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Posted by Defense World Staff on Jul 24th, 2026

California Public Employees Retirement System lifted its stake in Enersys (NYSE:ENS – Free Report) by 12.7% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 85,138 shares of the industrial products company’s stock after purchasing an additional 9,590 shares during the quarter. California Public Employees Retirement System owned about 0.23% of Enersys worth $14,790,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the stock. PFG Investments LLC lifted its stake in shares of Enersys by 4.2% during the fourth quarter. PFG Investments LLC now owns 1,939 shares of the industrial products company’s stock worth $285,000 after buying an additional 78 shares during the period. Stifel Financial Corp lifted its position in Enersys by 2.0% during the 4th quarter. Stifel Financial Corp now owns 4,252 shares of the industrial products company’s stock worth $624,000 after acquiring an additional 84 shares during the period. Kestra Advisory Services LLC grew its stake in Enersys by 4.9% during the 4th quarter. Kestra Advisory Services LLC now owns 2,009 shares of the industrial products company’s stock valued at $295,000 after purchasing an additional 94 shares during the last quarter. Merit Financial Group LLC grew its stake in Enersys by 3.8% during the 3rd quarter. Merit Financial Group LLC now owns 2,662 shares of the industrial products company’s stock valued at $301,000 after purchasing an additional 97 shares during the last quarter. Finally, CIBC Private Wealth Group LLC raised its stake in shares of Enersys by 116.7% in the fourth quarter. CIBC Private Wealth Group LLC now owns 182 shares of the industrial products company’s stock worth $27,000 after purchasing an additional 98 shares during the last quarter. 94.93% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets A number of equities research analysts recently commented on the company. Weiss Ratings lowered Enersys from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, June 26th. Oppenheimer increased their price objective on shares of Enersys from $210.00 to $250.00 and gave the stock an “outperform” rating in a research note on Friday, May 22nd. Wall Street Zen cut shares of Enersys from a “strong-buy” rating to a “buy” rating in a report on Saturday, July 18th. BTIG Research boosted their target price on shares of Enersys from $250.00 to $280.00 and gave the company a “buy” rating in a research report on Friday, June 12th. Finally, Roth Capital reaffirmed a “buy” rating and issued a $265.00 price target on shares of Enersys in a report on Friday, May 22nd. Five analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $265.00.

Get Our Latest Analysis on Enersys

Enersys Trading Down 0.7% Shares of NYSE:ENS opened at $199.82 on Friday. The company has a current ratio of 2.66, a quick ratio of 1.76 and a debt-to-equity ratio of 0.57. Enersys has a 12-month low of $88.76 and a 12-month high of $244.30. The business has a 50 day moving average of $219.83 and a two-hundred day moving average of $194.69. The company has a market capitalization of $7.29 billion, a PE ratio of 25.92, a PEG ratio of 1.11 and a beta of 1.17.

Enersys (NYSE:ENS – Get Free Report) last issued its quarterly earnings data on Wednesday, May 20th. The industrial products company reported $3.19 EPS for the quarter, topping analysts’ consensus estimates of $3.00 by $0.19. The business had revenue of $987.94 million for the quarter, compared to analysts’ expectations of $973.84 million. Enersys had a net margin of 7.83% and a return on equity of 21.39%. The business’s revenue was up 1.4% on a year-over-year basis. During the same quarter last year, the company earned $2.97 EPS. Enersys has set its Q1 2027 guidance at 2.700-2.900 EPS. As a group, analysts forecast that Enersys will post 12.1 EPS for the current year.

Enersys Announces Dividend The company also recently declared a quarterly dividend, which was paid on Thursday, July 2nd. Investors of record on Friday, June 19th were given a dividend of $0.2625 per share. This represents a $1.05 annualized dividend and a yield of 0.5%. The ex-dividend date was Thursday, June 18th. Enersys’s dividend payout ratio (DPR) is currently 13.62%.

About Enersys (Free Report)

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.

