Aankondiging • May 20
Enersys Launches Alphacell 4.0HP Plus Battery EnerSys, a global leader in stored energy solutions for industrial applications, announced the launch of the AlphaCell 4.0HP Plus battery, a Thin Plate Pure Lead (TPPL) battery engineered to improve electrochemical stability and support replacement interval stability in outdoor and edge communications network deployments across North America. As cable broadband and communications networks continue to expand deeper into outdoor and edge environments, operators face greater environmental variability within battery enclosures. Over time, sustained elevated operating conditions can increase energy consumption, accelerate battery degradation, and influence replacement interval stability. These impacts are often realized as higher operating expenses over time rather than at the point of purchase. The AlphaCell 4.0HP Plus battery is designed to address this challenge by improving electrochemical stability under variable operating conditions, helping operators better manage the cumulative cost impact of environmental exposure across distributed outdoor deployments. Built on proven TPPL technology, AlphaCell 4.0HP Plus batteries incorporate an integrated catalyst designed to promote internal gas recombination during float operation. By improving electrochemical stability during float operation, this design helps moderate float current demand, reduce sensitivity to operating variability, and support more predictable performance over the battery’s service life, particularly in outdoor enclosures and hard-to-access sites. Testing and prior experience with catalyst-enhanced TPPL designs have demonstrated: Lower float current under controlled elevated operating conditions, supporting reduced ongoing energy consumption; Reduced water loss, helping maintain electrolyte balance and reduce dry-out risk; Improved performance retention under sustained elevated operating conditions compared to non-catalyst TPPL designs. AlphaCell 4.0HP Plus batteries are supported by an extended six-year warranty, reflecting EnerSys’ confidence in the product’s suitability for distributed outdoor, network-critical applications operating under variable environmental conditions and its commitment to lifecycle performance. The AlphaCell battery range is sold across North America, where EnerSys has long supported cable broadband and communications network operators with power solutions designed for real-world operating conditions. The launch of AlphaCell 4.0HP Plus batteries provides operators with a more stable performance profile across distributed outdoor environments where operating exposure can materially influence long-term network operating economics. Aankondiging • Apr 30
EnerSys to Report Q4, 2026 Results on May 20, 2026 EnerSys announced that they will report Q4, 2026 results After-Market on May 20, 2026 Aankondiging • Mar 26
EnerSys Will Close Tijuana Facility EnerSys announced a strategic manufacturing realignment to enhance operational efficiency. As part of this initiative, EnerSys will close its legacy lead-acid battery manufacturing facility in Tijuana, Mexico, and transition the majority of production to its existing proprietary advanced Thin Plate Pure Lead (TPPL) plant in Springfield, Missouri, leveraging its investments to expand capacity within its U.S. manufacturing network. EnerSys expects to incur a pre-tax charge of approximately $37 million under this plan when completed, the majority of which is expected to be incurred by the second half of fiscal year 2027, of which $14 million is expected to be a non-cash charge primarily from equipment write-offs. Cash charges of $23 million include severance, decommissioning and cleanup related to the facility. The restructuring is expected to deliver an annual estimated pre-tax benefit of approximately $20 million, beginning in fiscal year 2028, while ensuring continued product availability and customer support. EnerSys remains committed to maintaining service continuity for its customers throughout this transition. The Company will work closely with employees, customers, and other stakeholders to ensure a seamless shift in production and supply chain logistics. Aankondiging • Jan 15
EnerSys to Report Q3, 2026 Results on Feb 04, 2026 EnerSys announced that they will report Q3, 2026 results at 4:00 PM, US Eastern Standard Time on Feb 04, 2026 Aankondiging • Oct 16
EnerSys to Report Q2, 2026 Results on Nov 05, 2025 EnerSys announced that they will report Q2, 2026 results After-Market on Nov 05, 2025 Aankondiging • Aug 07
Enersys Raises Quarterly Cash Dividend, Payable on September 26, 2025 The Board of Directors of EnerSys have raised its quarterly cash dividend for the third consecutive year, with an increase of 9% to $0.2625 per share of common stock. The dividend is payable on September 26, 2025, to holders of record as of September 12, 2025. Aankondiging • Jul 17
EnerSys to Report Q1, 2026 Results on Aug 06, 2025 EnerSys announced that they will report Q1, 2026 results After-Market on Aug 06, 2025 Aankondiging • Jun 19
