EnerSys (ENS) AI Stock Analysis

EnerSys is a global provider of stored energy solutions tailored for industrial applications. The company operates through three segments: Energy Systems, Motive Power, and Specialty. Energy Systems delivers uninterruptible power systems for computer and telecommunications networks, switchgear, electrical control systems, and integrated power solutions for utilities, broadband, and renewable energy. Motive Power manufactures power products for electric industrial forklifts used in manufacturing, warehousing, and material handling, as well as mining and rail equipment. The Specialty segment produces specialty batteries for starting, lighting, and ignition in transportation, along with advanced energy solutions for satellites, military aircraft, submarines, ships, tactical vehicles, medical equipment, and security systems.

Over the 5-year period from FY2021 to FY2026, EnerSys recorded a revenue CAGR of 4.7%. Revenue rose 12.7% in FY2022 to $3.36B and 10.5% in FY2023 to $3.71B, before declining 3.4% in FY2024 to $3.58B. Growth resumed in FY2025 at 1.0% to $3.62B and reached $3.75B in FY2026 with a 3.7% increase. Operating margin improved from 6.1% in FY2022 to 12.7% in FY2026, while net income increased from $143.9M to $293.6M. For the latest quarter ended June 30, 2026, quarterly revenue grew 4.8% year-over-year, quarterly earnings grew 111.6%, and trailing twelve months revenue stood at $3.79B.

As of June 30, 2026, EnerSys held $530.7M in cash and short-term investments against total debt of $1.04B, resulting in net debt of $508.3M. The company reported shareholders' equity of $1.97B, total assets of $3.96B, a current ratio of 2.80, and a debt-to-equity ratio of 0.53. In FY2026, operating cash flow reached $547.6M, which funded $80.1M in capital expenditures, $370.7M in share buybacks, and $38.1M in dividends paid.

At a last close of $168.72 on October 16, 2026, EnerSys has a market cap of $6.08B and an enterprise value of $6.98B. The stock trades at a trailing P/E of 18.1x and a forward P/E of 14.2x, below the median of its US-listed Industrials peers of 24.8x and 17.2x. Its EV to EBITDA ratio of 12.0x is also lower than the peer median of 13.9x. Over the past year, ENS returned 36.9% compared to 16.8% for the S&P 500 (SPY), while its 5-year return of 124.3% exceeded SPY's 83.0%.

EnerSys pays a quarterly dividend with an annualized forward payout of $1.15, offering a dividend yield of 0.68%. The company has paid dividends for 14 consecutive years and delivered a 5-year annualized dividend growth rate of 7.5%. Its payout ratio is 8.8%, and its last ex-dividend date was September 18, 2026.

EnerSys carries 3 Strong Buy and 2 Hold ratings from analysts. The mean price target of $249.48 represents a 47.9% premium over the last close of $168.72. For the current fiscal year ending March 31, 2027, consensus estimates call for revenue of $3.89B and EPS of $13.32, representing 26.1% EPS growth. EnerSys has beaten EPS estimates in 4 of its last 4 quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of EnerSys (ENS). 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: ENS income statement, ENS balance sheet, ENS key metrics, ENS analyst forecast, ENS chart. See the ENS stock overview for the latest quote and news.