Pulling SEC filings + quote and writing the call…

EnerSys
Next earnings Aug 4, 2026 · consensus $2.85 EPS, $937M rev
Last earnings -1.3% on 2026-05-20
Steady industrial battery maker with surging cash flow and a $1.0B buyback, though a net-income dip tempers conviction.
Sources: SEC EDGAR (CIK 0001289308, latest 10-K filed 2026-05-20) · EODHD · analysis by claude-code · as of 6/21/2026, 8:48:06 PM.
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The fundamentals carry the rating, but the price is rich (~71% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
EnerSys is a steady, cash-generative industrial battery and energy-systems company executing a clear capital-return strategy. FY2026 revenue grew 3.7% to $3.75B, extending a multi-year uptrend from $3.36B in FY2022, with a 29.3% gross margin and 15.4% return on equity. The standout was cash conversion: operating cash flow more than doubled, up 110.4% to $548M, while capital expenditures fell 33.8% to $80.1M — a combination that funds a substantial free-cash-flow stream and supports the buyback program.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $3.36B | $3.71B | $3.58B | $3.62B | $3.75B |
| Gross profit | $750M | $840M | $983M | $1.09B | $1.10B |
| Operating income | $206M | $278M | $352M | $465M | $426M |
| Net income | $144M | $176M | $269M | $364M | $294M |
| Diluted EPS | $3.36 | $4.25 | $6.50 | $8.99 | $7.70 |
| Net margin | 4.3% | 4.7% | 7.5% | 10.1% | 7.8% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
1048 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 1 open-market buy · 0 sales
| 2026-05-29 | Funk Andrea J. EVP and CFO | Buy | 108.00 @ $228.47 | $24.7K |
| 2026-05-28 | Fisher Keith D. Pres. Network & Infrastructure | Award | 2.52K @ $228.33 | $574K |
| 2026-05-28 | Fisher Keith D. Pres. Network & Infrastructure | Award | 503.00 | |
| 2026-05-23 | Funk Andrea J. EVP and CFO | Tax | 2.05K @ $232.24 | $476K |
| 2026-04-13 | Knausenberger Lauren Director | Award | 136.00 @ $194.61 | $26.5K |
| 2026-04-13 | Knausenberger Lauren Director | Award | 27.00 | |
| 2026-04-13 | Habiger David C Director | Award | 143.00 @ $194.61 | $27.8K |
| 2026-04-13 | Habiger David C Director | Award | 28.00 | |
| 2026-04-13 | Morytko Tamara Director | Award | 143.00 @ $194.61 | $27.8K |
| 2026-04-13 | Morytko Tamara Director | Award | 28.00 | |
| 2026-04-13 | Wynter Rudolph W. Director | Award | 166.00 @ $194.61 | $32.3K |
| 2026-04-13 | Wynter Rudolph W. Director | Award | 33.00 |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.