earnings
confidence high
sentiment positive
materiality 0.75
EnerSys Q3 adj. EPS $3.12, +22%; net sales $906M +5%; declares $0.24 dividend
EnerSys
2025-Q3 EPS
reported $6.58
vs consensus $2.38
▲ beat
(+176.9%)
- Diluted EPS (GAAP) $2.88, adjusted $3.12; +55% and +22% YoY (incl. $75M IRA benefit).
- Net sales $906M, +5% YoY; Energy Systems +4%, A&D robust, Bren-Tronics accretive.
- Gross margin 32.9%, +400 bps; ex-IRA adjusted GM +80 bps.
- Operating cash flow $81M; share repurchases $38.7M in quarter.
- Board declared quarterly cash dividend $0.24/share, payable Mar 28 to holders of record Mar 14.