ENERSYS (ENS): Business Model Canvas [Jan-2025 Mise à jour]

Dans le paysage dynamique des solutions de stockage d'énergie, Enersys (ENS) apparaît comme une puissance d'innovation, naviguant stratégiquement des marchés industriels complexes avec sa toile complète du modèle commercial. De l'aérospatiale aux télécommunications, ce leader mondial transforme les défis technologiques en solutions de batterie de pointe qui entraînent des performances sur plusieurs secteurs. En intégrant de manière transparente la fabrication avancée, les partenariats stratégiques et les approches centrées sur le client, Enersys s'est positionné comme un catalyseur critique de l'infrastructure technologique moderne, offrant des systèmes de stockage d'énergie à haute performance qui redéfinissent la fiabilité et l'efficacité dans un monde de plus en plus électrifié.

ENERSYS (ENS) - Modèle commercial: partenariats clés

Alliances stratégiques avec les fabricants de batteries et les fournisseurs de technologies

Enersys maintient des partenariats stratégiques avec les principaux fournisseurs de technologies suivants:

Partenaire	Focus de partenariat	Année établie
Batteries de saft	Développement de technologie avancée du lithium-ion	2019
Panasonic Corporation	Collaboration de la technologie des cellules de batterie	2017
Contrôles Johnson	Intégration du système de batterie industrielle	2016

Collaboration avec les leaders de l'industrie automobile et aérospatiale

Enersys a établi des partenariats critiques dans les secteurs des transports:

• Tesla, Inc. - Systèmes de batterie de véhicules électriques
• Boeing Company - Aerospace Power Solutions
• Airbus SE - technologies de stockage d'énergie avancées
• General Motors - Développement de la batterie du véhicule électrique

Partenariats avec les fournisseurs de solutions de stockage d'énergie renouvelable

Les principaux partenariats d'énergie renouvelable comprennent:

Partenaire	Focus d'énergie renouvelable	Valeur du contrat
Premier solaire	Systèmes de stockage d'énergie solaire	42 millions de dollars
Vestas Wind Systems	Solutions de batterie d'énergie éolienne	35,7 millions de dollars
Sunpower Corporation	Technologies de stockage solaire intégré	28,5 millions de dollars

Coentreprises avec des sociétés mondiales d'électronique et de télécommunications

Partenariats de télécommunications et d'électronique:

• Huawei Technologies - Télécomes Infrastructure Systèmes de batterie
• Cisco Systems - Network Backup Power Solutions
• Nokia Corporation - Storage d'énergie des télécommunications
• Ericsson - Gestion de la puissance des infrastructures 5G

Revenus de partenariat total en 2023: 678,3 millions de dollars

ENERSYS (ENS) - Modèle d'entreprise: activités clés

Conception et fabrication de solutions de stockage d'énergie

Enersys exploite 47 installations de fabrication dans le monde entier en Amérique du Nord, en Europe et en Asie. Au cours de l'exercice 2023, la société a produit environ 195 millions d'unités de batterie sur divers segments.

Emplacement de fabrication	Capacité de production annuelle	Types de batterie primaires
États-Unis	72 millions d'unités	Motif, réserve, veille
Europe	58 millions d'unités	Industriels, télécommunications
Asie-Pacifique	65 millions d'unités	Spécialité, lithium-ion

Recherche et développement de technologies de batterie avancées

Enersys a investi 89,2 millions de dollars dans les activités de R&D au cours de l'exercice 2023, en se concentrant sur les solutions de stockage d'énergie de nouvelle génération.

• Développement de la technologie du lithium-ion
• Améliorations avancées de batterie au plomb-acide
• Systèmes de stockage d'énergie renouvelable
• Innovations de batterie aérospatiale et de défense

Gestion mondiale de la distribution et de la chaîne d'approvisionnement

La société maintient un réseau de distribution complexe couvrant plus de 100 pays avec 20 centres de distribution primaires.

Région	Centres de distribution	Volume de distribution annuel
Amérique du Nord	8 centres	72 millions d'unités
Europe	6 centres	58 millions d'unités
Asie-Pacifique	6 centres	65 millions d'unités

Ingénierie du système de batterie personnalisé

Enersys fournit des solutions d'ingénierie personnalisées pour les industries spécialisées, avec environ 35% des revenus annuels dérivés des conceptions de systèmes de batterie personnalisées.

• Solutions personnalisées aérospatiales
• Systèmes militaires et de défense
• Infrastructure de télécommunications
• Stockage d'énergie renouvelable

Tests de produits et assurance qualité

La société exploite 12 installations de test dédiées dans le monde, effectuant plus de 500 000 tests de qualité par an avec un Taux de fiabilité des produits à 99,7%.

