Enersys (NYSE:ENS) Releases Q2 2026 Earnings Guidance

Key Points

• Enersys has updated its Q2 2026 earnings guidance, projecting EPS of $2.330-$2.43, slightly below the consensus estimate of $2.373, and revenue between $870 million-$910 million, compared to an estimate of $901.1 million.
• The company recently reported a quarterly dividend of $0.24 per share, reflecting an annualized yield of 1.0% and a dividend payout ratio of 10.65%.
• Enersys has been rated "buy" or "strong-buy" by multiple analysts, with a target price of $120.00 set by Roth Capital.

Enersys (NYSE:ENS - Get Free Report) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 2.330-2.43 for the period, compared to the consensus EPS estimate of 2.373. The company issued revenue guidance of $870.0 million-$910.0 million, compared to the consensus revenue estimate of $901.1 million.

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. Roth Mkm reaffirmed a "buy" rating and issued a $120.00 price objective on shares of Enersys in a report on Wednesday, May 14th. Oppenheimer reiterated an "outperform" rating on shares of Enersys in a research note on Friday. Wall Street Zen cut shares of Enersys from a "strong-buy" rating to a "hold" rating in a research note on Saturday. Finally, Roth Capital reiterated a "buy" rating and issued a $120.00 target price on shares of Enersys in a research note on Tuesday, August 5th.

Enersys Stock Performance

Shares of Enersys stock traded down $0.10 during trading on Monday, reaching $95.51. The company's stock had a trading volume of 188,138 shares, compared to its average volume of 373,194. The company has a 50-day moving average price of $88.49 and a two-hundred day moving average price of $91.36. The firm has a market cap of $3.58 billion, a PE ratio of 10.91, a P/E/G ratio of 0.54 and a beta of 1.08. Enersys has a fifty-two week low of $76.57 and a fifty-two week high of $104.36. The company has a current ratio of 3.00, a quick ratio of 1.91 and a debt-to-equity ratio of 0.68.

Enersys (NYSE:ENS - Get Free Report) last issued its earnings results on Wednesday, August 6th. The industrial products company reported $2.08 EPS for the quarter, topping the consensus estimate of $2.05 by $0.03. The company had revenue of $893.00 million for the quarter, compared to analyst estimates of $848.02 million. Enersys had a net margin of 9.60% and a return on equity of 21.99%. The business's revenue was up 4.7% on a year-over-year basis. During the same period in the previous year, the firm earned $1.98 EPS. On average, analysts forecast that Enersys will post 9.99 EPS for the current year.

Enersys Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, September 26th. Investors of record on Friday, September 12th will be paid a $0.2625 dividend. This represents a $1.05 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Friday, September 12th. This is a positive change from Enersys's previous quarterly dividend of $0.24. Enersys's dividend payout ratio is presently 11.99%.

Insider Activity

In related news, CFO Andrea J. Funk purchased 315 shares of the firm's stock in a transaction that occurred on Friday, May 23rd. The stock was acquired at an average price of $80.20 per share, for a total transaction of $25,263.00. Following the transaction, the chief financial officer directly owned 50,645 shares of the company's stock, valued at $4,061,729. This trade represents a 0.63% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CEO Shawn M. O'connell purchased 475 shares of the business's stock in a transaction dated Friday, May 30th. The shares were purchased at an average cost of $83.76 per share, with a total value of $39,786.00. Following the completion of the purchase, the chief executive officer directly owned 43,030 shares in the company, valued at approximately $3,604,192.80. This represents a 1.12% increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders purchased a total of 1,085 shares of company stock valued at $89,726 in the last three months. 0.91% of the stock is currently owned by corporate insiders.

Institutional Trading of Enersys

An institutional investor recently raised its position in Enersys stock. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Enersys (NYSE:ENS - Free Report) by 9.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 113,770 shares of the industrial products company's stock after buying an additional 9,737 shares during the quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC owned approximately 0.29% of Enersys worth $10,419,000 at the end of the most recent quarter. Institutional investors and hedge funds own 94.93% of the company's stock.

Enersys Company Profile

EnerSys engages in the provision of stored energy solutions for industrial applications worldwide. It operates in four segments: Energy Systems, Motive Power, Specialty, and New Ventures. The Energy Systems segment offers uninterruptible power systems (UPS) applications for computer and computer-controlled systems, as well as telecommunications systems; switchgear and electrical control systems used in industrial facilities and electric utilities, large-scale energy storage, and energy pipelines; integrated power solutions and services to broadband, telecom, data center, and renewable and industrial customers; and thermally managed cabinets and enclosures for electronic equipment and batteries.