EnerSys Performance degli utili passati
Criteri Il passato verificati 2/6
EnerSys ha registrato una crescita degli utili a un tasso medio annuo di 21.2%, mentre il settore Electrical ha registrato utili in crescita a un tasso medio annuo di 17.7%. I ricavi sono stati in crescita a un tasso medio annuo di 3.3%. Il ritorno sul capitale proprio di EnerSys è 15.4% e ha margini netti di 7.8%.
Informazioni chiave
21.22%
Tasso di crescita degli utili
23.28%
Tasso di crescita dell'EPS
| Electrical Crescita del settore | 9.91% |
| Tasso di crescita dei ricavi | 3.27% |
| Rendimento del capitale proprio | 15.38% |
| Margine netto | 7.83% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
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
Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 narrazione • 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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come EnerSys guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 3,751 | 294 | 632 | 0 |
| 28 Dec 25 | 3,738 | 313 | 634 | 0 |
| 28 Sep 25 | 3,725 | 337 | 640 | 0 |
| 29 Jun 25 | 3,658 | 351 | 627 | 0 |
| 31 Mar 25 | 3,618 | 364 | 607 | 0 |
| 29 Dec 24 | 3,553 | 328 | 605 | 0 |
| 29 Sep 24 | 3,509 | 289 | 594 | 0 |
| 30 Jun 24 | 3,526 | 272 | 587 | 0 |
| 31 Mar 24 | 3,582 | 269 | 591 | 0 |
| 31 Dec 23 | 3,661 | 274 | 578 | 0 |
| 01 Oct 23 | 3,720 | 242 | 569 | 0 |
| 02 Jul 23 | 3,718 | 212 | 562 | 0 |
| 31 Mar 23 | 3,709 | 176 | 545 | 0 |
| 01 Jan 23 | 3,626 | 138 | 539 | 0 |
| 02 Oct 22 | 3,549 | 130 | 535 | 0 |
| 03 Jul 22 | 3,441 | 131 | 523 | 0 |
| 31 Mar 22 | 3,357 | 144 | 521 | 0 |
| 02 Jan 22 | 3,264 | 150 | 511 | 0 |
| 03 Oct 21 | 3,171 | 152 | 498 | 0 |
| 04 Jul 21 | 3,088 | 152 | 492 | 0 |
| 31 Mar 21 | 2,978 | 143 | 488 | 0 |
| 03 Jan 21 | 2,946 | 108 | 492 | 0 |
| 04 Oct 20 | 2,959 | 97 | 507 | 0 |
| 05 Jul 20 | 3,013 | 124 | 520 | 0 |
| 31 Mar 20 | 3,088 | 137 | 530 | 0 |
| 29 Dec 19 | 3,103 | 157 | 530 | 0 |
| 29 Sep 19 | 3,019 | 178 | 510 | 0 |
| 30 Jun 19 | 2,917 | 163 | 474 | 0 |
| 31 Mar 19 | 2,808 | 160 | 443 | 0 |
| 30 Dec 18 | 2,694 | 196 | 408 | 0 |
| 30 Sep 18 | 2,673 | 121 | 392 | 0 |
| 01 Jul 18 | 2,630 | 117 | 391 | 0 |
| 31 Mar 18 | 2,582 | 120 | 384 | 0 |
| 31 Dec 17 | 2,526 | 99 | 371 | 0 |
| 01 Oct 17 | 2,430 | 161 | 365 | 0 |
| 02 Jul 17 | 2,389 | 164 | 364 | 0 |
| 31 Mar 17 | 2,367 | 160 | 365 | 0 |
| 01 Jan 17 | 2,352 | 136 | 369 | 0 |
| 02 Oct 16 | 2,362 | 138 | 365 | 0 |
| 03 Jul 16 | 2,355 | 132 | 361 | 0 |
| 31 Mar 16 | 2,316 | 136 | 353 | 0 |
| 27 Dec 15 | 2,335 | 153 | 348 | 0 |
| 27 Sep 15 | 2,373 | 164 | 346 | 0 |
| 28 Jun 15 | 2,433 | 180 | 354 | 0 |
Guadagni di qualità: ENS ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di ENS (7.8%) sono inferiori rispetto allo scorso anno (10.1%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di ENS sono cresciuti in modo significativo del 21.2% all'anno negli ultimi 5 anni.
Accelerare la crescita: ENS ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: ENS ha avuto una crescita negativa degli utili ( -19.3% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Electrical ( 23.1% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 15.4% ) di ENS è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 23:52 |
| Prezzo dell'azione a fine giornata | 2026/05/22 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 guide su come utilizzare i nostri report e 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 |