Enersys (NYSE:ENS) Releases Q2 2027 Earnings Guidance

Enersys (NYSE:ENS) updated its second quarter 2027 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 1.950-2.050 for the period, compared to the consensus estimate of 2.940. The company issued revenue guidance of $955.0 million-$995.0 million, compared to the consensus revenue estimate of $974.7 million.

Enersys Trading Up 5.6%

NYSE ENS opened at $197.26 on Friday. The business’s fifty day moving average is $206.76 and its 200-day moving average is $197.20. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.66 and a quick ratio of 1.76. The stock has a market capitalization of $7.19 billion, a price-to-earnings ratio of 21.12, a PEG ratio of 1.03 and a beta of 1.19. Enersys has a one year low of $97.03 and a one year high of $244.30.

Enersys (NYSE:ENS) last posted its quarterly earnings results on Wednesday, August 12th. The industrial products company reported $3.66 earnings per share for the quarter, beating the consensus estimate of $2.83 by $0.83. Enersys had a net margin of 9.29% and a return on equity of 24.29%. The company had revenue of $935.64 million during the quarter, compared to analyst estimates of $928.01 million. During the same quarter in the prior year, the business earned $2.08 earnings per share. The firm’s revenue for the quarter was up 4.8% on a year-over-year basis. Enersys has set its Q2 2027 guidance at 1.950-2.050 EPS. Equities research analysts predict that Enersys will post 12.1 EPS for the current year.

Enersys Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, October 2nd. Stockholders of record on Friday, September 18th will be paid a dividend of $0.2875 per share. This represents a $1.15 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Friday, September 18th. This is an increase from Enersys’s previous quarterly dividend of $0.26. Enersys’s dividend payout ratio (DPR) is 13.62%.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the stock. Oppenheimer lifted their price target on shares of Enersys from $210.00 to $250.00 and gave the stock an “outperform” rating in a report on Friday, May 22nd. Weiss Ratings lowered Enersys from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, June 26th. Roth Capital restated a “buy” rating and issued a $265.00 target price on shares of Enersys in a research note on Friday, May 22nd. Wall Street Zen cut Enersys from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 18th. Finally, BTIG Research reiterated a “buy” rating and set a $280.00 price target on shares of Enersys in a research note on Thursday. Five analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, Enersys has an average rating of “Moderate Buy” and an average price target of $265.00.

Trending Headlines about Enersys

Here are the key news stories impacting Enersys this week:

• Positive Sentiment: Earnings beat expectations: EnerSys reported adjusted earnings of $3.66 per share, well above the $2.83 consensus estimate, while revenue rose 4.8% year over year to $935.6 million, exceeding expectations of approximately $928 million. Adjusted EPS increased sharply from $2.08 a year earlier. EnerSys Reports First Quarter Fiscal 2027 Results
• Positive Sentiment: Profitability and cash flow improved: Gross profit rose 23.7% to $313.4 million, operating profit climbed 75.1% to $151.4 million and operating cash flow reached $230.2 million. The results suggest stronger margins and operating execution, supporting the investment case.
• Positive Sentiment: Dividend raised: The board increased the quarterly dividend 10% to $0.2875 per share, payable October 2 to shareholders of record September 18. The increase signals management’s confidence in earnings and cash-flow generation. EnerSys Dividend Increase
• Positive Sentiment: Demand outlook remains encouraging: Management highlighted momentum in data centers, communications, aerospace and defense, along with progress on its U.S. lithium-cell facility strategy. These trends helped offset softer material-handling demand.
• Positive Sentiment: Analyst support: BTIG reaffirmed its Buy rating and set a $280 price target, implying substantial upside based on the referenced share price. Other recent targets cited include $250 from Oppenheimer.
• Neutral Sentiment: Second-quarter guidance: EnerSys forecast revenue of $955 million to $995 million and adjusted EPS of $3.15 to $3.25. Revenue guidance brackets the consensus estimate, but investors will monitor whether the expected sequential earnings decline reflects temporary factors or slower near-term momentum.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the business. CIBC Private Wealth Group LLC raised its holdings in Enersys by 116.7% during the 4th quarter. CIBC Private Wealth Group LLC now owns 182 shares of the industrial products company’s stock valued at $27,000 after acquiring an additional 98 shares during the period. Allworth Financial LP boosted its holdings in shares of Enersys by 442.2% in the third quarter. Allworth Financial LP now owns 244 shares of the industrial products company’s stock worth $28,000 after acquiring an additional 199 shares during the period. Los Angeles Capital Management LLC purchased a new position in shares of Enersys in the fourth quarter valued at $30,000. Smartleaf Asset Management LLC grew its position in shares of Enersys by 68.5% in the fourth quarter. Smartleaf Asset Management LLC now owns 273 shares of the industrial products company’s stock valued at $40,000 after purchasing an additional 111 shares in the last quarter. Finally, EverSource Wealth Advisors LLC raised its stake in shares of Enersys by 626.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 552 shares of the industrial products company’s stock valued at $47,000 after purchasing an additional 476 shares during the period. 94.93% of the stock is currently owned by hedge funds and other institutional investors.

About Enersys

Enersys, headquartered in Reading, Pennsylvania, is a global leader in stored energy solutions, specializing in manufacturing and distributing industrial batteries, battery chargers, power equipment, and related accessories. The company serves a diverse range of end markets, including telecommunications, data centers, medical, aerospace, defense, electric vehicle motive power, and utility outcomes. Its products are engineered to deliver critical reserve power and motive power applications across key infrastructure and industrial sectors.

The company’s product portfolio encompasses lead-acid batteries, lithium-ion energy storage systems, chargers, inverters, power management software, and a broad array of battery accessories.