EnerSys (ENS) Aktienübersicht
EnerSys bietet weltweit Energiespeicherlösungen für industrielle Anwendungen an. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 4/6 |
| Künftiges Wachstum | 4/6 |
| Vergangene Leistung | 2/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
Belohnungen
Risikoanalyse
ENS unsere Risikoprüfungen bestanden.
ENS Community Fair Values
Create NarrativeSee what 44 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
EnerSys Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$206.29 |
| 52-Wochen-Hoch | US$244.30 |
| 52-Wochen-Tief | US$85.56 |
| Beta | 1.17 |
| 1 Monat Veränderung | -8.94% |
| 3 Monate Veränderung | 8.00% |
| 1 Jahr Veränderung | 132.31% |
| 3 Jahre Veränderung | 85.86% |
| 5 Jahre Veränderung | 118.11% |
| Veränderung seit IPO | 1,550.32% |
Aktuelle Nachrichten und Updates
Narrativ-Update • Jul 08
ENS: Data Center Storage Shift Will Drive Future Upside Potential
Analysts have lifted their price target on EnerSys to $280 from $265, citing updated assumptions that reflect slightly higher projected revenue growth, a modestly higher profit margin outlook, a somewhat lower discount rate, and a marginally lower future P/E multiple. What’s in the News for EnerSys EnerSys launched the DataSafe Noir lithium energy storage system on June 9, 2026, aimed at data center power for high-density and AI-driven workloads, with source materials indicating more than twice the output power and over 1.7 times greater energy and capacity versus leading lithium systems (source: company news reports).
Narrativ-Update • Jun 24
ENS: Data Center And Defense Focus Will Shape A Measured Outlook
Analysts have lifted their price target on EnerSys by $6 to $247, citing updated assumptions around slightly higher revenue growth, a modestly stronger profit margin profile, and a marginally lower future P/E multiple as key drivers of the revised valuation. What's in the News for EnerSys EnerSys introduced the DataSafe Noir lithium energy storage system for data centers with AI driven workloads, while also realigning lithium cell manufacturing toward aerospace and defense use, according to recent news reports.
Neues Narrativ • Jun 07
AI Data Center And Defense Tailwinds Will Eventually Expose Lithium Execution Risks
Catalysts About EnerSys EnerSys supplies stored energy solutions for applications such as data centers, communications networks, motive power, and aerospace and defense. What are the underlying business or industry changes driving this perspective?Recent updates
Narrativ-Update • Jul 08
ENS: Data Center Storage Shift Will Drive Future Upside Potential
Analysts have lifted their price target on EnerSys to $280 from $265, citing updated assumptions that reflect slightly higher projected revenue growth, a modestly higher profit margin outlook, a somewhat lower discount rate, and a marginally lower future P/E multiple. What’s in the News for EnerSys EnerSys launched the DataSafe Noir lithium energy storage system on June 9, 2026, aimed at data center power for high-density and AI-driven workloads, with source materials indicating more than twice the output power and over 1.7 times greater energy and capacity versus leading lithium systems (source: company news reports).Narrativ-Update • Jun 24
ENS: Data Center And Defense Focus Will Shape A Measured Outlook
Analysts have lifted their price target on EnerSys by $6 to $247, citing updated assumptions around slightly higher revenue growth, a modestly stronger profit margin profile, and a marginally lower future P/E multiple as key drivers of the revised valuation. What's in the News for EnerSys EnerSys introduced the DataSafe Noir lithium energy storage system for data centers with AI driven workloads, while also realigning lithium cell manufacturing toward aerospace and defense use, according to recent news reports.Neues Narrativ • Jun 07
AI Data Center And Defense Tailwinds Will Eventually Expose Lithium Execution Risks
Catalysts About EnerSys EnerSys supplies stored energy solutions for applications such as data centers, communications networks, motive power, and aerospace and defense. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Jun 05
ENS: Record Results Realignment And Buybacks Will Shape A Measured Outlook
Analysts have adjusted their price target for EnerSys from $199.89 to $241.29, reflecting updated views on the company's discount rate, revenue growth, profit margin profile, and future P/E assumptions. What's in the News Reported record fiscal 2026 results with adjusted diluted EPS of $10.56 and full year net sales of $3.75b, along with Q4 EPS of $3.19 on revenue of $988 million, beating analyst estimates on both metrics (source: EnerSys fiscal 2026 earnings reports).Neues Narrativ • May 24
AI Infrastructure And Defense Electrification Will Drive Stronger Long Term Outcomes
Catalysts About EnerSys EnerSys supplies stored energy solutions for motive power, energy systems, and specialty applications including aerospace and defense. What are the underlying business or industry changes driving this perspective?Seeking Alpha • May 05
