Update shared on08 Aug 2025
Fair value Increased 6.01%Despite declines in both revenue growth and net profit margin forecasts, the consensus analyst price target for EnerSys has increased to $111.69, suggesting expectations for improved valuation drivers beyond these top-line and bottom-line metrics.
What's in the News
- EnerSys increased its quarterly cash dividend by 9% to $0.2625 per share, marking the third consecutive annual raise.
- The company announced a strategic restructuring, reducing approximately 575 employees (11% of its non-production global workforce), targeting $80 million in annualized savings starting fiscal 2026, with $15 to $20 million in one-time restructuring charges expected.
- Completed repurchase of 787,443 shares (1.99% of shares outstanding) for $78.75 million under its buyback program.
- Issued Q1 2026 earnings guidance, expecting net sales between $830 million and $870 million.
Valuation Changes
Summary of Valuation Changes for EnerSys
- The Consensus Analyst Price Target has risen from $105.36 to $111.69.
- The Consensus Revenue Growth forecasts for EnerSys has significantly fallen from 2.4% per annum to 2.0% per annum.
- The Net Profit Margin for EnerSys has fallen from 10.30% to 9.45%.
Disclaimer
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