Enersys (ENS)

Company Profile

enersys is the global leader in stored energy solutions for industrial applications. we complement our extensive line of motive power, reserve power, aerospace/defense and specialty batteries with a full range of integrated services and systems. with sales and service locations throughout the world, and over 100 years of battery experience, enersys is the power/full solution for stored dc power products. eeo/aa employer/vet/disabled join our talent network at http://www.jobs.net/jobs/enersys/all-jobs/

Company profile

Ticker

ENS

Exchange

NYSE

Website

www.enersys.com/

CEO

David Shaffer

Incorporated

Delaware

Location

Pennsylvania

Fiscal year end

Mar 31

Sector

Manufacturing > Optical Instrument and Lens Manufacturing

Industry (SIC)

Miscellaneous Electrical Machinery, Equipment & Supplies

Spectrum Brands • Sunrun • Energizer • Atkore • Fluence Energy • CBAK Energy Technology • Novanta • Advent Technologies • QuantumScape • Ultralife ...

SEC CIK

0001289308

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

EnerSys Argentina S.A. • EnerSys Australia Pty Ltd. • ICS Industries Pty Ltd. • ICS Sheet Metal Pty Ltd. • Alpha Technologies Pty. Ltd. • EnerSys GmbH • EnerSys Belgium BV • EnerSys Brasil Ltda. • EnerSys Participacoes Ltda. • Industrial Battery Holding Ltda. ...

IRS number

233058564

ENS stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Latest filings (excl ownership)

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8-K

EnerSys Announces Retirement of Andrew M. Zogby, President, Energy Systems Global

20 Sep 23

S-8

Registration of securities for employees

9 Aug 23

8-K

Results for the First Quarter Fiscal 2024

9 Aug 23

Submission of Matters to a Vote of Security Holders

4 Aug 23

ARS

2022 FY

Annual report to shareholders

22 Jun 23

DEFA14A

Additional proxy soliciting materials

Enersys and Verkor Partner to Explore Development of Lithium-ion Battery Factory In the United States

14 Jun 23

Conflict minerals disclosure

31 May 23

Transcripts

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ENS

Earnings call transcript

2024 Q1

10 Aug 23

ENS

Earnings call transcript

2023 Q4

25 May 23

ENS

Earnings call transcript

2023 Q3

9 Feb 23

ENS

Earnings call transcript

2023 Q2

11 Nov 22

ENS

Earnings call transcript

2023 Q1

11 Aug 22

ENS

Earnings call transcript

2022 Q4

26 May 22

ENS

Earnings call transcript

2022 Q3

10 Feb 22

ENS

Earnings call transcript

2022 Q2

11 Nov 21

ENS

Earnings call transcript

2022 Q1

12 Aug 21

ENS

Earnings call transcript

2021 Q4

27 May 21

Latest ownership filings

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Financial summary

Financial statements Chart ENS financial data

Quarter (USD)	Jul 23	Mar 23	Jan 23	Oct 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Mar 23	Mar 22	Mar 21	Mar 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	258.34 mm	258.34 mm	258.34 mm	258.34 mm	258.34 mm	258.34 mm
Cash burn (monthly)	29.44 mm	10.41 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	83.39 mm	29.48 mm	n/a	n/a	n/a	n/a
Cash remaining	174.96 mm	228.86 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	5.9	22.0	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from Enersys earnings reports.

Institutional ownership, Q2 2023

ENS institutional ownership history Ownership history

91.1% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	315	279	+12.9%
Opened positions	55	41	+34.1%
Closed positions	19	25	-24.0%
Increased positions	86	97	-11.3%
Reduced positions	112	94	+19.1%

13F shares	Current	Prev Q	Change
Total value	3.94 tn	3.28 tn	+20.1%
Total shares	37.40 mm	38.51 mm	-2.9%
Total puts	13.10 k	8.50 k	+54.1%
Total calls	81.30 k	24.30 k	+234.6%
Total put/call ratio	0.2	0.3	-53.9%

Largest owners	Shares	Value	Change
BLK Blackrock	4.88 mm	$529.20 bn	+0.7%
Vanguard	4.28 mm	$464.83 bn	+2.2%
Dimensional Fund Advisors	1.67 mm	$181.52 bn	+0.0%
STT State Street	1.40 mm	$152.18 bn	-0.8%
JHG Janus Henderson	1.31 mm	$142.07 bn	-0.1%
Earnest Partners	1.26 mm	$136.48 bn	-17.3%
PFG Principal Financial Group Inc - Registered Shares	899.36 k	$97.60 bn	-3.1%
Kempen Capital Management	823.02 k	$89.31 bn	-8.4%
Geode Capital Management	809.91 k	$87.89 bn	+3.6%
BK Bank Of New York Mellon	791.17 k	$85.86 bn	-11.5%

Largest transactions	Shares	Bought/sold	Change
Scopia Capital Management	533.97 k	-448.16 k	-45.6%
Lord, Abbett & Co.	341.33 k	+341.33 k	NEW
Earnest Partners	1.26 mm	-262.78 k	-17.3%
New York State Common Retirement Fund	17.02 k	-257.55 k	-93.8%
Schonfeld Strategic Advisors	164.86 k	-219.26 k	-57.1%
Vulcan Value Partners	256.29 k	-216.02 k	-45.7%
GS Goldman Sachs	0.00	-173.89 k	EXIT
Nuveen Asset Management	374.96 k	+172.79 k	+85.5%
Cubist Systematic Strategies	133.97 k	+133.97 k	NEW
Deprince Race & Zollo	637.73 k	-117.99 k	-15.6%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

ENS insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
17 Aug 23	Zogby Andrew M.	Common Stock	Payment of exercise	Dispose F	No	No	99.29	613.068	60.87 k	21,806.819
17 Aug 23	Joern Tinnemeyer	Common Stock	Payment of exercise	Dispose F	No	No	99.29	571.123	56.71 k	24,294.466
17 Aug 23	Shaffer David M	Common Stock	Payment of exercise	Dispose F	No	No	99.29	3,112.662	309.06 k	227,889.913
17 Aug 23	O'Connell Shawn M.	Common Stock	Payment of exercise	Dispose F	No	No	99.29	667.068	66.23 k	32,113.201
17 Aug 23	Funk Andrea J.	Common Stock	Payment of exercise	Dispose F	No	No	99.29	415.571	41.26 k	26,605.277
16 Aug 23	Zogby Andrew M.	Common Stock	Payment of exercise	Dispose F	No	No	99.25	499.383	49.56 k	22,419.888
16 Aug 23	Joern Tinnemeyer	Common Stock	Payment of exercise	Dispose F	No	No	99.25	338.553	33.60 k	24,865.589
16 Aug 23	Shaffer David M	Common Stock	Payment of exercise	Dispose F	No	No	99.25	2,815.131	279.40 k	231,002.574
16 Aug 23	O'Connell Shawn M.	Common Stock	Payment of exercise	Dispose F	No	No	99.25	548.574	54.45 k	32,780.269
16 Aug 23	Funk Andrea J.	Common Stock	Payment of exercise	Dispose F	No	No	99.25	592.462	58.80 k	27,020.848