ENERSYS (ENS): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário dinâmico das soluções de armazenamento de energia, a ENERSYS (ENS) surge como uma potência de inovação, navegando estrategicamente mercados industriais complexos com sua abrangente modelo de modelo de negócios. Do aeroespacial às telecomunicações, esse líder global transforma os desafios tecnológicos em soluções de bateria de ponta que impulsionam o desempenho em vários setores. Ao integrar perfeitamente a fabricação avançada, parcerias estratégicas e abordagens centradas no cliente, a Enersys se posicionou como um facilitador crítico da infraestrutura tecnológica moderna, oferecendo sistemas de armazenamento de energia de alto desempenho que redefinem a confiabilidade e a eficiência em um mundo cada vez mais eletrificado.

ENERSYS (ENS) - Modelo de negócios: Parcerias -chave

Alianças estratégicas com fabricantes de baterias e fornecedores de tecnologia

A ENERSYS mantém parcerias estratégicas com os seguintes fornecedores de tecnologia -chave:

Parceiro	Foco em parceria	Ano estabelecido
Baterias Saft	Desenvolvimento avançado de tecnologia de íons de lítio	2019
Panasonic Corporation	Colaboração de tecnologia de células de bateria	2017
Johnson controla	Integração do sistema de bateria industrial	2016

Colaboração com líderes da indústria automotiva e aeroespacial

A ENERSYS estabeleceu parcerias críticas em setores de transporte:

• Tesla, Inc. - Sistemas de bateria de veículos elétricos
• Boeing Company - Soluções aeroespaciais
• Airbus SE - Tecnologias avançadas de armazenamento de energia
• General Motors - Desenvolvimento de bateria de veículos elétricos

Parcerias com provedores de solução de armazenamento de energia renovável

As principais parcerias de energia renovável incluem:

Parceiro	Foco em energia renovável	Valor do contrato
Primeiro solar	Sistemas de armazenamento de energia solar	US $ 42 milhões
Vestas Wind Systems	Soluções de bateria de energia eólica	US $ 35,7 milhões
SunPower Corporation	Tecnologias de armazenamento solar integradas	US $ 28,5 milhões

Joint ventures com empresas globais de eletrônica e telecomunicações

Parcerias de telecomunicações e eletrônicos:

• Huawei Technologies - Sistemas de bateria de infraestrutura de telecomunicações
• Cisco Systems - Rede Backup Power Solutions
• Nokia Corporation - Armazenamento de Energia de Telecomunicações
• Ericsson - Gerenciamento de energia de infraestrutura 5G

Receita total de parceria em 2023: US $ 678,3 milhões

ENERSYS (ENS) - Modelo de negócios: Atividades -chave

Projeto e fabricação de soluções de armazenamento de energia

A Enersys opera 47 instalações de fabricação globalmente em toda a América do Norte, Europa e Ásia. No ano fiscal de 2023, a empresa produziu aproximadamente 195 milhões de unidades de bateria em vários segmentos.

Local de fabricação	Capacidade de produção anual	Tipos de bateria primária
Estados Unidos	72 milhões de unidades	Motivo, reserva, espera
Europa	58 milhões de unidades	Telecomunicações industriais
Ásia -Pacífico	65 milhões de unidades	Especialidade, íon de lítio

Pesquisa e desenvolvimento de tecnologias avançadas de bateria

A Enersys investiu US $ 89,2 milhões em atividades de P&D durante o ano fiscal de 2023, concentrando-se nas soluções de armazenamento de energia de próxima geração.

• Desenvolvimento de tecnologia de íons de lítio
• Melhorias avançadas de bateria de ácido de chumbo
• Sistemas de armazenamento de energia renovável
• Inovações aeroespaciais e de bateria de defesa

Gerenciamento de distribuição global e cadeia de suprimentos

A empresa mantém uma rede de distribuição complexa que abrange mais de 100 países com 20 centros de distribuição primária.

Região	Centros de distribuição	Volume anual de distribuição
América do Norte	8 centros	72 milhões de unidades
Europa	6 centros	58 milhões de unidades
Ásia -Pacífico	6 centros	65 milhões de unidades

Engenharia de sistema de bateria personalizada

A Enersys fornece soluções de engenharia personalizadas para indústrias especializadas, com aproximadamente 35% da receita anual derivada de projetos de sistemas de bateria personalizados.