EnerSys, Annual General Meeting, Jul 31, 2025 EnerSys, Annual General Meeting, Jul 31, 2025. Aankondiging • May 01
EnerSys to Report Q4, 2025 Results on May 21, 2025 EnerSys announced that they will report Q4, 2025 results After-Market on May 21, 2025 Aankondiging • Apr 02
Enersys to Close Its Flooded Lead-Acid Battery Manufacturing Facility in Monterrey, Mexico EnerSys announced a strategic manufacturing realignment to enhance operational efficiency and align with the accelerating market shift toward its proprietary higher performance maintenance-free battery technologies such as Thin Plate Pure Lead (TPPL) and lithium-ion. As part of this initiative, EnerSys will close its flooded lead-acid battery manufacturing facility in Monterrey, Mexico, and transition production to its existing plant in Richmond, Kentucky. EnerSys expects to incur a pre-tax charge of approximately $20 million under this plan when completed, the majority of which is expected to be recorded in the first half of calendar year 2025, of which $7.6 million is expected to be a non-cash charge from inventory and equipment write-offs. The restructuring is expected to deliver an estimated pre-tax benefit of $19 million annually, beginning fiscal year 2027, while ensuring continued product availability and customer support. EnerSys remains committed to maintaining service continuity for its customers throughout this transition. The Company will work closely with employees, customers, and other stakeholders to ensure a seamless shift in production and supply chain logistics. Aankondiging • Mar 12
EnerSys Technology Advances Data Centre Backup Power Management EnerSys has announced the integration of advanced embedded technology into its DataSafe®? Thin Plant Pure Lead (TPPL) batteries, enhancing backup power management for data centres. This breakthrough enables real-time battery monitoring, optimising performance and reliability in environments where continuous power is critical. As global data centre power demand continues to rise, driven by sectors like artificial intelligence (AI) and cryptocurrencies, the International Energy Agency (IEA) projects that by 2026, demand could double, reaching 1,000 terawatt-hours (TWh)--roughly equivalent to Japan's total yearly electricity consumption today1. With this growing demand, data centres face mounting pressure to improve backup power systems to ensure operational continuity. EnerSys technology addresses these challenges by embedding monitoring technology directly into lead-acid batteries. The technology tracks key battery parameters such as voltage and temperature, enabling data centre operators to perform proactive maintenance and reduce battery related downtime. It also integrates with the EnVision™? Connect system monitor, offering data-driven insights for better performance and operational control. A European data centre recently deployed 260 DataSafe®? batteries with the embedded technology ahead of a major international sporting event to enhance backup power monitoring. By integrating this technology with the EnVision™? connect system monitor, the data centre was able to achieve more frequent battery status updates, reducing blind spots and improving its ability to proactively address issues. This integration also led to a reduction in emergency maintenance interventions, helping lower costs while improving compliance with power resilience requirements. Additionally, the data centre gained better operational control, which helped reduce risks associated with backup power failure. This deployment highlights how EnerSys' technology, in conjunction with the EnVision™?Connect system monitor, is setting a new benchmark for data centre backup power monitoring, ensuring efficiency, reliability, and operational security. Aankondiging • Feb 21
EnerSys to Preview New Battery Energy Storage System and Next Generation Charger at Logimat and ProMat 2025 EnerSys announced that it will preview their new NexSystm BESS energy storage system and Synovatm Sync charger concepts at upcoming LogiMAT and ProMat trade shows. These advanced technologies will help operations better manage energy supply and costs - enhancing operational resilience amidst the global energy transition. These new innovations enable organizations to more efficiently store and utilize energy from time- and condition-dependent renewable sources such as wind and solar. The NexSystm BESS Energy storage system also enables operations to better manage energy costs via "peak shaving" from the traditional electric grid - storing energy during periods with lower utility rates for use during periods with higher rates. The advanced Synovatm Sync charger delivers exceptional efficiency and charging performance, featuring two-way data and energy flow capabilities that allow operations to pull energy from equipment back into centralized storage if needed. Both the NexSystm BESSenergy storage system and Synovat m Sync charger also provide cloud-based data reporting