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EnerSys
In the world of industrial batteries and energy systems, EnerSys stands out as a pivotal force driving progress and innovation. Founded in 1999, its roots trace back over a century through a series of mergers and acquisitions, becoming a key player in stored energy solutions. EnerSys specializes in manufacturing and distributing industrial batteries, critical in powering telecommunications networks, data centers, material handling equipment, aerospace, and defense systems. Its operations span the globe, with a robust infrastructure that combines cutting-edge technology and vast manufacturing capabilities. The company's commitment to sustainability and reliability drives its innovation pipeline, ensuring that its energy solutions are not only efficient but also environmentally conscious.
EnerSys generates revenue by providing a comprehensive range of batteries and stored energy solutions, catering to various sectors, including motive power for forklifts and industrial vehicles, reserve power for telecom and data centers, and transportation applications. The company thrives on its ability to customize solutions, leveraging its technological expertise to meet the distinct needs of its clients. By focusing on both product and service components — from battery manufacturing to maintenance and training — EnerSys secures long-term relationships with its clientele. This integrated approach strengthens its market position, allowing it to charge for both initial product sales and ongoing service contracts, creating a reliable revenue stream and ensuring sustained growth in a competitive landscape.
In the world of industrial batteries and energy systems, EnerSys stands out as a pivotal force driving progress and innovation. Founded in 1999, its roots trace back over a century through a series of mergers and acquisitions, becoming a key player in stored energy solutions. EnerSys specializes in manufacturing and distributing industrial batteries, critical in powering telecommunications networks, data centers, material handling equipment, aerospace, and defense systems. Its operations span the globe, with a robust infrastructure that combines cutting-edge technology and vast manufacturing capabilities. The company's commitment to sustainability and reliability drives its innovation pipeline, ensuring that its energy solutions are not only efficient but also environmentally conscious.
EnerSys generates revenue by providing a comprehensive range of batteries and stored energy solutions, catering to various sectors, including motive power for forklifts and industrial vehicles, reserve power for telecom and data centers, and transportation applications. The company thrives on its ability to customize solutions, leveraging its technological expertise to meet the distinct needs of its clients. By focusing on both product and service components — from battery manufacturing to maintenance and training — EnerSys secures long-term relationships with its clientele. This integrated approach strengthens its market position, allowing it to charge for both initial product sales and ongoing service contracts, creating a reliable revenue stream and ensuring sustained growth in a competitive landscape.
Record Sales & EPS: EnerSys reported Q2 net sales of $951 million, up 8% year-over-year and a new Q2 record, with adjusted diluted EPS of $2.56 (up 21%) and $1.51 (up 15%) excluding 45X benefits.
Margin Expansion: Adjusted operating earnings and EBITDA grew 13%, outpacing sales, with gross margin up 40 basis points YoY and 70 basis points sequentially.
Strong Cash Flow: Free cash flow reached $197 million, a significant increase mainly due to a U.S. federal tax refund, with free cash flow conversion of 288%.
Cost Savings On Track: Annual cost-saving initiatives of $80 million are progressing, with restructuring benefits expected to ramp in the second half.
Data Center & Specialty Growth: Data center revenue grew 29% year-over-year; Specialty segment saw 16% revenue growth with improving A&D demand.
Outlook & Guidance: Q3 sales guidance is $920–$960 million and adjusted diluted EPS of $2.71–$2.81 ($1.64–$1.74 excluding 45X), with full-year guidance for operating earnings growth outpacing sales reaffirmed but quantitative guidance still paused due to macro uncertainty.
Shareholder Returns: $78 million returned this quarter via buybacks and dividends, with $960 million in buyback authorization remaining and ongoing opportunistic repurchases.
Supply Chain & Tariffs: Tariff exposure reduced from $94 million to $70 million annualized through mitigation actions; company expects to fully offset tariff impacts.
