EnerSys (ENS) Q4 Preview: Key Insights Before Earnings Release

EnerSys Set to Announce Earnings: What Investors Should Know

EnerSys (NYSE:ENS), a leading battery producer, is scheduled to release its latest financial results this Wednesday after the market closes. Here’s a breakdown of what to watch for in the upcoming report.

In the previous quarter, EnerSys surpassed Wall Street’s revenue forecasts by 6.9%, posting $951.3 million in sales—a 7.6% increase compared to the same period last year. The company not only exceeded expectations for sales volume but also provided earnings guidance for the next quarter that was above analyst projections, marking a standout performance.

Current Quarter Expectations

For this quarter, analysts predict EnerSys will generate $932 million in revenue, reflecting a 2.9% year-over-year increase—a slower pace than the 5.2% growth seen in the same quarter last year. Adjusted earnings per share are anticipated to reach $2.72.

Over the past month, analyst forecasts for EnerSys have remained largely unchanged, indicating expectations for steady performance as the company approaches its earnings announcement. However, EnerSys has fallen short of revenue estimates from Wall Street on four occasions in the last two years.

Industry Peers: Recent Results

Looking at other companies in the electrical equipment sector, some have already shared their fourth-quarter results, offering insight into potential trends. Nextpower achieved a 33.9% increase in revenue year over year, beating analyst projections by 11.5%. LSI’s revenue remained flat but still surpassed expectations by 4.9%. Following their reports, Nextpower’s stock climbed 13.3%, while LSI’s shares rose 8.6%.

Market Sentiment and Price Targets

The electrical equipment sector has seen positive momentum, with share prices rising an average of 7.1% over the past month. EnerSys has outperformed, gaining 20.8% during the same period. Heading into earnings, analysts have set an average price target of $174.60 for EnerSys, compared to its current share price of $187.10.

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