EnerSys: The Battery Company Sitting Right In The Middle Of The AI Boom
Summary EnerSys is positioned as a critical supplier to AI data centers, yet trades at a significant valuation discount to peers. ENS delivered 50% EPS growth on 1% revenue growth, driven by cost discipline and margin expansion, with a clean balance sheet and aggressive capital returns. The company holds over 50% of the U.S. lead-acid battery share but has 0% lithium share; a lithium product launch is imminent, representing a major re-rating catalyst. I initiate a 'Strong Buy' on ENS with a $245 price target, expecting lithium-driven upside and recommending entry before the May 20 Q4 earnings. Read the full article on Seeking AlphaNarrativ-Update • Apr 24
ENS: Realignment And Buybacks Will Support A Measured Long Term Outlook
Analysts now set a higher price target of $199.89 for EnerSys, up from $189.09. This reflects updated assumptions for slightly higher revenue growth, modestly stronger profit margins, a marginally higher discount rate, and a higher future P/E multiple.Narrativ-Update • Apr 10
ENS: Realignment And Buybacks Will Support Steady Outlook For Now
Analysts now maintain a price target around $189.09 for EnerSys, with the latest update reflecting only minor tweaks to the discount rate, long term revenue growth, profit margin and future P/E assumptions rather than a shift in the overall view on the shares. What's in the News EnerSys plans an Analyst and Investor Day, giving you a chance to hear management discuss the business and capital allocation plans in more detail (Key Developments).Narrativ-Update • Mar 27
ENS: Manufacturing Realignment And Buybacks Will Support Future Upside Potential
Analysts have adjusted their fair value estimate for EnerSys to about $189.09 from $188.10, attributing the change to updated assumptions regarding revenue growth, profit margins, and a slightly revised forward P/E outlook. What's in the News EnerSys announced a manufacturing realignment that will close its legacy lead-acid battery facility in Tijuana, Mexico and shift most production to its Thin Plate Pure Lead (TPPL) plant in Springfield, Missouri, using existing investments to expand U.S. capacity (Key Developments).Narrativ-Update • Mar 12
ENS: Share Repurchases And Stable Margins Will Support Future Upside Potential
Analysts have maintained their $188.10 price target for EnerSys, citing largely unchanged assumptions around discount rate, revenue growth, profit margins and future P/E. Taken together, these reflect a consistent view of the company’s valuation inputs.Narrativ-Update • Feb 26
ENS: Share Repurchases And Stable Margins Will Support Future Cash Returns
Analysts have kept their fair value estimate for EnerSys steady at $188.10 per share, with only modest tweaks to inputs such as the discount rate, long term revenue growth, profit margin and future P/E, supporting an unchanged price target view. What's in the News EnerSys reported that, from September 29, 2025 to December 28, 2025, it repurchased 671,733 shares, representing 1.81% of shares, for a total of US$85.89 million under its existing buyback program (Key Developments).Narrativ-Update • Feb 11
ENS: Buybacks And Higher Margins Will Shape Future Cash Returns And Outlook
Analysts have raised their price target on EnerSys from about $174.60 to roughly $188.10, citing updated assumptions that include a slightly lower discount rate, a revised outlook for revenue growth, higher expected profit margins, and a modestly lower future P/E multiple. What's in the News EnerSys reported that from September 29, 2025 to December 28, 2025, it repurchased 671,733 shares, representing 1.81% of shares, for $85.89 million under its existing buyback program (Key Developments).Analyseartikel • Feb 04
EnerSys (NYSE:ENS) Looks Just Right With A 26% Price Jump
Despite an already strong run, EnerSys ( NYSE:ENS ) shares have been powering on, with a gain of 26% in the last thirty...Narrativ-Update • Jan 28
ENS: Buybacks And M&A Will Shape Cash Returns And Fairly Balanced Outlook
Analysts have raised their price target on EnerSys from US$159.00 to US$174.60, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers of the change. What's in the News EnerSys is actively exploring mergers and acquisitions, with executives highlighting plans to reserve capital for potential deals they view as compelling, alongside internal investments and share repurchases (company remarks).Narrativ-Update • Jan 09
ENS: Buybacks And M&A Will Guide A Balanced Forward Outlook
Analysts have maintained their fair value estimate for EnerSys at US$159.00, with only very small tweaks to the discount rate, revenue growth, profit margin, and future P/E inputs. This suggests their price target view is essentially unchanged based on the latest assumptions.Analyseartikel • Jan 05
Is Now The Time To Look At Buying EnerSys (NYSE:ENS)?
