Earnings Releases·Nov 12, 2026, 6:06 AM ET

EnerSys — Second Quarter Fiscal 2027 Earnings Summary

Net sales decreased 0.1% year-over-year to $949.9 million, while diluted EPS rose 34% to $2.42 and adjusted diluted EPS increased 22% to $3.22; gross margin expanded 80 basis points to 29.9%.
Management announced a definitive agreement to acquire Ultralife to expand defense market capabilities, with the transaction expected to close in Q4 2027 and excluded from current guidance.
Full-year fiscal 2027 capital expenditures are projected at approximately $70 million, while the company returned $140.3 million to shareholders in Q2 via $130 million in share repurchases and $10.3 million in dividends.
Q3 2027 guidance sets net sales between $935 million and $975 million and adjusted diluted EPS between $3.05 and $3.15, excluding impacts from the proposed acquisition and tariff adjustments.
Precision Power Solutions grew over 20% year-over-year driven by defense demand, while Industrial Mobility Solutions faced pressure from material handling softness and margin mix shifts.