Source-grounded facts extracted from EnerSys's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Mark E. Matthews was appointed as Chief Technology Officer and President, Precision Power Solutions at EnerSys.
“As a result of the Company's Segment Realignment there will be a change in executive titles as follows: • Keith D. Fisher – President, Network & Infrastructure Solutions • Chad C. Uplinger – President, Industrial Mobility Solutions • Mark E. Matthews – Chief Technology Officer and President, Precision Power Solutions”
Chad C. Uplinger was appointed as President, Industrial Mobility Solutions at EnerSys.
“As a result of the Company's Segment Realignment there will be a change in executive titles as follows: • Keith D. Fisher – President, Network & Infrastructure Solutions • Chad C. Uplinger – President, Industrial Mobility Solutions • Mark E. Matthews – Chief Technology Officer and President, Precision Power Solutions”
Keith D. Fisher was appointed as President, Network & Infrastructure Solutions at EnerSys.
“As a result of the Company's Segment Realignment there will be a change in executive titles as follows: • Keith D. Fisher – President, Network & Infrastructure Solutions • Chad C. Uplinger – President, Industrial Mobility Solutions • Mark E. Matthews – Chief Technology Officer and President, Precision Power Solutions”
EnerSys reported financial results for the fourth quarter of fiscal 2026.
“On May 20, 2026 , EnerSys issued an earnings press release discussing its financial results for the fourth quarter of fiscal 2026.”
EnerSys announced a restructuring with charges of approximately $37 million affecting facility in Tijuana, Mexico (approximately 474 employees).
“On March 25, 2026, EnerSys announced a plan to close its facility in Tijuana, Mexico, which focused on manufacturing lead acid batteries. EnerSys expects to incur a pre-tax charge of approximately $37 million under this restructuring plan when completed, the majority of which is expected to be incurred by the second half of fiscal year 2027, of which $14 million is expected to be non-cash charges primarily from equipment write-offs. Cash charges of approximately $23 million, include severance and employee retention costs, environmental related expenses and equipment decommissioning, along with contractual releases and legal expenses.”
EnerSys amended Receivables Agreement Amendment with Wells Fargo Bank, National Association, PNC Bank, National Association, Truist Bank valued at $250,000,000 plus an additional $50,000,000 accordion feature (effective 2025-12-15).
“the parties entered in an amendment to the Receivables Agreement (the “ Receivables Agreement Amendment ”) that, among other things, increased the aggregate amount of payments that the Purchasers agreed to make to the Seller to $250,000,000 plus an additional $50,000,000 accordion feature”
EnerSys amended revolving credit of $1.0 billion with Bank of America, N.A. maturing September 30, 2030.
“On September 25, 2025 (the “ Effective Date ”), EnerSys (the “ Company ”) and certain of its subsidiaries entered into the Sixth Amendment to the Credit Agreement (the “ Amendment ”) with Bank of America, N.A., as administrative agent, swingline lender and letter of credit issuer, and the lenders party thereto. The Amendment amends the Credit Agreement, dated as of August 4, 2017 (as amended, restated, supplanted or otherwise modified from time to time prior to the Effective Date, the “ Existing Credit Agreement ”), by and among the Company, the other borrowers from time to time party thereto, the guarantors from time to time party thereto, Bank of America, N.A., as administrative agent, swingline lender and letter of credit issuer, and the lenders from time to time party thereto, and provides for, among other things, (i) an upsized revolving credit facility in an aggregate committed amount of $1.0 billion (the “ Revolving Facility ”), which represents an increase of $150 million from”
EnerSys announced a restructuring with charges of $15 million to $20 million affecting corporate and management positions (approximately 575 employees, or 11% of its non-production global workforce).
“11%, or approximately 575 employees, and is focused primarily on corporate and management positions. EnerSys estimates one-time charges related to the Plan to be in the range of $15 million to $20 million. These charges are cash expenditures associated with the Plan, primarily consisting of severance payments, notice period payments in applicable jurisdictions,”
Shawn M. O'Connell was appointed as President and Chief Executive Officer at EnerSys.
“effective on May 23, 2025, Shawn M. O’Connell has been appointed as President and Chief Executive Officer of EnerSys and as a Class III director of the Board of Directors”
David M. Shaffer retired as Chief Executive Officer at EnerSys.
