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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.
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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.

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Frequently asked questions

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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