NYSE: ENS EnerSys 8-K

EnerSys reports Q1 FY2027 EPS of $3.09, raises quarterly dividend 10% to $0.2875/share

Filed August 12, 2026 · Period ending August 12, 2026 · ~1 min read

Key Changes

high

Q1 FY2027 diluted EPS of $3.09 (+112% YoY); adjusted EPS of $3.66 (+64% YoY) beat guidance of $2.80–$2.90, aided by $30.9M tariff refunds and $47.2M IRC 45X credits.

Exhibit 99.1 view on EDGAR →
high

Board raised quarterly dividend 10% to $0.2875/share (fourth consecutive annual increase), payable October 2, 2026 to holders of record September 18, 2026.

Item 8.01 verify on EDGAR →
high

Q1 net sales of $935.6M (+4.8% YoY) driven by 3% pricing, 1% FX, and 1% organic volume; net leverage improved to 0.8x from 1.6x prior year.

Exhibit 99.1 view on EDGAR →
medium

Returned $59.6M to shareholders in Q1 via $50M in buybacks (219K shares) and $9.6M in dividends; ~$900M remains under repurchase authorization.

Exhibit 99.2 view on EDGAR →
high

Q2 FY2027 guidance: net sales $955M–$995M, adjusted EPS $3.15–$3.25 (or $1.95–$2.05 ex-IRC 45X benefits of $42M–$47M); full-year capex ~$70M.

Exhibit 99.1 view on EDGAR →

Summary

EnerSys delivered a strong first quarter of fiscal 2027, with diluted EPS of $3.09 more than doubling year-over-year and adjusted EPS of $3.66 beating the company's guidance range by a wide margin. The quarter benefited from $30.9 million in tariff refunds and $47.2 million in IRC 45X advanced manufacturing production credits, which together contributed roughly $1.50 to adjusted EPS.

Revenue grew 4.8% to $935.6 million on pricing gains, favorable currency translation, and modest organic volume growth. The company generated $217.8 million in free cash flow and reduced net leverage to 0.8x from 1.6x a year earlier, reflecting lower debt, higher earnings, and receipt of a federal tax refund.

The Board approved a 10% dividend increase to $0.2875 per share, marking the fourth consecutive year of raises and signaling confidence in cash generation. EnerSys returned $59.6 million to shareholders in the quarter through $50 million in buybacks and $9.6 million in dividends, with approximately $900 million remaining under its repurchase authorization. For Q2, management expects net sales of $955 million to $995 million and adjusted EPS of $3.15 to $3.25, with IRC 45X credits again contributing $42 million to $47 million. The company anticipates earnings growth in the first half driven by margin expansion, with topline acceleration in the second half as material handling markets recover.

Section-by-Section Diff

Event · Item 2.02 — Results of Operations and Financial Condition

~72 words

EnerSys disclosed Q1 fiscal 2027 financial results via earnings press release.

1 Added

Added Q1 fiscal 2027 earnings high

Added in current filing · verify on EDGAR →

On August 12, 2026, EnerSys issued an earnings press release discussing its financial results for the first quarter of fiscal 2027.

EnerSys announced its financial results for the first quarter of fiscal 2027. The 8-K references an attached press release (Exhibit 99.1) containing the detailed results, but the body of the 8-K itself does not disclose specific financial metrics such as revenue, earnings per share, or guidance.

Event · Exhibit 99.1

~7,600 words View exhibit on EDGAR ↗

EnerSys reported Q1 FY2027 results with net sales of $936M (+5% YoY), diluted EPS of $3.09 (+112% YoY), and raised its quarterly dividend by 10%.

