<p>EnerSys（ENS）召开了第二季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<p>EnerSys 在挑战中报告强劲的第二季度业绩</p>
<p>EnerSys 最近召开了第二季度财报电话会议，透露出一种总体积极的情绪，得益于创纪录的销售额和能源系统及特种领域的增长。尽管在动力电源领域面临挑战以及持续的关税风险，但公司的战略举措和节省成本措施为其带来了良好的前景。</p>
<h2>创纪录的第二季度业绩</h2>
<p>EnerSys 在第二季度创下新纪录，净销售额同比增长 8%。公司的调整后营业收入和 EBITDA 均增长了 13%，而基础业务的调整后稀释每股收益同比增长 15%。这一业绩凸显了 EnerSys 在充满挑战的经济环境中推动增长的能力。</p>
<h2>能源系统领域的增长</h2>
<p>能源系统领域以 14% 的同比销售增长领先，得益于更强的销量和有利的价格/组合。这导致调整后营业收入增长了 38%，突显了该领域的强劲表现和对 EnerSys 整体增长的战略重要性。</p>
<h2>特种领域的表现</h2>
<p>EnerSys 的特种领域也显示出令人印象深刻的业绩，收入同比增长 16%。该领域的调整后营业收入几乎是去年同期的两倍，反映了公司在高增长领域的成功聚焦。</p>
<h2>强劲的自由现金流</h2>
<p>公司报告自由现金流显著提升，本季度产生了 1.97 亿美元。这比去年同期增加了 1.94 亿美元，自由现金流转化率为 196%，不包括 45X 收益。这一强劲的现金流使 EnerSys 能够通过股票回购和分红向股东返还 7800 万美元。</p>
<h2>股东回报</h2>
<p>EnerSys 通过股票回购和分红在本季度向股东返还了 7800 万美元，展示了其对股东价值的承诺。这一举措凸显了公司的强劲财务状况及其对回报股东的关注。</p>
<h2>裁员和节省成本计划</h2>
<p>EnerSys 即将完成一项裁员计划，旨在支持每年 8000 万美元的成本节省努力。这一计划是公司提升运营效率和盈利能力的更广泛战略的一部分。</p>
<h2>动力电源领域的挑战</h2>
<p>动力电源领域面临挑战，收入同比下降 2%，主要由于宏观经济逆风导致的销量下降。调整后营业利润率下降了 240 个基点，突显了该领域在市场不确定性中的挣扎。</p>
<h2>关税风险</h2>
<p>大约 22% 的 EnerSys 美国采购受到关税影响，导致估计每年 7000 万美元的直接关税风险。这对公司在应对国际贸易复杂性时仍然是一个重大挑战。</p>
<h2>市场不确定性</h2>
<p>第二季度订单环比下降，反映出动态市场条件以及由于关税不确定性和恢复到疫情前的购买模式而导致的动力电源领域的低积压。这突显了 EnerSys 必须管理的持续市场波动。</p>
<h2>前瞻性指导</h2>
<p>EnerSys 提供了第三季度的指导，预计净销售额在 9.2 亿到 9.6 亿美元之间，调整后稀释每股收益在 2.71 到 2.81 美元之间，包括 45X 收益。不包括 45X，调整后稀释每股收益预计在 1.64 到 1.74 美元之间，反映出中间值的 46% 增长。尽管市场存在一些波动，公司预计数据中心、工业和航空航天及国防市场将继续增长。</p>
<p>总之，EnerSys 的第二季度财报电话会议传达了积极的情绪，创纪录的销售和关键领域的增长，尽管在动力电源领域和关税风险中面临挑战。公司的战略举措和节省成本措施正在证明有效，其前瞻性指导表明未来几个季度将继续保持强劲表现。</p>

艾诺斯

<p>EnerSys 公布了强劲的第二季度业绩，创下销售记录，净销售额同比增长 8%，调整后摊薄每股收益增长 15%。能源系统部门引领了增长，销售额增长 14%，而特种部门则增长了 16%。尽管动力电源部门面临挑战和关税风险，公司仍产生了 1.97 亿美元的自由现金流，并向股东返还了 7800 万美元。EnerSys 预计第三季度净销售额将在 9.2 亿至 9.6 亿美元之间，反映出对持续增长的积极展望</p>

<p>EnerSys ((ENS)) has held its Q2 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>EnerSys（ENS）召开了第二季度财报电话会议。请继续阅读会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
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<div class="lb-trans"><ul>
<li>了解 TipRanks 的_ETF_人工智能分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong>_ETF_人工智能分析师</strong> 对您关注的 ETF 所揭示的见解。</li>
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</div><p>EnerSys Reports Strong Q2 Performance Amidst Challenges</p>
<div class="lb-trans"><p>EnerSys 在挑战中报告强劲的第二季度业绩</p>
</div><p>EnerSys recently held its Q2 earnings call, revealing a generally positive sentiment driven by record sales and growth in key segments such as Energy Systems and Specialty. Despite facing challenges in the Motive Power segment and ongoing tariff exposure, the company’s strategic initiatives and cost-saving measures have contributed to a favorable outlook.</p>
<div class="lb-trans"><p>EnerSys 最近召开了第二季度财报电话会议，透露出一种总体积极的情绪，得益于创纪录的销售额和能源系统及特种领域的增长。尽管在动力电源领域面临挑战以及持续的关税风险，但公司的战略举措和节省成本措施为其带来了良好的前景。</p>
