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Enersys (ENS)
NYSE:ENS
Holding ENS?
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Earnings Data
Report Date
Feb 05, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
$2.36Last Year’s EPS
$2.56Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Nov 06, 2024
|% Change Since: -8.98%
|Next Earnings Date:Feb 05, 2025
Earnings Call Sentiment|Neutral
The earnings call showcased strong performance in Motive Power and promising developments like the DOE award for a new Gigafactory. However, challenges in the Specialty segment and delays in fast charge and storage deployment affected revenue guidance. Overall, while there are significant positive developments, the presence of notable challenges balances the sentiment.Company Guidance
During the EnerSys Q2 2025 earnings call, the company provided guidance indicating strong financial performance despite market uncertainties. EnerSys reported second-quarter revenue of $884 million, reflecting a 2% decrease year-over-year, with adjusted gross margin improving by over 200 basis points to 28.7%. The adjusted operating earnings rose by $10 million to reach $115 million, while adjusted EBITDA increased to $129 million, with a margin of 14.6%. The adjusted diluted EPS was $2.12, marking a 15% rise from the previous year. Looking ahead, EnerSys adjusted its fiscal 2025 revenue guidance to a range of $3.675 billion to $3.765 billion, with an adjusted diluted EPS expectation of $8.75 to $9.05. The company highlighted ongoing progress in strategic areas, including the commencement of its lithium-ion Gigafactory, expected to be a significant contributor to future growth.Leadership Transition and Strategic Vision
Dave Shaffer announced his retirement as CEO effective May 2025, with Sean O'Connell named as successor. Sean has led significant business transformations, including cost reductions of nearly $50 million and 20% operating earnings growth in his prior roles.
Record Motive Power Performance
Motive Power reported record second quarter operating earnings with a 15.7% adjusted operating margin, the highest Q2 ever, driven by strong demand for maintenance-free offerings.
Department of Energy Award for Lithium Gigafactory
EnerSys was selected for a $200 million Department of Energy award to partially fund a planned lithium Gigafactory, with Board approval to proceed with construction.
Improvement in Energy Systems Orders
Energy Systems orders increased 30% year-on-year with a book-to-bill ratio exceeding 1.0, indicating recovery in communications and data center markets.
Strong Data Center Demand
Data center sales expected to grow double digits in fiscal '25, with orders in the Americas up 50% year-on-year.
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ENS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ENS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Nov 06, 2024 | $101.64 | $95.48 | -6.06% |
| Aug 07, 2024 | $94.55 | $93.45 | -1.16% |
| May 22, 2024 | $96.69 | $107.18 | +10.85% |
| Feb 07, 2024 | $97.05 | $90.01 | -7.25% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Enersys (ENS) report earnings?
Enersys (ENS) is schdueled to report earning on Feb 05, 2025, TBA Not Confirmed.
What is Enersys (ENS) earnings time?
Enersys (ENS) earnings time is at Feb 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ENS EPS forecast?
ENS EPS forecast for the fiscal quarter 2025 (Q3) is $2.36.
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