EnerSys(ENS)Stock Analysis
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Rank #605 of 2,960 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ENS Stock Analysis & AI Quality Score
Data updated 2026-09-12AI stock analysis and institutional research for EnerSys (ENS), a Technology sector company. 13F Pro's AI-powered ranking engine scores ENS at 63.6/100 on a 32-signal composite quality model, placing it at rank #605 of 2,960 stocks — the top 25% of the AI-ranked universe. ENS scores in the top quartile across balance sheet strength (82.8). Areas of concern include revenue growth (37.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), 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. EnerSys's 13F Pro composite quality score has ranged between 47 and 65 since 2021, currently 63.6 — an improving long-term trajectory across 54 quarterly and live scoring snapshots.
What's Driving ENS's Business? Latest 10-Q Breakdown
✓ 28/28 datapoints verifiedAI-extracted from EnerSys's 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.
Biggest Revenue Drivers
Higher volumes and favorable price/mix across data center, network communications, and industrial customers
Lower volumes from macro uncertainty in material handling, offset by a rebound in the transportation market
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$935.6M
Net Income
Q2 2026
$116.5M
Free Cash Flow
Q2 2026
$217.7M
Operating Margin
Q2 2026
16.2%
ROIC
Q2 2026
20.1%
D/E Ratio
Q2 2026
0.53
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+3.7% YoYNet Income
-19.3% YoYOperating Income
-8.2% YoYEPS (Diluted)
-14.3% YoYTotal Assets
+0.8% YoYTotal Debt
-0.3% YoYOp. Cash Flow
+110.4% YoYFree Cash Flow
+235.7% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $3.75B +3.7% | $3.62B +1.0% | $3.58B -3.4% | $3.71B +10.5% | $3.36B +12.7% | $2.98B |
| Net Income | $293.6M -19.3% | $363.7M +35.2% | $269.1M +53.1% | $175.8M +22.2% | $143.9M +0.4% | $143.4M |
| Operating Income | $426.5M -8.2% | $464.7M +32.2% | $351.6M +26.3% | $278.4M +35.0% | $206.3M -4.7% | $216.4M |
| EPS (Diluted) | $7.70 -14.3% | $8.99 +38.3% | $6.50 +52.9% | $4.25 +26.5% | $3.36 +1.2% | $3.32 |
| Total Assets | $4.00B +0.8% | $3.97B +14.6% | $3.47B -4.2% | $3.62B -3.2% | $3.74B +7.9% | $3.46B |
| Total Debt | $1.11B -0.3% | $1.11B +33.6% | $832.4M -22.4% | $1.07B -17.4% | $1.30B +29.3% | $1.00B |
| Operating Cash Flow | $547.6M +110.4% | $260.3M -43.0% | $457.0M +63.3% | $279.9M +526.8% | $-65.6M -118.3% | $358.4M |
| Free Cash Flow | $467.5M +235.7% | $139.3M -62.4% | $370.6M +93.9% | $191.2M +236.9% | $-139.6M -148.4% | $288.4M |
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13F Pro tracks comprehensive data for EnerSys including:
Top Institutional Holders of ENS
BlackRock, Inc.
$1.2B5,223,912 shVANGUARD PORTFOLIO MANAGEMENT LLC
$548.6M2,346,138 shVANGUARD CAPITAL MANAGEMENT LLC
$385.4M1,648,383 shSTATE STREET CORP
$354.5M1,514,758 shDIMENSIONAL FUND ADVISORS LP
$288.3M1,233,243 shInvesco Ltd.
$282.3M1,207,260 shGEODE CAPITAL MANAGEMENT, LLC
$261.3M1,117,453 shPRICE T ROWE ASSOCIATES INC /MD/
$220.3M942,145 shEARNEST PARTNERS LLC
$209.7M896,981 shAQR CAPITAL MANAGEMENT LLC
$209.5M905,348 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.2B | 5,223,912 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $548.6M | 2,346,138 |
| VANGUARD CAPITAL MANAGEMENT LLC | $385.4M | 1,648,383 |
| STATE STREET CORP | $354.5M | 1,514,758 |
| DIMENSIONAL FUND ADVISORS LP | $288.3M | 1,233,243 |
| Invesco Ltd. | $282.3M | 1,207,260 |
| GEODE CAPITAL MANAGEMENT, LLC | $261.3M | 1,117,453 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $220.3M | 942,145 |
| EARNEST PARTNERS LLC | $209.7M | 896,981 |
| AQR CAPITAL MANAGEMENT LLC | $209.5M | 905,348 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is ENS a good stock to buy?
13F Pro's AI-powered analysis of EnerSys (ENS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ENS are available on the ENS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ENS is classified as a mid company.
Which hedge funds own ENS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ENS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of EnerSys's investment landscape.