</div><h2>Record Q2 Results</h2>
<div class="lb-trans"><h2>创纪录的第二季度业绩</h2>
</div><p>EnerSys achieved a new Q2 record with net sales increasing by 8% year-over-year. The company’s adjusted operating earnings and EBITDA both rose by 13%, while adjusted diluted EPS on the base business was up 15% compared to the previous year. This performance underscores EnerSys’s ability to drive growth even in a challenging economic environment.</p>
<div class="lb-trans"><p>EnerSys 在第二季度创下新纪录，净销售额同比增长 8%。公司的调整后营业收入和 EBITDA 均增长了 13%，而基础业务的调整后稀释每股收益同比增长 15%。这一业绩凸显了 EnerSys 在充满挑战的经济环境中推动增长的能力。</p>
</div><h2>Energy Systems Segment Growth</h2>
<div class="lb-trans"><h2>能源系统领域的增长</h2>
</div><p>The Energy Systems segment led the way with a 14% year-over-year sales increase, attributed to stronger volumes and a favorable price/mix. This resulted in a remarkable 38% increase in adjusted operating earnings, highlighting the segment’s robust performance and strategic importance to EnerSys’s overall growth.</p>
<div class="lb-trans"><p>能源系统领域以 14% 的同比销售增长领先，得益于更强的销量和有利的价格/组合。这导致调整后营业收入增长了 38%，突显了该领域的强劲表现和对 EnerSys 整体增长的战略重要性。</p>
</div><h2>Specialty Segment Performance</h2>
<div class="lb-trans"><h2>特种领域的表现</h2>
</div><p>EnerSys’s Specialty segment also showed impressive results, with revenue increasing by 16% year-over-year. The segment’s adjusted operating earnings nearly doubled from the prior year, reflecting the company’s successful focus on high-growth areas.</p>
<div class="lb-trans"><p>EnerSys 的特种领域也显示出令人印象深刻的业绩，收入同比增长 16%。该领域的调整后营业收入几乎是去年同期的两倍，反映了公司在高增长领域的成功聚焦。</p>
</div><h2>Strong Free Cash Flow</h2>
<div class="lb-trans"><h2>强劲的自由现金流</h2>
</div><p>The company reported a significant boost in free cash flow, generating $197 million for the quarter. This represents a $194 million increase from the prior year period, with a free cash flow conversion of 196% excluding 45X benefits. This strong cash flow enabled EnerSys to return $78 million to shareholders through share repurchases and dividends.</p>
<div class="lb-trans"><p>公司报告自由现金流显著提升，本季度产生了 1.97 亿美元。这比去年同期增加了 1.94 亿美元，自由现金流转化率为 196%，不包括 45X 收益。这一强劲的现金流使 EnerSys 能够通过股票回购和分红向股东返还 7800 万美元。</p>
</div><h2>Shareholder Returns</h2>
<div class="lb-trans"><h2>股东回报</h2>
</div><p>EnerSys demonstrated its commitment to shareholder value by returning $78 million through share repurchases and dividends during the quarter. This move underscores the company’s strong financial position and its focus on rewarding shareholders.</p>
<div class="lb-trans"><p>EnerSys 通过股票回购和分红在本季度向股东返还了 7800 万美元，展示了其对股东价值的承诺。这一举措凸显了公司的强劲财务状况及其对回报股东的关注。</p>
</div><h2>Reduction in Force and Cost Savings Initiative</h2>
<div class="lb-trans"><h2>裁员和节省成本计划</h2>
</div><p>EnerSys is nearing completion of a reduction in force initiative aimed at supporting an $80 million annual cost-saving effort. This initiative is part of the company’s broader strategy to enhance operational efficiency and profitability.</p>
