| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 71 | 19.2x | 17.8x | Top tier | |
Growth | 47 | 3.7% | 7.1% | Around median | |
Quality | 82 | 13.8% | 4.5% | Top tier | |
Safety | 78 | 1.0x | 2.6x | Top tier | |
Capital Return | 62 | 0.58% | 2.12% | Around median | |
Momentum | 63 | 82.2% | 2.9% | Around median | |
Sentiment | 72 | 5 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
EnerSys operates in energy storage and backup power solutions and generates revenue through three interconnected segments. Network & Infrastructure Solutions provides batteries, power electronics, and services for data centers and telecommunications networks, while Industrial Mobility Solutions serves material handling and transportation with forklift batteries, chargers, and lithium solutions, and Precision Power Solutions focuses on aviation and defense applications such as batteries for drones and counter-drone systems and missile defense systems.
In Q1 fiscal 2027, net sales reached $936 million, up 5% from the comparable fiscal 2026 period; growth came from a 3% improvement in price and mix, a 1% increase in volumes, and a 1% currency translation impact. The segment mix consisted of $428 million for Network & Infrastructure Solutions, $407 million for Industrial Mobility Solutions, and $101 million for Precision Power Solutions, illustrating that the first two businesses account for most revenue even though the smaller defense segment was the fastest growing.
Gross profit reached $313 million in Q1 fiscal 2027, up 24%, and gross margin reached 33.5%, an increase of 510 basis points. The results included a non-recurring tariff refund of $31 million; excluding it, gross profit increased 12% and margin improved by 180 basis points, while adjusted diluted earnings per share reached $3.66 versus $2.08 in the comparable fiscal 2026 period. Adjusted operating earnings increased 47%, but part of the improvement also benefited from 45X benefits and a change in the treatment of stock-based compensation in adjusted metrics.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus on EnerSys is “Buy,” with an average price target of $265 and a range between $250 and $280. The average target is above the 52-week high of $244.30, compared with a low of $98.46, reflecting expectations for continued revaluation driven by margin improvement and growth in data centers and defense. Conversely, reaching analyst targets depends on the sustainability of earnings after excluding the non-recurring tariff refund and 45X benefits, as well as a recovery in material handling and execution of the Greenville project according to the announced schedule and cost.
Figures in the text are as of 2026-08-30; the live price is shown at the top of the page.
EnerSys net sales reached $936 million, up 5% from the comparable fiscal 2026 period, supported by 3% from price and mix, 1% from volumes, and 1% from currencies. Gross profit reached $313 million and gross margin reached 33.5%, while adjusted diluted earnings per share reached $3.66 versus $2.08. The results included a non-recurring tariff refund of $31 million, but gross profit remained up 12% and margin improved by 180 basis points after excluding it.
The data center business grew in the low teens during Q1 fiscal 2027, and its orders increased by more than 80% compared with the corresponding period. The company had approximately 100 systems in the supply chain and more than 500 units in active quotations, but it does not expect a meaningful revenue impact from DataSafe Noir before fiscal 2028. Management says the system can perform the work in two cabinets compared with five cabinets for a competing lithium solution, while leveraging EnerSys existing service network.
Precision Power Solutions revenue increased 24% to $101 million in Q1 fiscal 2027, driven particularly by counter-drone batteries and thermal batteries for missile defense. The segment's adjusted operating earnings reached $18 million, up 48%, and its margin reached 18.2%. Management expects annual aviation and defense market growth of between 9% and 11%, with continued demand for these applications through at least 2030.
The Greenville facility in South Carolina is estimated to cost approximately $650 million, with a Department of Energy grant providing about $150 million of that amount, while EnerSys expected net investment is approximately $500 million. The facility targets initial annual production capacity of approximately 1 gigawatt-hour for high-density cells intended for crewed platforms, soldier power, space, and autonomous systems. Construction is planned to begin in the first half of fiscal 2028, with full production expected about three years after construction begins and an internal rate of return in the mid-20% range.
Segment revenue decreased 3% to $407 million in Q1 fiscal 2027 because of weak material handling volumes, despite the beginning of a transportation recovery. Its adjusted operating earnings declined 11% to $38 million, and margin fell to 9.3% because of lower operating utilization from volumes. Conversely, transportation orders nearly doubled and its revenue increased 20%, but material handling orders remained down by a high-single-digit percentage, so the timing of the recovery remains uncertain.
Q1 fiscal 2027 generated operating cash flow of $230 million and capital expenditures of $12 million, producing free cash flow of $218 million. Cash and cash equivalents reached $531 million on July 5, 2026, and net debt declined by more than $160 million since the end of fiscal 2026 to $522 million, with leverage at 0.8 times EBITDA. The company also repurchased 219 thousand shares for $50 million and increased the quarterly dividend 10% to $0.2875 per share for Q2 fiscal 2027.
