EnerSys (ENS) Stock Overview
Engages in the provision of stored energy solutions for industrial applications worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 3/6 |
| Past Performance | 2/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
ENS Community Fair Values
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Analyst Price Targets
EnerSys Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$186.30 |
| 52 Week High | US$244.30 |
| 52 Week Low | US$94.52 |
| Beta | 1.22 |
| 1 Month Change | -9.42% |
| 3 Month Change | -19.92% |
| 1 Year Change | 95.30% |
| 3 Year Change | 93.70% |
| 5 Year Change | 102.92% |
| Change since IPO | 1,390.40% |
Recent News & Updates
Narrative Update • 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
Narrative Update • 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).Recent updates
Narrative Update • 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 AlphaNarrative Update • 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).
Narrative Update • 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.New Narrative • 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?Narrative Update • 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).New Narrative • 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?Narrative Update • 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.Narrative Update • 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).Narrative Update • 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).Narrative Update • 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.Narrative Update • 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).Narrative Update • 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).Analysis Article • 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...Narrative Update • 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).Narrative Update • 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.Analysis Article • 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...Narrative Update • 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).Narrative Update • 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).Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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
New Narrative • 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.Shareholder Returns
| ENS | US Electrical | US Market | |
|---|---|---|---|
| 7D | -1.3% | 0.2% | 2.2% |
| 1Y | 95.3% | 45.3% | 20.9% |
Return vs Industry: ENS exceeded the US Electrical industry which returned 46.4% over the past year.
Return vs Market: ENS exceeded the US Market which returned 20.9% over the past year.
Price Volatility
| ENS volatility | |
|---|---|
| ENS Average Weekly Movement | 7.3% |
| Electrical Industry Average Movement | 13.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: ENS has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: ENS's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1991 | 9,682 | Shawn O'Connell | www.enersys.com |
EnerSys engages in the provision of stored energy solutions for industrial applications worldwide. It operates through three segments: Network & Infrastructure Solutions, Industrial Mobility Solutions, and Precision Power Solutions. The Network & Infrastructure Solutions segment provides power solutions and services to broadband, telecommunications, data center, and industrial utility customers.
EnerSys Fundamentals Summary
| ENS fundamental statistics | |
|---|---|
| Market cap | US$6.99b |
| Earnings (TTM) | US$293.56m |
| Revenue (TTM) | US$3.75b |
23.1x
P/E Ratio1.8x
P/S RatioIs ENS overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ENS income statement (TTM) | |
|---|---|
| Revenue | US$3.75b |
| Cost of Revenue | US$2.65b |
| Gross Profit | US$1.10b |
| Other Expenses | US$806.27m |
| Earnings | US$293.56m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
Aug 12, 2026
| Earnings per share (EPS) | 8.05 |
| Gross Margin | 29.32% |
| Net Profit Margin | 7.83% |
| Debt/Equity Ratio | 61.8% |
How did ENS perform over the long term?
See historical performance and comparisonDividends
0.6%
Current Dividend Yield13%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/10 06:39 |
| End of Day Share Price | 2026/08/10 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2026/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
EnerSys is covered by 18 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Gregory Lewis | BTIG |
| Thomas Hayes | CL King & Associates, Inc. |
| Abhishek Rai | CrispIdea |