4 Added

Added Q1 FY2027 earnings results high

Added in current filing · view on EDGAR →

Net sales for the first quarter of fiscal 2027 were $935.6 million, an increase of 4.8% from the prior year first quarter net sales of $893.0 million ... Net earnings attributable to EnerSys stockholders (“Net earnings”) for the first quarter of fiscal 2027 was $116.5 million, or $3.09 per diluted share ... Excluding these highlighted items, adjusted diluted EPS for the first quarter of fiscal 2027, on a non-GAAP basis, were $3.66, an increase of 64% from the prior year first quarter adjusted diluted EPS of $2.23

EnerSys delivered Q1 FY2027 net sales of $935.6 million, up 4.8% year-over-year, driven by 3% pricing improvement, 1% favorable foreign currency translation, and 1% organic volume growth. GAAP diluted EPS was $3.09, up 112% from $1.46 in the prior-year quarter. Adjusted diluted EPS (excluding highlighted items) was $3.66, up 64% from $2.23, exceeding the company's guidance range of $2.80 to $2.90. The quarter benefited from $30.9 million in tariff refunds and $47.2 million in IRC 45X advanced manufacturing production credits.

Added Share repurchases and capital return medium

Added in current filing · view on EDGAR → · paraphrased

The Company also returned approximately $59.6 million to shareholders through $50.0 million in share repurchases and $9.6 million through its quarterly dividend payment in the first quarter... Returned $60M to shareholders, including repurchase of 219K shares for $50M

During Q1 FY2027, EnerSys returned approximately $59.6 million to shareholders: $50.0 million through the repurchase of 219,000 shares and $9.6 million through dividend payments. This compares to $159.1 million returned in the prior-year quarter, which included $150.0 million in share repurchases.

Added Balance sheet and leverage medium

Added in current filing · view on EDGAR →

As of July 5, 2026, cash and cash equivalents were $530.7 million and net debt as defined by our credit facility was $521.5 million. The net leverage ratio at the end of the first quarter was 0.8 X, down from 1.6 X in the prior year period due to the impact of lower debt, increased earnings, and receipt of our U.S. federal tax refund.

EnerSys ended Q1 FY2027 with $530.7 million in cash and net debt of $521.5 million, resulting in a net leverage ratio of 0.8x EBITDA, down from 1.6x in the prior-year period. The improvement was driven by lower debt levels, increased earnings, and receipt of a U.S. federal tax refund. The company generated $230.2 million in operating cash flow and $217.8 million in free cash flow during the quarter.

Added Q2 FY2027 and full-year guidance high

Added in current filing · view on EDGAR →

In the second quarter of fiscal 2027, EnerSys expects: •Net sales: $955M to $995M •IRC 45X benefits to cost of sales: $42M to $47M •Adjusted diluted EPS: $3.15 to $3.25* •Adjusted diluted EPS, ex IRC 45X benefits: $1.95 to $2.05 For the full year fiscal 2027, EnerSys expects: •Capital expenditures ~$70M

For Q2 FY2027, EnerSys expects net sales of $955 million to $995 million, IRC 45X benefits of $42 million to $47 million, adjusted diluted EPS of $3.15 to $3.25 (or $1.95 to $2.05 excluding IRC 45X benefits). For the full fiscal year 2027, the company expects capital expenditures of approximately $70 million. Management noted that earnings growth in the first half will be primarily driven by margin expansion, with a shift to higher topline growth in the second half supported by material handling market recovery.

Event · Exhibit 99.2

~900 words View exhibit on EDGAR ↗

2 Added

Added Management commentary on dividend rationale medium

Added in current filing · view on EDGAR →

Our decision to increase the dividend reflects our confidence in EnerSys’ earnings growth, strong cash flow generation, and long-term value creation framework

CEO Shawn O'Connell stated the dividend increase reflects confidence in the company's earnings growth and cash flow generation. Management emphasized their disciplined capital allocation strategy balancing business investment with shareholder returns through dividends and share repurchases.

Added Share repurchase authorization status medium

Added in current filing · view on EDGAR →

share repurchases under our authorization, which has approximately $900 million remaining as of the end of the first quarter

The company disclosed it has approximately $900 million remaining under its share repurchase authorization as of the end of the first quarter. This indicates substantial capacity for additional capital returns to shareholders beyond the dividend increase.