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READING, Pa.--(BUSINESS WIRE)-- #EnerSys--EnerSys (NYSE: ENS), a global leader in stored energy solutions for industrial, infrastructure, and defense applications, announced today that the Company will release its first quarter fiscal 2027 financial results for the period ended July 5, 2026, after the market close on Wednesday, August 12, 2026. The press release and slide presentation will be available in the Investor Relations section of the Company's website at www.investor.enersys.com. The Company will.

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Stock to Watch: EnerSys (ENS - Free Report) Headquartered in Pennsylvania, EnerSys engages in manufacturing, marketing and distribution of various industrial batteries. Additionally, the company develops battery chargers and accessories, power equipment and outdoor cabinet enclosures. This apart, it provides support services for clients.

ENS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Additionally, the company could be a top pick for growth investors. ENS has a Growth Style Score of B, forecasting year-over-year earnings growth of 14.6% for the current fiscal year.

For fiscal 2027, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.09 to $12.10 per share. ENS boasts an average earnings surprise of +4.4%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ENS should be on investors' short list.

On June 23, 2026, EnerSys ENS shares declined by 4.1%, bringing the current price to $223.43. This move comes amid a 52-week range where the stock has seen a high of $244.30 and a low of $83.14.

GF Value™ verdict: Current price of $223.43 is 97.3% above the GF Value™ estimate of $113.27.GF Score™ of 76/100 indicates that the stock is above average compared to its peers.The most notable signal is that insiders have not engaged in any buying or selling activities in the last three months. Is ENS Overvalued or Undervalued? According to the GF Value™, EnerSys is significantly overvalued at a current price of $223.43 compared to its intrinsic value estimate of $113.27. This represents a substantial margin of safety that is absent for potential investors, as the stock is priced approximately 97.3% higher than its calculated fair value. The GF Valuation label confirms this assessment, categorizing the stock as significantly overvalued. This raises concerns about the sustainability of its current price level, especially given the potential risks associated with investing at such a premium.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. The significant gap between the current price and the GF Value™ suggests that investors may be paying too much for the stock, which could lead to potential declines in market valuation if earnings do not meet expectations.

How Does ENS's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 29.0x 19.1x Forward P/E 18.6x N/A The current P/E (TTM) of 29.0x is notably above its 5-year median P/E of 19.1x, reflecting a 52% premium. The forward P/E of 18.6x suggests a slight improvement in valuation expectations, yet it still does not align with the historical trends. This P/E analysis supports the GF Value™ verdict that EnerSys is overvalued, as the stock trades significantly above its historical valuation benchmarks.

What Does ENS's GF Score™ Tell Us? The GF Score™ ranks stocks based on key metrics that assess their potential for long-term returns. For EnerSys, the scores are as follows:

Metric Rating GF Score™ 76/100 Financial Strength 7/10 Profitability 8/10 Growth 8/10 Valuation 1/10 Momentum 6/10 The GF Score™ of 76/100 indicates that EnerSys is performing above average in terms of financial health, profitability, and growth potential, with notable strengths in profitability and growth (8/10). However, the valuation score of 1/10 is a significant weakness, confirming the concerns raised by the GF Value™ assessment. This juxtaposition suggests that while EnerSys has solid operational fundamentals, its current market price may not be justified.

What Are Insiders Doing with ENS Stock? In the last three months, there has been no insider buying or selling activity reported for EnerSys. This lack of insider transactions often suggests a neutral perspective from those closest to the company regarding its future prospects. Insiders typically have significant insights into the company’s operations and future, so their inactivity may indicate they do not foresee immediate changes in the company's performance or valuation.

What This Means for Investors Based on the GF Value™ analysis, EnerSys is currently overvalued with a significant margin from its intrinsic value estimate. Investors may need to exercise caution given the disparity between the market price and the fair value, as well as the lack of insider activity that could signal confidence in the stock's future.

For the complete analysis, visit the EnerSys ENS stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is ENS's GF Score™?

ENS has a GF Score™ of 76/100, indicating it is above average compared to its peers based on financial strength, profitability, growth, valuation, and momentum.

Is ENS overvalued or undervalued?

ENS is currently overvalued according to the GF Value™, with its market price significantly exceeding its intrinsic value estimate.

