EnerSys ENS is seeing strong energy solutions demand thanks to data center and other mission critical needs. This Zacks Rank #1 (Strong Buy) is expected to grow earnings by 27% in fiscal 2027.
EnerSys is headquartered in Reading, PA and operates in stored energy solutions helping industrial, infrastructure and defense customers address critical power and operational needs.
It supports customers across key mission critical areas including communications networks, data centers, energy infrastructure, material handling, transportation, and aerospace and defense.
EnerSys serves customers in more than 100 countries. It has a market cap of $6.9 billion.
EnerSys Beats on Earnings Again in the Fiscal 2027 First Quarter
On Aug 12, 2026, EnerSys reported its first quarter fiscal 2027 results and beat the Zacks Consensus by $0.84. Earnings were $3.66 compared to the Zacks Consensus of $2.82.
EnerSys is an earnings all-star. It has only missed on the Zacks Consensus one time in the last 5 years and that was all the way back in 2021. It has beat on earnings 19 quarters in a row.
Image Source: Zacks Investment Research
That’s an impressive earnings surprise track record.
Net sales were up 5% to $936 million. It saw a big jump in gross margin, up 510 basis points, to 33.5%.
The company was a beneficiary of the tariff refunds, realizing $30.9 million in the quarter. If you strip out the one-time refund, earnings were still up 42% year-over-year.
“Momentum across data centers, communications, and aerospace & defense is generating strong sales growth and margin expansion, offsetting the delayed recovery of material handling demand, and enabling another record first quarter result,” said Shawn O’Connell, President and CEO.
EnerSys Gives Bullish Fiscal Second Quarter 2027 Guidance
EnerSys is bullish about the outlook in the fiscal second quarter.
“Our second quarter outlook reflects continued strength across Data Centers, Communications, and Aerospace and Defense, as well as early recovery in Transportation,” said Andrea Funk, CFO.
The company also expects earnings growth to be from margin expansion in the first half of the fiscal year but with a shift to higher top line growth towards the end of fiscal 2027.
The company guided fiscal second quarter 2027 earnings above the Zacks Consensus in the range of $3.15 to $3.25. The Zacks Consensus had been looking for $3.01.
Analysts Raise EnerSys Estimates for the Full Year
Given the big earnings beat and guide for Q2 that was higher than the consensus, it’s not a surprise that analysts have raised their fiscal 2027 full year earnings estimates.