“effective on May 22, 2025, David M. Shaffer retired as Chief Executive Officer of EnerSys and a member of its Board of Directors”
EnerSys announced a restructuring with charges of approximately $20 million affecting Monterrey, Mexico facility focused on manufacturing flooded motive power batteries (approximately 269 employees).
“a plan to close its facility in Monterrey, Mexico, which focused on manufacturing flooded motive power batteries. EnerSys expects to incur a pre-tax charge of approximately $20 million under this restructuring plan when completed, the majority of which is expected to be recorded in the first half of calendar year 2025, of which $7.6 million is expected to be a”
Joern Tinnemeyer departed as Senior Vice President and Chief Technology Officer at EnerSys.
“On March 26, 2025, EnerSys separated employment with Joern Tinnemeyer, EnerSys’ Senior Vice President and Chief Technology Officer.”
Shawn M. O'Connell was appointed as Director at EnerSys.
“be appointed as a Class III director of the Board of Directors”
Shawn M. O'Connell was appointed as President and Chief Executive Officer at EnerSys.
“(ii) effective on May 23, 2025, Mr. O’Connell will become President and Chief Executive Officer of EnerSys and be appointed as a Class III director of the Board of Directors, to fill the vacancy created by Mr. Shaffer’s retirement.”
Shawn M. O'Connell was appointed as President and Chief Operating Officer at EnerSys.
“(i) effective November 6, 2024, Shawn M. O’Connell has been appointed as President and Chief Operating Officer of EnerSys”
David M. Shaffer departed as Chief Executive Officer at EnerSys.
“(a) David M. Shaffer has advised EnerSys of his intention to retire as Chief Executive Officer of EnerSys and member of its Board of Directors effective May 22, 2025,”
EnerSys completed an acquisition involving Bren-Tronics Holdings Inc., owned by the Michael Brenna 2015 Irrevocable Trust, the Trust U/A Third (E) of the Leo. A. Brenna Revocable Trust Dated 02/07/2014 GST Exempt Trust F/B/O Michael Brenna, and the Trust U/A Third (E) of the Leo. A. Brenna Revocable Trust Dated 02/07/2014 Non GST Exempt Trus for approximately $208 million (closed 2024-07-26).
“Trusts, Bren-Tronics, Inc., a New York corporation, and Barbara Dworkin as Seller’s and the Trusts’ representative (the “Agreement”), the Transaction is valued at approximately $208 million, subject to adjustments as set forth in the Agreement. The Transaction is fully funded with the Company’s available cash on hand, with no need for external financing. The”
Hwan-Yoon F. Chung departed as Director at EnerSys.
“Hwan-Yoon F. Chung advised EnerSys’ board of directors (the “Board”) of his decision not to stand for re-election to the Board for the upcoming annual meeting of the stockholders in 2024 (the “2024 Annual Meeting”) in order to focus on his other commitments.”
EnerSys entered into Stock Purchase Agreement with the Sellers (as defined in the Agreement) valued at approximately $208 million (effective 2024-05-02).
“On May 2, 2024, EnerSys Advanced Systems Inc., a Delaware corporation (the “ Buyer ”) and a wholly-owned subsidiary of EnerSys, a Delaware corporation (the “ Company ”), entered into a Stock Purchase Agreement (the “ Agreement ”) with Michael Brenna 2015 Irrevocable Trust Dated 08/17/15, the Trust U/A Third (E) of the Leo. A. Brenna Revocable Trust Dated 02/07/2014 GST Exempt Trust F/B/O Michael Brenna, and the Trust U/A Third (E) of the Leo. A. Brenna Revocable Trust Dated 02/07/2014 Non GST Exempt Trust F/B/O Michael Brenna (each, a “ Seller ” and collectively, “ Sellers ”) and Barbara Dworkin, as Sellers’ representative. Pursuant to the terms of the Agreement, the Buyer will acquire 100% of the equity interests of Bren-Tronics, Inc., a New York corporation and a leader in the design, manufacturing, and marketing of advanced portable power solutions (the “ Acquired Company ”) from the Sellers, including both plots of real estate held by a related party (such stock and asset acquisiti”
EnerSys incurred senior notes of $300 million with U.S. Bank Trust Company, National Association at 6.625% per annum maturing January 15, 2032.
