EnerSys

At the Jefferies conference EnerSys announced a focus on specialized markets such as data centers, aerospace and defense, as well as selective growth investments. The company is building a lithium production facility in Greenville (net capital requirement ~USD 500m) as a strategic response to supply-chain risks in the defense sector and plans a capacity of about 1 GWh per year. Financial targets remain revenue growth of 4–8% p.a., margin expansion of 50–100 basis points and free-cash-flow conversion of 80–100%; acquisitions remain part of the strategy. Operational signals show strong growth in data centers and PPS, while industrial truck technology is still in a cyclical trough. » Mere på de.investing.com

Enersys reported adjusted earnings of $3.66 per share and revenue of $935.6 million for Q1 of fiscal 2027, both above analysts' expectations. Management raised its earnings and revenue guidance for Q2 and announced a dividend increase. A one‑time effect from tariff refunds boosted reported profit, but on an adjusted basis diluted EPS rose 42% year‑on‑year, driven by stronger markets in data centers, communications and aerospace. The stock climbed about 11.8% in after‑hours trading to around $208.76. » Mere på de.investing.com

EnerSys has unveiled the immediately available lithium energy storage system DataSafe Noir, designed for high-density hyperscale and colocation data centers. The company says the system delivers more than double the output power and about 1.7 times higher energy and capacity compared with publicly available competitor specifications, and emphasizes system performance under variable loads, including AI workloads. DataSafe Noir complements the existing data center portfolio alongside the DataSafe Thin Plate Pure Lead technology; EnerSys offers worldwide installation, commissioning and service and points to strong market metrics (market capitalization ~USD 8.24 billion, revenue USD 3.75 billion, stock up 161% in the past year). » Mere på de.investing.com