Catégorie de test	Volume de test annuel	Normes de conformité
Tests de performance	250 000 tests	ISO 9001, normes CEI
Durabilité environnementale	150 000 tests	Certification MIL-STD, UL
Vérification de la sécurité	100 000 tests	Transport des Nations Unies, Rohs

ENERSYS (ENS) - Modèle d'entreprise: Ressources clés

Installations de fabrication avancées dans le monde

Enersys exploite 14 installations de fabrication dans plusieurs pays, notamment:

Emplacement	Nombre d'installations
États-Unis	6
Europe	4
Asie-Pacifique	4

Portefeuille de propriété intellectuelle

Holdings de brevet: 87 brevets actifs en 2023

• Innovations technologiques de la batterie
• Conception du système de stockage d'énergie
• Processus de fabrication avancés

Ingénierie spécialisée et expertise technique

Total de main-d'œuvre: 19 300 employés dans le monde entier

Catégorie des employés	Pourcentage
Personnel d'ingénierie	22%
Spécialistes techniques	18%

Réseau mondial de centres de vente et de soutien

Ventes et soutien à la présence dans 20 pays

• Amérique du Nord: 8 centres
• Europe: 7 centres
• Asie-Pacifique: 5 centres

Infrastructure de recherche et de développement

Investissement en R&D: 82,4 millions de dollars au cours de l'exercice 2023

Zones de mise au point R&D	Pourcentage d'investissement
Technologie de la batterie	45%
Systèmes de stockage d'énergie	35%
Processus de fabrication	20%

ENERSYS (ENS) - Modèle d'entreprise: propositions de valeur

Solutions de stockage d'énergie haute performance dans plusieurs industries

Enersys génère des revenus annuels de 3,4 milliards de dollars (2023 exercices) à partir de diverses solutions de stockage d'énergie industrielles. L'entreprise sert des secteurs critiques, notamment:

Segment de l'industrie	Contribution des revenus
Puissance mobile	38% (1,292 milliard de dollars)
Réserver le pouvoir	33% (1,122 milliard de dollars)
Puissance de spécialité	29% (986 millions de dollars)

Systèmes de batterie personnalisés pour des applications techniques complexes

Enersys fournit des solutions de batterie spécialisées avec:

• Systèmes de batterie aérospatiale
• Solutions d'alimentation de qualité militaire
• Stockage d'énergie de l'équipement médical
• Batteries d'infrastructure de télécommunications

Technologies de gestion des aliments fiables et innovantes

Investissement technologique: 68,4 millions de dollars de dépenses de R&D en 2023, en se concentrant sur:

• Avancements de la technologie du lithium-ion
• Solutions de stockage d'énergie à haute densité
• Systèmes de gestion des batteries intelligentes

Alternatives de stockage d'énergie durables et efficaces

Métriques de durabilité Enersys:

Métrique de la durabilité	Performance de 2023
Matériaux de batterie recyclée	42% de la production totale de batterie
Réduction des émissions de carbone	Réduction de 15% depuis 2020
Installations de fabrication verte	7 installations certifiées LEED

Produits de batterie durables et durables

Spécifications de performance du produit:

• Cycle de vie moyen de la batterie: 5-10 ans
• Couverture de garantie: jusqu'à 5 ans
• Tolérance à la plage de température: -40 ° F à 185 ° F

ENERSYS (ENS) - Modèle d'entreprise: relations clients

Services de support technique et de consultation

Enersys fournit un soutien technique complet avec une équipe mondiale de 1 245 spécialistes du support technique dans 14 pays. La société offre un temps de réponse moyen de 2,3 heures pour les demandes techniques critiques.

Canal de support	Temps de réponse moyen	Volume de soutien annuel
Support téléphonique	2,1 heures	48 750 appels
Assistance par e-mail	3,5 heures	62 400 e-mails
Chat en ligne	1,7 heures	35 600 interactions

Équipes de gestion des comptes dédiés

Enersys maintient 87 équipes de gestion de compte dédiées au service des clients de niveau d'entreprise avec des valeurs de contrat annuelles dépassant 500 000 $.

• Le gestionnaire de compte moyen gère 12 à 15 clients stratégiques
• Réunions de révision des entreprises trimestrielles organisées pour les clients de haut niveau
• Approche de gestion des relations personnalisées

Portails de clients en ligne et plateformes de support numérique

La plate-forme numérique de l'entreprise prend en charge 215 000 utilisateurs enregistrés avec le suivi des produits en temps réel, la documentation technique et la gestion des demandes de services.