for enhanced energy and operational management. These advanced, next-generation products enable businesses to minimize utility costs while helping stabilize energy for their operations to make them more resilient. When combined, the NexSystm Bess energy storage system and Synov at EnerSys. When combined, the Nex Systm BESS energy storage systems and Synovatm Sync charg form a reliable foundation for on-site microgrids - efficiently storing, managing, and utilizing energy from the traditional grid and various on-site generation sources. The new NexSystmBESS energy storage system and next generation Synovatm Sync charger, along with the Company's portfolio of turnkey power solutions, will be showcased to visitors at the EnerSys trade show stands at LogiMat (Stand 10B09) in Stuttgart, Germany, from March 11-13, 2025, and the following week at ProMat (Booth S612) in Chicago, Illinois, USA, from March 17-20, 2025. Aankondiging • Jan 20
EnerSys Completes Negotiation of U.S. DOE Award Supporting Development of Lithium-ion Gigafactory EnerSys announced the successful completion of contract and funding negotiations with the U.S. Department of Energy (DOE). This final agreement secures a $199 million award from the DOE’s Office of Manufacturing and Energy Supply Chains, which will support the construction of EnerSys’ lithium-ion cell production facility in Greenville, South Carolina. The Greenville facility will span 500,000 square feet and is set to produce advanced lithium-ion cells for critical applications across commercial, industrial, and defense end markets. The factory will be dedicated to manufacturing cells exclusively for EnerSys products, advancing the Company’s ambitions of shaping the future of energy storage and strengthening the U.S. energy supply chain. The new factory will support the needs of critical customers including the U.S. Department of Defense (DOD), which has specific requirements for domestically sourced batteries. The Company intends to begin construction of the facility in 2025, with commercial production expected to commence in 2028. Aankondiging • Dec 06
EnerSys Names Keith Fisher as President, Energy Systems Global, Effective January 2, 2025 EnerSys announced the appointment of Keith Fisher as President, Energy Systems Global effective January 2, 2025. Mr. Fisher will succeed and report to Shawn O’Connell, who was recently promoted to President and Chief Operating Officer. Mr. Fisher, with a distinguished 27-year career, brings a proven track record of driving operational and financial excellence across multiple industries. His leadership in global strategic execution and services transformation has positioned him as an ideal candidate to lead EnerSys’ Energy Systems Global business. Prior to joining EnerSys, Mr. Fisher served as President of Honeywell Intelligrated, where he led significant growth in services and implemented rigorous project management processes and tools leading to meaningful margin expansion and improved customer satisfaction. His tenure at Honeywell also included Vice President and General Manager of Honeywell Building Technologies Global Services where he spearheaded global service modernization initiatives, resulting in both revenue and operating income growth, through digitization and standardized processes. He has effectively led multi-billion-dollar businesses across several strategic business units, demonstrating his capacity to scale and optimize operations in various industry cycles and market conditions. Declared Dividend • Nov 11
Second quarter dividend of US$0.24 announced Shareholders will receive a dividend of US$0.24. Ex-date: 13th December 2024 Payment date: 27th December 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 6.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 08
Second quarter 2025 earnings released: EPS: US$2.05 (vs US$1.59 in 2Q 2024) Second quarter 2025 results: EPS: US$2.05 (up from US$1.59 in 2Q 2024). Revenue: US$883.7m (down 1.9% from 2Q 2024). Net income: US$82.3m (up 26% from 2Q 2024). Profit margin: 9.3% (up from 7.2% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Aankondiging • Nov 08
EnerSys Announces Chief Executive Officer Changes EnerSys announced that David Shaffer has notified the Board of Directors of his intention to retire as Chief Executive Officer effective May 2025. As part of a planned succession, including a comprehensive search process, the Board has named Shawn O’Connell, President, Energy Systems Global, as successor and appointed him President and Chief Operating Officer effective immediately. Upon Mr. Shaffer’s retirement, Mr. O’Connell will assume the role of Chief Executive Officer and will join EnerSys’ Board of Directors. Mr. Shaffer and Mr. O’Connell will continue to work closely together to ensure a smooth transition over the next six months. As part of this planned succession, effective November 6, 2024, Mr. O’Connell, will become EnerSys’ President and Chief Operating Officer, and continue leading Energy Systems Global until a successor is named. A