EnerSys (ENS)
Builds battery and power systems for critical infrastructure, industrial mobility, aerospace and defense.
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Designs and manufactures batteries, chargers, power electronics and energy systems for communications, data centers, material handling, heavy transport, aerospace and defense. Revenue spans three global segments, with reserve-power and industrial-mobility operations providing most sales alongside a smaller precision-power business.
Designs and manufactures batteries, chargers, power electronics, enclosures and software-enabled energy systems for industrial, infrastructure and defense customers worldwide. A global sales and service network supports communications networks, data centers, utilities, warehouses, transportation fleets, aerospace programs and military users.
Network & Infrastructure Solutions pairs reserve batteries with power conversion, distribution, enclosures and services. Industrial Mobility Solutions supplies traction power for forklifts and other material-handling equipment, plus batteries for heavy trucks. Precision Power Solutions focuses on aerospace, defense and other specialized applications.
Combines lead-acid and lithium storage with electronics, monitoring software and field support. Manufacturing spans the Americas, EMEA and Asia; results depend on lead and component costs, material-handling demand, infrastructure spending, tariffs and U.S. battery-production tax-credit rules.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jun 12, 2026 | BTIG | Reiterate | Rating: —Target: $250 | Target: $280 |
| May 22, 2026 | Roth Capital | Target | Target: $208 | Target: $265 |
| May 22, 2026 | Oppenheimer | Reiterate | Rating: —Target: $186 | Target: $250 |
| May 21, 2026 | BTIG | Reiterate | Rating: —Target: $175 | Target: $250 |
| Feb 3, 2026 | Roth Capital | Reiterate | Rating: —Target: $164 | Target: $208 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 5, 2026Cash & short-term investments $530.7M · Total debt $1.04B · Total assets $3.96B · Shareholders' equity $1.97B
- Revenue
- $935.6M
- Operating income
- $151.4M
- Net income
- $116.5M
HistoryDividendAnnual yield
| Institutions | ≈ 102.76% | 37.06M shares | |
|---|---|---|---|
| 570 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.50% | 539.4K shares | |
| 16 holders · as of Aug 18, 2026 | |||
| Adds to | 104.26% | ||
36.07M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 104.26%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 14.48% | 5.22M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.51% | 2.35M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.57% | 1.65M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.20% | 1.51M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 3.42% | 1.23M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 29, 2026 | Andrea J. Funk | officer: EVP and CFO | +108 | $228.47 |
| Dec 10, 2025 | Chad C. Uplinger | officer: President Motive Power Global | −6,702 | $151.46 |
