{"filings":[{"id":554796,"accession_number":"0001628280-26-036903","cik":1289308,"company_name":"EnerSys","ticker":"ENS","form_type":"8-K","filed_at":"2026-05-20T20:17:51+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"EnerSys Q4 FY2026: adjusted diluted EPS $3.19 (record +7% YoY); full year net sales record $3.75B","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $988M (+1% YoY); GAAP diluted EPS $2.05 (-15%); record adjusted diluted EPS $3.19 (+7%).","Full year record net sales $3.75B (+4%); record adjusted diluted EPS $10.56 (+4%); EPS ex 45X up 15% to $6.41.","Generated Q4 operating cash flow $144M; full year $548M; returned $409M to shareholders via buybacks and dividends.","Board declared $0.2625 quarterly dividend, payable July 2, 2026 to holders of record June 19, 2026.","Launched EnerGize strategic framework; improving demand trends ahead of Investor Day June 11 at NYSE."],"consensus_eps_estimate":null,"consensus_eps_actual":7.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":3751376000.0,"consensus_period":"2026-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102386,"accession_number":"0001289308-26-000009","cik":1289308,"company_name":"EnerSys","ticker":"ENS","form_type":"8-K","filed_at":"2026-03-25T23:59:59+00:00","items":["2.05","2.06","9.01"],"status":"ready","headline":"EnerSys to close Tijuana facility, take $37M charge, shift production to Springfield, MO","event_type":"other_material","confidence":"high","bullets":["Pre-tax restructuring charge of ~$37M; $14M non-cash (equipment write-offs), $23M cash (severance, decommissioning).","Expected annual pre-tax benefit of ~$20M beginning in fiscal year 2028.","Approximately 474 employees to be reduced upon completion; facility closure by December 2027.","Majority of Tijuana production transferred to existing TPPL plant in Springfield, Missouri.","Move aims to optimize cost structure, maximize advanced manufacturing tax benefits, and mitigate tariff risks."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102385,"accession_number":"0001628280-26-005449","cik":1289308,"company_name":"EnerSys","ticker":"ENS","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"EnerSys Q3 net sales up 1% to $919M; adj. EPS ex-45X up 50% to $1.84","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $2.40, down 17% YoY; adjusted diluted EPS $2.77, down 11% YoY.","Adjusted diluted EPS ex IRC 45X $1.84, up 50% YoY; gross margin ex 45X 26.3%, +170 bps.","Returned $94M to shareholders in Q3 ($84M buybacks); $931M remaining buyback authorization.","Net leverage ratio 1.2x EBITDA, below low end of target range.","Declared quarterly dividend of $0.2625/share payable March 27, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":5.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":2763436000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118654,"accession_number":"0001289308-25-000046","cik":1289308,"company_name":"EnerSys","ticker":"ENS","form_type":"8-K","filed_at":"2025-12-15T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"EnerSys expands receivables facility to $250M with $50M accordion; adds PNC, Truist","event_type":"debt","confidence":"high","bullets":["Facility limit increased from $150M to $250M; uncommitted accordion feature adds up to $50M more.","PNC Bank and Truist Bank join as new purchasers with $50M commitments each.","Scheduled termination date extended to December 15, 2028 (three-year term).","Amendment updates concentration percentages and eligibility for government receivables.","Potential future inclusion of receivables from new originators subject to purchaser review."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118653,"accession_number":"0001289308-25-000042","cik":1289308,"company_name":"EnerSys","ticker":"ENS","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"EnerSys Q2 FY2026 net sales $951M +8% YoY; adj. EPS $2.56 +21%; $0.2625 dividend","event_type":"earnings","confidence":"high","bullets":["Net sales $951M up 8% YoY; GAAP diluted EPS $1.80 down 10%; adjusted diluted EPS $2.56 up 21%.","Gross margin 29.1% +60 bps; adjusted EBITDA $146M up from $129M YoY.","Returned $78M to shareholders via buybacks and dividends in Q2; additional $37M repurchased in October.","Board declared quarterly dividend $0.2625/share, payable Dec 26, 2025 to holders of record Dec 12, 2025.","Net leverage ratio at 1.3x EBITDA, below target range; $958M remaining in buyback authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":3.