Short answer
EnerSys (ENS) filed its Q3 2026 10-Q quarterly report on Aug 12, 2026 for the quarter ended Jul 5, 2026. Quarterly revenue was $936M (up 4.8% year over year) with net income of $116M.
Q3 2026 key financials · XBRL
- Revenue
- $936M
- +4.8% YoY
- Net income
- $116M
- +102.7% YoY
- Operating margin
- 16.2%
- Gross margin
- 33.5%
- EPS (diluted)
- $3.09
- +111.6% YoY
Source: XBRL data from the EnerSys (ENS) Q3 2026 10-Q on SEC EDGAR. USD.
EnerSys Q3 2026 10-Q analysis
AI summary of MD&A and risk factor updates
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
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
Other EnerSys quarterly reports
Ask about this quarter
Compare quarters, check guidance or see what insiders and funds did around the report.