ENS Earnings Prediction
The chart below shows how ENS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ENS sees a -0.45% change in stock price 10 days leading up to the earnings, and a +5.75% change 10 days following the report. On the earnings day itself, the stock moves by -0.19%. This data can give you a slight idea of what to expect for the next quarter's release.
ENS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
883.67M
-1.93%
3.61%
Gross Margin
28.53%
7.30%
2.08%
Operating Margin
11.50%
8.08%
0.88%
Net Margin
9.31%
28.59%
13.26%
EPS
2.01
28.85%
17.54%
No Data Available
ENS Earnings Analysis
EnerSys, Inc. Corporation (ENS.N) Earnings Conference Call
Positive
Revenue Performance Analysis: In Q2 2025, Energy Systems reported revenue of $884 million, demonstrating a strong performance despite a 2% decline from the previous year, driven by a 3% decrease in organic volume.
Adjusted Gross Profit Increase: Adjusted gross profit reached $254 million, up $14 million year-on-year, reflecting improved gross margin of 28.7%, which is an increase of 210 basis points over the prior year.
Adjusted Operating Earnings Growth: The company achieved adjusted operating earnings of $115 million in the quarter, marking an 11% year-over-year increase, with an adjusted operating margin of 13%.
Adjusted EBITDA Increase: Energy Systems' adjusted EBITDA was $129 million, an increase of approximately $13 million compared to the prior year, with an adjusted EBITDA margin of 14.6%, up 170 basis points year-over-year.
Lithium Gigafactory Funding: The company announced a $200 million Department of Energy award to partially fund its planned lithium gigafactory, which is expected to significantly enhance its production capacity.
Negative
Net Sales Decline: Second quarter net sales of $884 million were down 2% from prior year, driven by a 3% decrease in organic volume from the headwinds and communications and Class 8 OEM markets.
Revenue Decline Analysis: Revenue was down 10% from prior year to $382 million, primarily driven by the lower volumes and price mix pressures previously mentioned.
Sales Performance Analysis: Sales were down $40 million versus prior year but up $21 million sequentially driven by the softer but recovering spending by our communications customer as well as robust data center demand.
Strong Margin and Earnings Growth: Adjusted gross margin of 28.7% up, 210 basis points over prior year with adjusted operating earnings up 11% year-over-year and 8% sequentially, these results were attributable to impressive motor power performance on continued customer enthusiasm for our maintenance-free offerings.
Strong Financial Performance: In the second quarter, we delivered revenue and EPS in line with our guidance ranges and demonstrated our ability to generate strong and accelerating financial results in an uncertain market environment.
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ENS Earning Call Sentiment
EnerSys (ENS) Q2 2025 Earnings Call Transcript
1.0x
00:00
00:00
ENS.N
1.06%Positive
The earnings call reveals mixed signals: strong adjusted EPS and margin improvements, but declining net sales and energy systems revenue. The Q&A section highlights delays in fast charging/storage and regulatory risks. However, positive order trends in telecom and data centers provide a counterbalance. The company's strategic initiatives, including a gigafactory and share repurchases, are promising, but competitive pressures and economic uncertainties loom. Given the market cap and these factors, a neutral stock price movement is expected over the next two weeks.