Métriques de plate-forme numérique	2024 statistiques
Utilisateurs enregistrés	215,000
Utilisateurs actifs mensuels	143,500
Durée moyenne de la session	12,4 minutes

Programmes de formation des produits et d'éducation client

Enersys organise 372 sessions de formation annuelles dans plusieurs régions, avec 8 650 clients participant à des programmes complets de formation des produits.

• Série de webinaires en ligne
• Ateliers techniques sur place
• Modules de formation personnalisés

Assistance technique réactive et soutien à la garantie

La Société offre une couverture de garantie pour 98% de ses gammes de produits, avec un temps de résolution de réclamation de garantie moyen de 3,6 jours.

Métriques de soutien à la garantie	Indicateurs de performance
Temps de résolution des réclamations de garantie	3,6 jours
Couverture de garantie	98%
Réclamations de garantie annuelle	14,200

ENERSYS (ENS) - Modèle d'entreprise: canaux

Force de vente directe

Enersys maintient une équipe de vente directe mondiale de 3 200 représentants commerciaux à partir de 2023. La force de vente directe couvre plusieurs régions, notamment l'Amérique du Nord, l'Europe et l'Asie-Pacifique. Les revenus de vente annuels par le biais de canaux directs ont atteint 1,2 milliard de dollars au cours de l'exercice 2023.

Région	Représentants des ventes	Revenus de canaux directs
Amérique du Nord	1,450	520 millions de dollars
Europe	890	380 millions de dollars
Asie-Pacifique	860	300 millions de dollars

Plateformes de commerce électronique en ligne

Enersys exploite des plateformes de vente numérique générant 185 millions de dollars de ventes en ligne au cours de 2023. Les canaux de commerce électronique de la société comprennent:

• Portail de vente directe du site Web de l'entreprise
• Market numérique B2B intégré
• Plates-formes d'achat industrielles spécialisées

Réseaux de distribution industrielle

Enersys collabore avec 287 partenaires de distribution industrielle dans le monde. Ces réseaux contribuent à environ 425 millions de dollars de revenus annuels dans plusieurs secteurs industriels.

Secteur de l'industrie	Partenaires de distribution	Revenus du secteur
Automobile	92	145 millions de dollars
Télécommunications	65	112 millions de dollars
Fabrication	130	168 millions de dollars

Partnership stratégique canaux de vente

Enersys maintient des partenariats stratégiques avec 43 fabricants de matériel industriel clés. Ces partenariats génèrent 340 millions de dollars de revenus de ventes collaboratifs annuels.

Salons commerciaux et conférences de l'industrie

Enersys participe à 22 grands salons internationaux chaque année. Ces événements génèrent environ 75 millions de dollars d'opportunités de vente directes et indirectes en 2023.

Type de conférence	Nombre d'événements	Impact des ventes
Conférences industrielles internationales	12	45 millions de dollars
Expositions technologiques régionales	10	30 millions de dollars

ENERSYS (ENS) - Modèle d'entreprise: segments de clients

Industries aérospatiales et de la défense

Enersys sert des secteurs aérospatiaux et de défense avec des solutions de batterie spécialisées. Au troisième trimestre 2023, la société a déclaré 328,5 millions de dollars de revenus de segment aérospatial et de défense.

Type de client	Part de marché	Dépenses annuelles
Fabricants d'équipements militaires	42%	138 millions de dollars
Fournisseurs d'avions commerciaux	58%	190,5 millions de dollars

Infrastructure de télécommunications

Enersys fournit des solutions de puissance de sauvegarde critiques pour les réseaux de télécommunications. En 2023, les infrastructures de télécommunications ont représenté 276,4 millions de dollars de revenus.

• Systèmes de sauvegarde de la tour cellulaire
• Solutions d'alimentation de l'équipement de réseau
• Systèmes de batterie du centre de données Telecom

Manipulation des matériaux et équipement industriel

Le segment de manutention des matériaux a généré 412,7 millions de dollars de revenus pour Enersys en 2023.

Sous-secteur de l'industrie	Contribution des revenus
Piles de chariot	187,2 millions de dollars
Machines industrielles	225,5 millions de dollars

Fournisseurs de stockage d'énergie renouvelable

Enersys a investi 45,6 millions de dollars dans des solutions de stockage d'énergie renouvelable en 2023, avec un segment de marché croissant.

• Systèmes de stockage d'énergie solaire
• Solutions de batterie du parc éolien
• Batteries de stabilisation de la grille

Fabricants de véhicules automobiles et électriques

Le segment automobile représentait 265,3 millions de dollars de revenus Enersys pour 2023.

