NYSE$ENS
EnerSys · Q3 2025 earnings
Q3 2025 earnings · · Investor relations
Briefing
EnerSys reported solid EPS growth during the third quarter, driven by strong price/mix, the Bren-Tronics contribution, and operational improvements in Energy Systems.
EnerSys reported a 5% increase in net sales to $906.2 million, driven by strong A&D demand and contributions from Bren-Tronics. Diluted EPS increased by 55% to $2.88, and adjusted diluted EPS increased by 22% to $3.12, bolstered by a $75 million benefit from IRA tax credits. The company expects a strong finish to the fiscal year, with improving trends across end markets and disciplined execution of strategic priorities.
- Net sales increased by 5% to $906 million, driven by A&D demand and contributions from Bren-Tronics.
- Energy Systems net sales increased by 4% with significant margin expansion due to efficiency improvements and cost controls.
- Diluted EPS increased by 55% to $2.88, and adjusted diluted EPS increased by 22% to $3.12.
- The company announced the appointment of Keith Fisher as President, Energy Systems Global.
Headline financials
Revenue & EPS history
EnerSys · Revenue · Quarterly
$906M
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 $960 million to $1,000 million and adjusted diluted earnings per share in the range of $2.75 to $2.85 for the fourth quarter of fiscal 2025. For the full year fiscal 2025, EnerSys expects net sales in the range of $3,603 million to $3,643 million and adjusted diluted earnings per share in the range of $9.97 to $10.07.
Tailwinds
- Improving order rates
- Favorable demand trends across core end markets
- Steady demand improvement in the U.S. Communications market
- Early signs of recovery in the Transportation sector
- Margin expansion initiatives in Energy Systems and Specialty businesses
Headwinds
- Ongoing macroeconomic uncertainty, particularly in EMEA
- One-off impacts from Q3
- Slower than anticipated recovery in the Communications market
- Slower than anticipated recovery in the Transportation markets
- Revised full-year revenue guidance
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 Q3 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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