• Soluções Aeroespaciais Custom
• Sistemas militares e de defesa
• Infraestrutura de telecomunicações
• Armazenamento de energia renovável

Teste de produto e garantia de qualidade

A empresa opera 12 instalações de teste dedicadas em todo o mundo, conduzindo mais de 500.000 testes de qualidade anualmente com um 99,7% da taxa de confiabilidade do produto.

Categoria de teste	Volume anual de teste	Padrões de conformidade
Teste de desempenho	250.000 testes	ISO 9001, Padrões IEC
Durabilidade ambiental	150.000 testes	MIL-STD, Certificação UL
Verificação de segurança	100.000 testes	ONU Transporte, Rohs

ENERSYS (ENS) - Modelo de negócios: Recursos -chave

Instalações de fabricação avançadas em todo o mundo

A ENERSYS opera 14 instalações de fabricação em vários países, incluindo:

Localização	Número de instalações
Estados Unidos	6
Europa	4
Ásia -Pacífico	4

Portfólio de propriedade intelectual

Holdings de patentes: 87 patentes ativas a partir de 2023

• Inovações em tecnologia de bateria
• Designs do sistema de armazenamento de energia
• Processos avançados de fabricação

Engenharia especializada e especialização técnica

Força de trabalho total: 19.300 funcionários globalmente

Categoria de funcionários	Percentagem
Pessoal de engenharia	22%
Especialistas técnicos	18%

Rede global de centros de vendas e suporte

Presença de vendas e suporte em 20 países

• América do Norte: 8 centros
• Europa: 7 centros
• Ásia -Pacífico: 5 centros

Infraestrutura de pesquisa e desenvolvimento

Investimento de P&D: US $ 82,4 milhões no ano fiscal de 2023

Áreas de foco em P&D	Porcentagem de investimento
Tecnologia da bateria	45%
Sistemas de armazenamento de energia	35%
Processos de fabricação	20%

ENERSYS (ENS) - Modelo de negócios: proposições de valor

Soluções de armazenamento de energia de alto desempenho em vários setores

A ENERSYS gera receita anual de US $ 3,4 bilhões (2023 ano fiscal) a partir de diversas soluções de armazenamento de energia industrial. A empresa atende setores críticos, incluindo:

Segmento da indústria	Contribuição da receita
Poder motriz	38% (US $ 1,292 bilhão)
Power de reserva	33% (US $ 1,122 bilhão)
Poder especializado	29% (US $ 986 milhões)

Sistemas de bateria personalizados para aplicações técnicas complexas

ENERSYS fornece soluções de bateria especializadas com:

• Sistemas de bateria aeroespacial
• Soluções de energia de nível militar
• Armazenamento de energia de equipamentos médicos
• Baterias de infraestrutura de telecomunicações

Tecnologias de gerenciamento de energia confiáveis ​​e inovadoras

Investimento em tecnologia: US $ 68,4 milhões em gastos com P&D em 2023, com foco em:

• Avanços de tecnologia de íons de lítio
• Soluções de armazenamento de energia de alta densidade
• Sistemas inteligentes de gerenciamento de baterias

Alternativas de armazenamento de energia sustentável e eficiente

Métricas de sustentabilidade da ENERSYS:

Métrica de sustentabilidade	2023 desempenho
Materiais da bateria reciclada	42% da produção total de bateria
Redução de emissão de carbono	15% de redução desde 2020
Instalações de fabricação verde	7 instalações certificadas por LEED

Produtos de bateria duradouros e duráveis

Especificações de desempenho do produto:

• Ciclo de vida média da bateria: 5-10 anos
• Cobertura de garantia: até 5 anos
• Tolerância à faixa de temperatura: -40 ° F a 185 ° F

ENERSYS (ENS) - Modelo de negócios: relacionamentos com o cliente

Serviços de suporte técnico e consulta

A Enersys fornece suporte técnico abrangente com uma equipe global de 1.245 especialistas em suporte técnico em 14 países. A empresa oferece um tempo médio de resposta de 2,3 horas para consultas técnicas críticas.