Type de véhicule	Marché des solutions de batterie	Revenu
Véhicules électriques	68%	180,4 millions de dollars
Véhicules hybrides	32%	84,9 millions de dollars

ENERSYS (ENS) - Modèle d'entreprise: Structure des coûts

Frais de fabrication et de production

Pour l'exercice 2023, Enersys a déclaré des coûts de fabrication totaux de 1 382,5 millions de dollars. La société exploite 15 installations de fabrication sur plusieurs emplacements mondiaux.

Emplacement de fabrication	Coût de production annuel	Capacité de production
États-Unis	482,3 millions de dollars	35% de la capacité totale
Europe	416,7 millions de dollars	28% de la capacité totale
Asie-Pacifique	383,5 millions de dollars	25% de la capacité totale

Investissements de recherche et développement

Enersys a alloué 68,2 millions de dollars aux dépenses de R&D au cours de l'exercice 2023, ce qui représente 2,4% des revenus totaux.

• Innovation de la technologie des batteries: 32,5 millions de dollars
• Solutions de stockage d'énergie: 21,7 millions de dollars
• Recherche avancée des matériaux: 14 millions de dollars

Coûts de logistique et de distribution mondiaux

Les frais de logistique et de distribution totaux pour 2023 étaient de 276,4 millions de dollars, couvrant les opérations mondiales de transport et d'entreposage.

Région de distribution	Coût de la logistique annuelle	Pourcentage du total
Amérique du Nord	112,3 millions de dollars	40.6%
Europe	89,6 millions de dollars	32.4%
Asie-Pacifique	74,5 millions de dollars	27%

Acquisition du personnel et des talents

Les dépenses des ressources humaines pour l'exercice 2023 ont totalisé 512,6 millions de dollars, couvrant les salaires, les avantages sociaux et le recrutement.

• Total des employés: 19 300
• Compensation moyenne des employés: 65 300 $ par an
• Coûts de recrutement et de formation: 24,3 millions de dollars

Maintenance des infrastructures technologiques

Les coûts de maintenance de la technologie et des infrastructures informatiques étaient de 43,7 millions de dollars en 2023.

Composant d'infrastructure informatique	Coût de maintenance annuel
Systèmes logiciels d'entreprise	18,2 millions de dollars
Infrastructure de réseau et de sécurité	15,5 millions de dollars
Services de cloud computing	10 millions de dollars

ENERSYS (ENS) - Modèle d'entreprise: Strots de revenus

Ventes de produits de batterie

Au cours de l'exercice 2023, Enersys a déclaré des ventes nettes totales de 3,39 milliards de dollars. Répartition des ventes de produits de la batterie:

Segment	Revenu	Pourcentage
Batteries de puissance	1,47 milliard de dollars	43.4%
Réserver les batteries de puissance	1,15 milliard de dollars	33.9%
Batteries spécialisées	770 millions de dollars	22.7%

Services d'ingénierie personnalisés

Les services d'ingénierie personnalisés ont généré environ 85 millions de dollars de revenus pour l'exercice 2023.

Contrats de soutien et de maintenance du marché secondaire

Les revenus du contrat de maintenance ont totalisé 62 millions de dollars au cours de l'exercice 2023.

Licence de technologie

• Revenus de licence technologique: 12,5 millions de dollars
• Nombre d'accords de licence actifs: 17

Services de recyclage des batteries et d'économie circulaire

Les services de recyclage des batteries ont généré 28 millions de dollars de revenus pour l'exercice 2023.

Type de service de recyclage	Revenu
Recyclage de la batterie au plomb	22 millions de dollars
Recyclage de la batterie au lithium-ion	6 millions de dollars

EnerSys (ENS) - Canvas Business Model: Value Propositions

You're looking at the core promises EnerSys (ENS) makes to its customers, grounded in their Fiscal Year 2025 performance. These aren't just marketing slogans; they are backed by operational results and financial achievements as of late 2025.

Reliable, Integrated Power Solutions for Mission-Critical Infrastructure

For critical systems like data centers, reliability translates directly into revenue protection. EnerSys (ENS) delivered on this by seeing its Energy Systems segment net sales grow 8% year-over-year in the fourth quarter of fiscal 2025. Specifically, demand improvement in Data Centers drove a 22% year-over-year increase in Q4 FY2025. The adjusted operating margin for Energy Systems in that quarter reached 8.7%. To give you a sense of scale for grid support, EnerSys delivered over 12 GWh of energy storage capacity in fiscal year 2025.

