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EnerSys (ENS)
:ENS
Earnings Data
Report Date
May 21, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
2.78Last Year’s EPS
2.08Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 05, 2025
|% Change Since: 7.19%
|Next Earnings Date:May 21, 2025
Earnings Call Sentiment|Neutral
The earnings call reflected a mixture of positive achievements in revenue and segment performance, particularly in Specialty and order rates, tempered by challenges such as FX headwinds, slower-than-expected recovery in communications, and macroeconomic uncertainties. Overall, the company is positioned for growth, but some caution is warranted due to external pressures.Company Guidance
During the third quarter fiscal 2025 EnerSys earnings call, the company provided updated guidance reflecting significant growth expectations for the fourth quarter. EnerSys reported a 5% year-over-year revenue increase for Q3, driven by a 2% rise in organic volume and a 3% positive impact from the Brentronics acquisition, despite a 2% FX headwind. Adjusted EPS increased by 22% year over year, attributed to impressive margin expansion and operational improvements. For Q4, EnerSys revised its full-year guidance, anticipating an 8% year-over-year revenue growth and a nearly 50% increase in adjusted EPS at the midpoint. The company highlighted positive market indicators, particularly in the U.S. communications and Class 8 OEM transportation sectors, and emphasized its strategic focus on long-term growth, flexibility, and cost management.Revenue and Margin Growth
EnerSys reported a 5% year-over-year increase in revenue for Q3, with a notable margin expansion driven by strong price mix and operational improvements. Adjusted EPS, excluding IRA benefits, was up 10%, and inclusive of IRA benefits, it was up 22%.
Specialty Segment Performance
The Specialty segment saw a 17% year-over-year increase in revenue, driven by a 21% positive impact from the Brentronics acquisition and improved performance in aerospace and defense.
Improvement in Order Rates
Overall orders increased year over year, with strong performance in the Energy Systems Americas segment. Communications orders in the Americas were up 40% and data center orders increased by 25%.
Brentronics Acquisition Success
The Brentronics acquisition exceeded expectations, with strong demand for chargers and power systems, contributing to revenue and earnings growth.
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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 |
|---|---|---|---|
| Feb 05, 2025 | $94.75 | $96.46 | +1.80% |
| 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% |
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 May 21, 2025, TBA Not Confirmed.
What is EnerSys (ENS) earnings time?
EnerSys (ENS) earnings time is at May 21, 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 (Q4) is 2.78.
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