EnerSys (ENS) Q3 2025 Earnings Report

EnerSys delivered a solid Q3 2025, with revenue of $906.2 million, up 5% year over year, and adjusted EBITDA of $171 million and adjusted EPS of $3.12 (above guidance). The quarter benefited from Brentronics contributions and early U.S. data center and energy systems demand, yet faced recurring headwinds from FX, a delayed ramp in U.S. Communications spend, and a large motive power plant disruption in EMEA. Management signaled evidence of a recovery trajectory across core end markets, with Q4 guided to be one of the strongest quarters on record driven by improving order rates and operating leverage from cost actions. The organization remains focused on a multi-year transformation (including Missouri plant optimization and Energy Systems discipline) to unlock margin expansion and cash flow generation, supported by Brentronics integration and a capital allocation plan that prioritizes accretive acquisitions and buybacks while maintaining financial flexibility.