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":1844310000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135152,"accession_number":"0001193125-25-218005","cik":1289308,"company_name":"EnerSys","ticker":"ENS","form_type":"8-K","filed_at":"2025-09-25T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"EnerSys upsizes revolving credit facility to $1.0B, extends maturity to 2030","event_type":"debt","confidence":"high","bullets":["Revolving facility increased by $150M to $1.0B, maturing September 30, 2030.","All outstanding term loans and accrued interest were repaid in full.","Alpha Technologies Ltd. released as borrower under the amended credit agreement.","Interest rate based on leverage ratio; initial pricing level 2 at 1.375% over SOFR.","EnerSys and its subsidiaries entered into the Sixth Amendment on September 25, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135151,"accession_number":"0001289308-25-000035","cik":1289308,"company_name":"EnerSys","ticker":"ENS","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"EnerSys Q1 revenue up 5% to $893M; adjusted EPS $2.08 (+5%); raises dividend 9%, $1B buyback authorized.","event_type":"earnings","confidence":"high","bullets":["Net sales $893M, +5% YoY; GAAP EPS $1.46 (-15%); adjusted EPS $2.08 (+5%).","Adjusted EPS ex IRC 45X $1.11 (-6%); gross margin 28.4% (+40 bps).","Returned $159M to shareholders incl. $150M buyback (1.7M shares); net leverage 1.6x EBITDA.","Board approved $1B share repurchase authorization (5-yr) and raised dividend 9% to $0.2625/share.","Announced $80M annual cost savings via workforce reduction and organizational realignment."],"consensus_eps_estimate":null,"consensus_eps_actual":1.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":893024000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135150,"accession_number":"0001289308-25-000027","cik":1289308,"company_name":"EnerSys","ticker":"ENS","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"EnerSys stockholders elect three directors, ratify auditor, approve say-on-pay at 2025 annual meeting","event_type":"other","confidence":"high","bullets":["Elected directors Howard I. Hoffen, Shawn M. O'Connell, and Ronald P. Vargo with >29M votes each.","Ratified Ernst & Young as independent auditor for FY2026 with 33.2M votes for vs 1.4M against.","Advisory vote on named executive officer compensation approved: 32.3M for, 1.1M against.","All three proposals passed with broker non-votes ranging from 0 to 1.2M shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135149,"accession_number":"0001289308-25-000025","cik":1289308,"company_name":"EnerSys","ticker":"ENS","form_type":"8-K","filed_at":"2025-07-22T23:59:59+00:00","items":["2.05","8.01","9.01"],"status":"ready","headline":"EnerSys cuts ~575 jobs (11% of non-production workforce); expects $80M annualized savings","event_type":"other_material","confidence":"high","bullets":["Approximately 575 employees (11% of non-production global workforce) to be cut, primarily in corporate and management roles.","One-time charges estimated at $15M-$20M, mostly cash severance, expected in Q2 and Q3 of fiscal 2026.","Annualized savings of ~$80M expected, with $30M-$35M realized in fiscal 2026; savings starting in Q3.","Actions expected to be substantially complete by end of Q2 fiscal 2026; part of broader strategic plan under new CEO Shawn O'Connell.","Further details to be discussed during Q1 fiscal 2026 earnings report on August 6-7, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152125,"accession_number":"0001289308-25-000020","cik":1289308,"company_name":"EnerSys","ticker":"ENS","form_type":"8-K","filed_at":"2025-05-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"EnerSys names Shawn O'Connell CEO; Shaffer retires with continued equity vesting","event_type":"leadership","confidence":"high","bullets":["David Shaffer retired as CEO and board member effective May 22, 2025; Shawn O'Connell appointed President and CEO May 23.","O'Connell receives $950k base salary, 115% MIP target, and enhanced severance (2x base+target bonus, 2 yr COBRA).","Former CEO Shaffer enters retirement agreement: equity awards continue vesting, receives FY2025 MIP and pro-rata FY2026 MIP, company vehicle.","CFO Andrea Funk granted $1.5M in RSUs vesting quarterly over 4 years to align compensation with performance.","O'Connell's appointment fills vacancy; no disclosure of any familial or other interests requiring disclosure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152124,"accession_number":"0001289308-25-000018","cik":1289308,"company_name":"EnerSys","ticker":"ENS","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"EnerSys Q4 net sales up 7% to $975M; adjusted EPS $2.97 (+43%); CEO succession; dividend raised to $0.24","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $974.8M (+7% YoY), diluted EPS $2.41 (+63%), adjusted diluted EPS $2.97 (+43%).","Record adjusted diluted EPS ex-45X tax credits of $1.86, up 56% YoY; gross margin expanded 320 bps to 31.2%.","CEO David Shaffer retiring May 22; Shawn O'Connell appointed President & CEO effective May 23.","Quarterly dividend raised to $0.24 per share from $0.225, payable June 27, 2025.","Energy Systems net sales +8% with adjusted operating margin +400 bps to 8.7%; Motive Power record margins."],"consensus_eps_estimate":2.7472,"consensus_eps_actual":8.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":3617579000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}