Barrons·Oct 28, 2026
Ultralife Stock Soars 145%. EnerSys to Buy It for the ‘Battlefield of the Future.Ultralife stock soars as EnerSys prices in massive premium for a key cog in the ‘battlefield of the future.'
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.
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 11/8/2026, 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 |
Ultralife stock soars as EnerSys prices in massive premium for a key cog in the ‘battlefield of the future.'
READING, Pa.--(BUSINESS WIRE)-- #EnerSys--EnerSys (NYSE: ENS), a global leader in stored energy solutions for industrial, infrastructure, and defense applications, today announced that it has entered into a definitive agreement to acquire Ultralife (NASDAQ:ULBI) for $16.00 per share in cash, representing a 166% premium to Ultralife's unaffected closing share price on October 26, 2026. The transaction represents an enterprise value of approximately $320 million. EnerSys expects to realize $15 million to $2.
NEWARK, N.Y., Oct. 27, 2026 (GLOBE NEWSWIRE) -- Ultralife Corporation (NASDAQ: ULBI) today announced that it has entered into an Agreement and Plan of Merger (“merger agreement”) with EnerSys (NYSE: ENS) under which upon closing EnerSys will acquire Ultralife Corporation in an all-cash transaction valued at approximately $320 million, including the assumption of net debt.
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 second quarter fiscal 2027 financial results for the period ended October 4, 2026, after the market close on Wednesday, November 11, 2026. The press release and slide presentation will be available in the Investor Relations section of the Company's website at investor.enersys.com. The Company wi.
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Key metrics vs top competitors for EnerSys (ENS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $147.02 | $5.36B | 15.70 | 3.7% | 9.29% | 18.44% | 0.68% | |
| $28.63 | $389.07M | -53.90 | 19.56% | -5.55% | -2.9% | — | |
| $4.81 | $16.44B | 11.83 | 3.32% | 19.6% | 18.14% | 2.56% | |
| $176.78 | $10.41B | 34.95 | -2.02% | 6.52% | 10.76% | 0% | |
| $1.62 | $113.99M | -3.76 | -22.29% | -12.04% | — | — | |
| $0.32 | $5.53M | -0.85 | -36.58% | -22.56% | -225.72% | — |
EnerSys (ENS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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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 over the trailing twelve months. Revenue was $3.75B in fiscal year 2026. That is 1005% more than the $339.3M of fiscal year 2002.
EnerSys (ENS) grew revenue by 3.7% over the trailing twelve months, compared with the twelve months before.
Yes. EnerSys (ENS) earned $352.4M in net income over the trailing twelve months (a 9.3% net margin).
Yes. EnerSys (ENS) pays a dividend that yields 0.68% at the current price, a small yield.
EnerSys (ENS) had a return on equity (ROE) of 18.4% over the trailing twelve months. That is above the market's typical 10-15%.
EnerSys (ENS) generated $717.3M in free cash flow over the trailing twelve months.