search process is underway. In his new role, Mr. O’Connell will assume responsibility for the Operations and Information Technology functions and the Motive Power Global, Energy Systems Global, and Specialty Global businesses. As a seasoned executive, Mr. O’Connell has led global teams and spearheaded transformational initiatives across EnerSys, consistently demonstrating the ability to drive change and deliver growth and profitability. Navigating unprecedented events, such as the COVID-19 pandemic, macroeconomic volatility, and shifting secular growth trends, Mr. O’Connell has been a steady, resilient, and strategic leader. Since joining EnerSys in 2011, he has held key leadership roles of increasing responsibility, including Vice President of both EnerSys Advanced Systems (2015 – 2017) and Reserve Power Sales and Service for the Americas (2017 – 2019) and President of Motive Power (2019 – 2023). As President, Energy Systems Global since November 2023, Mr. O’Connell has led a significant business transformation, including reshaping the go-to market and operational strategies and reducing annual costs by nearly $50 million. Previously, as President, Motive Power, Mr. O’Connell introduced several transformative initiatives that delivered 20% operating earnings growth and 210 bps of margin expansion. Prior to joining EnerSys, Mr. O’Connell founded U.S. Energy Systems in 2003, a contracted reseller for EnerSys in the Western U.S. region. Mr. O’Connell also served in the armed forces as a member of the U.S. Army’s 82nd Airborne Division. Aankondiging • Oct 17
EnerSys to Report Q2, 2025 Results on Nov 06, 2024 EnerSys announced that they will report Q2, 2025 results After-Market on Nov 06, 2024 Upcoming Dividend • Sep 09
Upcoming dividend of US$0.24 per share Eligible shareholders must have bought the stock before 16 September 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.8%). Recent Insider Transactions • Aug 31
CEO, President & Director recently sold €1.6m worth of stock On the 29th of August, David Shaffer sold around 18k shares on-market at roughly €90.35 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by €1.8m. Declared Dividend • Aug 12
First quarter dividend of US$0.24 announced Shareholders will receive a dividend of US$0.24. Ex-date: 16th September 2024 Payment date: 30th September 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 6.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 69% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 08
First quarter 2025 earnings released: EPS: US$1.74 (vs US$1.63 in 1Q 2024) First quarter 2025 results: EPS: US$1.74 (up from US$1.63 in 1Q 2024). Revenue: US$852.9m (down 6.1% from 1Q 2024). Net income: US$70.1m (up 5.0% from 1Q 2024). Profit margin: 8.2% (up from 7.4% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Aankondiging • Jul 18
EnerSys to Report Q1, 2025 Results on Aug 07, 2024 EnerSys announced that they will report Q1, 2025 results After-Market on Aug 07, 2024 Aankondiging • Jun 20
EnerSys, Annual General Meeting, Aug 01, 2024 EnerSys, Annual General Meeting, Aug 01, 2024. Aankondiging • Jun 13
EnerSys Announces Board Changes EnerSys announced that on June 11, 2024, Hwan-Yoon F. Chung advised company's board of directors of his decision not to stand for re-election to the Board for the upcoming annual meeting of the stockholders in 2024 in order to focus on his other commitments. The company's Corporate Governance Guidelines provides that a director who has reached the age of 75 may not be nominated for re-election, and therefore Arthur T. Katsaros and General Robert Magnus, USMC (Retired), will not be nominated for re-election at the 2024 Annual Meeting. The Board appointed Paul J. Tufano to serve as Non-Executive Chair of the Board, effective upon Mr. Katsaros’ retirement. The Board also appointed Steven M. Fludder to replace Mr. Tufano as Chair of the Compensation Committee, effective upon Mr. Tufano’s appointment as Non-Executive Chair of the Board. Upcoming Dividend • Jun 10
Upcoming dividend of US$0.23 per share Eligible shareholders must have bought the stock before 14 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.7%). Declared Dividend • May 27
Fourth quarter dividend of US$0.23 announced Shareholders will receive a dividend of US$0.23. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Aankondiging • May 24
EnerSys Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2025 EnerSys provided earnings guidance for the first quarter and full fiscal year 2025. In the first quarter of fiscal 2025, the company expects net sales in the range of $860 million to $900 million.For the full year fiscal 2025, the company expects net sales in the range of $3,675 million to $3,825 million. Reported Earnings • May 23
Full year 2024 earnings released: EPS: US$6.62 (vs US$4.31 in FY 2023) Full year 2024 results: EPS: US$6.62 (up from US$4.31 in FY 2023). Revenue: US$3.58b (down 3.4% from FY 2023). Net income: US$269.1m (up 53% from FY 2023). Profit margin: 7.5% (up from 4.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Aankondiging • May 23
