ENERSYS (ENS)
Industrials · Industrial batteries and energy storage systems · NYSE
A 125-year-old industrial battery and energy storage powerhouse serving data centers, telecom, aerospace, defense, and material handling with UPS systems, motive power batteries, and next-gen EV fast-charging solutions.
What ENERSYS does
EnerSys is a global leader in stored energy solutions and industrial batteries, designing and manufacturing motive power batteries for electric forklifts and automated guided vehicles, specialty batteries for aerospace and defense applications, energy systems for telecommunications and data centers, and battery chargers and power equipment. The company serves over 10,000 customers across more than 100 countries through its four operating segments: Energy Systems (UPS, telecom, data center power solutions), Motive Power (industrial vehicle batteries), Specialty (aerospace, defense, medical batteries), and New Ventures (energy storage and EV fast charging systems).
Themes: ["Energy storage solutions","Industrial batteries and power systems","Uninterruptible power supply (UPS)","Motive power / material handling","Aerospace and defense energy systems","Data center power infrastructure","Telecommunications power systems","Electric vehicle charging infrastructure","Portable military power solutions","Utility backup power systems"]
Fundamentals
- Price$206.29 as of 2026-07-09 close
- Market cap$7.5B as of 2026-07-10
- 1-year return+133.2% as of 2026-07-09 close
- P/E25.58 as of 2026-07-10
- Net margin+7.8% as of 2026-07-10
- Gross margin+29.3% as of 2026-07-10
- ROE+15.6% as of 2026-07-10
- Debt / equity0.58 as of 2026-07-10
- Revenue growth (YoY)+3.7% as of 2026-07-10
- Revenue CAGR (3y)+15.1% SEC XBRL
- Beta1.22 as of 2026-07-10
Dividend: yield +0.5%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Dependence on industrial and defense market cycles; economic downturns in customer industries (automotive, aerospace, telecom, data centers) directly impact demand for batteries and power systems.","Supply chain and input cost volatility, particularly for battery materials and raw materials; inflationary pressures and commodity price fluctuations could erode margins.","Integration challenges from acquisition strategy (37 acquisitions since 2003, including Bren-Tronics Defense LLC in July 2024); execution risk on realizing synergies and maintaining operational efficiency post-acquisition."]
Competitors & peers
- Clarios (private; formerly Johnson Controls battery division)
- Panasonic (batteries and energy storage)
- Saft (Safariland Group subsidiary; aerospace and defense batteries)
- Eaton (power distribution and energy storage systems)
- Schneider Electric (energy management and UPS systems)
- Vertiv (data center thermal and power solutions)
- Crown Equipment (material handling batteries and chargers)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.