<div class="lb-trans"><p>EnerSys 即将完成一项裁员计划，旨在支持每年 8000 万美元的成本节省努力。这一计划是公司提升运营效率和盈利能力的更广泛战略的一部分。</p>
</div><h2>Motive Power Segment Challenges</h2>
<div class="lb-trans"><h2>动力电源领域的挑战</h2>
</div><p>The Motive Power segment faced challenges, with revenue decreasing by 2% year-over-year due to lower volumes from macroeconomic headwinds. Adjusted operating margins dropped by 240 basis points, highlighting the segment’s struggles amidst market uncertainties.</p>
<div class="lb-trans"><p>动力电源领域面临挑战，收入同比下降 2%，主要由于宏观经济逆风导致的销量下降。调整后营业利润率下降了 240 个基点，突显了该领域在市场不确定性中的挣扎。</p>
</div><h2>Tariff Exposure</h2>
<div class="lb-trans"><h2>关税风险</h2>
</div><p>Approximately 22% of EnerSys’s U.S. sourcing is affected by tariffs, leading to an estimated $70 million annualized direct tariff exposure. This remains a significant challenge for the company as it navigates the complexities of international trade.</p>
<div class="lb-trans"><p>大约 22% 的 EnerSys 美国采购受到关税影响，导致估计每年 7000 万美元的直接关税风险。这对公司在应对国际贸易复杂性时仍然是一个重大挑战。</p>
</div><h2>Market Uncertainty</h2>
<div class="lb-trans"><h2>市场不确定性</h2>
</div><p>Q2 orders decreased sequentially, reflecting dynamic market conditions and a lower backlog in the Motive Power segment due to tariff uncertainty and a return to pre-COVID buying patterns. This highlights the ongoing market volatility that EnerSys must manage.</p>
<div class="lb-trans"><p>第二季度订单环比下降，反映出动态市场条件以及由于关税不确定性和恢复到疫情前的购买模式而导致的动力电源领域的低积压。这突显了 EnerSys 必须管理的持续市场波动。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>EnerSys provided guidance for Q3, with expected net sales ranging from $920 million to $960 million and adjusted diluted EPS of $2.71 to $2.81 per share, including 45X benefits. Excluding 45X, adjusted diluted EPS is projected to be between $1.64 and $1.74 per share, reflecting a 46% increase at the midpoint of the range. The company anticipates continued growth in the data center, industrial, and A&amp;D markets, despite some market variability.</p>
<div class="lb-trans"><p>EnerSys 提供了第三季度的指导，预计净销售额在 9.2 亿到 9.6 亿美元之间，调整后稀释每股收益在 2.71 到 2.81 美元之间，包括 45X 收益。不包括 45X，调整后稀释每股收益预计在 1.64 到 1.74 美元之间，反映出中间值的 46% 增长。尽管市场存在一些波动，公司预计数据中心、工业和航空航天及国防市场将继续增长。</p>
</div><p>In summary, EnerSys’s Q2 earnings call conveyed a positive sentiment with record sales and growth in key segments, despite facing challenges in the Motive Power segment and tariff exposure. The company’s strategic initiatives and cost-saving measures are proving effective, and its forward-looking guidance suggests continued robust performance in the coming quarters.</p>
<div class="lb-trans"><p>总之，EnerSys 的第二季度财报电话会议传达了积极的情绪，创纪录的销售和关键领域的增长，尽管在动力电源领域和关税风险中面临挑战。公司的战略举措和节省成本措施正在证明有效，其前瞻性指导表明未来几个季度将继续保持强劲表现。</p>
</div>

艾诺斯第二季度财报电话会议：销售额创下新高，前景乐观