EnerSys（ENS）株式概要
EnerSys社は、世界中の産業用アプリケーション向けに貯蔵エネルギーソリューションを提供している。 詳細
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Analyst Price Targets
EnerSys 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$206.68 |
| 52週高値 | US$244.30 |
| 52週安値 | US$85.56 |
| ベータ | 1.17 |
| 1ヶ月の変化 | -8.98% |
| 3ヶ月変化 | 17.00% |
| 1年変化 | 129.08% |
| 3年間の変化 | 94.05% |
| 5年間の変化 | 112.55% |
| IPOからの変化 | 1,553.44% |
最新ニュース
ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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).Recent updates
ナラティブの更新 • 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.新しいナラティブ • 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?ナラティブの更新 • 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).
新しいナラティブ • 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 Alphaナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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
新しいナラティブ • 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 Alpha株主還元
| ENS | US Electrical | US 市場 | |
|---|---|---|---|
| 7D | -6.9% | 0.4% | 1.6% |
| 1Y | 129.1% | 62.3% | 18.6% |
業界別リターン: ENS過去 1 年間で62.3 % の収益を上げたUS Electrical業界を上回りました。
リターン対市場: ENS過去 1 年間で18.6 % の収益を上げたUS市場を上回りました。
価格変動
| ENS volatility | |
|---|---|
| ENS Average Weekly Movement | 6.7% |
| 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% |
安定した株価: ENS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ENSの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1991 | 9,682 | Shawn O'Connell | www.enersys.com |
EnerSys社は、世界中の産業用アプリケーション向けに蓄積エネルギーソリューションを提供している。事業セグメントは3つ：Network & Infrastructure Solutions、Industrial Mobility Solutions、Precision Power Solutionsである。ネットワーク＆インフラストラクチャー・ソリューション部門は、ブロードバンド、電気通信、データセンター、産業用ユーティリティーの顧客に電力ソリューションとサービスを提供している。産業用モビリティ・ソリューション部門は、電動式産業用フォークリフトやその他のマテリアルハンドリング機器、および主にクラス8トラックなどの輸送用途に電力を提供している。プレシジョン・パワー・ソリューションズ部門は、主に軍用車両、先進防衛プログラム、兵士用電源、自律システム向けにエネルギー・ソリューションを提供している。販売代理店、独立代理店、社内販売部隊のネットワークを通じて製品を販売している。同社は以前はユアサ・インクとして知られていたが、2001年1月にEnerSysに社名を変更した。EnerSysは1991年に設立され、ペンシルバニア州レディングに本社を置いている。
EnerSys 基礎のまとめ
| ENS 基礎統計学 | |
|---|---|
| 時価総額 | US$7.55b |
| 収益（TTM） | US$293.56m |
| 売上高(TTM) | US$3.75b |
25.7x
PER（株価収益率2.0x
P/SレシオENS は割高か？
公正価値と評価分析を参照収益と収入
| ENS 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.75b |
| 売上原価 | US$2.65b |
| 売上総利益 | US$1.10b |
| その他の費用 | US$806.27m |
| 収益 | US$293.56m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 8.04 |
| グロス・マージン | 29.32% |
| 純利益率 | 7.83% |
| 有利子負債／自己資本比率 | 58.1% |
ENS の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.5%
現在の配当利回り13%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/05 06:46 |
| 終値 | 2026/07/02 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
EnerSys 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18
| アナリスト | 機関 |
|---|---|
| Gregory Lewis | BTIG |
| Thomas Hayes | CL King & Associates, Inc. |
| Abhishek Rai | CrispIdea |