EnerSys (ENS) Q1 2027 Earnings Call Transcript
Record gross margins and data center orders surge 80% as lithium facility gets $150M grant.
Mindfully Curated
Record gross margins and data center orders surge 80% as lithium facility gets $150M grant.
Standalone building tech company posts record revenue and EBITDA after ADI spin-off.
Advanced Computing surged to record 31% of the Computing segment amid AI and server demand.
Record revenue and margin expansion driven by AI data center optical connectivity demand.
Revenue fell 11.3% as Movies divestiture and weak renewals pressured results.
AI infrastructure orders hit $4 billion in quarter, driving record fiscal year results.
IPO proceeds boost cash to $288.7M as company advances toward 2028 production restart.
Data center revenue projected to exceed $65 million for full year 2026.
An analyst raised his price target on the company by more than 33%.
Medical device revenue surged 36% as backlog climbed 25.8% year over year.
Revenue declined 15% year-over-year, but net losses narrowed significantly.
Service revenue grew 10.3% as management targets hyperscale data center operators.
Astera Labs’ quarterly revenue surpassed monday.com for the first time in Q2 2026, signaling a potential inflection in their competitive positioning.
U.S. revenue surged 20.3% while tariff recoveries boosted margins.
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