ENS at a glance
EnerSys (ENS, SEC CIK 1289308) filed its latest 10-K annual report on May 20, 2026, a 10-Q quarterly report on August 12, 2026, an 8-K current report on August 12, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended March 31, 2026 (FY2026), EnerSys (ENS) reported revenue of $3.8 billion (up 3.7% from FY2025) and net income of $293.6 million. Diluted EPS was $7.70.
- As of June 30, 2026, 37 institutional investment managers tracked by SignalX reported holding EnerSys (ENS) shares worth $4.5 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $3.8B
- +3.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 37 funds
- $4.5B · +0 vs prior quarter
- Latest 8-K
- Aug 12, 2026
- Item 2.02 · Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 5, 2026
Management Discussion & Analysis
- Revenue $935.6M, up $42.6M or 4.8% YoY
- Gross margin 33.5% vs 28.4% YoY, up 510 basis points
- Best segment PPS revenue $100.5M, up 23.6%; worst IMS revenue $406.8M, down 3.2%
- Cash and available undrawn credit $530.7M and approximately $576.7M at July 5, 2026
- Tariff uncertainty pressured forklift demand; Greenville facility investment approximately $500M, construction expected fiscal 2028
Risk Factors
- New gigafactory risk: lithium-ion cells or components may fail, harming production and profitability
- DOE funding risk: $150 million award subject to negotiated terms and compliance obligations
- Project execution risk: revised South Carolina gigafactory scope may delay completion or reduce anticipated results
- Regulatory risk: Foreign Entity of Concern compliance required for PPS lithium-ion cell production
- Liquidity risk: gigafactory setbacks could materially affect company liquidity
AI summary of the ENS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Earnings release covers EnerSys first quarter fiscal 2027 results
- Exhibit 99.1 contains the financial results and management commentary
Item 8.01: Other Events
- Quarterly dividend increased 10% to $0.2875 per share
- Payment scheduled for October 2, 2026, to shareholders of record September 18, 2026
Item EX-99.1: Item EX-99.1
- Q1 FY2027 net sales $935.6M, up 4.8%, with pricing, foreign exchange and organic volume each contributing growth
- Adjusted diluted EPS $3.66, up 64%; excluding IRC 45X and tariff refunds, EPS $1.78, up 42%, highlighting stronger underlying performance
Item 5.07: Submission of Matters to a Vote of Security Holders
- Four director nominees elected, including Rudolph Wynter with 27,427,401 votes for and 3,978,401 against
- Ernst & Young LLP ratified as independent auditor for fiscal year ending March 31, 2027
Item EX-99.1: Item EX-99.1
- Defense-focused Greenville, South Carolina lithium facility; incremental aerospace, defense, and specialized industrial demand
- DOE grant approximately $150 million, subject to final documentation and customary conditions
Item 7.01: Regulation FD Disclosure
- EnerSys plans to end its technology relationship with Verkor for the proposed U.S. lithium battery gigafactory
- Verkor is not expected to remain the project’s technology partner, creating execution and timeline risk
Item 8.01: Other Events
- Greenville facility downsized to 1 GWh from 4–5 GWh, refocusing capacity on aerospace, defense, and specialized industrial applications
- Revised DOE grant approximately $150 million, plus up to $200 million in state and local incentives
AI summaries of ENS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ENS
Don't miss the next ENS filing
- Alerts as it files. A push when ENS files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ENS, by share count.
- Ask anything. An AI agent that reads every ENS filing and answers with sources.
