AI-extracted from the 10-Q filed 2026-08-12 — Q1 FY2027 (quarter ended July 5, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
EnerSys grew net sales 4.8% YoY to $935.6M while operating earnings jumped 75% to $151.4M, aided by a one-time $30.9M IEEPA tariff refund and 45X production tax credits.
Higher volumes and favorable price/mix across data center, network communications, and industrial customers
Industrial Mobility Solutions$406.8M-3.2% YoY
Lower volumes from macro uncertainty in material handling, offset by a rebound in the transportation market
Precision Power Solutions$100.5M+23.6% YoY
Increased demand and favorable product/mix
Largest Expense Items
Operating expenses$151.3M-6.0% YoY
Lower selling expenses and reduced accelerated stock compensation versus prior-year quarter
Restructuring and other exit charges$10.7M+82.7% YoY
Reduction-in-force plan and Tijuana, Sao Paulo, and Monterrey facility closure costs
Interest expense$10.6M-6.3% YoY
Lower levels of average debt outstanding ($1,129.5M vs $1,174.9M)
Income tax expense$18.5Meffective rate 13.7% vs 12.5% YoY
Change in the mix of earnings among tax jurisdictions
Margins: Gross margin rose 510bps to 33.5% on 45X credits, IEEPA tariff refunds, and favorable price/mix; operating margin rose 650bps to 16.2% on lower operating expenses and reduced stock compensation.
Watch Items from the Filing
Gross margin included a $30.9M non-recurring reduction in COGS from CAPE Phase 1 IEEPA tariff refunds, a benefit unlikely to repeat at this scale.
Industrial Mobility Solutions net sales fell 3.2% YoY on a 5% organic volume decline amid macro uncertainty in the material handling market.
Company is running five overlapping facility exit programs (Tijuana, Sao Paulo, Monterrey, Ooltewah, Hagen) with a combined ~$37M+ in charges still being incurred.
DOE grant for the Greenville, SC lithium-ion gigafactory was cut from $199M to $150M with a revised, smaller 1 GWh initial scope.
Approximately 40% of sales and related expenses are transacted in foreign currencies, with a 10% adverse FX move estimated to change hedge valuations by $81.7M.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Morytko TamaraDirectorGrant or award · Oct 15, 2026
Knausenberger LaurenDirectorGrant or award · Oct 15, 2026
Tufano Paul JDirectorGrant or award · Oct 15, 2026
Chan CarolineDirectorGrant or award · Oct 2, 2026
Vargo Ronald PDirectorGrant or award · Oct 2, 2026
Hoffen Howard IDirectorGrant or award · Oct 2, 2026
Fludder Steven MDirectorGrant or award · Oct 2, 2026
About EnerSys (ENS): stock profile, AI score and financials
EnerSys (ENS) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores ENS at 63.6/100 on a composite quality score built from its SEC filings, placing it at rank #605 of 2,925 stocks — the top 25% of the AI-ranked universe. ENS scores in the top quartile across balance sheet strength (82.6). Areas of concern include revenue growth (37.6), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2027), EnerSys reports quarterly revenue of $935.6M, net income of $116.5M, an operating margin of 16.2%. Top institutional holders of ENS by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. ENS trades on the NYSE exchange and files with the SEC under CIK 1289308. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ENS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for EnerSys directly from SEC EDGAR.