EnerSys (ENS) markets stored energy solutions for industrial applications, manufactures and distributes energy systems solutions and motive power batteries, specialty batteries, battery chargers ...

We can see this impact with EnerSys’ direct tariff exposure, which now sits at $92 million. Fortunately, it’s down from $160 million prior to the May 12 update, but it is still material.

EnerSys President & CEO David M. Shaffer stated, “ EnerSys’s eligibility for Section 45X credits emphasizes the critical role our products play in helping to drive the global energy transition.

Net earnings, according to EnerSys, for the third quarter of fiscal 2025 was $114.8 million, or $2.88 per diluted share, which included an unfavorable highlighted net of tax impact of $9.5 million ...

EnerSys expects the gross margin for Q1 to range from 24.5% to 26.5% (benefiting from 150-250 bps from the 45X tax credits). Capex for the full fiscal year is estimated to be approximately $120m.