EnerSys Announces Dividend for the First Quarter of Fiscal Year 2025, Payable on June 28, 2024 EnerSys announced that its Board of Directors has declared a quarterly cash dividend of $0.225 per share of common stock payable on June 28, 2024, to holders of record as of June 14, 2024. Aankondiging • May 03
EnerSys to Report Q4, 2024 Results on May 02, 2024 EnerSys announced that they will report Q4, 2024 results After-Market on May 02, 2024 Aankondiging • Apr 02
Enersys Promotes Mark Matthews to the Role of President, Specialty Global EnerSys announced the promotion of Mark Matthews to the role of President, Specialty Global. Since joining EnerSys in 2016, Mark has held roles of increasing responsibility, most recently as Senior Vice President, Specialty Global. Over the past seven and a half years, Mark has leveraged his unique lithium battery development expertise, exceptional leadership skills, and deep industry and government relationships to accelerate EnerSys’s growth initiatives in the transportation, aerospace, and defense markets, as well as the Company’s lithium production roadmap. Mark is spearheading the Company’s development plans for a 4GWh lithium-ion cell factory, and recently secured a comprehensive incentive package through South Carolina and Greenville County valued at approximately $200 million, which includes a combination of short-term and long-term incentives. He is also leading EnerSys’s efforts to secure additional project funding from the U.S. Department of Energy. Mark’s career journey consists of extraordinary achievements and contributions in the energy storage and lithium battery technology industry, including designing a patented battery powered energy distribution system. Prior to joining EnerSys, Mark held a variety of management positions including CEO, President, General Manager, and leadership roles in Quality Management, Product Management, Global Sales, Engineering, and Research and Development. His prior work includes developing a technology that integrates renewable energy generation with energy storage and power distribution to reduce demand charges and utility costs. His other innovative designs facilitated the U.S. Army's conversion from Li-SO2 to Li-MnO2 technology, delivering 50% higher energy density at half the battery weight. Mr. Matthews earned a Bachelor of Science Degree in Engineering Management with an emphasis in Chemical Engineering from Missouri University of Science and Technology. Upcoming Dividend • Mar 07
Upcoming dividend of US$0.23 per share Eligible shareholders must have bought the stock before 14 March 2024. Payment date: 29 March 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.0%). Declared Dividend • Feb 12
Third quarter dividend of US$0.23 announced Shareholders will receive a dividend of US$0.23. Ex-date: 14th March 2024 Payment date: 29th March 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • Feb 10
Now 20% undervalued Over the last 90 days, the stock has risen 5.1% to €83.00. The fair value is estimated to be €104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 5.9% in 2 years. Earnings are forecast to grow by 23% in the next 2 years. Reported Earnings • Feb 08
Third quarter 2024 earnings released: EPS: US$1.88 (vs US$1.09 in 3Q 2023) Third quarter 2024 results: EPS: US$1.88 (up from US$1.09 in 3Q 2023). Revenue: US$861.5m (down 6.4% from 3Q 2023). Net income: US$76.2m (up 72% from 3Q 2023). Profit margin: 8.8% (up from 4.8% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Aankondiging • Feb 08
EnerSys Announces Dividend for the Fourth Quarter of Fiscal Year 2024, Payable on March 29, 2024 EnerSys announced that its Board of Directors has declared a quarterly cash dividend of $0.225 per share of common stock payable on March 29, 2024, to holders of record as of March 15, 2024. Aankondiging • Jan 31
EnerSys® Launches NexSys® AIR Wireless Charger for AGVs EnerSys has announced the launch of its NexSys® AIR wireless charger. Engineered for a wide range of Automated Guided Vehicles (AGVs), the new NexSys® AIR wireless charger boasts an advanced, space-saving design to automate charging and eliminate maintenance, giving facilities and AGV Original Equipment Manufacturers (OEMs) a safe and convenient solution that eliminates physical connections. The NexSys® AIR wireless charger features contact-free charging pads, eliminating the maintenance and wear associated with physical charging connections. Capable of charging traditional flooded lead acid, Thin Plate Pure Lead (TPPL) and lithium-ion batteries, the NexSys® AIR wireless charger can handle a range of AGVs, charging schedules and facility locations, ensuring more flexibility and reliability for automated operations. With their small footprint, NexSys® AIR wireless chargers can be distributed across a variety of locations throughout facilities – providing additional layout design flexibility. Each unit also features intuitive touchscreen controls and advanced safety features that include Foreign Object Detection (FOD) and Live Object Detection (LOD) to help protect workers and equipment. The NexSys® AIR wireless charger will be on display in the EnerSys trade show stands at Intermodal (booth M010) in Sao Paulo, Brazil from March 5-7, 2024; MODEX (booth B8032) in Atlanta, Georgia, USA from March 11-14, 2024; and LogiMAT (booth 10B09) in Stuttgart, Germany from March 19-21, 2024. Aankondiging • Jan 18
