earnings
confidence high
sentiment positive
materiality 0.85
EnerSys Q2 FY2025 EPS $2.01 (+29% YoY); gross margin up 190 bps; CEO succession; $199M DOE award
EnerSys
2025-Q2 EPS
reported $3.72
vs consensus $2.07
▲ beat
(+79.5%)
- Net sales $884M, down 2% YoY; gross margin 28.5%, up 190 bps; diluted EPS $2.01, adj. $2.12.
- Motive Power achieved record Q2 adjusted operating earnings; Energy Systems sales +6% sequentially.
- Selected for $199M DOE award negotiation to fund lithium-ion gigafactory in Greenville, SC.
- CEO David Shaffer to retire; Shawn O'Connell named successor; transition underway.
- Quarterly dividend raised to $0.24/share (from $0.225), payable Dec 27, record Dec 13.