Enabling Electrification and Automation for Industrial Vehicles and Logistics

The Motive Power business is where you see the direct value in industrial automation. In Q4 FY2025, this segment generated 15% earnings growth year-over-year. This was supported by a strong product mix shift, as maintenance-free products reached a record 29% of Motive Power segment sales in that quarter. The resulting adjusted operating margin for Motive Power in Q4 FY2025 was 17.0%.

High-Performance, Durable Energy Storage for Aerospace and Defense Applications

Durability and performance in demanding environments are key here. The Specialty segment, which includes Aerospace and Defense (A&D), saw revenue increase 21% year-over-year in Q4 FY2025. A significant part of this growth came from strategic moves; the acquisition of Bren-Tronics provided a 22% positive revenue impact to the Specialty segment in that quarter. EnerSys also claims the title of the largest supplier of batteries to the U.S. Department of Defense.

Lower Total Cost of Ownership Through Maintenance-Free and Energy-Efficient Products

Lowering the Total Cost of Ownership (TCO) is achieved through product longevity and reduced energy draw. You can see the adoption of lower-maintenance solutions in the Motive Power segment, where maintenance-free products hit a record 29% of sales in Q4 FY2025. On the energy efficiency side, EnerSys has reduced its energy intensity per kWh produced by 19% since Fiscal Year 2021, putting them on track for their FY2030 goal of 25%. Furthermore, internal operational improvements, like advanced HVAC controls at one plant, cut annual energy costs by $250,000.

Contributing to Domestic Energy Security and Supply Chain Resilience

Resilience in the supply chain is a tangible value proposition, especially given recent global events. As of a May 12, 2025 update mentioned in their filings, EnerSys has structured its sourcing such that 80% of its U.S. supply is compliant with USMCA or of domestic origin, with only 5% sourced from China. This focus on domestic capacity supports national security needs, given their role supplying the U.S. Department of Defense.

Here's a quick look at the segment performance that underpins these value claims for Q4 FY2025:

Segment Metric	Value (Q4 FY2025)	Comparison/Context
Total Net Sales	$975M	Second highest quarterly net sales ever
Energy Systems Net Sales	+8%	Year-over-year growth
Motive Power Earnings	+15%	Year-over-year growth
Specialty Revenue	+21%	Year-over-year growth
Motive Power Maintenance-Free Mix	29%	Record segment sales mix
Data Center Demand Growth	+22%	Year-over-year growth

The company's overall financial health supports these investments; Full Year Fiscal 2025 saw record adjusted diluted EPS of $10.15, and the net leverage ratio stood at 1.3 X EBITDA at the end of Q4 FY2025.

EnerSys (ENS) - Canvas Business Model: Customer Relationships

You're looking at how EnerSys (ENS) manages its deep, long-term connections with its industrial and mission-critical clients as of late 2025. This isn't just about selling a product; it's about ensuring uptime for systems that power data centers and national defense.

Dedicated Aftermarket and Customer Support Services Across 100+ Countries

EnerSys maintains a global service footprint, providing aftermarket and customer support services to its clientele in over 100 countries, supported by its worldwide sales and manufacturing locations. This global reach is critical for supporting infrastructure like telecommunications and data centers that require constant uptime.

The company operates a fully staffed technical support center, offering engagement with factory-trained technical support representatives 24/7, 365 days a year. They leverage internal resources, including the engineering design team, to resolve customer powering challenges quickly and effectively. This high level of availability is segmented across their core business lines.

Service/Product Line	Support Contact Detail
Cable Broadband Services	Toll Free: +1.800.863.3364
Telecommunications (International)	+1.604.436.5547
Industrial Power Services	Toll Free: +1.800.996.6104
DataSafe/PowerSafe/Genesis	Toll Free: +1.800.538.3627

The company's focus on product longevity and service is reflected in its operational improvements. For instance, in FY2025, EnerSys reduced its energy intensity per kWh produced by 19% since FY2021, a metric that directly impacts the long-term cost of ownership for customers.

Long-Term, High-Touch Relationships with Large, Strategic B2B Customers

EnerSys serves more than 10,000 customers globally, with relationships spanning critical sectors. A key example of a high-touch, strategic relationship is their role as the largest supplier of batteries to the U.S. Department of Defense, where their energy storage technologies power mission-critical systems across air, land, sea, and space.

The company's strategic moves in late 2025 underscore this focus on key customer segments. The acquisition of Bren-Tronics and Rebel Systems was specifically aimed at strengthening the defense and tactical energy storage portfolio, ensuring durable technologies for these high-stakes partners. Furthermore, the Energy Systems segment, which serves telecom, data centers, and utilities, represented 41.3% of the company's revenue in a recent period, showing the financial weight of these large B2B relationships.

