earnings
confidence high
sentiment positive
materiality 0.70
EnerSys Q3 net sales up 1% to $919M; adj. EPS ex-45X up 50% to $1.84
EnerSys
2026-Q3 EPS reported
$5.65
revenue$2,763,436,000
- 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.