$ENS

EnerSys (ENS) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. ens-20260806 0001289308 false 0001289308 2022-08-10 2022-08-10 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported):

Simply Wall St says high US interest rates and sticky inflation are pressuring regional manufacturers, but three companies are showing resilience. Timken (market cap $9.9b) reported higher Q2 2026 sales and margins and raised full-year guidance. EnerSys ($6.9b) faces flat volumes and lower net income. SPX Technologies ($10.7b) reported higher Q2 2026 revenue and raised data center guidance to $430m.

The article links AI-driven data center power growth to rising lithium demand for battery storage. It cites Canaccord and Mining.com expecting a supply deficit starting around 2026. It highlights NOA Lithium Brines (TSXV: NOAL) restarting drilling at its Rio Grande project, with wells reaching 254 m and 504 m and BMR logging completed. It also mentions ALB, ENS, ALTX, and AMPX product or event updates.

Lithium demand is expected to outpace supply starting in 2026, according to Seeking Alpha, supporting renewed investor interest. NOA Lithium Brines (TSXV: NOAL) restarted drilling at its Rio Grande project in Argentina for its PFS, where it reports 4.7 million tonnes LCE at >500 mg/L grade and PEA economics of $2B–$3.8B. NOA also signed a non-binding term sheet with Summit Explore to earn 60% of its Arizaro brine property via studies and up to ~$3.5M in cash/equity.

Enersys CFO Andrea Funk bought 108 shares on May 29 at an average $228.47 each, totaling $24,674.76, according to an SEC filing. Funk’s stake rose to 56,396 shares (~$12.88M). The article also notes Enersys’ May 20 quarterly results: $3.19 EPS and $987.94M revenue, plus a July 2 dividend of $0.2625/share.

Funk Andrea J. (EVP and CFO) purchased 108 shares of EnerSys (ENS) at $228.47 on 2026-05-29.

EnerSys (ENS) reported record quarterly adjusted EPS and strategic advancements in Q4 2026, despite facing macroeconomic challenges. The company achieved its highest quarterly adjusted EPS and second-highest quarterly revenue, driven by favorable price mix and strong free cash flow, and showed strong demand in data centers, communications, and defense applications. Despite organic volume decrease and higher costs, EnerSys is optimistic about future growth through new product developments and a strong balance sheet.

EnerSys (ENS) reported strong Q4 results, with earnings of $3.19 per share surpassing the Zacks Consensus Estimate of $3 per share and beating last year's $2.97. The company's revenues also exceeded expectations, coming in at $988 million against an estimate of $974.8 million. EnerSys has consistently outperformed EPS estimates, and its stock has seen a significant 48.2% increase since the start of the year, outperforming the S&P 500.

Vanguard Capital Management has filed a Schedule 13G, disclosing a beneficial ownership of 1,934,894 common shares, or a 5.25% stake, in EnerSys (ENS). This filing indicates a passive investment intent, with Vanguard holding sole dispositive power over all shares and sole voting power over 280,894 shares. The disclosure serves as a transparency measure for significant institutional holdings.

EnerSys (NYSE: ENS) will release its fourth quarter and full year fiscal 2026 financial results after market close on Wednesday, May 20, 2026. The company will then host a conference call on Thursday, May 21, 2026, at 9:00 AM ET to discuss the results. Information regarding the results and webcast will be available on the Investor Relations section of EnerSys's website.