Energizer Holdings, Inc. (ENR) AI Stock Analysis

Energizer Holdings, Inc. manufactures, markets, and distributes household batteries, specialty batteries, and lighting products. Its battery portfolio spans lithium, alkaline, carbon zinc, nickel metal hydride, zinc air, and silver oxide batteries under brands including Energizer, Eveready, and Rayovac. The company also sells lighting products such as flashlights, lanterns, and area lights under the Hard Case, Dolphin, and WeatherReady brands, while licensing brands for solar items, automotive batteries, and generators. In automotive care, Energizer offers appearance and maintenance items under Armor All, Nu Finish, Refresh Your Car!, LEXOL, and Eagle One, alongside STP additives and A/C PRO do-it-yourself air conditioning recharge products.

Between FY2021 and FY2025, revenue shifted from $3.02B to $2.95B, delivering a 5-year revenue CAGR of 1.5% from FY2020 through FY2025. Annual net income fluctuated, turning negative at -$231.5M in FY2022 before recovering to $239.0M in FY2025, when gross margin reached 41.7% and operating margin rose to 15.5%. In the trailing twelve months, revenue was $2.99B with an operating margin of 12.0% and EPS of $1.19. For the latest quarter ended June 30, 2026, quarterly revenue grew 1.2% year-over-year, while quarterly earnings declined 72.8%.

As of June 30, 2026, Energizer held $173.4M in cash and short-term investments alongside total debt of $3.43B, resulting in net debt of $3.26B. Shareholders' equity stood at $203.2M, creating a debt-to-equity ratio of 16.88, while the current ratio was 2.07. In FY2025, operating cash flow was $147.1M and free cash flow was $63.2M. Capital allocation in FY2025 included $83.9M in capital expenditures, $89.7M spent on share buybacks, and $87.1M distributed in dividends.

Energizer trades at a trailing P/E of 18.2x and a forward P/E of 6.5x, compared to medians of 24.8x and 17.2x for its US-listed Industrials peers. Its EV to EBITDA is 11.9x versus the peer median of 13.9x, while its price-to-sales of 0.5x sits below the peer median of 1.5x. Over the past year, ENR shares fell 4.9% while the S&P 500 returned 16.8%. Over five years, the stock dropped 29.3% compared to an 83.0% gain for the benchmark.

Energizer pays a quarterly dividend totaling $1.20 annually on a forward basis, equating to a 5.53% dividend yield and a payout ratio of 39.3%. The company has paid dividends for 12 consecutive years, though its 5-year annualized dividend growth is 0.0%. Its most recent ex-dividend date was August 19, 2026.

Consensus ratings include 1 Strong Buy and 5 Holds, with no Buy or Sell ratings. The mean price target is $22.17, representing 2.2% above the last close of $21.70. For the fiscal year ending September 30, 2026, analysts estimate EPS of $3.30 on $2.96B in revenue. Over the last four quarters, the company beat EPS estimates twice. Energizer's next earnings report is scheduled for November 17, 2026.

This page is an AI-written research summary of Energizer Holdings, Inc. (ENR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ENR income statement, ENR balance sheet, ENR key metrics, ENR analyst forecast, ENR chart. See the ENR stock overview for the latest quote and news.