EnerSys ENS Business Segments
| Q4 '26 | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | ||
|---|---|---|---|---|---|---|
| Property, plant, and equipment, net by Business | ||||||
| Energy Systems | $143.63M-27.8% | $194.3M— | $203.86M+2.5% | $202.8M+11.4% | $198.84M+4.9% | |
| Motive Power | $110.75M-23.1% | $131.12M— | $132.21M-8.2% | $134.4M+1.7% | $144.08M-0.9% | |
| Other | $14.03M+10.9% | $14.54M— | $14.42M+14.0% | $14.37M+47.9% | $12.66M+7,433% | |
| Specialty | $324.58M+37.0% | $258.62M— | $257.1M+8.5% | $255.56M+14.5% | $236.86M+20.0% | |
| Restructuring and other exit charges by Business | ||||||
| Energy Systems | $12.16M+784% | $990K+953% | $9.26M+1,140% | $1.06M-72.1% | $1.38M-63.5% | |
| Motive Power | $6.69M+199% | $3.1M+210% | $9.33M+758% | $4.81M+245% | $2.24M-40.4% | |
| Specialty | $863K-40.1% | $182K+52.9% | $2.37M+508% | $0-100% | $1.44M+48.1% | |
| Exit charges by Business | ||||||
| Energy Systems | $13.41M+4,039% | $0— | $116K+168% | $291K-65.3% | $324K-83.4% | |
| Motive Power | $4.88M+231% | $1.87M+81.2% | $199K-81.5% | $4.32M+663% | $1.47M-29.0% | |
| Specialty | $0-100% | $0-100% | $717K+145% | $0-100% | $1.42M+45.8% | |
| Accrued by Business | ||||||
| Energy Systems | $2.41M+92.9% | $2.41M+92.9% | $2.41M+92.9% | $2.41M+92.9% | $1.25M+10.5% | |
| Motive Power | $3.17M+704% | $3.17M+704% | $3.17M+704% | $3.17M+704% | $393.75K-54.3% | |
| Specialty | $673.5K+577% | $673.5K+577% | $673.5K+577% | $673.5K+577% | $99.5K+1,037% | |
| Severance payments by Business | ||||||
| Energy Systems | $290K-65.5% | $1.54M+83.5% | —— | —— | $841K-24.7% | |
| Motive Power | $428.25K+14.8% | $428.25K+14.8% | $428.25K+14.8% | $428.25K+14.8% | $373K-45.0% | |
| Specialty | $63K-36.5% | $63K-36.5% | $63K-36.5% | $63K-36.5% | $99.25K— | |
| Approximate number of positions eliminated by Business | ||||||
| Energy Systems | 31.8-20.6% | 31.8-20.6% | 31.8-20.6% | 31.8-20.6% | 40+9.6% | |
| Motive Power | 37+124% | 37+124% | 37+124% | 37+124% | 16.5+78.4% | |
| Specialty | 3.8+275% | 3.8+275% | 3.8+275% | 3.8+275% | 1— | |
| Net Sales by Product | ||||||
| Product | $887.04M-0.4% | $826.56M+1.1% | $861.19M+9.0% | $805.81M+6.2% | $890.86M+9.6% | |
| Service | $100.9M+20.2% | $92.56M+4.3% | $90.09M-3.9% | $87.21M-7.6% | $83.98M-14.0% | |
| Cost of goods sold by Product | ||||||
| Product | $612.85M+2.0% | $567.27M+6.4% | $599.7M+8.3% | $566.05M+5.7% | $601.05M+4.3% | |
| Service | $83.14M+19.8% | $74.35M+1.1% | $74.44M-1.9% | $73.75M-6.4% | $69.43M-12.0% | |
| Net Sales by segment to unaffiliated customers by Geography | ||||||
| Americas | $425.65M+6.7% | $399.53M+2.6% | $434.64M+13.8% | $391.37M+8.4% | $398.81M+0.3% | |
| Asia | $192.2M+8.1% | $167.51M+8.0% | $156.87M+16.3% | $148.51M+18.1% | $177.78M+32.8% | |
| EMEA | $370.07M-5.7% | $352.05M-1.9% | $359.74M-1.9% | $349.08M-4.7% | $392.37M+7.8% | |
| Net Income (Loss) Attributable to Parent, Adjusted by Geography | ||||||
| Americas | $42.39M+22.5% | $42.13M+66.9% | $33.58M+37.8% | $27.34M+43.9% | $34.6M+59.1% | |
| Asia | $18.16M+19.8% | $19.72M+106% | $14.51M+97.7% | $9.64M+96.7% | $15.16M+93.3% | |
| EMEA | $52.66M-20.9% | $52.52M-0.3% | $47.96M-16.7% | $46.67M-16.6% | $66.53M+24.0% | |
| Total operating earnings (2) by Geography | ||||||
| Americas | $23.74M-12.0% | $33.32M+73.8% | $14.43M-17.7% | $13.88M+53.5% | $26.97M+597% | |