What is ENS's P/E ratio?

ENS has a P/E (TTM) ratio of 29.0x, which is 52% higher than its 5-year median P/E of 19.1x, indicating that the stock is trading at a premium compared to its historical valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

A month has gone by since the last earnings report for EnerSys (ENS - Free Report) . Shares have lost about 4.6% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is EnerSys due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Enersys before we dive into how investors and analysts have reacted as of late.

EnerSys' Q4 Earnings & Sales Beat Estimates, Increase Y/YEnerSys reported fourth-quarter fiscal 2026 (ended March 31, 2026) adjusted earnings of $3.19 per share, which surpassed the Zacks Consensus Estimate of $3.00. The bottom line increased 7% year over year.

EnerSys’ net sales of $988 million beat the consensus estimate of $973 million. The top line increased 1% year over year. The top-line results were driven by a favorable impact of 4% from pricing and the positive impact of 3% from foreign currency translation, partially offset by a 6% decline in organic volume.

Segmental DiscussionThe Energy Systems segment’s sales (accounting for 43.1% of total sales) were $425.7 million, up 7% year over year. The Zacks Consensus Estimate for segmental net sales was $411 million. Net sales increased due to strength in data centers and U.S. Communications market. While volume was flat, price/mix and foreign currency translation had positive impacts of about 4% and 3%, respectively, on sales.

The Motive Power segment generated net sales of $370.1 million (accounting for 37.5% of total sales), down 5.7% year over year. The consensus estimate for segmental net sales was $381 million. Volume declined 10% in the quarter. While foreign currency translation had a favorable impact of 3% on sales, price/mix had 1% positive impact on sales. Lower sales were attributable to tepid demand in the Americas region and softness in the EMEA automotive market.

The Specialty segment’s sales were $192.2 million (accounting for 19.5% of total sales), up 8.1% year over year. The consensus estimate was $180 million. Results were impacted by softness in markets. While volume decreased 6%, price/mix and acquisitions had 11% and 2% positive impact on sales, respectively. Foreign currency translation positively impacted sales by 1%.

Margin ProfileEnerSys' gross profit decreased 4.2% year over year to $290.9 million while the gross margin was down 180 basis points (bps) to 29.4%.

Operating expenses were down 8.9% year over year to $148.3 million. Operating earnings decreased 5.8% to $123.7 million. The operating margin decreased 100 bps year over year to 12.5%.

Balance Sheet and Cash FlowAt the end of fiscal 2026, EnerSys had cash and cash equivalents of $438.7 million compared with $343.1 million at the end of fiscal 2025. Long-term debt (net of unamortized debt issuance costs) was $1.08 billion, relatively stable compared with fiscal 2025-end.

EnerSys generated net cash of $547.6 million from operating activities in fiscal 2026 compared with $260.3 million in the year-ago period. Capital expenditure totaled $80.1 million compared with $121 million in the previous fiscal year.

In fiscal 2026, EnerSys rewarded its shareholders with a dividend payout of approximately $38.1 million, up 1.6% year over year.

GuidanceFor first-quarter fiscal 2027 (ending June 2026), EnerSys expects adjusted earnings to be in the range of $2.70–$2.90 per share. Net sales are expected to be in the band of $915–$955 million.

For fiscal 2027, the company expects capital expenditures of approximately $70 million.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in fresh estimates.

VGM ScoresAt this time, EnerSys has a nice Growth Score of B, however its Momentum Score is doing a bit better with an A. However, the stock was allocated a score of C on the value side, putting it in the middle 20% for value investors.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. Interestingly, EnerSys has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

May 21, 2026 Wednesday's MarketsS&P 500
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Source: Image created by Jester AI.

