FINANCE

EnerSys (ENS) Q3 2026 Earnings Call Transcript


Q3: 2026-02-04 Earnings Summary

EPS of $2.77 beats by $0.05

 | Revenue of $919.10M (1.42% Y/Y) misses by $13.03M

EnerSys (ENS) Q3 2026 Earnings Call February 5, 2026 9:00 AM EST

Company Participants

Lisa Langell – VP of Investor Relations & Corporate Communications
Shawn O’Connell – President, COO, President of Energy Systems Global & Director
Andrea Funk – Executive VP & CFO

Conference Call Participants

Noah Kaye – Oppenheimer & Co. Inc., Research Division
Alfred Moore – ROTH Capital Partners, LLC, Research Division
Brian Drab – William Blair & Company L.L.C., Research Division
Gregory Lewis – BTIG, LLC, Research Division

Presentation

Operator

Hello, and thank you for standing by. My name is Bella, and I will be your conference operator today. At this time, I would like to welcome everyone to EnerSys’ Q3 Fiscal ’26 Earnings Webcast and Conference Call. [Operator Instructions] I would now like to turn the conference over to Lisa Langell, Vice President, Investor Relations and Corporate Communications. You may begin.

Lisa Langell
VP of Investor Relations & Corporate Communications

Good morning, everyone. Thank you for joining us today to discuss EnerSys fiscal third quarter results. On the call with me are Shawn O’Connell, EnerSys’ President and Chief Executive Officer; and Andi Funk, EnerSys’ Executive Vice President and Chief Financial Officer.

Last evening, we published our third quarter results with the SEC, which are available on our website. We also posted slides that we’ll be referring to during this call. The slides are available on the Presentations page within the Investor Relations section of our website.

As a reminder, we will be presenting certain forward-looking statements on this call that are subject to uncertainties and changes in circumstances. Our actual results may differ materially from these forward-looking statements for a number of reasons. These statements are made only as of today. For a list of forward-looking statements and factors which could affect our future results, please refer to our recent Form 8-K and 10-Q



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