EnerSys to Report Q3, 2024 Results on Feb 07, 2024 EnerSys announced that they will report Q3, 2024 results After-Market on Feb 07, 2024 Upcoming Dividend • Dec 07
Upcoming dividend of US$0.23 per share at 1.0% yield Eligible shareholders must have bought the stock before 14 December 2023. Payment date: 29 December 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (2.0%). Reported Earnings • Nov 09
Second quarter 2024 earnings released: EPS: US$1.59 (vs US$0.85 in 2Q 2023) Second quarter 2024 results: EPS: US$1.59 (up from US$0.85 in 2Q 2023). Revenue: US$901.0m (flat on 2Q 2023). Net income: US$65.2m (up 89% from 2Q 2023). Profit margin: 7.2% (up from 3.8% in 2Q 2023). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Aankondiging • Nov 09
EnerSys Announces Dividend for the Third Quarter of Fiscal Year 2024, Payable on December 29, 2023 EnerSys announced that its Board of Directors has declared a quarterly cash dividend of $0.225 per share of common stock payable on December 29, 2023, to holders of record as of December 15, 2023. Aankondiging • Oct 19
EnerSys to Report Q2, 2024 Results on Nov 08, 2023 EnerSys announced that they will report Q2, 2024 results After-Market on Nov 08, 2023 Aankondiging • Sep 27
EnerSys Accelerates 5G Small Cell Deployment with DPX Distributed Power Transport System EnerSys®? announced the launch of its DPX Distributed Power Transport System featuring the company's new EnShield™? technology, at Mobile World Congress Las Vegas 2023. The EnShield™? technology applies the Fault Managed Power standard to minimize the time-consuming and expensive connections to the electrical grid when deploying outdoor small cells. The DPX system eliminates many of the hurdles linked to permitting and logistics for power connections. The DPX Dist distributed Power Transport System is being featured in the EnerSys booth, #818, at the Mobile World Congress being held at the Las Vegas Convention Center, September 26-28. The DPX Distributed Power transport System supplies power to 5G small cells located up to 1 mile away. A single DPX system installation can energize up to 10 nodes that are using higher power small cell radios, or up to 40 nodes using low power radios. The system supplies significantly more power than traditional remote power systems, while strictly complying with industry standards that emphasize technician safety. The DPX system is now in trial mode and being evaluated by major operators. It is expected to be commercially available in 2024. Aankondiging • Sep 21
EnerSys Announces Executive Changes EnerSys announced the retirement of Andrew (Drew) M. Zogby, President, Energy Systems Global, effective March 31, 2024. After an exceptional tenure of 15 years combined at EnerSys and Alpha and a remarkable 30-year career in the broadband, telecommunications, renewable energy and technology industries, Mr. Zogby has chosen to embark on the next chapter of his life. In 2018, when EnerSys acquired Alpha Technologies, it not only gained a valuable business asset but also an invaluable leader in Drew. Since joining EnerSys, Drew displayed exceptional leadership, strategy, and vision, consistently driving innovation for the Energy Systems business. EnerSys also announced that Shawn M. O’Connell, who currently serves as President, Motive Power Global, will transition to President, Energy Systems Global. Since joining EnerSys in 2011, Shawn has held a variety of leadership roles within the company including Vice President, EnerSys Advanced Systems and Vice President, Reserve Power Sales and Service for the Americas. Having served in his current role for the past three years, Shawn has introduced several transformative initiatives driving the Motive Power business’s impressive performance, including significant revenue growth from the company’s maintenance-free battery offerings, operating discipline, and strong operating earnings. His leadership style has built a culture of collaboration and excellence. He is also known for fostering strong relationships both internally with employees and externally with business partners and customers. Upcoming Dividend • Sep 07
Upcoming dividend of US$0.23 per share at 0.9% yield Eligible shareholders must have bought the stock before 14 September 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.1%). New Risk • Aug 15
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Share price has been volatile over the past 3 months (6.6% average weekly change). Significant insider selling over the past 3 months (€536k sold). Aankondiging • Aug 10