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"Nvidia is the only platform that runs every frontier AI model": Huang struck a positive tone with respect to the coverage of products going forward, with the Vera CPU being a "major growth driver" that could unlock a $200 billion revenue opportunity. "They just reported another quarter that will likely never be matched by any other company": Fool analyst Seth Jayson said "it's hard to imagine what Nvidia needs to do to impress the market, at least after hours," but after digesting the results he concludes Nvidia is "the most consequential AI company on the planet." 2. What You Might've Missed on Wednesday e.l.f Beauty (ELF +1.19%) rose over 10% ahead of the market open thanks to results beating revenue and earning expectations. International sales surged 75% year over year, aiding a 29th consecutive quarter of net sales growth. The stock is recommended by both Team Rule Breakers and Team Hidden Gems. EnerSys (ENS +2.11%) rose around 6% in pre-market trading as strong revenue guidance accompanied robust results. Accelerating demand from data centers needing backup power is helping the Team Hidden Gems rec. Intuit (INTU 1.23%) fell over 13% before the opening bell due to the earnings report detailing slower revenue growth and a 17% workforce reduction to simplify the Stock Advisor rec by Team Rule Breakers. 3. Bloom and Nebius Agree AI Power Deal Bloom Energy (BE +4.18%) closed over 8% higher yesterday as the company announced a deal with Nebius Group (NBIS +7.66%) to provide fuel cell technology to help power Nebius's AI infrastructure build-out, with some capacity expected to be operational this year.

"Power remains a key constraint for AI infrastructure build-outs": Nebius CEO Andrey Korolenko explained why the deal is so important, with the added benefit of using clean energy from Bloom ensuring "virtually no pollutants" are deployed onsite. Contract worth up to $2.6 billion in service fees for Bloom: The move from Nebius reflects the broader sector move to invest heavily in alternative energy sources to help power AI data centers. 4. Thursday Earnings From Team Hidden Gems' Recs Deere & Co (DE +1.36%) nudged up about 1% ahead of the opening bell as results easily beat expectations, helping to offset the broader cyclical downturn with demand from construction equipment. The stock is outperforming the S&P 500 by 12% since the May 2024 Hidden Gems rec. Deckers (DECK 0.14%) reports following the closing bell. Momentum with HOKA, along with brand demand for UGG, will be monitored after the flagship brands helped support previous quarter results. Zoom (ZM +1.20%) will release earnings after the market closes. Enterprise revenue growth helped to do the heavy lifting last quarter, with a focus on this area again, along with monetization of recent AI upgrades. Team Rule Breakers has also previously recommended Zoom in Stock Advisor. 5. Your Take Recommended in Motley Fool services by Team Rule Breakers, Bloom Energy has skyrocketed over 200% year to date. Another Fool favorite, with traits that has led to it being recommended by both Team RB and Team HG, Rocket Lab (RKLB 8.16%) is up close to 100% in 2026 so far.

How do you balance conviction in the business against the fear of buying at the top? What helps you make the call?

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This image and article was created using Large Language Models (LLMs) based on The Motley Fool's insights and investing approach. It has been reviewed by our AI quality control systems. Since LLMs cannot (currently) own stocks, it has no positions in any of the stocks mentioned. The Motley Fool has positions in and recommends Bloom Energy, Deckers Outdoor, Deere & Company , EnerSys, Intuit, Nvidia, Rocket Lab, Zoom Communications, and e.l.f. Beauty. The Motley Fool has a disclosure policy.

READING, Pa.--(BUSINESS WIRE)-- #EnerSys--The third bullet of First Quarter and Fiscal Year 2027 Outlook of release dated May 20, 2026 should read: Adjusted diluted EPS: $2.80 to $2.90 (instead of Adjusted diluted EPS: $2.70 to $2.90). The updated release reads: EnerSys Reports Fourth Quarter and Full Year Fiscal 2026 Results Delivers Record Full Year Net Sales, up 4% Fourth Quarter Fiscal 2026 Highlights (All comparisons against the fourth quarter of fiscal 2025 unless otherwise noted) Delivered net sale.

3 Battery Stocks to Buy and Hold for the Rest of the DecadeEnersys NYSE: ENS reported record fourth-quarter adjusted earnings per share and record full-year sales for fiscal 2026, with management pointing to pricing, operating expense discipline, tax credit benefits and share repurchases as key contributors despite softer demand in some industrial markets.

