EnerSys Gestione
Criteri Gestione verificati 3/4
EnerSys Il CEO è Shawn O'Connell, nominato in Nov2024, e ha un mandato di 1.67 anni. la retribuzione annua totale è $ 7.12M, composta da 12.8% di stipendio e 87.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.2% delle azioni della società, per un valore di $ 13.14M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.2 anni e 5 anni.
Informazioni chiave
Shawn O'Connell
Amministratore delegato
US$7.1m
Compenso totale
| Percentuale dello stipendio del CEO | 12.84% |
| Mandato del CEO | 1.7yrs |
| Proprietà del CEO | 0.2% |
| Durata media del management | 2.2yrs |
| Durata media del Consiglio di amministrazione | 5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Jul 24
ENS: Defense-Focused Greenville Plant And New Battery Line Will Reshape Outlook
Analysts have raised their price target on EnerSys from $176.43 to $202.92, reflecting updated assumptions around growth, profitability, and valuation multiples in their models. What’s in the News for EnerSys EnerSys refined its plans for a U.S. lithium cell manufacturing facility in Greenville, South Carolina, with a focus on aerospace, defense, and specialized industrial applications that require a secure U.S.-based supply chain, supported by a revised U.S. Department of Energy grant of approximately US$150 million and an estimated total net investment of about US$500 million (source: DOE grant update).Seeking Alpha • Jul 20
EnerSys: Not The Great Investment Market Sentiment Makes It Out To Be
Summary EnerSys is rated Hold due to falling average selling prices and margin pressure despite rising industry demand. ENS's revenue growth is modest, with 3.7% YoY increase offset by a 5.2% rise in COGS, eroding profitability. Current earnings are heavily reliant on IRC 45X credits, which will phase out by 2031, posing a significant future risk. ENS maintains strong cash flows and manageable debt, but competitive pressures and subsidy reliance cap upside potential. Read the full article on Seeking Alpha
Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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.Nuova narrativa • 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?Aggiornamento narrativa • 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).Nuova narrativa • 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?Aggiornamento 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.Aggiornamento 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).Aggiornamento 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).Aggiornamento 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.Aggiornamento 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).Aggiornamento 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).Articolo di analisi • 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...Aggiornamento 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).Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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).Aggiornamento 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).Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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
Nuova 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | US$7m | US$914k | US$294m |
| Dec 28 2025 | n/a | n/a | US$313m |
| Sep 28 2025 | n/a | n/a | US$337m |
| Jun 29 2025 | n/a | n/a | US$351m |
| Mar 31 2025 | US$3m | US$700k | US$364m |
| Dec 29 2024 | n/a | n/a | US$328m |
| Sep 29 2024 | n/a | n/a | US$289m |
| Jun 30 2024 | n/a | n/a | US$272m |
| Mar 31 2024 | US$2m | US$575k | US$269m |
| Dec 31 2023 | n/a | n/a | US$274m |
| Oct 01 2023 | n/a | n/a | US$242m |
| Jul 02 2023 | n/a | n/a | US$212m |
| Mar 31 2023 | US$2m | US$495k | US$176m |
| Jan 01 2023 | n/a | n/a | US$138m |
| Oct 02 2022 | n/a | n/a | US$130m |
| Jul 03 2022 | n/a | n/a | US$131m |
| Mar 31 2022 | US$2m | US$476k | US$144m |
| Jan 02 2022 | n/a | n/a | US$150m |
| Oct 03 2021 | n/a | n/a | US$152m |
| Jul 04 2021 | n/a | n/a | US$152m |
| Mar 31 2021 | US$2m | US$440k | US$143m |
| Jan 03 2021 | n/a | n/a | US$108m |
| Oct 04 2020 | n/a | n/a | US$97m |
| Jul 05 2020 | n/a | n/a | US$124m |
| Mar 31 2020 | US$1m | US$365k | US$137m |
Compensazione vs Mercato: La retribuzione totale di Shawn ($USD 7.12M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 8.31M ).
Compensazione vs guadagni: La retribuzione di Shawn è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Shawn O'Connell (52 yo)
1.7yrs
Mandato
US$7,118,612
Compensazione
Mr. Shawn M. O’Connell has been President and Chief Operating Officer of EnerSys since November 6, 2024 and served as its President of Energy Systems Global since November 08, 2023 until November 6, 2024....
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 1.7yrs | US$7.12m | 0.20% $ 13.1m | |
| Executive VP & CFO | 4.3yrs | US$5.26m | 0.055% $ 3.7m | |
| CTO & President of Precision Power Solutions | 1.3yrs | US$1.91m | 0.058% $ 3.9m | |
| President of Industrial Mobility Solutions | 2.7yrs | US$1.91m | 0.065% $ 4.4m | |
| President of Network & Infrastructure Solutions | 1.5yrs | US$2.50m | 0.018% $ 1.2m | |
| Senior VP & Chief Information Officer | 5.5yrs | Nessun dato | Nessun dato | |
| VP of Investor Relations & Corporate Communications | no data | Nessun dato | Nessun dato | |
| Senior VP | no data | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | less than a year | US$1.68m | Nessun dato | |
| Senior VP & Corporate Controller | 16.1yrs | Nessun dato | Nessun dato | |
| VP & Treasurer | no data | Nessun dato | Nessun dato | |
| Vice President of Product Management - Energy Systems Global | no data | Nessun dato | Nessun dato |
2.2yrs
Durata media
54yo
Età media
Gestione esperta: Il team dirigenziale di ENS è considerato esperto (durata media dell'incarico 2.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 1.2yrs | US$7.12m | 0.20% $ 13.1m | |
| Independent Non-Executive Chair of the Board | 11.3yrs | US$496.10k | 0% $ 0 | |
| Independent Director | 22yrs | US$302.23k | 0% $ 0 | |
| Independent Director | 8.9yrs | US$331.94k | 0% $ 0 | |
| Independent Director | 1.9yrs | US$329.63k | 0.000040% $ 2.7k | |
| Independent Director | 6yrs | US$330.89k | 0% $ 0 | |
| Independent Director | 3.6yrs | US$329.63k | 0% $ 0 | |
| Independent Director | 3.9yrs | US$349.68k | 0% $ 0 | |
| Independent Director | 6yrs | US$308.23k | 0% $ 0 | |
| Independent Director | 1.9yrs | US$322.59k | 0% $ 0 |
5.0yrs
Durata media
62yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ENS sono considerati esperti (durata media dell'incarico 5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/29 07:25 |
| Prezzo dell'azione a fine giornata | 2026/07/29 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
EnerSys è coperta da 18 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Gregory Lewis | BTIG |
| Thomas Hayes | CL King & Associates, Inc. |
| Abhishek Rai | CrispIdea |