Stock: EnerSys (NYSE:ENS) Misses Q4 CY2025 Sales, Shares Drop - 02/04/2026

[Para 1: The Lead] EnerSys (NYSE:ENS), a battery manufacturer, underperformed Q4 CY2025 sales expectations, reporting a 1.4% year-over-year increase to $919.1 million. Shares fell 8.5% post-earnings. Analysts had expected $980 million in revenue, slightly above the actual. [Para 2-3: Supporting details & Context] EnerSys (NYSE:ENS) exceeded EPS estimates by 1.8% in Q4, at $2.77 per share, above consensus. However, its sales volume and revenue missed Wall Street’s forecasts. Over the past five years, EnerSys’s sales growth has been tepid at 4.9% CAGR, below the industrials sector average. Its operating margin improved by 5.1 percentage points over the same period, reflecting cost management. Despite this, the company’s annualized revenue growth of 1% over the last two years was below its five-year trend. EnerSys’s units sold declined 1.1% annually over the same period, indicating pricing was a driver of revenue growth. Looking ahead, sell-side analysts project 1.9% revenue growth over the next 12 months, similar to its recent performance.