Enersys (NYSE:ENS) Releases Q4 2026 Earnings Guidance

04 Feb 2026, 21:44 by Doug Wharley · The Cerbat Gem

Enersys (NYSE:ENS – Get Free Report) updated its fourth quarter 2026 earnings guidance on Wednesday. The company provided EPS guidance of 2.950-3.050 for the period, compared to the consensus EPS estimate of 2.950. The company issued revenue guidance of $960.0 million-$1.0 billion, compared to the consensus revenue estimate of $981.6 million.

Wall Street Analyst Weigh In

Several research analysts have commented on the stock. Roth Mkm reissued a “buy” rating on shares of Enersys in a report on Tuesday. Wall Street Zen lowered Enersys from a “strong-buy” rating to a “buy” rating in a research note on Saturday. Oppenheimer restated an “outperform” rating on shares of Enersys in a research report on Friday, November 7th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Enersys in a report on Tuesday, January 27th. Finally, Zacks Research lowered Enersys from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Four analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $129.00.

Check Out Our Latest Stock Report on ENS

Enersys Price Performance

Shares of Enersys stock traded down $4.99 during trading on Wednesday, hitting $184.94. 942,423 shares of the stock traded hands, compared to its average volume of 402,469. The stock has a market cap of $6.83 billion, a price-to-earnings ratio of 21.63, a PEG ratio of 1.23 and a beta of 1.11. The company has a quick ratio of 1.73, a current ratio of 2.77 and a debt-to-equity ratio of 0.63. Enersys has a 52 week low of $76.57 and a 52 week high of $194.77. The firm’s fifty day moving average is $157.97 and its 200-day moving average is $128.05.

Enersys (NYSE:ENS – Get Free Report) last issued its earnings results on Wednesday, February 4th. The industrial products company reported $2.77 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.73 by $0.04. Enersys had a return on equity of 22.48% and a net margin of 9.05%.The business’s revenue was up 1.4% compared to the same quarter last year. During the same period last year, the company earned $3.12 earnings per share. Enersys has set its Q4 2026 guidance at 2.950-3.050 EPS. Research analysts expect that Enersys will post 9.99 EPS for the current fiscal year.

Insider Transactions at Enersys

In other news, insider Chad C. Uplinger sold 6,702 shares of the business’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $151.46, for a total value of $1,015,084.92. Following the completion of the sale, the insider owned 23,713 shares of the company’s stock, valued at approximately $3,591,570.98. The trade was a 22.04% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 0.91% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of ENS. Invesco Ltd. grew its holdings in shares of Enersys by 5.9% during the third quarter. Invesco Ltd. now owns 1,158,838 shares of the industrial products company’s stock valued at $130,902,000 after buying an additional 64,503 shares during the last quarter. Boston Partners grew its position in Enersys by 4.7% in the 3rd quarter. Boston Partners now owns 680,174 shares of the industrial products company’s stock worth $76,973,000 after purchasing an additional 30,767 shares during the period. AQR Capital Management LLC boosted its stake in shares of Enersys by 30.3% in the 3rd quarter. AQR Capital Management LLC now owns 652,128 shares of the industrial products company’s stock worth $72,986,000 after buying an additional 151,589 shares during the last quarter. Millennium Management LLC boosted its position in Enersys by 257.8% in the third quarter. Millennium Management LLC now owns 556,771 shares of the industrial products company’s stock worth $62,893,000 after purchasing an additional 401,167 shares during the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of Enersys by 4.0% during the 3rd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 532,169 shares of the industrial products company’s stock valued at $59,969,000 after purchasing an additional 20,508 shares during the last quarter. Institutional investors own 94.93% of the company’s stock.

About Enersys

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Enersys, headquartered in Reading, Pennsylvania, is a global leader in stored energy solutions, specializing in manufacturing and distributing industrial batteries, battery chargers, power equipment, and related accessories. The company serves a diverse range of end markets, including telecommunications, data centers, medical, aerospace, defense, electric vehicle motive power, and utility outcomes. Its products are engineered to deliver critical reserve power and motive power applications across key infrastructure and industrial sectors.