EnerSys Powers Ahead: Record Revenue and Adjusted Diluted EPS in Q4 2025
EnerSys, a leading global solutions provider for industrial batteries, motory power systems, and energy storage solutions, has delivered a stellar performance in the fourth quarter of fiscal year 2025. The company's revenue grew by a substantial 7% compared to the same period last year, marking its second-highest quarterly revenue ever.
According to CEO David Shaffer, EnerSys' balanced business model demonstrated its earnings power during this period. The Motive Power segment generated a record $1.86 in adjusted diluted EPS, excluding the impact of 45X benefits. This achievement was fueled by significant margin expansion in Energy Systems and Specialty, as well as strong contributions from the Bren-Tronics acquisition.
Energy Systems saw growth in data centers and moderate recovery in communications, while Motive Power achieved 15% earnings growth on similar volumes to prior year fourth quarter. The segment's maintenance-free products reached a record 29% of sales. Specialty benefited from sustained strength in A&D markets and outperformance from Bren-Tronics.
Full-year revenue totaled $3.6 billion, with meaningful gains in adjusted gross margin, adjusted operating earnings, and adjusted earnings per share, even before the inclusion of 45X benefits. CEO Shaffer emphasized that EnerSys made significant progress in fiscal year 2025 by executing its strategy in a challenging environment.
The company's efforts to expand its share in the attractive and growing defense market through higher-margin maintenance-free offerings paid off. Additionally, it reduced costs, optimized its manufacturing footprint, invested in high-speed, lower-cost production capacity, and developed new product offerings, strengthening its foundation for future growth.
As CEO David Shaffer steps down and hands over the reins to Shawn O'Connell, incoming CEO, he expressed gratitude to EnerSys employees, the Board of Directors, and shareholders. Shawn O'Connell took the opportunity to highlight the company's unique strengths in deep customer relationships and leading market share positions across diverse end markets.
He emphasized that addressing customers' mounting concerns in energy security and labor scarcity is key to future growth. EnerSys solutions help customers manage energy costs, consumption, and maintain fewer personnel through maintenance-free products and automation enabled by intelligent stored energy solutions.
The incoming CEO emphasized the importance of finalizing a focused roadmap to aid customers in addressing these challenges while resetting operations and reinforcing intense discipline on return on invested capital (ROIC). EnerSys is poised for continued success under Shawn O'Connell's leadership, with its strong foundation, customer relationships, and market positions setting the stage for future growth.