EnerSys ( NYSE:ENS ), might not be a large cap stock, but it saw a significant share price rise of 38% in the past...Narrativ-Update • Dec 22
ENS: Share Repurchases And M&A Will Shape A Measured Forward Outlook
Analysts have raised their price target on EnerSys from 144 dollars to 159 dollars, citing modestly stronger long term revenue growth expectations, slightly higher projected profit margins, and an uptick in anticipated future valuation multiples. What's in the News EnerSys executives highlighted that mergers and acquisitions remain a core pillar of the company growth strategy, with a pipeline of opportunities under review and a focus on high quality investments that enhance free cash flow margins and return on invested capital (company commentary).Narrativ-Update • Dec 08
ENS: Share Repurchases And Disciplined M&A Will Shape A Balanced Outlook
Analysts have nudged their price target on EnerSys slightly higher to approximately $144.00 per share, citing modest adjustments to the discount rate and forward valuation assumptions while leaving fair value and growth expectations largely unchanged. What's in the News Management reiterated that mergers and acquisitions remain a core growth pillar, highlighting a pipeline of compelling targets and an intention to deploy capital only into high quality, high return on invested capital opportunities (Key Developments).Narrativ-Update • Nov 24
ENS: Share Buybacks And Margin Expansion Will Support A Balanced Outlook
Analysts have maintained their price target for EnerSys at $144.00. Recent rationale highlights modestly improved revenue growth and profit margin projections, while adjustments to the discount rate and future price-to-earnings expectations have had minimal net impact on the valuation.Analyseartikel • Nov 12
EnerSys' (NYSE:ENS) Shares Bounce 27% But Its Business Still Trails The Market
EnerSys ( NYSE:ENS ) shares have continued their recent momentum with a 27% gain in the last month alone. Looking back...Narrativ-Update • Nov 08
ENS: Higher Margins And Sales Will Support Fair Valuation Ahead
Analysts have raised their fair value estimate for EnerSys from $120 to $144.00. This change reflects improved expectations for growth and profitability.Narrativ-Update • Sep 06
US Communications And Data Centers Will Fuel Storage Demand
The upward revision in EnerSys' price target reflects improvements in profitability, as seen in the slight increase in net profit margin, alongside a modestly higher future P/E, resulting in a new consensus fair value of $120.00. What's in the News EnerSys is actively seeking bolt-on acquisition opportunities that align with its strategic and financial criteria to strengthen customer relationships and expand market share.Narrativ-Update • Aug 08
US Communications And Data Centers Will Fuel Storage Demand
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.Seeking Alpha • Mar 28
EnerSys: Strong Market Position, Strategic Growth Opportunities And Robust Financial Outlook
Summary EnerSys is a leading US-based industrial battery manufacturer, benefiting from structural growth trends like electrification, automation, and data center expansion, making it resilient to economic shocks. Tax credits from the IRA, declining lithium prices, and ongoing innovation investments are enhancing operating margins and profitability, with a DCF analysis indicating a potential upside of over 50%. The company’s diversified revenue streams across sectors like defense, telecom, and transportation, coupled with strategic acquisitions, position it for sustained growth and profitability. With strong fundamentals, positive cash flow, and attractive valuation metrics, EnerSys is well-positioned for future growth, warranting a "strong buy" rating. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
EnerSys: A Well-Rounded Undervalued Business
