)
Visual
test
EnerSys
EnerSys (ENS) investor relations material
EnerSys Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Feb, 2026
Executive summary
Q3 net sales increased 1–1.4% year-over-year to $919–$919.1 million, driven by strong price/mix and FX gains offsetting lower volumes, especially in Motive Power.
Adjusted diluted EPS ex 45X was $1.84, up 50% year-over-year, marking a record Q3 performance; reported diluted EPS was $2.40, down 17% due to prior year one-time 45X catch-up.
Free cash flow was strong at $171–$171.3 million, up over $114 million year-over-year, with $94 million returned to shareholders via buybacks and dividends.
Strategic initiatives included cost management, plant realignment, and a major restructuring plan with an 11% workforce reduction, expected to yield $80 million in annualized savings.
The acquisition of Bren-Tronics Defense LLC for $206.4 million expanded the Specialty segment's defense and portable power offerings.
Financial highlights
Net sales reached $919–$919.1 million, up 1–1.4% year-over-year, with a 3% price mix benefit and 2% FX benefit, offset by a 4% organic volume decline.
Adjusted gross profit was $278 million, down $22 million year-over-year but up $19 million (8%) excluding 45X; adjusted gross margin ex 45X up 170 bps year-over-year to 26.3–26.4%.
Adjusted operating earnings ex 45X increased $28 million (34%) to a record 11.7% margin, up 290 bps year-over-year.
Adjusted EBITDA ex 45X was $125 million, up 30% year-over-year, with a record 13.6% margin, up 300 bps.
Cash and equivalents stood at $450–$450.1 million; net debt at $743–$743.3 million, leverage ratio at 1.2x EBITDA.
Outlook and guidance
Q4 net sales expected between $960 million and $1 billion; adjusted diluted EPS of $2.95–$3.05 (including $37–$42 million 45X benefit), or $1.91–$2.01 ex 45X, up 10% year-over-year at midpoint.
Full-year adjusted operating earnings growth (ex 45X) expected to outpace revenue growth, driven by OpEx savings, price mix, and improving Motive Power volumes.
CapEx for fiscal 2026 expected at ~$80 million.
The restructuring plan is expected to deliver $80 million in annualized savings, with $30–$35 million realized in fiscal 2026.
Update on FY26 restructuring savings realization
Primary operating capital target for next year?
Quantify OBBBA and Pillar 2 tax rate impact
What drove Q3 net sales increase
Explain the 'Corporate and other' segment's Q3 earnings
What boosted Q3 free cash flow
How has the lithium factory strategy evolved?
Data center lithium ramp-up expectations?
Readiness for Motive/Class 8 pent-up demand?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
Next EnerSys earnings date
Q4 202621 May, 2026
EnerSys
Next EnerSys earnings date
Q4 202621 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
EnerSys is a global leader in stored energy solutions for industrial applications. It manufactures and distributes reserve power and motive power batteries, battery chargers, power equipment, battery accessories and outdoor equipment enclosure solutions to customers worldwide.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage