Feed / ENS

EnerSys

ENS

Industrials · 179.53 +0.3% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

EnerSys's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Company+0.3% todayVolume comparison unavailable
Market group0 of 25 activeSemiconductors · unavailable
Disclosed network0 of 6 confirmingNo filing-linked name is confirming now
What would change this read
  • ENS's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if ENS's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Electrical Equipment & Parts

No new filing conclusion is available. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • ENS's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements32
Verified relationships6
Evidence supporting the case
  • Operating cash flow covered net income at 1.87x in the latest annual period.
Evidence challenging the case
  • Operating margin changed -1.5 percentage points in the latest annual period.
  • Net margin changed -2.2 percentage points in the latest annual period.
Questions before a position
  • P/E is 16% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 62% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

179.53
6m+12.4%12m+71.5%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-03-31$3.4B+12.7%$3.36-1.0%
2023-03-31$3.7B+10.5%$4.25-3.4%
2024-03-31$3.6B-3.4%$6.50+0.1%
2025-03-31$3.6B+1.0%$8.99-2.3%
2026-03-31$3.8B+3.7%$7.70-5.7%

What management says matters

Persistent and emerging business drivers

Foreign exchangemixed · 5 filings
We also selectively hedge anticipated transactions that are subject to foreign exchange exposure, 39 Table of Contents primarily with foreign currency exchange contracts, which are designated as cash flow hedges in accordance with Topic 815 - Derivatives and…
10-Q · Aug 12, 2026
Credit and interest ratesnegative · 1 filings
The decrease in interest expense in fiscal 2026 compared to fiscal 2025 is due to lower interest rates on long-term debt.
10-K · May 20, 2026
Data center and AI demandmixed · 1 filings
This increase in sales was driven by a continuing robust demand from data center and industrial customers and stronger product mix in communications.
10-K · May 20, 2026
Demand and volumenegative · 1 filings
This decrease was driven by higher freight and tariff costs and lost leverage on lower volumes partially offset by higher pricing and our cost reduction initiatives.
10-K · May 20, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.8× · EV/sales 2.0×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

179.53+0.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ENS. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ENS. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ENS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

HONAFiling-linked namepartnerMay 20, 2026

l Components Business from May 2014 through April 2019, and Vice President of Honeywell Aerospace Engine Component Customers from February 2011 through April 2014.

PWFiling-linked namepartnerMay 20, 2026

Our Motive Power products are sold to a large, diversified customer base.

APHAmphenol CorporationcompetitorMay 20, 2026

Energy Systems We compete principally with East Penn Manufacturing, Exide Technologies (Stryten), Fiamm, SAFT, Hoppecke, New Power, C&D Technologies Inc., Vertiv, OmniOn Power,Yuasa, Amphenol, Delta Electronics, as well as Chinese producers.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ENS is currently a Follower in the organic co-movement group Semiconductors. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.