Enersys

Q1 FY2027 EarningsQ1 FY27 beat consensus across top and bottom-line metrics: revenue $935.6M vs. $927.9M expected, and normalized EPS $3.09 vs. $2.83 mean estimate. The performance was driven by a significant 23.6% YoY surge in Precision Power Solutions (PPS) and robust demand in Data Centers within the Network & Infrastructure segment. Gross margin expanded 510 bps YoY to 33.5%, significantly exceeding the 29.5% consensus due to IRC 45X production tax credits and IEEPA tariff refunds.