Short answer
EnerSys (ENS) filed its fiscal 2025 10-K annual report with the SEC on May 21, 2025. It reported revenue of $3.6B (+1.0% year over year) and net income of $364M.
- Top risk flagged: Stock repurchase authorization $200M announced Nov 6, 2024, no expiration date
FY2025 key financial metrics · XBRL
- Revenue
- $3.6B
- +1.0% YoY
- Net income
- $364M
- +35.2% YoY
- Operating margin
- 12.8%
- +3.0 pp YoY
- Gross margin
- 30.2%
- +2.8 pp YoY
- EPS (diluted)
- $8.99
- +38.3% YoY
- ROE
- 19.0%
- +3.6 pp YoY
- Operating cash flow
- $260M
- −43.0% YoY
Source: XBRL data from the EnerSys (ENS) FY2025 10-K on SEC EDGAR. USD.
EnerSys FY2025 10-K analysis
AI summary of each section, grounded in the filing text
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
Generated from the filing text; verify against the original. How to read a 10-K
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