NYSE$ENS
EnerSys · Q2 2025 earnings
Q2 2025 earnings · · Investor relations
Briefing
EnerSys reported Q2 2025 results with a gross margin of 28.5%, up 190 basis points from the prior year.
EnerSys reported net sales of $883.7 million and diluted EPS of $2.01. The company's gross margin increased by 190 basis points to 28.5%. They were also selected for a $199 million Department of Energy award negotiation.
- Net sales were $884M, down 2%, with Motive Power strength offset by Communications and Class 8 Transportation pressure.
- Energy Systems improved with net sales +6% sequentially and backlog increasing for the second consecutive quarter.
- Gross Margin reached 28.5%, up 190 bps, including benefits from Inflation Reduction Act / IRC 45X tax credits, +60 bps ex IRA.
- Diluted EPS was $2.01, up 29%, and adjusted diluted EPS was $2.12, up 15%.
Headline financials
Revenue & EPS history
EnerSys · Revenue · Quarterly
$884M
Revenue by segment
EnerSys · $988M total across 3 segments · Q4 2026
- Energy Systems$426M—43.1%
- Motive Power$370M—37.5%
- Specialty$192M—19.5%
Forward guidance
EnerSys expects net sales in the range of $920M to $960M and adjusted diluted earnings per share in the range of $2.20 to $2.30 for Q3 2025. For the full year fiscal 2025, EnerSys expects net sales in the range of $3,675 to $3,765M and adjusted diluted earnings per share in the range of $8.75 to $9.05.
Tailwinds
- Encouraging demand trends in the majority of end markets.
- Improving order rates in the Communications and Data Center markets.
- Stable trends in the Motive Power and A&D businesses.
- Profitability of baseline business to deliver accelerating returns.
- Accretive contribution of Bren-Tronics and continued cost improvements.
Headwinds
- Managing business prudently to navigate the continued spending pause in the Class 8 truck OEM market.
- Near-term macro uncertainty.
- Deployment schedules for New Ventures have been pushed out due to installation and site readiness challenges.
- Modestly lowering revenue range for full year fiscal 2025.
- Slightly lowering the mid-point of the full year fiscal 2025 adjusted diluted earnings per share guidance by $0.10.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q2 2025
+0.1%
Avg return
Earnings day
+1.1%
Avg return
5 days after
-0.6%
Avg return
30 days after
51%
35 / 69 earnings
Positive
+14.2%
Q2 2023
Best reaction
-14.8%
Q4 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | +11.4% | +13.7% | +6.5% | |
| Q3 2026 | -13.9% | -6.1% | -16.2% | |
| Q2 2026 | +1.4% | +9.2% | +16.4% | |
| Q1 2026 | +3.5% | +8.2% | +14.0% | |
| Q4 2025 | -14.8% | -11.9% | -12.9% | |
| Q3 2025 | +2.8% | +7.4% | +7.9% | |
| Q2 2025 | -3.4% | +1.0% | -4.4% | |
| Q1 2025 | -2.0% | -0.8% | +0.5% | |
| Q4 2024 | +11.4% | +10.6% | +9.6% | |
| Q3 2024 | -6.6% | -7.1% | -3.6% | |
| Q2 2024 | -3.8% | -1.7% | +5.6% | |
| Q1 2024 | -12.3% | -7.3% | -5.8% | |
| Q4 2023 | +12.2% | +14.8% | +19.4% | |
| Q3 2023 | +4.5% | +6.6% | -4.0% | |
| Q2 2023 | +14.2% | +15.9% | +12.5% | |
| Q1 2023 | +1.4% | +6.0% | -4.0% | |
| Q4 2022 | +9.9% | +11.7% | -3.9% | |
| Q3 2022 | -0.4% | -3.7% | -0.4% | |
| Q2 2022 | -3.6% | -2.9% | -10.1% | |
| Q1 2022 | -4.4% | -6.8% | -18.9% | |
| Q4 2021 | +4.0% | +3.2% | +7.0% | |
| Q3 2021 | -1.5% | -2.0% | +7.2% | |
| Q2 2021 | -5.5% | +0.4% | +2.5% | |
| Q1 2021 | +3.9% | +1.6% | -9.5% | |
| Q4 2020 | +1.3% | +15.3% | -1.4% | |
| Q3 2020 | -7.3% | -7.1% | -21.6% | |
| Q2 2020 | -3.2% | -4.0% | -0.5% | |
| Q1 2020 | -10.5% | -11.0% | -9.3% | |
| Q4 2019 | -2.6% | -3.9% | +14.1% | |
| Q3 2019 | -10.8% | -20.4% | -22.4% | |
| Q2 2019 | +4.7% | +0.6% | -6.5% | |
| Q1 2019 | -5.2% | -7.2% | +2.2% | |
| Q4 2018 | +1.1% | +1.1% | -5.6% | |
| Q3 2018 | +6.9% | +6.6% | +11.4% | |
| Q2 2018 | +2.3% | -1.7% | -0.6% | |
| Q1 2018 | -11.2% | -11.7% | -10.8% | |
| Q4 2017 | -11.5% | -7.5% | -13.5% | |
| Q3 2017 | -0.3% | +0.4% | -2.8% | |
| Q2 2017 | +10.1% | +18.2% | +25.0% | |
| Q1 2017 | +7.5% | +8.1% | +4.7% | |
| Q4 2016 | +7.0% | +8.3% | -0.2% | |
| Q3 2016 | -0.3% | — | — | |
| Q2 2016 | +3.2% | — | — | |
| Q1 2016 | -9.3% | — | — | |
| Q4 2015 | +1.5% | — | — | |
| Q3 2015 | -2.6% | — | — | |
| Q2 2015 | -1.5% | — | — | |
| Q1 2015 | -9.3% | — | — | |
| Q4 2014 | +2.5% | — | — | |
| Q3 2014 | +9.1% | — | — | |
| Q2 2014 | -0.5% | — | — | |
| Q1 2014 | +0.1% | — | — | |
| Q4 2013 | +2.5% | — | — | |
| Q3 2013 | -0.9% | — | — | |
| Q2 2013 | -0.6% | — | — | |
| Q1 2013 | +7.0% | — | — | |
| Q4 2009 | +2.8% | — | — | |
| Q4 2012 | +2.8% | — | — | |
| Q3 2012 | +6.7% | — | — | |
| Q2 2012 | +11.2% | — | — | |
| Q1 2012 | -0.2% | — | — | |
| Q4 2011 | -4.0% | — | — | |
| Q3 2011 | +3.7% | — | — | |
| Q3 2010 | +3.7% | — | — | |
| Q2 2011 | +7.8% | — | — | |
| Q2 2010 | +7.8% | — | — | |
| Q1 2011 | -8.4% | — | — | |
| Q1 2010 | -8.4% | — | — | |
| Q4 2010 | -8.4% | — | — |
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