EnerSys Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de EnerSys de 18.1% y 3.2% por año respectivamente. Se prevé que el BPA crezca en un 17.4% al año. Se espera que la rentabilidad financiera sea de 20% en 3 años.
Información clave
18.1%
Tasa de crecimiento de los beneficios
17.37%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Electrical | 18.5% |
| Tasa de crecimiento de los ingresos | 3.2% |
| Rentabilidad financiera futura | 19.99% |
| Cobertura de analistas | Good |
| Última actualización | 22 Apr 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
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 Alpha
Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).Artículo de análisis • 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...Actualización de narrativa • 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).Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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
Nueva narrativa • 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 AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 3/31/2029 | 4,139 | 501 | 590 | 663 | 2 |
| 3/31/2028 | 4,032 | 493 | 525 | 666 | 4 |
| 3/31/2027 | 3,854 | 414 | 608 | 612 | 6 |
| 3/31/2026 | 3,734 | 321 | 453 | 535 | 6 |
| 12/28/2025 | 3,738 | 313 | 441 | 539 | N/A |
| 9/28/2025 | 3,725 | 337 | 327 | 435 | N/A |
| 6/29/2025 | 3,658 | 351 | 133 | 251 | N/A |
| 3/31/2025 | 3,618 | 364 | 139 | 260 | N/A |
| 12/29/2024 | 3,553 | 328 | 144 | 262 | N/A |
| 9/29/2024 | 3,509 | 289 | 198 | 315 | N/A |
| 6/30/2024 | 3,526 | 272 | 286 | 392 | N/A |
| 3/31/2024 | 3,582 | 269 | 371 | 457 | N/A |
| 12/31/2023 | 3,661 | 274 | 374 | 464 | N/A |
| 10/1/2023 | 3,720 | 242 | 451 | 536 | N/A |
| 7/2/2023 | 3,718 | 212 | 345 | 427 | N/A |
| 3/31/2023 | 3,709 | 176 | 191 | 280 | N/A |
| 1/1/2023 | 3,626 | 138 | 69 | 148 | N/A |
| 10/2/2022 | 3,549 | 130 | -149 | -70 | N/A |
| 7/3/2022 | 3,441 | 131 | -170 | -89 | N/A |
| 3/31/2022 | 3,357 | 144 | -140 | -66 | N/A |
| 1/2/2022 | 3,264 | 150 | -60 | 8 | N/A |
| 10/3/2021 | 3,171 | 152 | 11 | 76 | N/A |
| 7/4/2021 | 3,088 | 152 | 134 | 194 | N/A |
| 3/31/2021 | 2,978 | 143 | 288 | 358 | N/A |
| 1/3/2021 | 2,946 | 108 | 255 | 350 | N/A |
| 10/4/2020 | 2,959 | 97 | 268 | 366 | N/A |
| 7/5/2020 | 3,013 | 124 | 229 | 340 | N/A |
| 3/31/2020 | 3,088 | 137 | 152 | 253 | N/A |
| 12/29/2019 | 3,103 | 157 | 129 | 207 | N/A |
| 9/29/2019 | 3,019 | 178 | N/A | 219 | N/A |
| 6/30/2019 | 2,917 | 163 | N/A | 203 | N/A |
| 3/31/2019 | 2,808 | 160 | N/A | 198 | N/A |
| 12/30/2018 | 2,694 | 196 | N/A | 248 | N/A |
| 9/30/2018 | 2,673 | 121 | N/A | 250 | N/A |
| 7/1/2018 | 2,630 | 117 | N/A | 215 | N/A |
| 3/31/2018 | 2,582 | 120 | N/A | 211 | N/A |
| 12/31/2017 | 2,526 | 99 | N/A | 209 | N/A |
| 10/1/2017 | 2,430 | 161 | N/A | 178 | N/A |
| 7/2/2017 | 2,389 | 164 | N/A | 200 | N/A |
| 3/31/2017 | 2,367 | 160 | N/A | 246 | N/A |
| 1/1/2017 | 2,352 | 136 | N/A | 242 | N/A |
| 10/2/2016 | 2,362 | 138 | N/A | 247 | N/A |
| 7/3/2016 | 2,355 | 132 | N/A | 293 | N/A |
| 3/31/2016 | 2,316 | 136 | N/A | 308 | N/A |
| 12/27/2015 | 2,335 | 153 | N/A | 294 | N/A |
| 9/27/2015 | 2,373 | 164 | N/A | 319 | N/A |
| 6/28/2015 | 2,433 | 180 | N/A | 235 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (18.1% al año) de ENS es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (18.1% al año) de ENS crezcan más rápidamente que el mercado US (16.8% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de ENS crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (3.2% al año) de ENS crezcan más despacio que el mercado de US (11.6% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 3.2% al año) de ENS crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de ENS sea baja dentro de 3 años (20%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/20 08:47 |
| Precio de las acciones al final del día | 2026/05/20 00:00 |
| Beneficios | 2025/12/28 |
| Ingresos anuales | 2025/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
EnerSys está cubierta por 18 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Gregory Lewis | BTIG |
| Thomas Hayes | CL King & Associates, Inc. |
| Abhishek Rai | CrispIdea |