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EnerSys Gears Up to Report Q2 Earnings: Here's What to Expect
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Key Takeaways
EnerSys is expected to report Q2 revenues of $967.6 million and adjusted EPS of $3.19.
Data center demand, defense applications and transportation market recovery are expected to support growth.
IRA tax credits and cost discipline may boost margins, while freight inflation and high capex pose risks.
EnerSys (ENS - Free Report) is scheduled to release second-quarter fiscal 2027 (ended September 2026) results on Nov. 11, after market close.
The Zacks Consensus Estimate for the company’s second-quarter fiscal 2027 revenues is pegged at $967.6 million, suggesting an increase of 1.7% from the year-ago quarter’s reported figure. The consensus estimate for the company’s adjusted earnings is pinned at $3.19 per share, indicating a 24.6% increase from the year-ago quarter’s reported number.
The consensus estimate for the company’s fiscal second-quarter earnings has remained steady in the past 60 days. The company has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters, the average beat being 11.5%.
Let’s see how things have shaped up for ENS this earnings season.
Key Factors and Estimates for Q2
ENS’ Network & Infrastructure Solutions segment’s second-quarter performance is expected to have benefited from an increase in demand from data center, network communications and industrial customers.
The Precision Power Solutions segment has been reaping the benefits from an increase in demand for counter-drone and missile-defense applications. A rebound in the transportation market is likely to have supported the performance of the Industrial Mobility Solutions segment.
EnerSys is expected to benefit from IRA tax credits, U.S.-based production shifts and continued cost discipline. Operational efficiencies, working-capital improvements and stronger earnings are likely to have supported margin expansion and cash flow generation in the fiscal second quarter.
However, EnerSys remains exposed to trade-policy changes, freight inflation and restructuring charges, which are likely to have dented its bottom line in the to-be-reported quarter.
EnerSys has been making multiple investments for a while to boost growth. Although its investments hold up for long-term growth, ENS’ performance is likely to have been negatively impacted by high capital expenditures.
Our proven model does not conclusively predict an earnings beat for ENS this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as elaborated below.
Earnings ESP: ENS has an Earnings ESP of 0.00% as both the Most Accurate Estimate and the Zacks Consensus Estimate are pegged at $3.19. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
In the third quarter of 2026, Graco Inc. (GGG - Free Report) came out with quarterly earnings of $0.81 per share, missing the Zacks Consensus Estimate of $0.82 per share. This compares with earnings of $0.73 per share a year ago.
Graco reported revenues of $586.39 million in the quarter ended September 2026, missing the Zacks Consensus Estimate by 0.58%. This compares with year-ago revenues of $543.36 million.
Dover Corporation (DOV - Free Report) has reported third-quarter 2026 adjusted earnings of $2.88 per share, rising 10% year over year and beating the Zacks Consensus Estimate of $2.83 by 1.77%. The improvement reflected broad-based demand, higher revenues and operational execution.
Revenues increased 7.5% year over year to $2.23 billion, beating the Zacks Consensus Estimate of $2.20 billion by 1.47%. Organic revenues grew 7.1%. Our model expected organic revenues to rise 4%.
Allegion plc (ALLE - Free Report) reported third-quarter 2026 adjusted earnings of $2.60 per share, up 13% year over year. The figure beat the Zacks Consensus Estimate of $2.49 by 4.4%, supported by strong organic growth and margin expansion.
Revenues increased 9.6% year over year to $1.17 billion, beating the Zacks Consensus Estimate of $1.13 billion by 3.4%. Organic revenues grew 7.2%, driven by strength in the Americas non-residential business, volume growth and price realization.
View the Zacks #1 Rank List
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EnerSys Gears Up to Report Q2 Earnings: Here's What to Expect
Key Takeaways
EnerSys (ENS - Free Report) is scheduled to release second-quarter fiscal 2027 (ended September 2026) results on Nov. 11, after market close.
The Zacks Consensus Estimate for the company’s second-quarter fiscal 2027 revenues is pegged at $967.6 million, suggesting an increase of 1.7% from the year-ago quarter’s reported figure. The consensus estimate for the company’s adjusted earnings is pinned at $3.19 per share, indicating a 24.6% increase from the year-ago quarter’s reported number.
The consensus estimate for the company’s fiscal second-quarter earnings has remained steady in the past 60 days. The company has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters, the average beat being 11.5%.
Let’s see how things have shaped up for ENS this earnings season.
Key Factors and Estimates for Q2
ENS’ Network & Infrastructure Solutions segment’s second-quarter performance is expected to have benefited from an increase in demand from data center, network communications and industrial customers.
The Precision Power Solutions segment has been reaping the benefits from an increase in demand for counter-drone and missile-defense applications. A rebound in the transportation market is likely to have supported the performance of the Industrial Mobility Solutions segment.
EnerSys is expected to benefit from IRA tax credits, U.S.-based production shifts and continued cost discipline. Operational efficiencies, working-capital improvements and stronger earnings are likely to have supported margin expansion and cash flow generation in the fiscal second quarter.
However, EnerSys remains exposed to trade-policy changes, freight inflation and restructuring charges, which are likely to have dented its bottom line in the to-be-reported quarter.
EnerSys has been making multiple investments for a while to boost growth. Although its investments hold up for long-term growth, ENS’ performance is likely to have been negatively impacted by high capital expenditures.
Enersys Price, Consensus and EPS Surprise
Enersys price-consensus-eps-surprise-chart | Enersys Quote
Earnings Whispers
Our proven model does not conclusively predict an earnings beat for ENS this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as elaborated below.
Earnings ESP: ENS has an Earnings ESP of 0.00% as both the Most Accurate Estimate and the Zacks Consensus Estimate are pegged at $3.19. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: ENS presently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Performance of Some Companies
In the third quarter of 2026, Graco Inc. (GGG - Free Report) came out with quarterly earnings of $0.81 per share, missing the Zacks Consensus Estimate of $0.82 per share. This compares with earnings of $0.73 per share a year ago.
Graco reported revenues of $586.39 million in the quarter ended September 2026, missing the Zacks Consensus Estimate by 0.58%. This compares with year-ago revenues of $543.36 million.
Dover Corporation (DOV - Free Report) has reported third-quarter 2026 adjusted earnings of $2.88 per share, rising 10% year over year and beating the Zacks Consensus Estimate of $2.83 by 1.77%. The improvement reflected broad-based demand, higher revenues and operational execution.
Revenues increased 7.5% year over year to $2.23 billion, beating the Zacks Consensus Estimate of $2.20 billion by 1.47%. Organic revenues grew 7.1%. Our model expected organic revenues to rise 4%.
Allegion plc (ALLE - Free Report) reported third-quarter 2026 adjusted earnings of $2.60 per share, up 13% year over year. The figure beat the Zacks Consensus Estimate of $2.49 by 4.4%, supported by strong organic growth and margin expansion.
Revenues increased 9.6% year over year to $1.17 billion, beating the Zacks Consensus Estimate of $1.13 billion by 3.4%. Organic revenues grew 7.2%, driven by strength in the Americas non-residential business, volume growth and price realization.