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Jan 02, 2022

EnerSys Q3 2022 Earnings Report

EnerSys reported record net sales with strong demand across all LoBs, but supply chain issues impacted shipments and earnings. Aggressive pricing actions offset sequential inflation, and strategic technology initiatives progressed.

Key Takeaways

EnerSys reported a 12% increase in net sales to $844 million, driven by strong demand and pricing actions. EPS was $0.85, and adjusted EPS was $1.01, exceeding guidance. The company's backlog grew to $1.2 billion. They expect adjusted diluted earnings per share to be between $1.11 and $1.21 in the fourth fiscal quarter.

Record net sales of $844M, up 12% vs. Q3'21.

Strong demand across all LoBs.

Backlog grew to $1.2B.

Aggressive price/mix offsetting record sequential inflation.

Total Revenue
$844M
Previous year: $751M
+12.4%
EPS
$1.01
Previous year: $1.27
-20.5%
Organic sales growth
10%
Pricing impact on sales
3%
Gross Profit
$184M
Previous year: $189M
-2.6%
Cash and Equivalents
$397M
Previous year: $489M
-18.7%
Free Cash Flow
-$30.2M
Previous year: $41M
-173.6%
Total Assets
$3.59B
Previous year: $3.48B
+3.3%

EnerSys

EnerSys

EnerSys Revenue by Segment

Forward Guidance

EnerSys expects adjusted diluted earnings per share to be between $1.11 and $1.21 in the fourth fiscal quarter.

Revenue & Expenses

Visualization of income flow from segment revenue to net income