

Adjusted diluted EPS rose 7%, beating analyst expectations

Quarterly results driven by pricing and foreign currency gains, partially offset by lower organic volume

Outlook

EnerSys expects Q1 net sales of $915 mln to $955 mln

Company sees Q1 adjusted diluted EPS of $2.70 to $2.90

EnerSys expects fiscal 2027 capital expenditures of about $70 mln

Result Drivers

PRICING AND FX GAINS - Q4 sales growth was driven by higher pricing and favorable foreign currency translation, offsetting lower organic volume

END-MARKET MIX - Strength in Data Center, Communications, and Aerospace and Defense businesses drove favorable price/mix, helping offset softness in Motive Power and Transportation

Company press release: ID:nBwc6DKdfa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$988 mln
$973.88 mln (5 Analysts)
Q4 Adjusted EPS
Beat
$3.19
$2.99 (5 Analysts)
Q4 EPS
$2.05
Q4 Net Income
$77.30 mln
Q4 Adjusted Operating Earnings
Beat
$154.10 mln
$148.70 mln (3 Analysts)
Q4 Operating Earnings
$123.70 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 $208.00, about 4.3% below its May 19 closing price of $217.41

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 16 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)