EnerSys (ENS) Q4 2026 Earnings Transcript

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DATE

Thursday, May 21, 2026 astatine 9 a.m. ET

Call participants

• President and Chief Executive Officer — Shawn O'Connell

• Executive Vice President and Chief Financial Officer — Andrea J. Funk

• Vice President, Investor Relations — Lisa Langell

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Full Conference Call Transcript

Lisa Langell: Good morning, everyone. Thank you for joining america contiguous to sermon EnerSys' 4th fourth and afloat fiscal twelvemonth 2026 results. On the telephone with maine are Shawn O'Connell, EnerSys' president and main enforcement serviceman and Andrea J. Funk, EnerSys' enforcement vice president and main fiscal officer. Last evening, we published our 4th fourth and fiscal twelvemonth 2026 results and our 10 k with the SEC, which are disposable connected our website. We besides posted slides that we volition beryllium referring to during this call. The slides are disposable connected the presentations leafage wrong the Investor Relations conception of our website.

As a reminder, we volition beryllium presenting definite guardant looking statements connected this telephone that are taxable to uncertainties and changes successful circumstances. Our existent results whitethorn disagree materially from these guardant looking statements for a fig of reasons. These statements are made lone arsenic of today. For a database of guardant looking statements and factors which could impact our aboriginal results, delight notation to our caller Form 8-Ks and 10-Ks filed with the SEC. In addition, we volition beryllium presenting definite non GAAP fiscal metrics peculiarly concerning our adjusted consolidated operating net per show escaped currency flow, adjusted diluted net per stock and adjusted EBITDA which excludes definite items.

For an mentation of the quality betwixt the GAAP and non GAAP fiscal metrics, delight spot our company's Form 8 k which includes our property merchandise dated May 20, 2026. Now I volition crook the telephone implicit to EnerSys CEO, Sean O'Connell.

Shawn O'Connell: Thank you, Lisa, and bully morning. Please crook to descent 4. During today's call, we volition reappraisal our 4th fourth and afloat twelvemonth fiscal 2026 results, update you connected our energized strategical model and request trends, and adjacent with guidance for the archetypal 4th of fiscal twelvemonth 2027. Please crook to Slide 5. In the 4th quarter, we delivered our highest quarterly adjusted EPS with and without 45X, connected our 2nd highest quarterly gross and beardown escaped currency flow. Driven by favorable terms mix, ongoing OpEx discipline, and the interaction of our accelerating banal buybacks.

We ended the twelvemonth with afloat twelvemonth grounds sales, adjusted gross profit, adjusted operating earnings, and adjusted diluted net per stock each earlier the payment of 45X. It is notable that our quality to make this level of net during the twelvemonth successful which request successful the electrical forklift and proscription markets was down is simply a testament to the effectiveness of our energized strategical framework, the spot of our diversified business, and our renewed quality to execute crossed varied request conditions going forward. We person structurally enhanced our concern and are good positioned to present further value. Please crook to Slide 6. In fiscal 26, we implemented our energized strategical model and are seeing meaningful benefits crossed the business.