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 companycarrie ...

sommaiphotoInvestment 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 re ...

Wall Street analysts forecast that EnerSys (ENS) will report quarterly earnings of $2.55 per share in its upcoming release, pointing to a year-over-year increase of 100.8%. It is anticipated that revenues will amount to $896.77 million, exhibiting a decline of 2.6% compared to the year-ago quarter.The consensus EPS estimate for the quarter has been revised 1% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estima ...

公司表现 - EnerSys是近期Zacks.com访问者最关注的股票之一，可能值得关注其近期表现[1] - 公司股价在过去一个月中表现平平，与Zacks S&P 500综合指数相比仅上涨了0.1%[2] 盈利预期 - Zacks对于公司的股票价值主要关注盈利预期的变化，认为股票的公允价值取决于未来盈利的现值[3] - 分析显示，当公司的盈利预期上升时，股票的公允价值也会上升，这通常会导致投资者购买股票，从而推动股价上涨[4] - EnerSys预计本季度每股盈利为2.55美元，同比增长100.8%[5] - 对于当前财年，预计每股盈利为8.56美元，同比增长60.3%[6] - 下一个财年的预期每股盈利为8.83美元，同比增长3.3%[7] 评级和估值 - 基于最近的盈利预期变化，EnerSys获得了Zacks Rank 1（强烈买入）评级[8] - 公司在过去四个季度中每次都超过了盈利预期，但只有一次超过了营收预期[9] - EnerSys的估值显示公司相对同行处于折价状态，获得了B级评分[10] 总结 - 总体来看，公司的Zacks Rank 1表明其可能在短期内表现优于整个市场[11]

In the latest market close, EnerSys (ENS) reached $98.15, with a +1.21% movement compared to the previous day. This change outpaced the S&P 500's 0.76% gain on the day. On the other hand, the Dow registered a gain of 0.59%, and the technology-centric Nasdaq increased by 1.12%.Heading into today, shares of the maker of industrial batteries had lost 3.94% over the past month, lagging the Industrial Products sector's loss of 1.08% and the S&P 500's gain of 2.5% in that time.The investment community will be clo ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, January 29:EnerSys (ENS) :This stored energy solutions company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 12.3% over the last 60 days.EnerSys has a PEG ratio of 0.81 compared with 1.61 for the industry. The company possesses a Growth Scoreof B.Woodward, Inc. (WWD) : This aerospace and industrial control solutions provider carries a Zack ...

公司表现 - EnerSys 目前拥有 Zacks Rank 1 (强烈买入) [3] - Eaton 的 Zacks Rank 为 2 (买入) [3] 估值指标 - EnerSys 在众多估值指标中表现优异，包括前瞻性 P/E 比率和 PEG 比率 [6]

财务数据和关键指标变化 - 公司第二季度收入为9.01亿美元,与去年同期基本持平,主要受益于价格和产品组合的6%增长以及1%的汇率正面影响,但被7%的有机销量下降所抵消 [33] - 公司毛利率达到26.6%,较去年同期提高约500个基点,主要得益于价格成本捕获和产品组合改善,以及IRA税收抵免带来的利益 [35] - 公司调整后营业利润为1.03亿美元,较去年同期增长38%,调整后营业利润率为11.5% [36] - 公司调整后每股收益为1.84美元,较去年同期增长66%,其中包括0.52美元的IRA税收抵免 [37] 各条业务线数据和关键指标变化 能源系统 - 收入下降3%至4.22亿美元,主要受到电信和宽带客户推迟资本支出的影响,但毛利率有所改善 [39][40][41] - 调整后营业利润增加9百万美元至2.6亿美元,调整后营业利润率提升230个基点至6.1% [40][41] 动力电池 - 收入增长5%至3.55亿美元,得益于持续强劲的价格和产品组合 [45] - 调整后营业利润增长34%至5.3亿美元,调整后营业利润率提升约330个基点至15% [45][46] 特种电池 - 收入下降1%至1.23亿美元,受到4%销量下降的影响,但被2%的价格和产品组合改善以及1%的汇率正面影响所抵消 [47] - 调整后营业利润下降4百万美元至6百万美元,调整后营业利润率下降约290个基点至4.5% [47][48] 各个市场数据和关键指标变化 - 电信和宽带市场需求放缓,公司正在采取措施优化该业务线,包括关闭斯波坎工厂和退出住宅可再生能源业务 [42][43] - 数据中心市场需求保持良好 [12] - 运输和航空航天及国防市场需求强劲,公司正在优化产能以满足需求 [47][48][49] 公司战略和发展方向及行业竞争 - 公司持续推进创新,推出了DPX分布式电源系统和ADOM户外网关等新产品,为客户提供差异化优势 [17][18] - 公司正在规划在美国建设锂电池巨型工厂,以提高对国内电池供应的独立性 [22][23] - 公司正在优化业务,通过精益管理和业务整合提高运营效率,并将资源集中在高增长和高利润的机会上 [19][20][21] - 公司正在加快发展快充和储能业务,已获得来自地标地产的50套系统订单,并计划进一步拓展该业务 [25][26] 管理层对经营环境和未来前景的评论 - 数字化、自动化、电气化和去碳化等大趋势将持续推动能源存储和电力解决方案的需求 [9] - 尽管电信和宽带市场需求放缓,但公司业务模式的多元化使其能够抵御不同市场的周期性波动 [10][11] - 公司看好动力电池和特种电池市场的长期增长前景,并将继续投资以满足客户需求 [46][49] - 公司对快充和储能业务的发展前景充满信心,并将继续推进相关战略 [25][26] 问答环节重要的提问和回答 问题1 **Noah Kaye 提问** 特种电池业务的利润率何时能够恢复到正常水平? [62][63][64][65] **Andrea Funk 回答** 特种电池业务本季度利润率下降是暂时的,主要受到产能调整和Sylmar工厂关闭的影响。随着这些问题的解决,特种电池业务的利润率将在下一季度恢复到正常水平,并有望继续提升。公司看好该业务的长期增长机会。 [63][64][65] 问题2 **Brian Drab 提问** 公司对电信和宽带市场的前景如何判断? [92][93][94][95] **David Shaffer 回答** 电信和宽带市场在第三季度仍将较为疲软,但公司预计进入新的日历年后,该市场将有所改善。公司看好长期的网络建设机会,如RDOF、CBRS无线、5G小型站部署等,正在积极准备迎接下一轮需求的到来。 [93][94][95] 问题3 **Greg Wasikowski 提问** 公司对快充和储能业务的市场策略是什么? [104][105][106][107][108][109] **David Shaffer 回答** 公司的快充和储能系统的核心价值在于能够有效管理能源,因此适用于数据中心、电网、叉车充电等多个领域。公司目前正专注于与地标地产这样的首批客户合作,未来会根据市场反馈适当拓展到其他领域。公司将谨慎管理该业务的发展节奏,确保取得预期的回报。 [105][106][107][108][109]