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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?
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Next EnerSys earnings date
Q4 202621 May, 2026
EnerSys
Next EnerSys earnings date
Q4 202621 May, 2026
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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.
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