“On January 11, 2024, EnerSys (the “Company”) issued $300 million in aggregate principal amount of its 6.625% Senior Notes due 2032 (the “Notes”).”
EnerSys entered into Fifth Supplemental Indenture with U.S. Bank Trust Company, National Association, as trustee valued at $300 million (effective 2024-01-11).
“On January 11, 2024, EnerSys (the “Company”) issued $300 million in aggregate principal amount of its 6.625% Senior Notes due 2032 (the “Notes”). The Notes were issued pursuant to an indenture among the Company, its subsidiaries named as guarantors therein and MUFG Union Bank, N.A. as trustee, dated as of April 23, 2015 (the “Base Indenture”), as supplemented by that certain fifth supplemental indenture among the Company, the Guarantors (as defined below) and U.S. Bank Trust Company, National Association, as successor in interest to U.S. Bank National Association, as successor in interest to MUFG Union Bank, N.A., as trustee (the “Trustee”), dated as of January 11, 2024 (the “Fifth Supplemental Indenture” and, together with the Base Indenture, the “Indenture”).”
EnerSys reported Second quarter fiscal 2024 results: revenue $901.0, net income $65.2, EPS $1.56.
“Delivered net sales of $901M, a record second quarter”
Andrew M. Zogby departed as President, Energy Systems Global at EnerSys.
“Andrew M. Zogby ceased to be President, Energy Systems Global of EnerSys, but continues with EnerSys in an executive advisory role through his retirement on March 31, 2024.”
Shawn M. O’Connell was appointed as President, Energy Systems Global at EnerSys.
“Shawn M. O’Connell was appointed President, Energy Systems Global of EnerSys”
Shawn M. O'Connell was appointed as President Energy Systems Global at EnerSys.
“On September 20, 2023, EnerSys has announced that Shawn M. O’Connell, who is currently President Motive Power Global, will transition to the role of President, Energy Systems Global.”
Andrew M. Zogby retired as President Energy Systems Global at EnerSys.
“On September 20, 2023, Andrew M. Zogby, President Energy Systems Global, provided notice of his intent to retire effective March 31, 2024.”
EnerSys reported first quarter of fiscal 2024 results: revenue $908.6, net income $66.8, EPS $1.60.
“MORE THAN DOUBLE PRIOR YEAR First Quarter Fiscal 2024 Highlights (All comparisons against the first quarter of fiscal year 2023 unless otherwise noted) • Delivered net sales of $909M, +1% on customers normalizing inventory levels • Achieved record GM of 26.4%, +580 bps, including $19M benefit from Inflation Reduction Act IRC 45X tax credits • Generated”
EnerSys shareholders approved Advisory vote to approve named executive officer compensation at the 2023-08-03 meeting.
“The stockholders approved the advisory vote to approve EnerSys’ named executive officer compensation, as set forth below: Votes For Votes Against Abstentions Broker Non-Votes 33,624,436 1,583,183 24,804 990,016”
EnerSys shareholders approved Ratification of appointment of Ernst & Young LLP as independent registered public accounting firm at the 2023-08-03 meeting.
“The stockholders ratified the appointment of Ernst & Young LLP as EnerSys’ independent registered public accounting firm for the fiscal year ending March 31, 2024, as set forth below: Votes For Votes Against Abstentions Broker Non-Votes 33,713,128 2,486,450 22,861 0”
EnerSys shareholders approved Approval of EnerSys 2023 Equity Incentive Plan at the 2023-08-03 meeting.
“The stockholders approved, ratified and adopted the EnerSys 2023 Equity Incentive Plan, as set forth below: Votes For Votes Against Abstentions Broker Non-Votes 32,761,112 2,451,255 20,056 990,016”
EnerSys shareholders approved Election of Directors at the 2023-08-03 meeting.
“The stockholders elected the following director nominees to the Board of Directors, as set forth below: Name Votes For Votes Against Abstentions Broker Non-Votes Caroline Chan 29,882,651 5,329,074 20,698 990,016 Steven M. Fludder 29,305,795 5,905,091 21,538 990,016 Paul J. Tufano 34,770,242 433,322 28,860 990,016 Rudolph Wynter 33,941,057 1,269,856 21,511 990,016”
EnerSys reported full year fiscal 2023 results: revenue $3.7B, EPS $4.25.