President and Chief Executive Officer Shawn O'Connell said the company delivered its “highest quarterly adjusted EPS, with and without 45X,” on its second-highest quarterly revenue and strong free cash flow. For the full year, he said EnerSys achieved record sales, adjusted gross profit, adjusted operating earnings and adjusted diluted earnings per share before the benefit of 45X tax credits.

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O'Connell said the results were notable because they came during a year in which demand in electric forklifts and transportation was down. He credited the company’s strategic framework, diversified business model and improved execution for the performance.

Fourth-quarter sales rise as price mix offsets lower volumes EnerSys reported fourth-quarter net sales of $988 million, up 1% from the prior year. Executive Vice President and Chief Financial Officer Andi Funk said the increase was driven by a 4% benefit from price mix and a 3% benefit from foreign currency translation, partially offset by a 6% decline in organic volumes. She noted that the prior-year quarter benefited from some customers pulling volume forward ahead of announced tariffs.

Adjusted gross profit was $292 million, down $12 million, or 4%, from a strong prior-year period. Funk said higher freight, tariffs and inflationary costs weighed on results, with those costs up $20 million year over year after the company produced more products “in region for region.” Adjusted gross margin was 29.5%, down 170 basis points including 45X benefits and down 190 basis points excluding 45X.

Operating expense improved by $14 million year over year, reflecting cost reduction initiatives. Adjusted operating earnings were $154 million, up 1% from the prior year, with an adjusted operating margin of 15.6%. Excluding 45X benefits, adjusted operating earnings were roughly flat, with a 10.9% adjusted operating margin.

Adjusted diluted EPS was a record $3.19, up 7% from the prior year. Excluding 45X benefits, adjusted EPS was also a record at $1.96, up 5%.

For fiscal 2026, net sales reached $3.8 billion, an all-time high and up 4% year over year. Adjusted operating earnings were $540 million, including $159 million from IRC 45X tax credits. Excluding those benefits, adjusted operating profit was a record $382 million, with a full-year adjusted operating margin of 10.2%. Adjusted diluted EPS was $10.56, while adjusted diluted EPS excluding 45X was $6.41.

Segment performance mixed, with strength in energy systems and specialty In the Energy Systems segment, fourth-quarter revenue rose 7% year over year to $426 million. Funk said the increase reflected strong price mix, positive foreign exchange impact and volume growth in power electronics. Adjusted operating earnings increased 23% to $42 million, and adjusted operating margin expanded 130 basis points to 10%. She cited record sales of the company’s flagship XM products, though she said those levels may not continue at the same elevated pace.

Motive Power revenue fell 6% to $370 million, reflecting lower volumes from continued market softness, partly offset by foreign exchange tailwinds and favorable price mix. Adjusted operating earnings declined 21% to $53 million, and adjusted operating margin fell 280 basis points to 14.2%. Funk said higher freight and tariff costs and lost leverage from lower volumes offset OpEx savings and price mix improvements. Maintenance-free products represented 30.4% of Motive Power revenue, up from 29.3% a year earlier.

Specialty revenue increased 8% to $192 million, driven by favorable price mix, particularly in aerospace and defense, early contributions from the Rebel acquisition and foreign exchange tailwinds, partly offset by lower transportation volumes. Adjusted operating earnings rose 20% to $18 million, and adjusted operating margin increased 90 basis points to 9.4%. Funk said transportation sales were down high single digits, but orders were up more than 30% year over year, suggesting “an early but bumpy start” to a demand recovery.

Cash flow, buybacks and balance sheet remain priorities EnerSys generated operating cash flow of $144 million in the fourth quarter. After $13 million of capital expenditures, free cash flow was $131 million, up $26 million from the prior-year quarter. For the full year, free cash flow was $468 million.

As of March 31, 2026, EnerSys had $440 million in cash and cash equivalents. Net debt was $684 million, down about $100 million from the end of fiscal 2025, and leverage was 1.1 times EBITDA, below the company’s target range of two to three times.

