secwatch.observer — SEC 8-K summary ====================================== Issuer: EnerSys (ENS) CIK: 0001289308 Form: 8-K Filed at: 2026-07-23T20:22:37+00:00 Accession: 0001289308-26-000014 Event type: other_material Sentiment: neutral Materiality: 0.60 Item codes: 8.01, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 EnerSys revises SC lithium plant to 1 GWh, focuses on defense; gets $150M DOE grant -------------------------------------------------------------------------------- - Revised facility capacity from 4-5 GWh to 1 GWh; total net investment ~$500M. - DOE grant revised to ~$150M; state/local incentives up to ~$200M. - Board approved; construction expected H1 FY2028, production ~3 years later. - EnerSys ends technology relationship with Verkor; will leverage existing defense supply base. - Facility to produce FEOC-compliant lithium cells for aerospace/defense and specialized industrial. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1289308/000128930826000014/0001289308-26-000014-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1289308/000128930826000014/ens-20260723.htm HTML page: https://secwatch.observer/filing/0001289308-26-000014 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer