EnerSys (ENS) Hisse Özeti
EnerSys, dünya çapında endüstriyel uygulamalar için depolanmış enerji çözümleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
ENS risk kontrollerimizi geçti.
ENS Community Fair Values
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Analyst Price Targets
EnerSys Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$206.68 |
| 52 Haftanın En Yüksek Seviyesi | US$244.30 |
| 52 Haftanın En Düşük Seviyesi | US$85.56 |
| Beta | 1.17 |
| 1 Aylık Değişim | -8.98% |
| 3 Aylık Değişim | 17.00% |
| 1 Yıllık Değişim | 129.08% |
| 3 Yıllık Değişim | 94.05% |
| 5 Yıllık Değişim | 112.55% |
| Halka arzdan bu yana değişim | 1,553.44% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.Yeni Anlatı • 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?Anlatı Güncellemesi • 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).
Yeni Anlatı • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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
Yeni Anlatı • 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 AlphaHissedar Getirileri
| ENS | US Electrical | US Pazar | |
|---|---|---|---|
| 7D | -6.9% | 0.4% | 1.6% |
| 1Y | 129.1% | 62.3% | 18.6% |
Getiri vs. Endüstri: ENS geçen yıl % 62.3 oranında getiri sağlayan US Electrical sektörünü aştı.
Getiri vs Piyasa: ENS geçen yıl % 18.6 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| 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% |
İstikrarlı Hisse Senedi Fiyatı: ENS son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: ENS 'nin haftalık oynaklığı ( 7% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1991 | 9,682 | Shawn O'Connell | www.enersys.com |
EnerSys, dünya çapında endüstriyel uygulamalar için depolanmış enerji çözümleri sunmaktadır. Üç segment aracılığıyla faaliyet göstermektedir: Ağ ve Altyapı Çözümleri, Endüstriyel Mobilite Çözümleri ve Hassas Güç Çözümleri. Ağ ve Altyapı Çözümleri segmenti, geniş bant, telekomünikasyon, veri merkezi ve endüstriyel hizmet müşterilerine güç çözümleri ve hizmetleri sağlar.
EnerSys Temel Bilgiler Özeti
| ENS temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$7.55b |
| Kazançlar(TTM) | US$293.56m |
| Gelir(TTM) | US$3.75b |
25.7x
F/K Oranı2.0x
P/S OranıENS aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| ENS gelir tablosu (TTM) | |
|---|---|
| Gelir | US$3.75b |
| Gelir Maliyeti | US$2.65b |
| Brüt Kâr | US$1.10b |
| Diğer Giderler | US$806.27m |
| Kazançlar | US$293.56m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 8.04 |
| Brüt Marj | 29.32% |
| Net Kâr Marjı | 7.83% |
| Borç/Özkaynak Oranı | 58.1% |
ENS uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.5%
Mevcut Temettü Verimi13%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/05 09:39 |
| Gün Sonu Hisse Fiyatı | 2026/07/02 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2026/03/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
EnerSys 18 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Gregory Lewis | BTIG |
| Thomas Hayes | CL King & Associates, Inc. |
| Abhishek Rai | CrispIdea |