• Customers supported globally: Over 10,000.
• Key strategic customer: U.S. Department of Defense (largest supplier).
• FY2025 revenue driver: Strong performance in Aerospace and Defense and Data Center markets.
• FY2025 delivery metric: Over 12 gigawatt hours (GWh) of energy storage capacity delivered.

Self-Service and Digital Tools for Product Information and Technical Resources

While direct digital adoption metrics aren't always public, the emphasis on certain product types points toward a strategy that reduces the need for reactive, high-touch service. EnerSys expects revenue in fiscal year 2025 to be bolstered by customer enthusiasm for their maintenance-free offerings. This shift inherently moves some routine service interaction toward a self-service model based on product reliability.

The company's commitment to transparency, including publishing its European Sustainability Reporting Standards (ESRS) disclosures ahead of mandated deadlines in FY2025, suggests a move toward providing comprehensive, accessible documentation for stakeholders, which serves as a form of digital self-service for compliance and technical review.

Customer Intimacy to Inform Technological Roadmaps and Product Expansion

The development of new solutions is clearly informed by deep engagement with key customers facing specific challenges. For example, pilot programs with leading telecommunications providers proved the value of their 48V lithium systems, which directly replaced diesel generators, reducing operating costs and emissions. This collaboration guides the expansion of their lithium solutions.

Also, the focus on energy security and resilience, highlighted in the FY2025 Sustainability Report, shows that customer needs-like grid stabilization and backup power for critical infrastructure-are driving product strategy. The company is advancing solutions that enable broader integration of renewables, a direct response to evolving utility and telecom customer requirements for a more resilient power landscape.

EnerSys (ENS) - Canvas Business Model: Channels

You're looking at how EnerSys (ENS) gets its stored energy solutions into the hands of customers globally as of late 2025. The channel strategy is built on a mix of direct engagement for major clients and broad reach through partners.

The company supports its global operations with a significant physical footprint. EnerSys is a publicly traded company with nearly 11,000 employees operating across four continents. The worldwide headquarters is in Reading, PA, USA, complemented by regional headquarters in Europe and Asia. This infrastructure includes over thirty manufacturing and assembly plants worldwide.

The reach extends to serving over 10,000 customers in more than 100 countries. This global network supports the delivery of solutions for critical infrastructure like data centers, telecommunications, and industrial facilities.

The channel structure involves a multi-pronged approach to market access:

• Direct sales force targeting large industrial, telecom, and government accounts.
• A global network of third-party distributors and certified service centers.
• Direct sales through an internal sales force, complemented by distributors and independent representatives.

For large accounts, the direct sales force engages with Energy Systems customers in telecom, broadband, and data centers, as well as Motive Power and Specialty segments. Channel partnerships are also key, evidenced by agreements such as launching ODYSSEY Batteries through NAPA AUTO PARTS and a partnering agreement with Hawker for KION North America dealer networks.

The scale of the business is reflected in recent financial performance, providing context for the channel activity. For the fiscal year ending March 31, 2025, EnerSys reported annual revenue of $3.62B. Trailing twelve months (TTM) revenue as of late 2025 was reported at $3.72 Billion USD. For the third quarter of CY2025, net sales reached $951.3 million.

Aftermarket parts and service sales form a critical component of the channel strategy, providing ongoing revenue streams. EnerSys explicitly provides aftermarket and customer support services in over 100 countries. Management anticipated an increase in transportation aftermarket sales for fiscal year 2025.

Here's a look at the geographic and operational scale supporting these channels:

Metric	Value	Context/Scope
Employees	Nearly 11,000	Global workforce supporting all channels.
Manufacturing/Assembly Plants	Over thirty worldwide	Supports global product delivery.
Countries Serviced	Over 100	Reach for sales and aftermarket support.
Customers Served	Over 10,000	Total customer base across all segments.
Continents with Operations	Four	Physical manufacturing and sales locations.

The company's operational structure is designed to service these channels efficiently, with financial results showing the outcome of this channel deployment. For instance, the company expects to incur capital expenditures in the range of $100M to $120M for the full fiscal year 2025.

EnerSys (ENS) - Canvas Business Model: Customer Segments

You're looking at how EnerSys (ENS) carves up its market, which is key to understanding where their money is actually coming from right now, late in 2025. The company clearly segments its customer base into three main buckets, plus a developing area for new tech.

