ENSEnerSys
Miscellaneous Electrical Machinery, Equipment & Supplies
- Revenue
- $3.8B
- 3.7% YoY
- Operating margin
- 11.4%
- 11% YoY
- EBITDA
- $540M
- 4.5% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 1.0×
- $549M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear187% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear75% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear19% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.4B | $3.7B | $3.6B | $3.6B | $3.8B | 3.7% |
| Operating income | $206M | $278M | $352M | $465M | $426M | 8.2% |
| Net income | $144M | $176M | $269M | $364M | $294M | 19% |
| Operating cash flow | −$66M | $280M | $457M | $260M | $548M | 110% |
| Capex | $74M | $89M | $86M | $121M | $80M | 34% |
| Stock-based comp | $24M | $26M | $31M | $28M | $38M | 35% |
| Buybacks | $156M | $23M | $96M | $154M | $371M | 141% |
| Dividends | $29M | $29M | $34M | $37M | $38M | 1.8% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | — | — | 200 | 251 |
| FY2025 | — | — | 105 | 139 |
| FY2024 | — | — | 107 | 140 |
| FY2023 | — | — | 97 | 105 |
| FY2022 | — | — | 83 | 99 |