earnings
confidence high
sentiment positive
materiality 0.85
EnerSys Q4 net sales up 7% to $975M; adjusted EPS $2.97 (+43%); CEO succession; dividend raised to $0.24
EnerSys
2025-FY EPS
reported $8.99
vs consensus $2.75
▲ beat
(+227.2%)
- 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.
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