Energy Systems

This segment serves customers needing reliable, high-capacity backup and power management. Think of the backbone of the digital world and critical infrastructure. You're selling to telecom providers, broadband operators, data centers, and electric utilities.

For the second quarter of fiscal 2026, which ended on September 28, 2025, this segment was the largest revenue contributor, bringing in $435 million in net sales, which was 45.7% of the total company sales for that quarter. That's a solid 14% jump year-over-year for the segment. To give you a sense of the scale, management estimated the total addressable market (TAM) for this area at $20 billion, compared to the $1.6 billion in sales EnerSys reported for this segment in fiscal year 2024. This unit saw significant growth driven by data centers and a continuing recovery in the U.S. Communications market.

The segment also houses large-scale energy storage solutions, which ties into the New Ventures area, showing how existing segments evolve.

Motive Power

This is where EnerSys powers the movement of goods. Your customers here are primarily in warehousing, logistics, and material handling operations that rely on electric forklifts and other industrial electric vehicles. This is a mature but highly profitable area for the company.

In the second quarter of fiscal 2026, Motive Power generated net sales of $360 million, making up 37.9% of the total. That was actually a slight dip, down 2% year-over-year, though management noted that maintenance-free products reached a record 29% of segment sales. Honestly, this segment is the profit engine; for the first nine months of fiscal 2025, it delivered an operating profit of $166 million, achieving an EBIT margin of 15.23%. EnerSys holds an estimated market share of approximately 22% here, positioning them as a global leader.

The customer base here includes:

• Material handling equipment dealers.
• Forklift and heavy truck original equipment manufacturers (OEMs).
• End users like warehouse operators and retailers.

Specialty

This segment targets niche, high-specification applications where reliability and ruggedness are non-negotiable. You're serving aerospace, defense, premium automotive, and specialized medical systems.

The Specialty segment recorded 6.8% year-over-year growth in the first nine months of fiscal 2025. For the full fiscal year 2025, net sales for this segment increased by $58.0 million, which is 10.8%, largely thanks to increased volumes in Aerospace and Defense, especially following the July 2024 acquisition of Bren-Tronics. This acquisition was noted to add more than $60 million in revenue in FY25. Despite the growth, this unit has a lower operating margin profile, reporting 5.24% EBIT margin in the first 9m FY25. The segment accounted for 15.7% of EnerSys' revenue in the first nine months of fiscal 2025.

New Ventures

This isn't a fully separate segment yet, but it represents where future growth is being seeded, often overlapping with Energy Systems. You're focusing on large-scale energy storage projects and dynamic fast charging infrastructure for electric vehicles (EVs).

Management indicated they expected the first revenues from Fast Charge and Storage in fiscal 2025. These solutions target demand charge reduction and utility back-up power, serving customers in over 100 countries. While specific standalone revenue for this New Ventures bucket isn't broken out, the investment in the 5GWh annual Lithium-Ion gigafactory in South Carolina, a $665 million investment planned between FY26 and FY28, shows the commitment to scaling this future customer base.

Here's a quick look at the revenue split based on the most recent quarterly data available:

Customer Segment	Q2 FY2026 Net Sales (Ended Sep 28, 2025)	Percentage of Total Sales (Q2 FY2026)	Key Financial Metric/Data Point
Energy Systems	$435 million	45.7%	FY24 Segment Sales: $1.6 billion
Motive Power	$360 million	37.9%	9m FY25 EBIT Margin: 15.23%
Specialty	Approx. $156.3 million (Calculated Remainder)	Approx. 16.4% (Based on Q2 data)	FY25 Sales Increase: $58.0 million (+10.8% YoY)

If you look at the trailing twelve months ending September 28, 2025, the total revenue was $3.73B. The Q2 FY2026 sales figure itself was $951.3 million, showing strong sequential growth from the prior quarter.

Finance: draft 13-week cash view by Friday.

EnerSys (ENS) - Canvas Business Model: Cost Structure

You're looking at the core expenses that drive EnerSys's operations as of late 2025. It's a story of heavy investment in production and managing the costs of a global manufacturing base.

The Cost of Goods Sold (COGS) remains the single largest cost component. For the full fiscal year 2025, this totaled $2,525 million. This figure is heavily influenced by the cost of raw materials, which you know is a persistent pressure point in the battery sector. To combat this, the July 2025 strategic restructuring plan targeted an estimated $10 million reduction in cost of goods sold, signaling a push for operational efficiency gains across the production line.

EnerSys's global footprint means manufacturing and logistics are inherently significant costs. You have plants and distribution networks spanning continents to serve industrial, defense, and telecom customers. This scale is necessary for their value proposition but demands substantial, ongoing overhead.

