The latest call
FetchingEnerSys reported on 2026年11月12日. We are fetching the call transcript; its summary follows once the transcript is in.
US$143.18-3.2%11月13日 收盘
数据截至2026年10月4日,来自2026年11月12日提交的10-Q
公司指引:2027 财年第 3 季度营收 US$935M 至 US$975M — 同比增长 3.9%
| 指标 | 截至该日的 3 个月2026年10月4日 | 截至该日的 3 个月2025年9月28日 | 变动 |
|---|---|---|---|
| 营业收入合计 | US$949.9M | US$951.3M | -0.15% |
| 利润 | US$89.6M | US$68.4M | +30.91% |
| 每股收益 | US$2.42 | US$1.80 | +34.44% |
| 自由现金流 | US$130.3M | US$197.1M | -33.93% |
这些是单季度数字,不是滚动一年——本站其他地方的数字覆盖十二个月,会大得多。季节性业务在两者之间摆动很大:ServiceNow 在十二月季度赚 20 亿美元自由现金流,在六月季度只有 5 亿。
对比对象是去年同一季度,而不是分析师预测。要说“超预期”或“不及预期”需要一致预期数据,那是我们没有的授权数据——而搞错它比不提更糟。
“In the second quarter of fiscal year 2027, we delivered gross margin expansion, adjusted operating margin expansion and adjusted EPS growth while continuing to advance our strategic priorities,”
逐字引自公告,且只在文件将其归于具名人士时才展示。
公告在开盘前或收盘后发布,因此区间从公告日前一个交易日的收盘价到公告日之后那个交易日的收盘价——无论哪种情况,反应都包含在内。
EnerSys is a global leader in stored energy solutions helping industrial, infrastructure and defense customers address critical power and operational needs with batteries, chargers and other power equipment. The company delivers integrated solutions that combine energy storage technologies, power electronics, software-enabled intelligence, technical expertise and comprehensive global customer support. EnerSys supports customers across communications networks, data centers, energy infrastructure, material handling, transportation, aerospace and defense — including applications where power continuity is essential. Serving customers in more than 100 countries, EnerSys helps organizations manage energy more reliably, efficiently and intelligently in complex operating environments where uptime, safety and resilience matter.
公司自己的描述,取自公告末尾。
引述和公司简介来自 EnerSys 于 2026年11月12日 提交的第 2.02 项 8-K 文件;表格根据其季度报告编制。 在 EDGAR 上阅读公告 股价已按拆股和分红复权。
EnerSys reported on 2026年11月12日. We are fetching the call transcript; its summary follows once the transcript is in.
Just reported
From EnerSys's results release of 2026年11月12日; its quarterly report has since been filed.
Actual
US$949.9M
-0.1% y/y
+1.5% q/q
Guided
US$975M
midpoint
Actual
US$2.65
Guided
US$3.20
midpoint
EPS, GAAP: US$2.42 · +34% y/y
Actual
US$115.5M
+25% y/y
-24% q/q
Guided
—
No guide given
Q3 FY2027
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.