Summary EnerSys, a leader in stored energy solutions, benefits from a diversified business mix and strong strategic positioning, enhancing revenue stability and growth potential. The company demonstrates robust financial health with a 5.24% revenue CAGR, expanding margins, low leverage, and a solid liquidity position, enabling strategic investments. Positive secular trends in clean energy and electrification of industrial applications present significant growth opportunities for EnerSys, particularly in its Motive Power segment. Despite potential supply chain disruptions and competitive pressures, EnerSys's commitment to innovation and strategic focus on high-value solutions position it well for future success. Read the full article on Seeking Alpha
Neues Narrativ • Sep 03
Lithium Innovations And Tactical Acquisitions Position The Company For Sustainable Growth
Launch of sustainable products and strategic acquisitions align with market demand, enhancing revenue and product development capabilities.Seeking Alpha • Aug 29
EnerSys Rides To Higher Earnings By Holding Prices And Disciplined Cost Cutting
Summary EnerSys (ENS) is undervalued with a one-year price target of $119.24, representing a 20.97% increase from the current price. The company has strong earnings growth, quality systems, and competitive advantages despite operating in a highly competitive industrial energy storage market. Fiscal 2025 is expected to see mid-single digit revenue growth and high single-digit earnings growth, driven by acquisitions and new innovations. Risks include competitive pressures, technological advancements, geopolitical factors, and environmental liabilities. Read the full article on Seeking AlphaAktionärsrenditen
| ENS | US Electrical | US Markt | |
|---|---|---|---|
| 7D | -0.2% | -0.8% | 0.6% |
| 1Y | 132.3% | 60.4% | 19.5% |
Rendite im Vergleich zur Industrie: ENS übertraf die Branche US Electrical , die im vergangenen Jahr eine Rendite von 60.4 erzielte.
Rendite vs. Markt: ENS übertraf den Markt US, der im vergangenen Jahr eine Rendite von 19.5 erzielte.
Preisvolatilität
| ENS volatility | |
|---|---|
| ENS Average Weekly Movement | 7.1% |
| Electrical Industry Average Movement | 12.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiler Aktienkurs: ENS hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: ENSDie wöchentliche Volatilität (7%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1991 | 9,682 | Shawn O'Connell | www.enersys.com |
EnerSys bietet weltweit Energiespeicherlösungen für industrielle Anwendungen an. Das Unternehmen ist in drei Segmenten tätig: Network & Infrastructure Solutions, Industrial Mobility Solutions und Precision Power Solutions. Das Segment Network & Infrastructure Solutions bietet Energielösungen und -dienstleistungen für Kunden aus den Bereichen Breitband, Telekommunikation, Rechenzentren und Industrieversorgung.
EnerSys's Grundlagenzusammenfassung
| ENS grundlegende Statistiken | |
|---|---|
| Marktanteil | US$7.28b |
| Gewinn(TTM) | US$293.56m |
| Umsatz(TTM) | US$3.75b |
25.6x
Kurs-Gewinn-Verhältnis 2.0x
Kurs-Umsatz-VerhältnisIst ENS zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| ENS Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$3.75b |
| Kosten der Einnahmen | US$2.65b |
| Bruttogewinn | US$1.10b |
| Sonstige Ausgaben | US$806.27m |
| Gewinn | US$293.56m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 8.05 |
| Bruttomarge | 29.32% |
| Nettogewinnspanne | 7.83% |
| Schulden/Eigenkapital-Verhältnis | 58.1% |
Wie hat sich ENS auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
0.5%
Aktuelle Dividendenrendite13%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/09 08:08 |
| Aktienkurs zum Tagesende | 2026/07/09 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2026/03/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
EnerSys wird von 18 Analysten beobachtet. 6 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Gregory Lewis | BTIG |
| Thomas Hayes | CL King & Associates, Inc. |
| Abhishek Rai | CrispIdea |