Operating Expenses (OpEx) for fiscal 2025 were reported at $608.7 million. New leadership is actively addressing this overhead. The restructuring announced in July 2025 targets an annualized saving of $80 million starting in fiscal year 2026, with approximately $70 million of that coming directly from reducing operating expenses-that's over 10% of the FY2025 OpEx base. This pivot comes with a short-term cost, with one-time restructuring charges estimated between $15 million and $20 million, mostly for severance.

Major Capital Expenditures (CapEx) are focused on future capacity, specifically the shift to lithium technology. For fiscal 2025, total CapEx was estimated around $120 million. This included ongoing plant improvements, such as the $30.2 million spent in the fourth quarter alone. The biggest future outlay is the planned 5GWh annual Lithium-Ion gigafactory in South Carolina, a project with a total investment of approximately $665 million expected to be executed between FY26 and FY28.

The need to stay ahead in the lithium transition mandates continuous Research and Development (R&D) investment. While a specific FY2025 R&D dollar amount isn't immediately clear, the company noted that it continues to produce positive operating cash flow despite these large investments in CapEx and R&D expenditures. This spending supports the development of next-generation products like NexSys^® iON batteries and high-energy Li6T batteries for the Department of Defense.

Here's a quick look at the key financial figures impacting the cost side:

Cost Category	FY2025 Financial Amount (USD Millions)	Context/Driver
Total Cost of Revenue (COGS)	$2,525	Driven by raw materials costs.
Operating Expenses (OpEx)	$608.7	Targeted for $70 million in annualized savings starting FY2026.
Capital Expenditures (CapEx)	~$120	Includes plant improvements and initial lithium technology scaling.
Restructuring Charges (One-Time)	$15 to $20	Severance and transition costs related to workforce reduction.
FY2025 Net Sales	$3,618	The revenue base against which these costs are measured.

The company is actively managing these costs through structural changes, like the restructuring which is expected to realize $30 million to $35 million of savings in fiscal year 2026 alone. Also, the company secured a $199 million award from the U.S. Department of Energy to support the lithium cell facility construction.

• Raw material cost pressure on COGS.
• Global manufacturing footprint drives logistics overhead.
• Restructuring targets $70 million in OpEx reduction.
• $120 million CapEx in FY2025 for current operations and improvements.
• Major future CapEx: $665 million for the South Carolina Gigafactory.
• R&D investment is ongoing to support the lithium technology shift.

Finance: draft 13-week cash view by Friday.

EnerSys (ENS) - Canvas Business Model: Revenue Streams

You're looking at the top-line drivers for EnerSys as of late 2025, and the numbers show a clear pivot toward premium, high-tech offerings, even as the core business provides stability. The total revenue picture for the full fiscal year 2025 landed at approximately $3.6 billion.

Product sales form the bulk of this, flowing through the four main operational segments. To give you a sense of the mix based on the first nine months of fiscal 2025, here's how the revenue was shaping up:

Segment	Revenue Share (First 9 Months FY25)	Key Growth/Context
Motive Power	41.3%	Strong price/mix driven by higher-margin products.
Energy Systems	Not explicitly stated as a percentage of total FY25 revenue	Net sales grew 8% in Q4 FY25.
Specialty	15.7%	Growth bolstered by the Bren-Tronics acquisition.
New Ventures	Not explicitly stated as a percentage of total FY25 revenue	Includes Fast Charge and Storage (FC&S) systems revenue recognized.

The shift in product mix is definitely a key revenue story. You see this clearly in the Motive Power segment, where higher-margin, maintenance-free products are taking a larger share of the sales pie. Specifically, revenue from TPPL and lithium-ion batteries hit a record 29% of the Motive Power segment's revenue in the fourth quarter of fiscal 2025.

Now, let's talk about the significant, non-operational revenue boost from government incentives. The Advanced Manufacturing Production Credits under IRC Section 45X are a material financial benefit, effectively reducing the cost of goods sold. EnerSys expected the annual impact of these credits for fiscal 2025 to fall in the range of $135 million to $175 million. To put a fine point on the cash impact, the company received a tax return refund of $137 million, plus accrued interest, on August 25, 2025, related to the fiscal 2024 credits. For context, the Q3 FY25 results alone reflected a $75 million benefit from these credits.

Beyond the big product sales, EnerSys also generates revenue from ongoing customer support, which is important for long-term stability. This stream includes:

• Aftermarket services.
• Maintenance contracts.
• Replacement parts sales.

The company supports these streams across its customer base in over 100 countries.