Enersys 2025 Q4 Earnings EPS Surges 61.9%
Generated by AI AgentAinvest Earnings Report Digest
Wednesday, May 21, 2025 9:14 pm ET2min read
ENS--
Enersys (ENS) reported its fiscal 2025 Q4 earnings on May 21st, 2025. The total revenue of EnersysENS-- increased by 7.0% to $974.84 million in 2025 Q4, up from $910.72 million in 2024 Q4. Enersys's EPS rose 61.9% to $2.45 in 2025 Q4 from $1.51 in 2024 Q4, marking continued earnings growth. Meanwhile, the company's profitability strengthened with net income of $96.55 million in 2025 Q4, marking 58.5% growth from $60.91 million in 2024 Q4. The Company has sustained profitability for 19 years over the corresponding fiscal quarter, reflecting stable business performance. Enersys surpassed expectations with adjusted EPS of $2.97, above consensus estimates of $2.78. The company maintained its guidance in line with previous forecasts, highlighting its stable outlook.
Revenue
The total revenue of Enersys increased by 7.0% to $974.84 million in 2025 Q4, up from $910.72 million in 2024 Q4.
Earnings/Net Income
Enersys's EPS rose 61.9% to $2.45 in 2025 Q4 from $1.51 in 2024 Q4, marking continued earnings growth. Meanwhile, the company's profitability strengthened with net income of $96.55 million in 2025 Q4, marking 58.5% growth from $60.91 million in 2024 Q4. The Company has sustained profitability for 19 years over the corresponding fiscal quarter, reflecting stable business performance. The EPS increase indicates robust financial health.
Post Earnings Price Action Review
The strategy of buying Enersys (ENS) shares after its revenue drop Q/Q on the financial report release date and holding for 30 days delivered a 48.75% return, surpassing the benchmark return of 44.88% by 3.87%. Despite experiencing a maximum drawdown of -34.20% and maintaining a Sharpe ratio of 0.44, the strategy demonstrated a positive compound annual growth rate (CAGR) of 14.29% and exhibited reasonable volatility at 32.49%. This suggests a relatively stable risk profile. The approach capitalized on post-earnings adjustments, reflecting investor confidence in the company's long-term prospects despite short-term market fluctuations. Overall, the strategy highlights the potential benefits of strategic timing in trading Enersys shares.
CEO Commentary
"EnerSys ended Fiscal Year 2025 with a strong fourth quarter, demonstrating the earnings power of our balanced business," said David M. Shaffer, Chief Executive Officer. The company achieved 7% revenue growth, marking its second-highest revenue quarter ever, and reached record adjusted diluted EPS of $1.86 per share excluding 45X benefits, reflecting a 56% increase. The performance was bolstered by record Motive Power margins, significant margin expansion in Energy Systems and Specialty, along with strong contributions from the Bren-Tronics acquisition. Shaffer emphasized successful execution of their strategy amidst a challenging environment, highlighting growth in the defense market and investments in domestic production capacity.
Guidance
"We are applying our proven and refined playbook and are well-positioned to respond swiftly," stated Shawn O’Connell, incoming Chief Executive Officer. He indicated confidence in the company's ability to manage tariff impacts while proactively adjusting pricing, costs, and supply chains to protect volumes and profitability. O'Connell expressed a long-term positive outlook, emphasizing the essential nature of their solutions for critical industries, and reaffirmed the commitment to deliver value for customers and shareholders despite short-term challenges.
Additional News
EnerSys recently announced a strategic manufacturing restructuring plan, which includes closing its Monterrey, Mexico, facility and transferring production to Richmond, Kentucky. This move aligns with a shift towards higher performance maintenance-free technologies and aims to optimize the cost structure while maximizing IRC 45X tax benefits. In leadership changes, David Shaffer will retire as CEO, with Shawn O’Connell, currently the President and COO, succeeding him effective May 23, 2025. Additionally, EnerSys declared a quarterly cash dividend of $0.24 per share, payable on June 27, 2025, reinforcing its commitment to returning value to shareholders.
Revenue
The total revenue of Enersys increased by 7.0% to $974.84 million in 2025 Q4, up from $910.72 million in 2024 Q4.
Earnings/Net Income
Enersys's EPS rose 61.9% to $2.45 in 2025 Q4 from $1.51 in 2024 Q4, marking continued earnings growth. Meanwhile, the company's profitability strengthened with net income of $96.55 million in 2025 Q4, marking 58.5% growth from $60.91 million in 2024 Q4. The Company has sustained profitability for 19 years over the corresponding fiscal quarter, reflecting stable business performance. The EPS increase indicates robust financial health.
Post Earnings Price Action Review
The strategy of buying Enersys (ENS) shares after its revenue drop Q/Q on the financial report release date and holding for 30 days delivered a 48.75% return, surpassing the benchmark return of 44.88% by 3.87%. Despite experiencing a maximum drawdown of -34.20% and maintaining a Sharpe ratio of 0.44, the strategy demonstrated a positive compound annual growth rate (CAGR) of 14.29% and exhibited reasonable volatility at 32.49%. This suggests a relatively stable risk profile. The approach capitalized on post-earnings adjustments, reflecting investor confidence in the company's long-term prospects despite short-term market fluctuations. Overall, the strategy highlights the potential benefits of strategic timing in trading Enersys shares.
CEO Commentary
"EnerSys ended Fiscal Year 2025 with a strong fourth quarter, demonstrating the earnings power of our balanced business," said David M. Shaffer, Chief Executive Officer. The company achieved 7% revenue growth, marking its second-highest revenue quarter ever, and reached record adjusted diluted EPS of $1.86 per share excluding 45X benefits, reflecting a 56% increase. The performance was bolstered by record Motive Power margins, significant margin expansion in Energy Systems and Specialty, along with strong contributions from the Bren-Tronics acquisition. Shaffer emphasized successful execution of their strategy amidst a challenging environment, highlighting growth in the defense market and investments in domestic production capacity.
Guidance
"We are applying our proven and refined playbook and are well-positioned to respond swiftly," stated Shawn O’Connell, incoming Chief Executive Officer. He indicated confidence in the company's ability to manage tariff impacts while proactively adjusting pricing, costs, and supply chains to protect volumes and profitability. O'Connell expressed a long-term positive outlook, emphasizing the essential nature of their solutions for critical industries, and reaffirmed the commitment to deliver value for customers and shareholders despite short-term challenges.
Additional News
EnerSys recently announced a strategic manufacturing restructuring plan, which includes closing its Monterrey, Mexico, facility and transferring production to Richmond, Kentucky. This move aligns with a shift towards higher performance maintenance-free technologies and aims to optimize the cost structure while maximizing IRC 45X tax benefits. In leadership changes, David Shaffer will retire as CEO, with Shawn O’Connell, currently the President and COO, succeeding him effective May 23, 2025. Additionally, EnerSys declared a quarterly cash dividend of $0.24 per share, payable on June 27, 2025, reinforcing its commitment to returning value to shareholders.
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