While some green energy stocks are charging higher, one lithium stock is the subject of considerable skepticism. While the S&P 500 is on course to end the week lower than where it began, shares of battery stock EnerSys (ENS -0.94%) and energy-efficiency leader Ameresco (AMRC 5.17%) have soared. But not all clean energy stocks are headed for gains. Lithium Americas (LAC 1.45%), a company developing lithium production assets, plummeted this week in response to a critical report from a short seller. From the e ...

财务数据和关键指标变化 - 第四季度收入911百万美元,符合预期,但较上年同期下降6.9%,主要受电信/宽带支出暂时性下降影响 [8][9][41] - 调整后毛利率28%,较上年同期提升310个基点,主要得益于通胀减免法案(IRA)带来的36百万美元利益 [42][43] - 调整后营业利润109百万美元,较上年同期增加2百万美元,调整后营业利润率12% [43][44] - 全年收入36亿美元,较上年下降3%,调整后每股收益8.35美元,增长56% [45] 各条业务线数据和关键指标变化 能源系统 - 第四季度收入369百万美元,较上年同期下降19%,主要受电信/宽带支出下降影响 [48] - 调整后营业利润17百万美元,较上年同期下降12百万美元,调整后营业利润率4.7% [48] - 公司正在采取措施提升该业务的整体利润率,包括成本优化和提高灵活性 [12][13][27] 动力电池 - 第四季度收入395百万美元,较上年同期增长3%,主要受销量增加5%和收购影响 [49] - 调整后营业利润58百万美元,较上年同期增长15%,调整后营业利润率14.7% [49] - 公司的专有免维护和无线充电解决方案支持客户自动化、电气化和减碳需求 [18][49] 特种电池 - 第四季度收入146百万美元,较上年同期下降1%,受产能受限影响 [50][51] - 调整后营业利润8.5百万美元,较上年同期下降1百万美元,调整后营业利润率5.8% [50] - 公司正在提升该业务的产能灵活性和扩张,以满足运输和航空航天市场需求 [51] 各个市场数据和关键指标变化 - 电信/宽带市场支出暂时性下降,对公司收入和利润产生约0.5美元/股和1.5美元/股的负面影响 [71] - 数据中心市场需求持续增长,占公司总收入10%,并有望持续增长 [14][30] - 叉车和运输市场需求保持健康,订单率已恢复至疫情前水平 [19][20] - 航空航天和国防市场需求强劲,公司获得大型电池合同 [21] 公司战略和发展方向及行业竞争 - 公司正在推进锂电池工厂项目,选址南卡罗来纳州格林维尔,并获得2亿美元州政府资金支持 [31][32] - 公司将收购Bren-Tronics,加强在关键国防应用和锂电池产品的能力 [33][34] - 公司专注于满足数据中心、电网基础设施和最后一英里通信网络的需求 [15][16][17] - 公司正在优化能源系统业务的成本结构,提高该业务在不同周期的利润率 [12][13][27] 管理层对经营环境和未来前景的评论 - 公司对电信/宽带市场的恢复持谨慎乐观态度,预计将在全年内逐步回升 [71][73] - 公司看好数据中心、电网基础设施和电动化等领域的长期增长机遇 [15][16][38][39] - 公司有信心实现2027财年每股11-13美元的利润目标,并将持续投资于锂电池和快充储能等新业务 [61][62][63][65] 其他重要信息 - 公司2023财年调整后每股收益8.35美元,超出之前的战略规划 [45][61][62] - 公司经营活动产生的自由现金流在第四季度达到128%的转换率,资产负债表保持强劲 [53][54][55][56] - 公司将在2025财年投资1亿-1.2亿美元的资本开支,主要用于提升产能和灵活性 [60] 问答环节重要的提问和回答 问题1 **Noah Kaye提问** 询问能源系统业务的利润率目标和改善路径 [70][71][72] **Andrea Funk回答** 详细解释了公司正在采取的成本优化措施,以及在不同周期下该业务8%-15%的目标利润率区间 [71][72][73][74] 问题2 **Blake Keating提问** 询问Bren-Tronics收购对公司的战略意义 [93][94] **David Shaffer和Andrea Funk回答** 解释了Bren-Tronics在便携式锂电池领域的优势,以及与公司现有业务的协同效应 [102][103][104][105] 问题3 **Greg Wasikowski提问** 询问公司长期的毛利率和营业利润率目标 [111][112][113][114] **David Shaffer和Andrea Funk回答** 重申了之前在投资者日上提出的2027财年14%-16%的营业利润率目标,并解释了实现这一目标的主要驱动因素 [113][114][115]

Enersys (ENS) reported fourth-quarter fiscal 2024 (ended Mar 31, 2024) adjusted earnings of $2.08 per share, which surpassed the Zacks Consensus Estimate of $2.02. The bottom line surged 14.3% year over year due to lower sales costs. Enersys’ total revenues of $911 million beat the consensus estimate of $900 million. The top line declined 8% year over year due to temporary spending pauses in telecom and broadband. Organic sales decreased 7% and foreign currency translation had an adverse impact of 1% on sal ...

EnerSys (ENS) reported $910.7 million in revenue for the quarter ended March 2024, representing a year-over- year decline of 8%. EPS of $2.08 for the same period compares to $1.82 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $899.77 million, representing a surprise of +1.22%. The company delivered an EPS surprise of +2.97%, with the consensus EPS estimate being $2.02. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ Annual report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the fiscal year ended March 31, 2024 or ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the transition period from to Commission file number: 001-32253 ENERSYS (Exact name of registrant as specified in its charter) Delaware 23-3058564 (State or other jurisdiction of (I.R.S. Employer incorpor ...

Battery stocks are at a critical juncture. Due to the current oversupply and demand dynamics, core metals lithium, cobalt, and nickel prices have fallen to multi-year lows. Moreover, Goldman Sachs projects a massive downtrend in cobalt, nickel, and lithium carbonate over the next 12 months. Nevertheless, the long-term outlook for battery stocks remains highly compelling, which makes the current downturn a temporary, manageable setback. Furthermore, according to Inkwood Research, the global battery market is ...

Investors looking for stocks in the Manufacturing - Electronics sector might want to consider either EnerSys (ENS) or Zurn Water (ZWS) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look. Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estimate ...

Zacks Rank系统 - Zacks Rank系统专注于盈利预期和预期修订，以找到获胜股票[1] 价值投资 - 价值投资是一种简单的策略，寻找被市场低估的公司[2] Enersys (ENS) - Enersys (ENS)是一家值得价值投资者关注的公司，具有良好的估值指标[4][5][6][7][8][9]

EnerSys (ENS) has been witnessing solid momentum in its Specialty segment, supported by strong orders in transportation, aerospace and defense markets in the United States and Europe. The segment’s revenues increased 6.8% year over year in the third quarter of fiscal 2024 (ended December 2023). Strength in automation and electrification markets has been driving the performance of the Motive Power segment. The global megatrends, including 5G expansion, rural broadband build-outs, electrification, automation ...

READING, Pa.--(BUSINESS WIRE)--EnerSys (NYSE: ENS) the global leader in stored energy solutions for industrial applications announced today that EVP & CFO, Andrea Funk, and SVP & CTO, Joern Tinnemeyer, will attend the 2024 Wells Fargo Clean Energy Symposium in New York, NY on March 26, 2024. The company will host a fireside chat to be webcast to the public at 1:30 p.m. ET. The audio broadcast as well as a replay of the event can be accessed through the Events and Presentation page of the Investor Relations ...