EnerSys: AI Data-Centers And Grid Constraints Create Multi-Year Opportunity [Seeking Alpha]
EnerSys (ENS)
Last enersys earnings: 2/5 04:15 pm
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US:NYSE Investor Relations:
investor.enersys.com
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Source: Seeking Alpha
ENS delivered strong Q2 FY2026 results: $951M in sales (+7.7% YoY), $2.56 EPS (+21% YoY), and robust free cash flow, reflecting operational improvements and cost discipline. ENS's Energy Systems segment benefits from hyperscaler demand, while Motive Power and Specialty segments gain from warehouse automation, electrification, and defense modernization. The base case projects steady revenue and margin growth through FY2028, aided by cost-saving initiatives, higher-value product mix, and the 45X tax credit supporting profitability and cash flow. Oundum/iStock via Getty Images Intro EnerSys ( ENS ) is a critical-power system provider that is poised to benefit from two durable macro themes: AI-driven data-center growth and rising grid fragility. The IEA's base case projects global data-center electricity This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of ENS either through stock ownership, options, or other derivatives. I
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News
- Why EnerSys (ENS) is a Top Growth Stock for the Long-Term [Yahoo! Finance]Yahoo! Finance
- Enersys (ENS) Hit a 52 Week High, Can the Run Continue? [Yahoo! Finance]Yahoo! Finance
- EnerSys (ENS): Assessing Valuation Following Recent Momentum and Share Price Gains [Yahoo! Finance]Yahoo! Finance
- Why EnerSys (ENS) is a Top Value Stock for the Long-Term [Yahoo! Finance]Yahoo! Finance
- Enersys (NYSE:ENS) was upgraded by analysts at Zacks Research from a "hold" rating to a "strong-buy" rating.MarketBeat
ENS
Earnings
- 11/5/25 - Beat
ENS
Analyst Actions
- 11/7/25 - Oppenheimer Holdings, Inc.
ENS
Sec Filings
- 11/12/25 - Form 4
- 11/7/25 - Form 4
- 11/5/25 - Form 8-K
- ENS's page on the SEC website