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EnerSys
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The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Inputsmaterials, equipment & da…Operatorsthe companies at the cent…Products &serviceswhat they make & runDistribution &logisticshow it gets thereCustomers &end marketswho paysPbLead & recycled batteriesLiLithium-ion cellsMATCopper, steel & electronicsCAPCapital & investorsENSEnerSysCLAClariosEPEast Penn / ExideESEnergy SystemsSPSpecialty & DefenseMPMotive PowerDISTDistribution & service networkTELTelecom & broadband carriersDCData centersMHForklift OEMs & warehousesDEFDefense & aerospaceUTLUtilities & industrial
Company details
Market cap
$8B
P/E ratio
26×
Div yield
0.6%
EPS (TTM)
$7.70
Profit margin
9%
Rev. growth
+2%
Revenue
$3.7B
Free cash flow
$440M
In plain English
EnerSys is the world's largest maker of industrial stored-energy systems — the backup power behind telecom towers and data centers, the batteries in electric forklifts, and specialty cells for satellites, submarines and soldiers. It turns lead (and increasingly lithium) into mission-critical power, and is building a US lithium-cell gigafactory in South Carolina with a $199M DOE award.
In simple terms
What EnerSys really sells
EnerSys is the world's largest maker of industrial stored-energy systems — the backup power behind telecom towers and data centers, the batteries in electric forklifts, and specialty cells for satellites, submarines and soldiers. It turns lead (and increasingly lithium) into mission-critical power, and is building a US lithium-cell gigafactory in South Carolina with a $199M DOE award.
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Risk read
Moderate
SteadierMore speculative
Why this rating?