NYSE$ENS

EnerSys · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

EnerSys reported Q3 2026, revenue of $919.1M, net income of $85M.

For Q3 2026, EnerSys reported revenue of $919.1M, net income of $85M. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $919.1M.
  • Net income $85M.
  • EnerSys MD&A covers liquidity, credit, and operating priorities.

Headline financials

Total Revenue

$919M

Previous: $906M+1.4%
EPS

$2.40

Previous: $3.12-23.1%
Change in Sales due to Organic Volume

-4.0%

No prior period
Change in Sales due to Pricing

3.0%

No prior period
Change in Sales due to FX

2.0%

No prior period
Gross Margin

30.1%

Previous: 32.9%-8.5%
Gross Margin ex IRC 45X

26.3%

Previous: 24.6%+6.9%
Adj. Diluted EPS ex 45X

$1.84

Previous: $1.23+49.6%
Share Repurchases

$84.1M

Previous: $38.7M+117.3%
Dividend per Share

$0.26

Previous: $0.24+9.4%
Net Leverage Ratio

1.2

Previous: 1.5-20.0%
Capital Expenditures

-$67.2M

Previous: -$90.8M+25.9%
Free Cash Flow

$23.1M

No prior period
Net Income

$90.4M

Previous: $115M-21.3%
Operating Income

$124M

Previous: $143M-12.9%
Gross Profit

$276M

Previous: $298M-7.3%
Cash & Equivalents

$450M

No prior period
Total Assets

$4.05B

No prior period

Revenue & EPS history

EnerSys · Revenue · Quarterly

$919M

Q3 2026+1.4%vs Q3 2025
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

EnerSys · $988M total across 3 segments · Q4 2026

  • Energy Systems
    $426M
  • Motive Power
    $370M
  • Specialty
    $192M

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

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 2026

Historical avgQ3 2026

+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

Earnings price reactions
QuarterReport dateReaction (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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro