EnerSys
enersys.comWhat Do They Do?
Makes batteries, energy systems and chargers for industrial, communications and defense customers.
10-K for FY2026, filed May 20, 2026
How Do They Make Money?
Customers buy products under purchase orders and typically pay within 30 days; maintenance services are provided as technicians perform the work.
10-K for FY2026, filed May 20, 2026The Company's primary performance obligation to its customers is the delivery of finished goods and products, pursuant to purchase orders.…View ↗
Service revenues related to the work performed for the Company’s customers by its maintenance technicians generally represent a separate…View ↗
The Company's typical payment terms are 30 days and sales arrangements do not contain any significant financing component for its customers.View ↗
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10-K for FY2026, filed May 20, 2026
FY2026 revenue by product or service ↗
$3.8B
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10-K for FY2026, filed May 20, 2026
$3.8B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Product
Sold outright
10-K for FY2026, filed May 20, 2026 |
90%
FY2023: 89%
|
Product, FY2026
$3.4B Sources
|
Sold outright |
|
Service
|
9.9%
FY2023: 11%
|
Service, FY2026
$370.9M Sources
|
Who Are Their Customers?
Telecommunications, data center, utility and industrial customers buy through direct sales or distributors; equipment makers, dealers and fleets use its sales network, while aerospace and defense products also go to OEMs, distribution partners, fleets and government buyers directly.
10-K for FY2026, filed May 20, 2026Our Energy Systems customers consist of both global and regional customers. These customers are in diverse markets including…View ↗
Our Motive Power products are sold to a large, diversified customer base. These customers include material handling equipment dealers…View ↗
Our Specialty products are utilized in transportation, primarily in premium automotive and large over-the-road trucking, aerospace and…View ↗
We distribute, sell and service our products throughout the world, principally through company-owned sales and service facilities, as well…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 8 cents of every revenue dollar as net income in FY2026 and turned 12 cents into free cash flow.
10-K for FY2026, filed May 20, 2026
$426.5MView ↗
10-K for FY2026, filed May 20, 2026
$293.6MView ↗
10-K for FY2026, filed May 20, 2026
$467.5MView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q1 FY2027, filed Aug 12, 2026
$116.5MView ↗
- ▲ +103%
- vs $57.5M in Q1 FY2026
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Jul 23, 2026
Reduces and refocuses planned lithium-cell facility
The revised plan targets aerospace, defense and specialized industrial applications, with a smaller initial production capacity.
Sources
8-K, filed Jul 23, 2026
On July 23, 2026, as part of a strategic review, EnerSys revised the scope of its previously announced planned lithium-ion cell…View ↗
Growing. Revenue grew 12% in 4 years, from $3.4B in FY2022 to $3.8B in FY2026, about 3% a year.
New Ventures added
Adds a New Ventures business selling energy storage and management systems for demand-charge reduction, utility backup and fast electric-vehicle charging, alongside the Energy Systems, Motive Power and Specialty lines.
10-K for FY2023, filed May 24, 2023 10-K for FY2026, filed May 20, 2026Energy Systems - uninterruptible power systems, or “UPS” applications for computer and computer-controlled systems, as well as…View ↗
Who Do They Compete With?
Competes with East Penn Manufacturing, Exide Technologies, Fiamm, SAFT, Hoppecke, New Power, C&D Technologies, Vertiv, OmniOn Power, Yuasa, Amphenol, Delta Electronics, Eternity, Midac, Sunlight, TAB, Clarios, Banner, Atlas, and EaglePicher
10-K for FY2026, filed May 20, 2026We compete principally with East Penn Manufacturing, Exide Technologies (Stryten), Fiamm, SAFT, Hoppecke, New Power, C&D Technologies Inc.…View ↗
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