“hief Human Resources Officer • Published 2022 Sustainability Update and achieved 4% reduction in our global greenhouse gas emissions vs 2021 Full Year Fiscal 2023 Highlights (All comparisons against 2022 unless otherwise noted) • Delivered record net sales of $3.7B, +10% • Generated record operating earnings of $278M, +35% and adjusted operating earnings of $322M, +22% • Hit record operating earnings, adjusted operating earnings, diluted EPS, and adjusted diluted EPS, before recording the $17M of IRC 45X tax credits, even after including FX and interest headwinds in excess of $1 per diluted share • Realized record diluted EPS of $4.25, +26% and adjusted diluted EPS of $5.34, +19% • Reported operating cash flow of $280M, +$346M and free cash flow (a) of $191M, +$331M • Returned $51M to shareholders through share repurchases and dividends READING, Pa.”
EnerSys reported third quarter of fiscal 2023 results: revenue $920.2 million, net income $44.4 million, EPS $1.08.
“FINANCIAL RESULTS FOR THE THIRD QUARTER FISCAL 2023 ENERSYS REPORTS THIRD QUARTER FISCAL 2023 RESULTS DELIVERS RECORD REVENUE AND EXPANDED GROSS MARGIN • Record net sales of $920 million, +9% y/y, and +13% y/y in Constant Currency ("CC") (a) • GM 23.2%, +150 bps sequentially, +140 bps y/y as price/mix improvements eclipsed sequential cost increases • Operating”
EnerSys entered into Receivables Agreement with Wells Fargo Bank, National Association valued at up to $150,000,000 (effective 2022-12-21).
“On December 21, 2022, EnerSys (in its individual capacity (“ ENS ”), and in its capacity as the “ Master Servicer ”) entered into a Receivables Purchase Agreement (the “ Receivables Agreemen t”) with Wells Fargo Bank, National Association as the administrative agent (“ Wells ”), EnerSys Finance, LLC as the seller (the “ Seller ”) and certain other persons from time to time and party thereto as purchasers (together with Wells, the “ Purchasers ”), pursuant to which, and upon the Seller’s request, the Purchasers will make payments to the Seller in an aggregate amount of up to $150,000,000 (the “ Transaction ”).”
Tamara Morytko was appointed as Director at EnerSys.
“On December 7, 2022, EnerSys, upon the recommendation of its Nominating and Corporate Governance Committee, appointed Tamara Morytko, to its Board of Directors (" Board "), effective immediately.”
EnerSys reported second quarter of fiscal 2023 results: revenue $899.4.
“and Metrics Second quarter ended Six months ended In millions, except per share amounts October 2, 2022 October 3, 2021 Change October 2, 2022 October 3, 2021 Change Net Sales $ 899.4 $ 791.4 13.7 % $ 1,798.4 $ 1,606.3 12.0 % Diluted EPS (GAAP) $ 0.84 $ 0.82 $ 0.02 $ 1.59 $ 1.83 $ (0.24) Adjusted Diluted EPS (Non-GAAP) $ 1.11 $ 1.01 $ 0.10 $ 2.26 $ 2.26 $ —”
Rudolph Wynter was appointed as Director at EnerSys.
“On August 1, 2022, EnerSys, upon the recommendation of its Nominating and Corporate Governance Committee, appointed Rudolph (Rudy) Wynter, to its Board of Directors (“ Board ”), effective immediately.”
Andrea J. Funk was appointed as Executive Vice President and Chief Financial Officer at EnerSys.
“On April 1, 2022, EnerSys announced the appointment of Andrea J. Funk as Executive Vice President and Chief Financial Officer.”
Michael J. Schmidtlein retired as Chief Financial Officer at EnerSys.
“Ms. Funk succeeds Michael J. Schmidtlein, who retired from EnerSys on March 31, 2022.”
Michael J. Schmidtlein retired as Executive Vice President and Chief Financial Officer at EnerSys.
“On November 10, 2021, Michael J. Schmidtlein, Executive Vice President and Chief Financial Officer of EnerSys, provided notice of his intent to retire effective March 31, 2022.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.