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EnerSys (ENS) investor relations material
EnerSys Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Launched EnerGize/Energize transformation, focusing on operational efficiency, growth, and $80M annual cost savings via 11% workforce reduction and realignment.
Net sales rose 5% year-over-year to $893M, driven by acquisitions, price/mix, and strong Data Center and Communications demand.
Adjusted EPS was $2.08, up 5%; adjusted EPS ex-45X was $1.11, down 6% due to FX and tariff headwinds.
$159M returned to shareholders via $150M in buybacks and $9.1M in dividends; Board approved $1B buyback increase and 9% dividend hike.
Completed acquisitions of Rebel Systems and Bren-Tronics, expanding defense and lithium battery capabilities.
Financial highlights
Q1 net sales: $893M, up 5% year-over-year; gross margin: 28.4%, up 40 bps; adjusted operating earnings: $114M, up 8%.
Adjusted EBITDA: $123M, up 2%; adjusted EPS: $2.08, up 5%; adjusted EPS ex-45X: $1.11, down 6%.
Free cash flow was negative $32M, reflecting seasonal factors and inventory build.
Net leverage ratio increased to 1.6x, up from 1.1x, due to acquisitions and buybacks.
Cash and equivalents stood at $346.7M at quarter end.
Outlook and guidance
Q2 FY26 net sales expected at $870M–$910M; adjusted EPS guidance: $2.33–$2.43, or $1.34–$1.44 ex-45X.
$80M in annualized savings from restructuring, with $30M–$35M expected in FY26 and material benefits starting Q3.
Full-year quantitative guidance paused pending clarity on policy and macro trends; Q1 expected to be the low point for earnings.
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