EnerSys(NYSE) ENS

EnerSys makes batteries and chargers for large industrial machines. Their products help keep data centers and cell phone networks running. They also provide power for military vehicles and space satellites.

Powering the World’s Essential Systems

• Network & Infrastructure Solutions: Power for telecom, data centers, and industrial utilities; accounts for 45.8% of net sales.
• Industrial Mobility Solutions: Energy for forklifts, mining equipment, and Class 8 trucks; accounts for 43.5% of net sales.
• Precision Power Solutions: Systems for satellites, submarines, and military defense programs; accounts for 10.7% of net sales.

Moving Toward a Lithium Future

• Revised the scope of a planned lithium-ion cell manufacturing facility in Greenville, South Carolina, on July 23, 2026.
• Secured a $150 million grant from the U.S. Department of Energy to support the South Carolina plant.
• Closed manufacturing sites in Mexico and Brazil to optimize production and cost structures.
• Received a $200 million incentive package from South Carolina and Greenville County for ongoing plant operations.

Global Reach and Expertise

EnerSys serves customers in more than 100 countries through a global network of distributors and internal sales teams. The company combines energy storage with software to help organizations manage power in complex environments where uptime is critical.

The Scorecard for Fiscal 2027

• Net sales were $935.6 million in the first quarter of fiscal 2027, up 4.8% year over year.
• Operating earnings rose 75.1% to $151.4 million in the first quarter of fiscal 2027.
• Gross profit reached $313.4 million in the quarter ended July 5, 2026, up 23.8% year over year.
• Operating activities provided $230.2 million in cash during the three months ended July 5, 2026.

EnerSys Evolution

EnerSys has evolved from a traditional battery producer into a global provider of integrated energy management systems. The company is currently shifting toward advanced lithium-ion technology and domestic manufacturing to meet modern infrastructure needs.