EnerSys (ENS) Shares Down 13.8% Amid Mixed Q3 Results and Guidance Update

EnerSys reported Q3 2025 results with revenue of $919.13 million and net income of $90.37 million. The company paired mixed top-line performance with earnings that exceeded analyst expectations, refreshed Q4 sales guidance of $960 million to $1.00 billion, and ongoing cost-cutting and capital-return plans. Shares declined 13.81% following softer demand and upbeat earnings guidance, making demand normalization a key short-term risk factor. Cost cuts, capital returns, and planned capex remain important catalysts, but near-term demand risk now sits closer to the foreground.