Funk said capital expenditures totaled $80 million in fiscal 2026, and the company expects about $70 million in fiscal 2027 as heavier investments in TPPL capacity flexibility are completed. During the fourth quarter, EnerSys repurchased 410,000 shares for $69 million at an average price of about $171 per share and paid $9.6 million in dividends. The company had about $876 million remaining under its buyback authorization as of May 20.

Strategic actions include plant closures and lithium initiatives O'Connell said EnerSys is seeing benefits from its strategic framework, including efforts to optimize its manufacturing footprint. The company announced the closure of its Tijuana, Mexico facility and plans to shift production to Springfield, Missouri, which it expects will generate about $20 million of incremental 45X benefits beginning in fiscal 2028.

EnerSys also substantially completed the previously announced closure of its Monterrey, Mexico plant, which management expects to yield about $19 million of savings in fiscal 2027. O'Connell said the projects are intended to optimize manufacturing, maximize 45X benefits, support higher-margin solutions and reduce future tariff risks.

The company also advanced two product priorities into customer commissioning during the quarter: a lithium data center solution and battery energy storage solutions for warehouse operators. In response to an analyst question, O'Connell said the company has shipped finished products to customers, though he said meaningful revenue lift is not expected until fiscal 2028 as OEM handoffs and customer validation processes continue.

O'Connell said EnerSys has re-scoped its planned lithium cell factory in Greenville, South Carolina, with a greater focus on customers that value secure, domestic and FEOC-compliant supply chains, particularly in aerospace and defense. He said the company is in the final stages of the Department of Energy grant process and expects a more focused manufacturing footprint, though he did not disclose additional details while the award process remains incomplete.

Management offers cautious optimism for fiscal 2027 Management described end-market conditions as encouraging but dynamic. O'Connell said EnerSys is seeing strong momentum in data centers, communications and defense applications, while forklift and transportation markets remain softer but are improving. Fourth-quarter book-to-bill was 1.1, the company’s highest in nearly four years, with orders outpacing revenue across all lines of business.

In communications, O'Connell cited strong orders and record shipments for broadband power supplies, driven by DOCSIS 4.0 buildouts. In data centers, he said demand remains healthy as customers invest in AI infrastructure and expansion, with the company’s TPPL technology suited to high-rate, short-duration discharge needs.

EnerSys expects first-quarter fiscal 2027 net sales of $915 million to $955 million. Adjusted diluted EPS is expected to be $2.80 to $2.90, including $42 million to $47 million of 45X benefits to cost of sales. Excluding 45X, adjusted diluted EPS is expected to be $1.61 to $1.71.

For the full year, Funk said the company continues to expect adjusted operating earnings growth, excluding 45X benefits, to outpace revenue growth, supported by operating expense discipline, price mix strength and stable or improving markets across its businesses.

About Enersys NYSE: ENSEnersys, 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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EnerSys (ENS) Q4 2026 Earnings Call Transcript

Have you been paying attention to shares of EnerSys (ENS - Free Report) ? Shares have been on the move with the stock up 15% over the past month. The stock hit a new 52-week high of $244.3 in the previous session. EnerSys has gained 62.8% since the start of the year compared to the 11.4% move for the Zacks Industrial Products sector and the 15% return for the Zacks Manufacturing - Electronics industry.

What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensus estimate in any of the last four quarters. In its last earnings report on May 20, 2026, EnerSys reported EPS of $3.19 versus consensus estimate of $3.

For the current fiscal year, EnerSys is expected to post earnings of $12.01 per share on $3.86 in revenues. This represents a 13.73% change in EPS on a 3% change in revenues. For the next fiscal year, the company is expected to earn $14.84 per share on $4.05 in revenues. This represents a year-over-year change of 23.61% and 4.86%, respectively.

Valuation MetricsWhile EnerSys has moved to its 52-week high in the recent past, investors need to be asking, what is next for the company? A key aspect of this question is taking a look at valuation metrics in order to determine if the company is due for a pullback from this level.

On this front, we can look at the Zacks Style Scores, as these give investors a variety of ways to comb through stocks (beyond looking at the Zacks Rank of a security). The individual style scores for Value, Growth, Momentum and the combined VGM Score run from A through F. The idea behind the style scores is to help investors pick the most appropriate Zacks Rank stocks based on their individual investment style.

