$ENS | EnerSys Q2โ26 Earnings Highlights
๐น Q2 Adj EPS: $2.56 (Est. $2.35) ๐ข; +21% YoY
๐น Q2 Sales: $951.3M (Est. $891.4M) ๐ข; +7.6% YoY
๐น Sees Q3 Sales: $920Mโ$960M (Est. $927.4M) ๐ก
Q2 Segment
๐น Energy Systems: $434.7M (Est. $395.8M) ๐ข; UP +14% YoY
๐น Motive Power: $359.7M (Est. $352.7M) ๐ข; DOWN -1.9% YoY
๐น Specialty: $156.9M; UP +16% YoY
Commentary
๐ธ "We reaffirm our expectation that full-year adjusted operating earnings growth, excluding 45X benefits, will outpace revenue growth."
๐ธ "While we are pleased with EnerSys's overall trajectory and are seeing positive momentum across several key growth areas, we believe it remains prudent to keep full-year quantitative guidance paused due to the dynamic macro environment and its downstream effect on customer buying patterns."
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