Every 10-Q that EnerSys (ENS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ENS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ENS filings page.
EnerSys reported stronger results for the quarter ended July 5, 2026. Net sales were $935.6 million, up 4.8% year over year, driven by higher price/mix, modest volume growth and favorable currency. Network & Infrastructure and Precision Power segments grew, while Industrial Mobility declined modestly.
Gross profit rose to $313.4 million, a 33.5% margin, up 510 basis points, reflecting 45X production tax credits, IEEPA tariff refunds and improved pricing. Net earnings attributable to stockholders more than doubled to $116.5 million, with diluted EPS of $3.09. Operating cash flow was $230.2 million, lifting cash to $530.7 million against long-term debt of $1.01 billion.
The company continued restructuring, including planned plant closures in Tijuana, Sao Paulo and Monterrey, incurring $10.7 million in restructuring and exit charges. It repurchased $50.0 million of stock in the quarter and a further ~$50.0 million after quarter-end, and announced a planned $650 million lithium cell plant in South Carolina supported by an expected $150 million DOE grant and state incentives.
EnerSys reported higher sales but lower profits for the quarter and nine months ended December 28, 2025. Quarterly net sales rose to $919.1 million from $906.2 million, yet net earnings fell to $90.4 million from $114.8 million, with diluted EPS down to $2.40 from $2.88.
For the nine months, net sales increased to $2.76 billion from $2.64 billion, while net earnings declined to $216.3 million from $267.2 million as restructuring, exit costs and higher operating expenses weighed on results. Operating cash flow strengthened sharply to $403.6 million, aided by working capital improvements.
The company completed the $206.4 million Bren‑Tronics Defense acquisition and is executing multiple restructuring programs, including a global reduction in force of about 575 employees and plant closures in Mexico and earlier sites. EnerSys also repurchased $303.7 million of stock, reducing shares outstanding to 36.7 million.
EnerSys (ENS) reported higher quarterly sales but lower earnings as restructuring costs rose. For the quarter ended September 28, 2025, net sales were $951,286, up from $883,669 a year ago, with gross profit of $277,144 versus $252,146. Operating earnings were $92,032 compared with $99,387 last year, reflecting $21,086 in restructuring and exit charges. Diluted EPS was $1.80 versus $2.01, and the quarterly dividend was $0.2625 per share.
Year‑to‑date, net sales reached $1,844,310 and net earnings were $125,884, with diluted EPS of $3.26. Operating cash flow strengthened to $219,015 for the six months, aided by working capital improvements. The company repurchased $217,784 of stock in the period; basic weighted‑average shares fell to 38.1 million from 40.2 million. Cash was $388,606 and long‑term debt was $1,184,040 at quarter‑end.
EnerSys advanced strategic restructuring: on July 22, 2025 it announced an approximately 11% reduction in force (~575 roles) with estimated one‑time cash charges of $20,000, recording $19,619 in severance during the six months. It also approved closure of its Monterrey, Mexico flooded motive power battery facility, expecting about $13,700 in pre‑tax charges; $3,927 in severance was recorded. The Specialty segment includes Bren‑Tronics Defense, acquired for $206,374 in July 2024.