Record EPS and sales growth in the middle of tariff challenges

• Revenue: Net sales in the fourth quarter of $ 975 million, an increase of 7% compared to the previous year.

• Sales of the year: 3.6 billion US dollars, 1% compared to the previous year.

• Fitted gross margins: Q4 '25 adjusted gross margin of 31.2%, 320 basis points compared to the previous year.

• Adapted operating results: 152 million US dollars in the fourth quarter, 43 million US dollars compared to the previous year.

• Adapted EBITDA: 167 million US dollars in the fourth quarter, 42 million US dollars compared to the previous year.

• Intended EPS: Q4 Cleaned EPS of $ 2.97 per share, compared to the previous year by 43%.

• Free Cashflow: 105 million US dollars in the fourth quarter.

• Energy system sales: Rose 8% from the previous year to $ 399 million in the fourth quarter.

• Taking motifs power: 392 million US dollars in the fourth quarter, flat compared to the previous year.

• Special income: Rose from the previous year by 21% to 178 million US dollars in the fourth quarter.

• Nettos: 781 million US dollars on March 31, 2025.

• Relationship between credit contract agreement: 1.3 -times Bitda.

• Q1 Fiscal 2026 Instructions: The expected net turnover of $ 830 to 870 million with an adjusted diluted EPS of $ 2.03 to $ 2.13 per share.

Appearance date: May 22, 2025

You can find the complete copy of the earnings call in the complete earnings call.

• ENERSYS (NYSE: ENS) achieved a strong fourth quarter with sales growth of 7%, which marked the second highest sales district in the history of the company.

• The company achieved record -hired, diluted EPS of USD 1.86, without 45 -fold advantages, whereby the strong achievement occurred.

• The motive performance margins achieved record levels, with maintenance-free products made a record of 29% of segment turnover.

• ENERSYS (NYSE: ENS) recorded a significant growth of the energy systems, especially in data centers and a moderate recovery in communication.

• The acquisition of BREN-TRONICS contributed positively to the company's performance, in particular on the aerospace and defense markets.

• Enersys (NYSE: ENS) is faced at short notice due to disorders in connection with tariffs in connection with tariffs, with direct tariff exposure of approximately $ 92 million.

• The company expects some short -term headwind from stranded tariffs and changing customer order patterns.

• Motif Power orders were put under pressure in the fourth quarter, with the motif Power Americas orders decreasing by 14% compared to the previous year.

• Due to the uncertainty in relation to mutual tariffs and macroeconomic dynamics, the company temporarily held in the entire year.

• ENERSYS (NYSE: ENS) has a slower recovery in truck OEM volumes in class 8, whereby the persistent macro uncertainty influences transport markets.

Q: Can you explain the EPS growth of the Q1 guideline despite the flat -rate income? A: Shawn O'Connell, President and COO, explained that the EPS growth of favorable price/mix and the acckretive benefits of the acquisition of BREN-TRONICS is due. Andrea Funk, CFO, added that the EPS, despite lower quantities in the motive performance, will probably be flat over the course of the year due to these factors, the pressure from FX and stranded tariff costs.