EnerSys (ENS) FY2025 10-K Annual Report
Filed: May 21, 2025
Information Technology
Miscellaneous Electrical Machinery, Equipment & SuppliesSEC EDGAR EnerSys (ENS) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on May 21, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
EnerSys FY2025 10-K Analysis
Business Overview
- • Core business: design, manufacture, and distribution of stored energy solutions for industrial, specialty, motive power, and new ventures applications globally
- • New emphasis: acquisition of Bren-Tronics Defense LLC for $206.4M expands portable power and lithium battery offerings in Specialty segment
- • Strategic shift: expanding Specialty segment with military portable power solutions, integrating Bren-Tronics into global product portfolio
- • Quantitative highlight: approx. 10,858 employees as of March 31, 2025, with 28% under collective bargaining agreements
- • Noteworthy fact: first New Ventures energy storage and EV fast charging system orders received in fiscal 2024 from U.S. and Canada customers
Management Discussion & Analysis
- • Revenue not explicitly stated; selling prices higher in FY25 vs FY24 to offset cost increases
- • Operating cash flow $260.3M in FY25 vs $457.0M in FY24, reflecting higher receivables and AMPC effects
- • Primary operating capital $932.2M (23.9% of annualized sales) FY25 vs $852.9M (23.4%) FY24
- • Stock repurchases: $154.0M (1.57M shares) FY25 vs $95.7M (1.00M shares) FY24; dividends mentioned but no amounts
- • Management cautious on tariff impacts, inflation easing signs; supply chain stabilizing but geopolitical risks ongoing
Risk Factors
- • Stock repurchase authorization $200M announced Nov 6, 2024, no expiration date
- • Board authorized equity award dilution share repurchases approximately $34M in FY 2025
- • Common shares repurchased 419,300 at average $102.10 per share in Feb-Mar 2025
- • Stock repurchase program cumulative $350M authorized since Mar 2022 with no expiration
EnerSys FY2025 Key Financial MetricsXBRL
Revenue
$3.6B
▲ +1.0% YoY
Net Income
$364M
▲ +35.2% YoY
Gross Margin
30.2%
▲ +276bp YoY
Operating Margin
12.8%
▲ +303bp YoY
Net Margin
10.1%
▲ +254bp YoY
ROE
19.0%
▲ +364bp YoY
Total Assets
$4.0B
▲ +14.6% YoY
EPS (Diluted)
$8.99
▲ +38.3% YoY
Operating Cash Flow
$260M
▼ -43.0% YoY
Source: XBRL data from EnerSys FY2025 10-K filing on SEC EDGAR. All figures in USD.
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