EnerSys Reports Record Q4 Earnings
EnerSys (NYSE:ENS) reported Q4 FY2025 results on May 21, 2025, with revenue rose 7% year over year to $975 million and adjusted diluted EPS, excluding IRC45x tax benefits, reached a record $1.86. The company highlighted notable margin expansion across all segments, resilient order trends despite tariff headwinds, and announced a leadership transition, positioning for continued strategic execution. Key takeaways center on margin gains, tariff mitigation, and strategic capital allocation opportunities catalyzed by a strong balance sheet.EnerSys’ adjusted gross margin rose 320 basis points year over year to 31.2%, and adjusted operating margin, excluding IRC45x, improved by 360 basis points to 11.1%. Motive Power achieved a segment-record 29% sales mix from maintenance-free products, and Specialty benefited from the Brentronics acquisition, which accounted for a 22% positive revenue impact.Consistent and broad-based margin gains validate operating leverage from structural cost actions and high-value product mix shifts, providing a defensible earnings base even amid sector volatility.Continue reading
EnerSys (NYSE:ENS) reported Q4 FY2025 results on May 21, 2025, with revenue rose 7% year over year to $975 million and adjusted diluted EPS, excluding IRC45x tax benefits, reached a record $1.86. The company highlighted notable margin expansion across all segments, resilient order trends despite tariff headwinds, and announced a leadership transition, positioning for continued strategic execution. Key takeaways center on margin gains, tariff mitigation, and strategic capital allocation opportunities catalyzed by a strong balance sheet.
EnerSys’ adjusted gross margin rose 320 basis points year over year to 31.2%, and adjusted operating margin, excluding IRC45x, improved by 360 basis points to 11.1%. Motive Power achieved a segment-record 29% sales mix from maintenance-free products, and Specialty benefited from the Brentronics acquisition, which accounted for a 22% positive revenue impact.
Consistent and broad-based margin gains validate operating leverage from structural cost actions and high-value product mix shifts, providing a defensible earnings base even amid sector volatility.
