earnings
confidence high
sentiment positive
materiality 0.85
EnerSys Q1 FY27 EPS $3.09, sales $936M (+5%); dividend up 10% to $0.2875
EnerSys
2027-Q1 EPS reported
$3.09
revenue$935,641,000
- Net sales $935.6M, up 4.8% YoY; GAAP diluted EPS $3.09 vs $1.46 (+112%).
- Adjusted diluted EPS $3.66 (+64%); ex IRC 45X $2.41 (+92%); ex 45X & tariff refunds $1.78 (+42%).
- Tariff refunds of $30.9M included; adjusted EBITDA $195.8M vs $130.5M.
- Quarterly dividend raised 10% to $0.2875, payable Oct 2, 2026; record Sep 18, 2026.
- Share repurchases of $50M (219K shares); ~$900M remains on authorization.