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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.Q1 2026 earnings summary7 Aug, 2025
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.
Detail CoE impact on speed and cost efficiency?
Capital allocation strategy beyond buybacks?
What signals tariff uncertainty is dissipating?
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Next EnerSys earnings date
Q2 20266 Nov, 2025
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EnerSys is a global leader in stored energy solutions for industrial applications. It manufactures and distributes reserve power and motive power batteries, battery chargers, power equipment, battery accessories and outdoor equipment enclosure solutions to customers worldwide.
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