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Dec 29, 2024
EnerSys Q3 2025 Earnings Report
EnerSys reported solid EPS growth during the third quarter, driven by strong price/mix, the Bren-Tronics contribution, and operational improvements in Energy Systems.
Key Takeaways
EnerSys reported a 5% increase in net sales to $906.2 million, driven by strong A&D demand and contributions from Bren-Tronics. Diluted EPS increased by 55% to $2.88, and adjusted diluted EPS increased by 22% to $3.12, bolstered by a $75 million benefit from IRA tax credits. The company expects a strong finish to the fiscal year, with improving trends across end markets and disciplined execution of strategic priorities.
Net sales increased by 5% to $906 million, driven by A&D demand and contributions from Bren-Tronics.
Energy Systems net sales increased by 4% with significant margin expansion due to efficiency improvements and cost controls.
Diluted EPS increased by 55% to $2.88, and adjusted diluted EPS increased by 22% to $3.12.
The company announced the appointment of Keith Fisher as President, Energy Systems Global.
Revenue by Segment
Forward Guidance
EnerSys expects net sales in the range of $960 million to $1,000 million and adjusted diluted earnings per share in the range of $2.75 to $2.85 for the fourth quarter of fiscal 2025. For the full year fiscal 2025, EnerSys expects net sales in the range of $3,603 million to $3,643 million and adjusted diluted earnings per share in the range of $9.97 to $10.07.
Positive Outlook
- Improving order rates
- Favorable demand trends across core end markets
- Steady demand improvement in the U.S. Communications market
- Early signs of recovery in the Transportation sector
- Margin expansion initiatives in Energy Systems and Specialty businesses
Challenges Ahead
- Ongoing macroeconomic uncertainty, particularly in EMEA
- One-off impacts from Q3
- Slower than anticipated recovery in the Communications market
- Slower than anticipated recovery in the Transportation markets
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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