EnerSys is undergoing a transformative margin inflection, with gross margin expanding 560 basis points to 33.5% and operating margin reaching 16.2% in 2027Q1, driven by favorable mix and the EnerGize framework. The balance sheet has been dramatically strengthe...
Price trend, volume and key moving averages
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Revenue grew 4.8% YoY to $935.6M in 2027Q1, with gross margin expanding to 33.5% from 27.9% in 2024Q4, reflecting a 560 basis point improvement and strong operating leverage as operating income surged 65.7% YoY.
EnerSys has outlined a refreshed growth roadmap, including new product launches like the DataSafe Noir™ lithium-ion system for data centers and a strategic realignment toward aerospace and defense applications.
The company is reorienting toward higher-value markets such as data centers and defense, signaling potential for improved margins and revenue growth.
The launch of the DataSafe Noir™ lithium-ion system for data centers positions EnerSys to capitalize on the growing demand for reliable energy storage solutions in critical infrastructure.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 12, 2026 | $3.66+29.3% vs $2.83 | $936M+0.8% vs $928M |
Q2 2026 May 20, 2026 | $3.19+6.7% vs $2.99 | $988M+1.5% vs $974M |
Q1 2026 Feb 4, 2026 | $2.77+1.5% vs $2.73 | $919M-1.4% vs $932M |
Q4 2025 Nov 5, 2025 | $2.56+8.5% vs $2.36 | $951M+6.7% vs $891M |
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Investors with an interest in Manufacturing - Electronics stocks have likely encountered both EnerSys (ENS) and ABB (ABBNY). But which of these two stocks is more attractive to value investors?
Here is how EnerSys (ENS) and Keyence Corporation (KYCCF) have performed compared to their sector so far this year.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Benchmark ENS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for EnerSys (ENS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $179.76 | $6.55B | 23.35 | 3.7% | 7.83% | 15.34% | 0.56% | |
| $31.83 | $432.55M | -54.88 | 19.56% | -5.55% | -2.9% | — | |
| $5.39 | $18.42B | 11.38 | 3.32% | 19.6% | 18.14% | — | |
| $206.17 | $12.14B | 76.64 | -2.02% | 5.82% | 9.54% | — | |
| $2.12 | $148.83M | -1.65 | -22.29% | -26.14% | — | — | |
| $0.53 | $9.35M | -1.34 | 9.22% | -17.68% | -261.63% | — |
EnerSys (ENS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
EnerSys (ENS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 12, 2026·SEC
Aug 6, 2026·SEC
Jul 23, 2026·SEC
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EnerSys (ENS) stock FAQ — growth, dividends, profitability & financials explained
EnerSys (ENS) reported $3.79B in revenue for fiscal year 2026. This represents a 1018% increase from $339.3M in 2002.
EnerSys (ENS) grew revenue by 3.7% over the past year. Growth has been modest.
Yes, EnerSys (ENS) is profitable, generating $352.4M in net income for fiscal year 2026 (7.8% net margin).
Yes, EnerSys (ENS) pays a dividend with a yield of 0.56%. This makes it attractive for income-focused investors.
EnerSys (ENS) has a return on equity (ROE) of 15.3%. This is reasonable for most industries.
EnerSys (ENS) generated $717.3M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
