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Oct 03, 2021

EnerSys Q2 2022 Earnings Report

EnerSys reported mixed Q2 results with strong demand and supply chain challenges.

Key Takeaways

EnerSys reported a 12% increase in net sales compared to the previous year, reaching $791.4 million, driven by strong demand across all business lines. However, earnings were impacted by supply chain disruptions and inflation outpacing pricing actions. The company's backlog exceeded $1 billion for the first time. Adjusted diluted earnings per share were $1.01, compared to guidance of $1.03 to $1.13.

Net sales increased by 12% to $791 million compared to Q2 2021.

Record backlog exceeded $1 billion.

Supply chain issues slowed Q2 shipments and affected earnings.

Pricing initiatives are beginning to take hold, especially in Energy Systems.

Total Revenue
$791M
Previous year: $708M
+11.7%
EPS
$1.01
Previous year: $1
+1.0%
Organic sales growth
11%
Previous year: -11%
-200.0%
Pricing impact on sales
1%
Previous year: -1%
-200.0%
Gross Profit
$178M
Previous year: $178M
+0.2%
Cash and Equivalents
$408M
Previous year: $414M
-1.6%
Free Cash Flow
-$35.6M
Previous year: $87.1M
-140.9%
Total Assets
$3.52B
Previous year: $3.33B
+5.5%

EnerSys

EnerSys

EnerSys Revenue by Segment

Forward Guidance

EnerSys expects adjusted diluted earnings per share to be between $0.96 and $1.06 in the third fiscal quarter.

Revenue & Expenses

Visualization of income flow from segment revenue to net income