EnerSys Q1 FY27: Adjusted EPS $3.66 Beats Guidance; Dividend Raised 10%
ENS has more than doubled off its 52-week low of $95.5.
Summary
EnerSys reported Q1 FY27 adjusted EPS of $3.66, beating guidance by a wide margin, and raised its quarterly dividend 10% to $0.2875 per share.
Key Events · Earnings and Guidance · ENS
-
Q1 FY27 EPS Beat
Adjusted diluted EPS of $3.66 exceeded the $2.80-$2.90 guidance range by 26-31%, driven by strong margin expansion and IRC 45X benefits.
-
Revenue Growth
Net sales rose 4.8% year-over-year to $935.6 million, with growth in Network & Infrastructure Solutions and Precision Power Solutions offsetting Industrial Mobility softness.
-
Dividend Increase
Board approved a 10% increase in the quarterly dividend to $0.2875 per share, payable October 2, 2026, to holders of record September 18, 2026.
-
Q2 FY27 Guidance
Company expects Q2 net sales of $955M-$995M and adjusted diluted EPS of $3.15-$3.25, above the prior-year quarter's $2.23.
Analysis · ENS · Manufacturing
A standout first quarter saw adjusted diluted EPS of $3.66, far surpassing the $2.80-$2.90 guidance range. Net sales climbed 4.8% to $935.6 million, while gross margin expanded 510 basis points to 33.5%, helped by favorable mix and IRC 45X benefits. Confidence in sustained cash generation is evident in the 10% dividend increase to $0.2875 per share. Q2 guidance of $3.15-$3.25 adjusted EPS sits above the prior-year quarter, and full-year capex guidance of ~$70M points to disciplined investment. Momentum in data centers, communications, and aerospace & defense is reinforced, offsetting softness in material handling.
At the time of this filing, ENS was trading at $217.90 on NYSE in the Manufacturing sector, with a market capitalization of approximately $6.8B. The 52-week trading range was $95.50 to $244.30. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.