EnerSys reports record Q1 FY2027 results, guides Q2 sales and EPS

On Thursday, EnerSys (NYSE: ENS ) discussed first-quarter financial results during its earnings call.

The full transcript is provided below.

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For comprehensive financial data and transcripts, visit The full earnings call is available at Summary EnerSys reported record first-quarter fiscal 2027 financial results driven by favorable price mix, higher volumes, and stock buybacks enabled by strong free cash flow.

The company announced the finalization of a U.S.

Department of Energy grant for a new lithium cell manufacturing plant in Greenville, South Carolina, aimed at supporting mission-critical defense applications.

EnerSys anticipates a recovery in its Industrial Mobility Solutions segment, expecting improvements in material handling demand and transportation market recovery later in the fiscal year.

The Network Infrastructure Solutions and Precision Power Solutions businesses experienced significant growth, supported by strong demand in data centers, communications, and defense sectors.

Management expressed confidence in future growth through strategic initiatives in battery energy storage systems, lithium batteries in data centers, and aerospace and defense investments.

For the second quarter of fiscal 2027, EnerSys expects net sales between $955 million and $995 million and adjusted diluted EPS of $3.15 to $3.25 per share, representing a 21% growth versus the prior year.

Full Transcript OPERATOR (Operator) After today's prepared remarks, we will host a question and answer session.

If you would like to ask a question, please press star one to raise your hand.

To withdraw your question, press star one again.

I will now hand the conference over to Lisa Hartman Langell, Vice President, Investor Relations and Corporate Communications.

Lisa, please go ahead.

Lisa Hartman Langell, Vice President, Investor Relations and Corporate Communications Good morning everyone.

Thank you for joining us today to discuss EnerSys first quarter fiscal 2027 results.

On the call with me are Sean O'Connell, EnerSys President and Chief Executive Officer, and Andy Funk, EnerSys Executive Vice President and Chief Financial Officer.

Last evening we published our first quarter fiscal year 2027 results with the SEC which are available on our website.

We also posted slides that we will be referring to during this call.

The slides are available on the Presentations page within the Investor Relations section of our website.

As a reminder, we will be presenting certain forward-looking statements on this call that are subject to uncertainties and changes in circumstances.

Our actual results may differ materially from these forward-looking statements for a number of reasons.

These statements are made only as of today.

For a list of forward-looking statements and factors which could affect our future results, please refer to our recent Form 8-K and 10-Q filed with the SEC.

In addition, we will be presenting certain non-GAAP financial metrics, particularly concerning our adjusted consolidated operating earnings performance, free cash flow, adjusted diluted earnings per share and adjusted EBITDA which excludes certain items.

For an explanation of the difference between the GAAP and non-GAAP financial metrics, please see our company's Form 8-K which includes our press release dated August 12, 2026.

Now I'll turn the call over to EnerSys CEO Sean O'Connell.

Sean O'Connell, President and Chief Executive Officer Thank you, Lisa, and good morning.

Please turn to slide 4.

During today's call we will review our strong first quarter results, share progress advancing our long-term growth initiatives, discuss our recently announced U.S. lithium manufacturing facility and close with second quarter guidance.

Please turn to slide 5.

In the first quarter of fiscal '27 we again delivered record financial results which were driven by favorable price mix, higher volumes, ongoing OPEX discipline and stock buybacks enabled by our exceptional free cash flow conversion.

Our Network Infrastructure Solutions and Precision Power Solutions businesses both performed very well during the quarter, supported by strength across our key growth markets including data center, communications and defense.

At the same time, the Industrial Mobility Solutions business saw initial recovery in the transportation market, while material handling demand is expected to improve in the back half of this fiscal year.

Our overall performance demonstrates the value of our end-market diversification and the positive impact of our ENERGIZEd strategic framework.