Q3 2025 EnerSys Earnings Call Transcript
Key Points
- EnerSys (ENS) reported a 5% year-over-year increase in revenue, supported by contributions from Bren-Tronics and a gradual recovery in the US communications market.
- The company achieved impressive margin expansion, driven by strong price mix across all lines of business.
- Adjusted EPS excluding IRA benefit was up 10% year over year, and up 22% inclusive of the IRA benefits.
- EnerSys (ENS) is seeing promising demand indicators and positive momentum, particularly in the US communications market and Class 8 OEM transportation sector.
- The Bren-Tronics acquisition is contributing to revenue and earnings above expectations, with all major US integration milestones complete.
- Year-over-year revenue increase was somewhat below expectations due to FX headwinds, slower than anticipated ramp in US communication spend, and a large motor power customer's plant disruption in EMEA.
- Free cash flow was down year over year, despite an increase from the prior quarter.
- Market demand has yet to return to normal levels, with ongoing macroeconomic uncertainty, particularly in EMEA.
- The recovery in the US communications market and transportation sector has been slower than anticipated.
- There is ongoing uncertainty due to evolving US administrative executive actions, which could impact the timing of DOE funding and project plan delivery dates.
Good day. And thank you for standing by. Welcome to the third quarter fiscal 2025 and EnerSys earnings conference call. (Operator Instructions) Please be advised that today's conference is being recorded.
I would now like to hand the conference over to Lisa Hartman, Vice President, Investor Relations and Corporate Communications. Please go ahead.
Good morning, everyone. Thank you for joining us today to discuss EnerSys third quarter fiscal 2025 results. On the call with me today are David Shaffer, EnerSys' Chief Executive Officer; Shawn O'Connell, EnerSys' President and Chief Operating Officer; and Andrea Funk, EnerSys' Executive Vice President and Chief Financial Officer.
Last evening, we published our third quarter 2025 results and our 10-Q with the SEC which are available on our website. We also posted slides that we will be referencing during the call. The slides are available on the presentations page within the Investor Relations section of our
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