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Mar 31
EnerSys Q4 2025 Earnings Report
EnerSys delivered strong Q4 results with record adjusted EPS and its second-highest quarterly revenue ever.
Key Takeaways
EnerSys closed Q4 FY25 on a high note, with solid sales growth, significant margin improvement across business lines, and record adjusted EPS driven by favorable product mix and operational execution.
Achieved net sales of $974,800,000, a 7% increase from Q4 FY24
Posted diluted EPS of $2.41 and adjusted EPS of $2.97
Delivered net income of $96,500,000 and operating income of $131,300,000
Motive Power and Defense segments showed strong performance, supported by Bren-Tronics acquisition
EnerSys
EnerSys
EnerSys Revenue by Segment
Revenue by Segment
Energy Systems Revenue
CapyFin.comMotive Power Revenue
CapyFin.comSpecialty Revenue
CapyFin.com Forward Guidance
EnerSys expects Q1 FY26 to be seasonally softer but sees the quarter as the low point of the fiscal year, with revenue projected between $830M and $870M and adjusted EPS between $2.03 and $2.13.
Positive Outlook
- Strong performance expected in Aerospace & Defense and Data Center markets
- Growing adoption of maintenance-free offerings
- Continued improvement in U.S. Communications and Transportation segments
- Customer enthusiasm supporting revenue resilience
- Long-term upside from excess cash reinvestment
Challenges Ahead
- Seasonal volume softness in Motive Power and Transportation
- Short-term macroeconomic headwinds
- Stranded tariff impacts in Q1 FY26
- Paused full-year quantitative guidance due to policy uncertainty
- Expect Q1 to be the lowest earnings quarter of FY26
Revenue & Expenses
Visualization of income flow from segment revenue to net income