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Mar 31, 2021

EnerSys Q4 2021 Earnings Report

EnerSys reported an increase in net sales and adjusted net earnings per diluted share for Q4 2021, driven by organic volume growth and foreign currency translation, while maintaining its guidance for the first fiscal quarter.

Key Takeaways

EnerSys reported Q4 2021 results with net sales of $813.5 million, a 4% increase from the prior year, and adjusted Net earnings per diluted share of $1.30, meeting the company's guidance. The increase in sales was driven by organic volume and foreign currency translation, offset by a decrease in pricing. The company is maintaining its guidance of $1.15 to $1.25 per as-adjusted diluted share for the first fiscal quarter.

Net sales increased by 4% year-over-year to $813.5 million, driven by organic volume and foreign currency translation.

Adjusted Net earnings per diluted share for Q4 2021 were $1.30, meeting the company's guidance.

The company's new reportable segments are Energy Systems, Motive Power, and Specialty.

EnerSys is maintaining its guidance of $1.15 to $1.25 per as-adjusted diluted share for the first fiscal quarter.

Total Revenue
$814M
Previous year: $782M
+4.1%
EPS
$1.3
Previous year: $1.11
+17.1%
Gross Profit
$197M
Previous year: $201M
-1.7%
Cash and Equivalents
$452M
Previous year: $327M
+38.2%
Free Cash Flow
$70M
Previous year: $37.1M
+88.8%
Total Assets
$3.46B
Previous year: $3.3B
+4.9%

EnerSys

EnerSys

EnerSys Revenue by Segment

Forward Guidance

EnerSys anticipates strong demand for its products, but this will be tempered by supply chain challenges, which are expected to persist through the first fiscal half of the year. Price increases are expected to offset the effects of these challenges as the year progresses. The company maintains its guidance of $1.15 to $1.25 per as-adjusted diluted share for the first fiscal quarter.

Positive Outlook

  • Strong demand for products
  • Price increases expected to offset supply chain challenges
  • Maintaining guidance of $1.15 to $1.25 per as-adjusted diluted share for the first fiscal quarter
  • Motive Power and Specialty accelerating
  • Hagen restructuring ahead of schedule and budget

Challenges Ahead

  • Supply chain challenges expected to persist through the first fiscal half of the year
  • Pandemic
  • Decrease in pricing
  • Restructuring charges
  • Operating expenses

Revenue & Expenses

Visualization of income flow from segment revenue to net income