ENS alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Wynter Rudolph W. | A | Oct 2, 2026 | 0.048 | - |
| Fisher Keith D. | A | Oct 2, 2026 | 6.375 | - |
| Wynter Rudolph W. | A | Oct 2, 2026 | 0.018 | - |
| Wynter Rudolph W. | A | Oct 2, 2026 | 0.037 | - |
| Fisher Keith D. | A | Oct 2, 2026 | 10.241 | - |
| Fisher Keith D. | A | Oct 2, 2026 | 6.144 | - |
| Wynter Rudolph W. | A | Oct 2, 2026 | 15.603 | - |
| Wynter Rudolph W. | A | Oct 2, 2026 | 7.727 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.6B | $3.8B |
| Gross Profit | - | $1.1B | $1.1B |
| Operating Income | - | $464.7M | $426.5M |
| Net Income | - | $363.7M | $293.6M |
| Gross Margin | - | 30.2% | 29.3% |
| Op. Margin | - | 12.8% | 11.4% |
| Net Margin | - | 10.1% | 7.8% |
| Balance Sheet | |||
| Total Assets | $3.5B | $4.0B | $4.0B |
| Equity | - | $1.9B | $1.9B |
| ROE | - | 19.0% | 15.4% |
| Per Share | |||
| EPS | - | $8.99 | $7.70 |
| Cash Flow | |||
| Operating CF | - | $260.3M | $547.6M |
| CapEx | $86.4M | $121.0M | $80.1M |
Source: XBRL data in EnerSys (ENS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ENS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 37 | $4.55B |
| Q1 2026 | 37 | $3.24B |
| Q4 2025 | 31 | $2.65B |
| Q3 2025 | 31 | $2.09B |
| Q2 2025 | 30 | $1.55B |
| Q1 2025 | 26 | $1.31B |
| Q4 2024 | 23 | $1.17B |
| Q3 2024 | 22 | $768.8M |
- T. Rowe Price Group+827.6K (+723%)
- BlackRock+147.7K (+3%)
- FMR LLC (Fidelity)+92.4K (+36%)
- Millennium Management+64.0K (+42%)
- Invesco Ltd+48.7K (+4%)
- Dimensional Fund Advisors−277.6K (-18%)
- Bank of America Corp−97.3K (-21%)
- Citadel Advisors LLC−67.5K (-88%)
- JPMorgan Chase & Co−57.0K (-16%)
- Principal Financial Group−36.4K (-7%)
- Soros Fund Management−23.9K
- Mangrove Partners−1.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 237 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ENS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
Related Industrials companies
- AMPX · Amprius Technologies, Inc.Miscellaneous Electrical Machinery, Equipment & Supplies
- ATKR · Atkore Inc.Miscellaneous Electrical Machinery, Equipment & Supplies
- MMM · 3MSurgical & Medical Instruments & Apparatus
- AOS · A. O. SmithHousehold Appliances
- AIR · AAR CORPAircraft & Parts
- ABM · ABM INDUSTRIES INC /DE/Services-To Dwellings & Other Buildings
- ACU · ACME UNITED CORPCutlery, Handtools & General Hardware
- ADT · ADT IncServices-Detective, Guard & Armored Car Services
ENS SEC filings: frequently asked questions
Which institutions hold ENS stock?
As of June 30, 2026, the largest EnerSys (ENS) holders among the 13F filers tracked by SignalX were BlackRock ($1.2 billion), Vanguard Portfolio Management LLC ($548.6 million), Vanguard Capital Management LLC ($385.4 million), State Street Corp ($354.5 million), Dimensional Fund Advisors ($288.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ENS's revenue in fiscal year 2026?
For the fiscal year ended March 31, 2026 (FY2026), EnerSys (ENS) reported revenue of $3.8 billion (up 3.7% from FY2025) and net income of $293.6 million. Diluted EPS was $7.70. The figures come from the XBRL data in the 10-K.
What did ENS report in its latest 8-K?
EnerSys (ENS) filed an 8-K on August 12, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 8.01 (Other Events). Earnings release covers EnerSys first quarter fiscal 2027 results.
What are the latest ENS SEC filings?
EnerSys (ENS) filed its latest 10-K annual report on May 20, 2026, a 10-Q quarterly report on August 12, 2026, an 8-K current report on August 12, 2026 and a Form 4 insider filing on October 6, 2026.
What is ENS's SEC CIK number?
EnerSys (ENS)'s SEC Central Index Key (CIK) is 1289308. EDGAR lists every ENS filing under that number.
Ask anything about ENS
The research agent reads ENS's filings, financials, insider trades and 13F holders, then answers with sources.