| Asia | $13.16M+28.9% | $16.06M+283% | $7.98M+3,055% | $4.24M+104% | $10.21M+132% | |
| EMEA | $45.93M-20.8% | $46.95M-8.8% | $36.28M-35.6% | $37.77M-30.6% | $57.97M+15.2% | |
| Other by Geography | ||||||
| Americas | $239K+34.3% | $1.99M+1,045% | $4.05M+6,652% | $1.19M+574% | $178K-81.0% | |
| Asia | $1.35M+91.4% | $1.07M-38.8% | $1.76M-38.5% | $1.55M+14.3% | $706K+857% | |
| EMEA | $0-100% | $1.17M+16,571% | $2.22M+73,933% | $607K+7,488% | $1.57M+507% | |
| Other segment items by Geography | ||||||
| Americas | $383.25M+5.2% | $357.4M-1.8% | $401.07M+12.1% | $364.03M+6.4% | $364.21M-3.1% | |
| Asia | $174.04M+7.0% | $147.79M+1.5% | $142.36M+11.7% | $138.87M+15.0% | $162.62M+29.0% | |
| EMEA | $317.41M-2.6% | $299.52M-2.2% | $311.79M+0.9% | $302.41M-2.5% | $325.84M+5.0% | |
| Disposal Group, Not Discontinued Operation, Loss (Gain) on Write-down by Geography | ||||||
| Americas | 0%— | 0%— | 0%— | 0%— | 0%— | |
| Asia | 0%— | 0%— | 0%— | 0%— | 0%— | |
| EMEA | -29,675,000%-145,525,000pp | -29,675,000%-145,525,000pp | -29,675,000%-145,525,000pp | -29,675,000%-145,525,000pp | 115,850,000%— | |
| Restructuring Charges, Adjusted by Geography | ||||||
| Americas | $5.87M+292% | $5.87M+292% | $5.87M+292% | $5.87M+292% | $1.5M-32.2% | |
| Asia | $852.75K+25.6% | $852.75K+25.6% | $852.75K+25.6% | $852.75K+25.6% | $678.75K-64.1% | |
| EMEA | $5.98M+318% | $5.98M+318% | $5.98M+318% | $5.98M+318% | $1.43M-51.1% | |
| Inventory adjustment relating to exit activities and step up to fair value relating to recent acquisitions by Geography | ||||||
| Americas | $0-100% | $0— | —— | —— | $274K-93.6% | |
| Asia | $0-100% | $0-100% | —— | —— | $383K-50.5% | |
| EMEA | $1.09M— | $1.18M— | —— | —— | $0— | |
| Capital Expenditures by Geography | ||||||
| Americas | $7.12M-36.5% | $4.58M-51.2% | —— | —— | $11.21M+33.3% | |
| Asia | $1.01M-90.1% | $5.34M-40.7% | —— | —— | $10.24M+15.1% | |
| EMEA | $4.63M-37.3% | $3.23M-29.7% | —— | —— | $7.4M+72.8% | |
| Intangible Amortization by Geography | ||||||
| Americas | $5.85M+0.9% | $5.83M+0.3% | $5.84M-2.9% | $5.84M-2.6% | $5.79M-5.4% | |
| Asia | $2.4M-0.9% | $2.4M-0.9% | $2.4M+23.0% | $2.39M+241% | $2.42M+245% | |
| EMEA | $126K-2.3% | $123K-33.9% | $122K-34.8% | $121K-33.9% | $129K-24.5% | |
| Impairment of intangible assets by Geography | ||||||
| Asia | $0— | $0— | $0— | $0— | —— | |
| EMEA | $0— | $0— | $0— | $0— | —— | |
| Depreciation by Geography | ||||||
| Americas | $8.01M+14.8% | $8.29M+23.5% | —— | —— | $6.98M+7.6% | |
| Asia | $5.69M+10.5% | $5.77M+20.0% | —— | —— | $5.15M-62.8% | |
| EMEA | $6.89M+14.6% | $7.25M+27.7% | —— | —— | $6.01M-73.3% | |
| Accelerated stock compensation by Geography | ||||||
| Americas | 900,000%— | —— | —— | 537,400,000%— | —— | |
| Asia | 38,700,000%— | —— | —— | 145,700,000%— | —— | |
| EMEA | 16,500,000%— | —— | —— | 336,700,000%— | —— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does EnerSys break its business down?
- EnerSys (ENS) reports property, plant, and equipment, net by business across 4 parts — Energy Systems, Motive Power, Other and Specialty. Each is extracted from the segment footnotes and tracked over time.
- Where does EnerSys's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in EnerSys's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