EnerSys has a Value Score of C. The stock's Growth and Momentum Scores are B and D, respectively, giving the company a VGM Score of B.

In terms of its value breakdown, the stock currently trades at 19.9X current fiscal year EPS estimates, which is not in-line with the peer industry average of 23.2X. On a trailing cash flow basis, the stock currently trades at 17X versus its peer group's average of 24.5X. Additionally, the stock has a PEG ratio of 1.33. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective.

Zacks RankWe also need to look at the Zacks Rank for the stock, as this is even more important than the company's VGM Score. Fortunately, EnerSys currently has a Zacks Rank of #2 (Buy) thanks to rising earnings estimates.

Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if EnerSys meets the list of requirements. Thus, it seems as though EnerSys shares could have a bit more room to run in the near term.

On May 26, 2026, EnerSys ENS shares rose 4.8% to $243.34, continuing a strong performance with a year-to-date increase of 66.1% and a remarkable 205.9% gain over the past year. The stock has fluctuated between a 52-week low of $80.82 and a high of $244.30.

GF Value™ verdict: Current price of $243.34 is 115.6% above the GF Value™ estimate of $112.86.GF Score™ of 76/100 indicates the stock is above average compared to its peers.Notable signal: No insider transactions have been reported in the last three months. Is ENS Overvalued or Undervalued? According to the GF Value™, EnerSys ENS is significantly overvalued at its current price of $243.34 compared to the estimated fair value of $112.86. This represents a substantial margin of safety of 115.6% that investors would need to consider to justify an investment at this price level. The GF Valuation label indicates that the stock is trading at a level that does not appear to be supported by its fundamentals. Investors should be cautious as purchasing shares at such a premium may expose them to significant risk if the stock price corrects towards its intrinsic value.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Given the current overvaluation, the risk of a price adjustment should be a key consideration for those evaluating this stock.

How Does ENS's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 31.6x 19.1x Forward P/E 20.3x N/A The current P/E (TTM) ratio of 31.6x is significantly above its 5-year median P/E of 19.1x, indicating that the stock is trading at a premium relative to its historical valuation. This analysis aligns with the GF Value™ verdict, further supporting the conclusion that EnerSys ENS is overvalued at its present price level.

What Does ENS's GF Score™ Tell Us? The GF Score™ ranks stocks from 0 to 100 based on five key aspects: Financial Strength, Profitability, Growth, Valuation, and Momentum. Stocks with higher GF Score™ values have been found to generate higher long-term returns (backtested 2006-2021).

Metric Rating GF Score™ 76 Financial Strength 7/10 Profitability 8/10 Growth 8/10 Valuation 1/10 Momentum 6/10 The GF Score™ of 76/100 indicates that EnerSys ENS is performing well overall, particularly in areas of Profitability and Growth, both rated at 8/10. However, the Valuation rank of 1/10 highlights a significant concern regarding its current price level. This disparity suggests that while the company exhibits strong operational metrics, its current market price does not reflect a sound valuation.

What Are Insiders Doing with ENS Stock? In the last three months, there have been no insider transactions reported for EnerSys ENS . The lack of insider activity may suggest that current executives and board members do not view the stock as undervalued or may be awaiting further developments before making any trades. Generally, insider buying can be seen as a positive signal, while selling might indicate a lack of confidence in the stock's future performance.

What This Means for Investors Based on the analysis provided by GF Value™, EnerSys ENS is currently overvalued at its present price of $243.34. With a significant premium over its intrinsic value, potential investors should approach this stock with caution and consider the associated risks of overvaluation.

For the complete analysis, visit the EnerSys ENS stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is ENS's GF Score™?

ENS's GF Score™ is 76/100, indicating it is above average compared to its peers based on various financial metrics.

Is ENS overvalued or undervalued?

ENS is considered overvalued according to the GF Value™ estimate, which indicates a significant premium over its intrinsic value.

What is ENS's P/E ratio?