EnerSys Declares Quarterly Cash Dividend, Payable on September 29, 2023 EnerSys announced that its Board of Directors has declared a quarterly cash dividend increase of 29% to $0.225 per share of common stock payable on September 29, 2023, to holders of record as of September 15, 2023. Reported Earnings • Aug 10
First quarter 2024 earnings released: EPS: US$1.63 (vs US$0.76 in 1Q 2023) First quarter 2024 results: EPS: US$1.63 (up from US$0.76 in 1Q 2023). Revenue: US$908.6m (up 1.1% from 1Q 2023). Net income: US$66.8m (up 116% from 1Q 2023). Profit margin: 7.4% (up from 3.4% in 1Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 13% per year. Aankondiging • Jul 22
EnerSys to Report Q1, 2024 Results on Aug 09, 2023 EnerSys announced that they will report Q1, 2024 results on Aug 09, 2023 Aankondiging • Jun 23
EnerSys, Annual General Meeting, Aug 03, 2023 EnerSys, Annual General Meeting, Aug 03, 2023, at 10:00 US Eastern Standard Time. Agenda: To consider Elect four (4) Class I director nominees; to approve, ratify and adopt the EnerSys 2023 Equity Incentive Plan; to ratify the appointment of Ernst & Young LLP as the company’s independent registered public accounting firm for fiscal year ending March 31, 2024; and to consider an advisory vote to approve the compensation of EnerSys’ named executive officers. Recent Insider Transactions • Jun 15
President of Energy Systems Global recently sold €536k worth of stock On the 8th of June, Andrew Zogby sold around 6k shares on-market at roughly €96.77 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Upcoming Dividend • Jun 08
Upcoming dividend of US$0.17 per share at 0.7% yield Eligible shareholders must have bought the stock before 15 June 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.0%). Valuation Update With 7 Day Price Move • May 31
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €92.00, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 18x in the Electrical industry in Europe. Total returns to shareholders of 62% over the past three years. Reported Earnings • May 25
Full year 2023 earnings released: EPS: US$4.31 (vs US$3.42 in FY 2022) Full year 2023 results: EPS: US$4.31 (up from US$3.42 in FY 2022). Revenue: US$3.71b (up 11% from FY 2022). Net income: US$175.8m (up 22% from FY 2022). Profit margin: 4.7% (up from 4.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year. Upcoming Dividend • Mar 09
Upcoming dividend of US$0.17 per share at 0.8% yield Eligible shareholders must have bought the stock before 16 March 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.0%). Reported Earnings • Feb 09
Third quarter 2023 earnings released: EPS: US$1.09 (vs US$0.86 in 3Q 2022) Third quarter 2023 results: EPS: US$1.09 (up from US$0.86 in 3Q 2022). Revenue: US$920.2m (up 9.0% from 3Q 2022). Net income: US$44.4m (up 23% from 3Q 2022). Profit margin: 4.8% (up from 4.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year. Aankondiging • Feb 09
EnerSys Declares Quarterly Cash Dividend, Payable on March 31, 2023 EnerSys announced that its Board of Directors has declared a quarterly cash dividend of $0.175 per share of common stock payable on March 31, 2023, to holders of record as of March 17, 2023. Aankondiging • Jan 19
EnerSys to Report Q3, 2023 Results on Feb 08, 2023 EnerSys announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 08, 2023 Upcoming Dividend • Dec 08
Upcoming dividend of US$0.17 per share Eligible shareholders must have bought the stock before 15 December 2022. Payment date: 30 December 2022. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.2%). Aankondiging • Dec 08
EnerSys Appoints Tamara Morytko to Its Board of Directors EnerSys announced that its Board of Directors has appointed Tamara Morytko, as a Class II director, effective immediately. Ms. Morytko currently serves as President of the Pumps Division at Flowserve Corporation. Flowserve is an industry leader in pumps, valves, and other flow control equipment, with its headquarters in Irving, Texas. Since joining Flowserve in September 2020, Ms. Morytko has established a reputation in the industry as an enterprise operating leader and supply chain subject matter expert. From February 2018 until September 2020, Ms. Morytko was the Chief Operating Officer at Norsk Titanium. Before joining Norsk, she served as an operations and supply chain consultant. Prior to that she spent 7 years at Baker Hughes, first as Vice President, Global Supply Chain, then as Vice President, North America Region, and finally as President, Asia Pacific Region. From 1996 until 2010, Ms. Morytko served in a number of positions of increasing responsibility at Pratt & Whitney, and as a senior auditor at Arthur Andersen, LLP, from 1992 to 1996. Ms. Morytko has also previously served as a member of the Board of Directors of Pioneer Energy Services from 2019 to 2020. In addition, since 2019, Ms. Morytko has served on the Board of Directors of The Crosby Group, a KKR portfolio company. She holds a Bachelor of Science in Accounting from Purdue University and a Master of Business Administration from Purdue University Krannert School of Management. Reported Earnings • Nov 11
