$ENS

Fluence Energy (FLNC) reported Q2 revenue of $649.8M, up 7.9% YoY but missing estimates by 18.8%. Its full-year guidance also fell short, causing its stock to drop 43.3% to $8.07. EVgo (EVGO) reported $82.65M in revenue, down 15.7% YoY but beating estimates by 3.5%, with its stock down 23.6% to $1.32. Shoals (SHLS) reported $163.4M in revenue, up 47.4% YoY and beating estimates, with its stock down 9.9% to $8.44.

Generac (GNRC) reported $1.17B in Q2 revenue, up 10.6% YoY, missing estimates by 0.5%. Bloom Energy (BE) saw 166% YoY revenue growth, beating estimates. Fluence Energy (FLNC) missed estimates, with revenue up 7.9% YoY. SolarEdge (SEDG) and EnerSys (ENS) also reported Q2 earnings, with mixed results. Renewable energy stocks collectively declined 4.4% post-earnings.

EnerSys (NYSE: ENS) launched a new high-efficiency Cordex® HP 48V-5.0kW rectifier, achieving 97.1% peak efficiency and 15kW/RU power density. The rectifier is designed for integration with Cordex® CXPS power systems, aiming to improve energy efficiency and power density in broadband and communications networks. The product is certified for use in North America, Europe, Asia Pacific, the Middle East, and Africa.

EnerSys (ENS) shares fell 9.3% since its last earnings report, despite beating Q1 estimates with $3.66 EPS and $936M sales. Strength in NIS and PPS segments drove growth, while IMS saw declines. The company guided higher for Q2, expecting $955M-$995M sales and $3.15-$3.25 EPS. Analysts have raised estimates, giving ENS a Zacks Rank #2 (Buy).

Array (ARRY) fell 22.5% post-earnings, trading at $4.37. Bloom Energy (BE) surged 27.1% after reporting $1.07B revenue, up 166% YoY, beating estimates. Fluence Energy (FLNC) dropped 26.6% with $649.8M revenue, missing expectations. EnerSys (ENS) declined 3.3% despite beating EPS estimates. First Solar (FSLR) fell 3.1% after mixed results.

EnerSys (ENS) reported Q1 2027 net sales of $935.6M, up 4.8%, and adjusted diluted EPS of $3.66, up 64%. Gross margin increased to 33.5%, driven by pricing and tax credits. The company guided Q2 net sales to $955M-$995M and adjusted EPS to $3.15-$3.25. Management highlighted a $150M DOE grant for a lithium facility and strong demand in data centers and aerospace.

EnerSys (ENS) reported that its President of Industrial Mobility, Chad C. Uplinger, received 6,392 shares through grants. The shares include restricted stock units and performance-based stock units, with vesting conditions and potential forfeiture. Uplinger now holds 28,274 shares directly.

EnerSys (ENS) granted its CFO, Andrea J. Funk, 6,391 Restricted Stock Units and 6,391 performance-based stock units on August 14, 2026. The RSUs vest in three equal parts from 2027 to 2029, while the PSUs vest after three years based on adjusted EPS performance, ranging from 0% to 300%. Both grants are subject to the company's clawback policy.

EnerSys (ENS) granted its CEO 17,207 RSUs and 17,207 PSUs on August 14, 2026. RSUs vest in three equal parts over three years, while PSUs convert to shares based on cumulative adjusted EPS performance, ranging from 0% to 300%. Both awards are subject to a clawback policy.

EnerSys (ENS) director David C. Habiger received 982 Deferred Stock Units (DSUs), increasing his holdings to 7,251 shares. The DSUs vest immediately but are payable only after six months post-termination, with a one-year clawback period. The grant was made at no cost to the director.