EnerSys
ENS
NYSE·Industrials·Electrical Equipment & Parts·Mkt cap $6.6B
$181.91
▲ +1.07%
P/E
20.55
Mkt Cap
$6.6B
52-Wk Range
$102.40–$244.30
52-Week Range
$102.40 - $244.30
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 73.9% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Diversified end-market exposure reduces dependency on single industry cycles
- Integrated product ecosystem combining batteries, chargers, enclosures, and support services creates customer switching costs
- Global distribution network through distributors and direct sales force provides market access and customer relationships
- Specialized expertise in mission-critical applications (defense, aerospace, telecom) with high barriers to entry
Bear Case
2 risks
- Average volatility.
- Premium valuation to Battery & Energy Storage peers
Growth
Stable outlook
Renewable energy transition driving demand for large-scale battery storage and grid stabilization solutions
Value
Premium valuation to Battery & Energy Storage peers
Momentum
Falling
-20.4% over 3m
Quality
Stable
Strong fundamentals
Dividend
Modest
0.58% yield
Smart-money signal
Who's buying ENS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 4, 2026
AUG 12, 2026
Reported EPS of $3.66 vs $2.83 consensus (+29.3% surprise). Revenue of $935.6M vs $928.0M expected (+0.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+29.3%
Revenue trend · last 8Q
—
—
+5%
+7%
+5%
+8%
+1%
+5%
Q1 24
Q2 24
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
Q1 27
$852.9M
$883.7M
$906.2M
$974.8M
$893.0M
$951.3M
$919.1M
$935.6M
Margins · last 8Q
Gross
33.5%
Operating
16.2%
Profit
12.4%
Wall Street consensus
2 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Oppenheimer · Aug 14, 2026
vs Industry
How ENS stacks vs Electrical Equipment & Parts
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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