ENS's P/E (TTM) ratio is 31.6x, which is 65% above its 5-year median P/E of 19.1x, indicating a significant premium compared to its historical valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

READING, Pa.--(BUSINESS WIRE)--EnerSys (NYSE: ENS), a global leader in stored energy solutions for industrial, infrastructure and defense applications, today announced that it has realigned its previous four operating segments into a three-segment operating model designed to better serve customers and enhance organizational focus, beginning in the first quarter of fiscal year 2027. The three reportable segments, their mission statements, and descriptions are as follows:

Network & Infrastructure Solutions (NIS): Powering the connected world with trusted reserve and critical infrastructure solutions
Consists of the prior Energy Systems segment, providing power solutions and services to broadband, telecommunications, data center, and industrial utility customers. Industrial Mobility Solutions (IMS): Powering industrial vehicles and equipment that keep essential goods and industries moving around the world
Consists of the prior Motive Power segment with the addition of the Transportation business previously reported within the Specialty segment, providing power for electric industrial forklifts and other material handling equipment as well as transportation applications, primarily Class 8 trucks. Precision Power Solutions (PPS): Powering advanced, reliable, high-performance solutions for defense, aerospace, and specialized applications
Consists of the aerospace and defense and specialized products business from the prior Specialty segment, providing energy solutions primarily for military vehicles, advanced defense programs, soldier powering and autonomous systems. “The realignment and renaming of our segments reinforces our position as a leading provider of end-to-end stored energy solutions for our diverse, growing, specialized end markets,” said Shawn O’Connell, President and Chief Executive Officer of EnerSys. “Our updated segment names, with an emphasis on solutions, highlights our focus on supporting our customers beginning from the design and implementation process, and continuing through to managing data, uptime, and system performance.

“Our updated segment structure better reflects how we serve our customers today and how we will drive the next phase of our growth. Bringing our lift truck and transportation businesses together into one line of business creates stronger internal alignment, enables cross-selling, and allows us to deepen relationships with our warehousing and logistics customers. In addition, this structure provides greater visibility into our fast-growing aerospace and defense-focused PPS segment. Consistent with our EnerGize strategic framework, these changes enhance focus and alignment, and position us better for the exciting growth opportunities ahead,” O’Connell concluded.

As part of this realignment, New Ventures will no longer be considered a separate operating segment, and sales will be reported within the segments in which those sales occur. Prior costs associated with New Ventures have been allocated as part of corporate charges. As part of this segment realignment, corporate charges are being redistributed across all lines of business, based on a new manner of allocation.

The Company’s guidance for the first quarter of fiscal year 2027, ending June 28, 2026, and issued on May 20, 2026, is unchanged and not impacted by the segment realignment.

Together with this press release, the Company has provided a Current Report on Form 8-K with a recast of comparable prior year segment unaudited financial information for fiscal years 2025 and 2026, along with a summary presentation that is posted on the Events & Presentations section of EnerSys’ Investor Relations website. The Company’s consolidated balance sheets, income statements, and statements of cash flows are not affected.

About EnerSys

EnerSys is a global leader in stored energy solutions helping industrial, infrastructure and defense customers address critical power and operational needs with batteries, chargers and other power equipment. The company delivers integrated solutions that combine energy storage technologies, power electronics, software-enabled intelligence, technical expertise and comprehensive global customer support. EnerSys supports customers across communications networks, data centers, energy infrastructure, material handling, transportation, aerospace and defense — including applications where power continuity is essential. Serving customers in more than 100 countries, EnerSys helps organizations manage energy more reliably, efficiently and intelligently in complex operating environments where uptime, safety and resilience matter. For more information, visit www.enersys.com.

READING, Pa.--(BUSINESS WIRE)-- #EnerSys--EnerSys (NYSE: ENS), a global leader in stored energy solutions for industrial applications, today introduced the DataSafe Noir™ lithium-based energy storage system engineered to control how power behaves under real-world and dynamic load conditions. The system is available immediately. As data centers increase in density, complexity, and reliance on dynamic AI-driven workloads, the challenge is no longer just selecting a battery. It is managing how power systems.

EnerSys (ENS) Analyst/Investor Day Transcript