Second quarter 2023 earnings released: EPS: US$0.85 (vs US$0.84 in 2Q 2022) Second quarter 2023 results: EPS: US$0.85. Revenue: US$899.4m (up 14% from 2Q 2022). Net income: US$34.5m (down 3.2% from 2Q 2022). Profit margin: 3.8% (down from 4.5% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Electrical industry in Germany. Aankondiging • Nov 10
EnerSys Announces Quarterly Dividend, Payable on December 30, 2022 EnerSys announced that its Board of Directors has declared a quarterly cash dividend of $0.175 per share of common stock payable on December 30, 2022, to holders of record as of December 16, 2022. Aankondiging • Oct 20
EnerSys to Report Q2, 2023 Results on Nov 09, 2022 EnerSys announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Nov 09, 2022 Upcoming Dividend • Sep 08
Upcoming dividend of US$0.17 per share Eligible shareholders must have bought the stock before 15 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (1.2%). Reported Earnings • Aug 12
First quarter 2023 earnings released: EPS: US$0.76 (vs US$1.03 in 1Q 2022) First quarter 2023 results: EPS: US$0.76 (down from US$1.03 in 1Q 2022). Revenue: US$899.0m (up 10% from 1Q 2022). Net income: US$31.0m (down 30% from 1Q 2022). Profit margin: 3.4% (down from 5.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.9%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Aankondiging • Aug 11
EnerSys Announces Quarterly Dividend, Payable on September 30, 2022 EnerSys announced that its Board of Directors has declared a quarterly cash dividend of $0.175 per share of common stock payable on September 30, 2022, to holders of record as of September 16, 2022. Aankondiging • Aug 02
EnerSys Appoints Rudolph Wynter to Its Board of Directors EnerSys announced that its Board of Directors has appointed Rudolph (Rudy) Wynter, as a Class I director, effective immediately. Mr. Wynter currently serves as the President of National Grid’s New York business, leading National Grid’s regulated energy delivery portfolio that provides electricity and natural gas service to customers across the State of New York. In his more than 30-year tenure at National Grid and its legacy companies, he has served in many senior and operational roles, from Chief Operating Officer of its Wholesale Networks & Capital Delivery business, to Strategic Planning, Engineering and Operations. His wide-ranging experience also includes a focus on grid resilience and clean energy technologies, including renewable energy sources as part of the solution to meet greenhouse gas emissions targets in territories National Grid services. In addition, Mr. Wynter serves on the boards of GridWise Alliance, the Partnership for New York City and the American Gas Association. He is a member of the American Society of Mechanical Engineers, the American Gas Association, and the Edison Electric Institute. A native of Brooklyn, New York, he earned a bachelor’s degree in Mechanical Engineering from Pratt Institute, and an MBA from Fordham University. Aankondiging • Jul 22
EnerSys to Report Q1, 2023 Results on Aug 10, 2022 EnerSys announced that they will report Q1, 2023 results on Aug 10, 2022 Aankondiging • Jun 24
EnerSys, Annual General Meeting, Aug 04, 2022 EnerSys, Annual General Meeting, Aug 04, 2022, at 10:00 US Eastern Standard Time. Agenda: To consider election of three (3) class III director nominees; to ratify the appointment of Ernst & Young LLP as EnerSys’ independent registered public accounting firm for the fiscal year ending March 31, 2023; to consider advisory vote to approve EnerSys’ named executive officer compensation; and to discuss other business matters. Upcoming Dividend • Jun 08
Upcoming dividend of US$0.17 per share Eligible shareholders must have bought the stock before 15 June 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.2%). In line with average of industry peers (1.0%). Aankondiging • May 27
EnerSys Declares Quarterly Cash Dividend of $0.175 Per Share of Common Stock Payable on June 30, 2022 EnerSys announced that its Board of Directors has declared a quarterly cash dividend of $0.175 per share of common stock payable on June 30, 2022, to holders of record as of June 16, 2022. Aankondiging • May 05
EnerSys to Report Q4, 2022 Results on May 25, 2022 EnerSys announced that they will report Q4, 2022 results After-Market on May 25, 2022 Aankondiging • Mar 06
EnerSys to Suspend Operations in Russia EnerSys announced that it has begun the process of indefinitely suspending its operations in Russia following Russia’s illegal military action against a sovereign Ukraine. The Company has 8 employees in Ukraine and 43 in Russia. It does not expect the suspension to have a material impact on financial results. Upcoming Dividend • Mar 03
Upcoming dividend of US$0.17 per share Eligible shareholders must have bought the stock before 10 March 2022. Payment date: 25 March 2022. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.4%). Higher than average of industry peers (0.9%). 
