EnerSys Reports Record Q3 EPS, Increases Shareholder Returns, and Guides Q4 Sales and EPS

EnerSys reported a record Q3 2026 EPS of $1.84, up 50% YoY, with net sales of $919 million, up 1% from the prior year. Energy Systems revenue increased 3% YoY, while Motive Power revenue decreased 2% YoY. Specialty revenue rose 8% YoY. The company returned $94 million to shareholders through share repurchases and dividends. Q4 net sales guidance is $960 million to $1 billion, and adjusted diluted EPS guidance is $1.91 to $2.01 per share.