财务数据和关键指标变化 - 第三季度收入为8.62亿美元,与预期基本一致,其中价格和产品组合提升1% [39] - 调整后毛利润为2.65亿美元,同比增加5200万美元,剔除IRA利益后毛利润为2.06亿美元,同比下降700万美元,但毛利率同比提升80个基点 [40][41] - 调整后营业利润为1.3亿美元,同比增加4500万美元,调整后营业利润率为15.1%,剔除IRA利益后为8.3%,同比下降90个基点 [41][42] - 调整后EBITDA为1.44亿美元,同比增加4600万美元,EBITDA利润率为16.7% [42] - 调整后每股收益为2.56美元,同比增长102%,剔除IRA利益后为1.12美元,同比下降12% [43] 各条业务线数据和关键指标变化 能源系统 - 收入同比下降14%至3.74亿美元,主要受到电信和宽带客户需求下降的影响 [44] - 调整后营业利润为1400万美元,同比下降1200万美元,营业利润率为3.8%,同比下降230个基点 [45] - 公司正在采取成本优化措施,预计每年可实现2700万美元的持续性节约 [46] 动力电池 - 收入同比下降2%至3.55亿美元,主要受到销量下降的影响,但被收购业务带来的正面影响所抵消 [47] - 调整后营业利润为5300万美元,同比增长12%,营业利润率为14.8%,同比提升180个基点 [48] - 公司看好自动化和电气化趋势带来的增长机会,尤其是在维护免费和无线充电解决方案方面 [48][49] 特种电池 - 收入同比增长7%至1.33亿美元,其中销量增长6%,汇率影响为1% [49] - 调整后营业利润为750万美元,同比下降400万美元,营业利润率为5.7%,同比下降340个基点 [49][50] - 公司正在优化生产灵活性和效率,并看好未来在运输和航空航天领域的增长机会 [50][51] 各个市场数据和关键指标变化 - 美国订单总体持平或略有下降,电信和宽带需求放缓,动力电池受供应正常化影响有所下降,但航空航天和运输需求强劲 [13] - 国际市场订单较好,欧洲特种电池和亚洲能源系统需求增长 [13] 公司战略和发展方向及行业竞争 - 公司持续推进创新,包括推出无线充电AGV解决方案、获得国防创新部门的锂电池项目、开发48V锂电池等 [24][25][26] - 公司正在优化能源系统业务,包括退出住宅可再生能源业务、关闭斯波坎工厂等,预计每年可实现2700万美元的持续性节约 [27][46] - 公司正在规划在美国建立自有锂电池工厂,以满足未来需求并降低成本 [33] - 公司在可持续发展方面取得进展,获得EcoVadis银牌评级,位列前15% [35][36] 管理层对经营环境和未来前景的评论 - 公司对电信和宽带客户的需求放缓感到意外,这是近年来从未出现过的情况 [15][88][89] - 公司正在采取措施应对,包括向数据中心、航空航天等其他领域拓展,同时优化生产线灵活性 [30][51] - 公司预计电信和宽带需求将在下半年恢复,并对小型基站和5G宏站业务保持乐观 [15][16] - 公司对动力电池和特种电池业务的长期增长前景保持乐观,看好自动化和电气化趋势带来的机遇 [19][51] 问答环节重要的提问和回答 问题1 **Gregory Lewis 提问** 询问公司在亚洲和欧洲特种电池业务的情况 [69] **David Shaffer 回答** 特种电池业务在亚洲和欧洲的运输领域表现良好,公司正在努力提高美国工厂的生产灵活性以满足不同产品需求 [70][71][73][75] 问题2 **Noah Kaye 提问** 询问公司对电信和宽带需求恢复的预期 [87][88] **David Shaffer 和 Andrea Funk 回答** 公司预计电信和宽带需求将在下半年恢复,但恢复速度较慢,预计全年会损失约2.5亿美元收入。公司正在保持库存以应对需求恢复,并继续投入新产品开发 [89][90][91][97][98] 问题3 **Blake Keating 提问** 询问公司维护免费电池业务的增长前景和毛利率情况 [116][117] **David Shaffer 和 Andrea Funk 回答** 公司维护免费电池业务增长前景良好,预计未来几年增长趋势将持续。毛利率方面,TPPL产品有提升空间,但也可能受到区域和原材料价格压力的影响,公司正在努力提高生产效率来抵消这些因素 [117][118][119][120][121]

Q3’24 Earnings FEBRUARY 7, 2024 ...

