Q4 2025 EnerSys Earnings Call Transcript
Key Points
- EnerSys (ENS) delivered a strong fourth quarter with a 7% revenue growth, marking the second highest revenue quarter in the company's history.
- The company achieved record adjusted diluted EPS of $1.86, excluding 45X benefits, showcasing strong earnings power.
- Motive Power margins reached record levels, with maintenance-free products accounting for a record 29% of segment sales.
- EnerSys (ENS) saw significant growth in Energy Systems, particularly in data centers and a moderate recovery in communications.
- The Bren-Tronics acquisition contributed positively to the company's performance, particularly in the Aerospace and Defense markets.
- EnerSys (ENS) faces near-term friction due to tariff-related disruptions, with a direct tariff exposure of approximately $92 million.
- The company anticipates some short-term headwinds from stranded tariffs and shifting customer order patterns.
- Motive Power orders were pressured in Q4, with a 14% decline in Motive Power Americas orders year-on-year.
- The company has temporarily paused full-year guidance due to uncertainty around reciprocal tariffs and macroeconomic dynamics.
- EnerSys (ENS) is experiencing slower recovery in Class 8 truck OEM volumes, with ongoing macro uncertainty affecting transportation markets.
Good day, and thank you for standing by. Welcome to EnerSys fourth quarter and full year fiscal 2025 results. (Operator Instructions) Please be advised that these conferences are being recorded. I would not like to hand the conference over to your speaker today, Lisa Hartman, Vice President of Investor Relations, please go ahead.
Good morning, everyone. Thank you for joining us today to discuss EnerSys' fourth quarter and full year 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 incoming CEO; and Andrea Funk, EnerSys' Executive Vice President and Chief Financial Officer.
Last evening, we published our fourth quarter and fiscal-year 2025 results under our 10-K with the SEC, which are available on our website. We also posted slides that we will be referencing during this call. The slides are available on the Presentations page within the Investor Relations section of our
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