财务表现 - Enersys (ENS)第三季度财年2024调整后每股盈利为2.56美元，超过了Zacks Consensus Estimate的2.55美元[1] - Enersys总收入为8.615亿美元，低于预期的8.97亿美元，同比下降6.4%[2] - 能源系统部门销售额为3.735亿美元，同比下降14%，主要是由于电信和宽带客户的资本支出暂停[3] - 动力部门的营收为3.554亿美元，同比下降1.8%[4] - 专业部门的销售额为1.326亿美元，同比增长6.8%[5] - EnerSys的销售成本同比下降18.2%，毛利润同比增长16.4%[6] - 运营费用同比增长7.1%，调整后的运营收入同比增长53.5%[7] - EnerSys在2024财年前九个月从运营活动中获得3.202亿美元的净现金流[8] - ENS预计2024财年第四季度调整后每股收益为1.98-2.08美元，毛利率预计在26-28%之间[9]

EnerSys (ENS) reported $861.5 million in revenue for the quarter ended December 2023, representing a year- over-year decline of 6.4%. EPS of $2.56 for the same period compares to $1.27 a year ago. The reported revenue represents a surprise of -3.93% over the Zacks Consensus Estimate of $896.77 million. With the consensus EPS estimate being $2.55, the EPS surprise was +0.39%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stree ...

EnerSys (ENS) came out with quarterly earnings of $2.56 per share, beating the Zacks Consensus Estimate of $2.55 per share. This compares to earnings of $1.27 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 0.39%. A quarter ago, it was expected that this maker of industrial batteries would post earnings of $1.80 per share when it actually produced earnings of $1.84, delivering a surprise of 2.22%. Over the last four quarters ...

READING, Pa.--(BUSINESS WIRE)--EnerSys (NYSE: ENS), the global leader in stored energy solutions for industrial applications, announced today that its Board of Directors has declared a quarterly cash dividend of $0.225 per share of common stock payable on March 29, 2024, to holders of record as of March 15, 2024. About EnerSys EnerSys is the global leader in stored energy solutions for industrial applications and designs, manufactures and distributes energy systems solutions and motive power batteries, spec ...

Woodward, Inc. (WWD) - Woodward, Inc.是一家航空航天和工业控制解决方案提供商，拥有Zacks Rank 1，近60天内其当前年度盈利的Zacks Consensus Estimate增长了5.7%[1] Powell Industries, Inc. (POWL) - Powell Industries, Inc.是一家定制工程设备和系统公司，拥有Zacks Rank 1，近60天内其当前年度盈利的Zacks Consensus Estimate增长了44.2%[3] EnerSys (ENS) - EnerSys是一家能源存储公司，拥有Zacks Rank 1，近60天内其当前年度盈利的Zacks Consensus Estimate增长了11.9%[5]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2023 ☐ TRANSITION REPORT UNDER 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. Empl ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, February 5: Powell Industries, Inc. (POWL) : This custom-engineered equipment and systems company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 94.8% over the last 60 days. Powell Industries has a PEG ratio of 1.16 compared with 1.62 for the industry. The company possesses a Growth Score of A. EnerSys (ENS) : This energy storage companycar ...

sommaiphoto Investment Introduction Just looking at the price chart of EnerSys (NYSE:ENS) it seems they are quite volatile when the earnings reports are being released. In late May, the company posted their quarterly results and the stock price shot up nearly 20% in the span of a few days. Now as we approach the next earnings report by the company, expected to be released on February 8 after the market close, I am wondering if the same qualities and improved operational performance can be read in this repor ...