Canal de suporte	Tempo médio de resposta	Volume de suporte anual
Suporte telefônico	2,1 horas	48.750 ligações
Suporte por e -mail	3,5 horas	62.400 e -mails
Chat online	1,7 horas	35.600 interações

Equipes de gerenciamento de contas dedicadas

A Enersys mantém 87 equipes de gerenciamento de contas dedicadas que atendem a clientes em nível corporativo com valores anuais de contrato que excedam US $ 500.000.

• O gerente médio de contas lida com 12 a 15 clientes estratégicos
• Reuniões trimestrais de revisão de negócios realizadas para clientes de primeira linha
• Abordagem personalizada de gerenciamento de relacionamento

Portais de clientes on -line e plataformas de suporte digital

A plataforma digital da empresa suporta 215.000 usuários registrados com rastreamento de produtos em tempo real, documentação técnica e gerenciamento de solicitações de serviços.

Métricas de plataforma digital	2024 Estatísticas
Usuários registrados	215,000
Usuários ativos mensais	143,500
Duração média da sessão	12,4 minutos

Programas de treinamento de produtos e educação de clientes

A Enersys realiza 372 sessões anuais de treinamento em várias regiões, com 8.650 clientes participando de programas abrangentes de educação de produtos.

• Série de webinar online
• Oficinas técnicas no local
• Módulos de treinamento personalizados

Assistência técnica responsiva e suporte à garantia

A empresa fornece cobertura de garantia para 98% de suas linhas de produtos, com um tempo médio de resolução de reivindicação de garantia de 3,6 dias.

Métricas de suporte à garantia	Indicadores de desempenho
Hora de resolução de reivindicação de garantia	3,6 dias
Cobertura de garantia	98%
Reivindicações anuais de garantia	14,200

ENERSYS (ENS) - Modelo de Negócios: Canais

Força de vendas direta

A ENERSYS mantém uma equipe global de vendas diretas de 3.200 representantes de vendas a partir de 2023. A força de vendas direta cobre várias regiões, incluindo América do Norte, Europa e Ásia-Pacífico. A receita anual de vendas por meio de canais diretos atingiu US $ 1,2 bilhão no ano fiscal de 2023.

Região	Representantes de vendas	Receita de canal direto
América do Norte	1,450	US $ 520 milhões
Europa	890	US $ 380 milhões
Ásia-Pacífico	860	US $ 300 milhões

Plataformas online de comércio eletrônico

A ENERSYS opera plataformas de vendas digitais que geram US $ 185 milhões em vendas on-line durante 2023. Os canais de comércio eletrônico da empresa incluem:

• Site da empresa Portal de vendas direta
• Mercado Digital B2B integrado
• Plataformas de compras industriais especializadas

Redes de distribuição industrial

A ENERSYS colabora com 287 parceiros de distribuição industrial em todo o mundo. Essas redes contribuem com aproximadamente US $ 425 milhões em receita anual em vários setores industriais.

Setor da indústria	Parceiros de distribuição	Receita do setor
Automotivo	92	US $ 145 milhões
Telecomunicações	65	US $ 112 milhões
Fabricação	130	US $ 168 milhões

Canais de vendas de parceria estratégica

A Enersys mantém parcerias estratégicas com 43 principais fabricantes de equipamentos industriais. Essas parcerias geram US $ 340 milhões em receita anual de vendas colaborativas.

Feiras e conferências do setor

A ENERSYS participa de 22 grandes feiras internacionais anualmente. Esses eventos geram aproximadamente US $ 75 milhões em oportunidades de vendas diretas e indiretas em 2023.

Tipo de conferência	Número de eventos	Impacto de vendas
Conferências Industriais Internacionais	12	US $ 45 milhões
Exposições de tecnologia regional	10	US $ 30 milhões

ENERSYS (ENS) - Modelo de negócios: segmentos de clientes

Indústrias aeroespaciais e de defesa

A Enersys serve setores aeroespacial e de defesa com soluções de bateria especializadas. No terceiro trimestre de 2023, a empresa registrou US $ 328,5 milhões em receita de segmento aeroespacial e de defesa.

Tipo de cliente	Quota de mercado	Gasto anual
Fabricantes de equipamentos militares	42%	US $ 138 milhões
Fornecedores de aeronaves comerciais	58%	US $ 190,5 milhões

Infraestrutura de telecomunicações

A Enersys fornece soluções críticas de energia de backup para redes de telecomunicações. Em 2023, a infraestrutura de telecomunicações representou US $ 276,4 milhões em receita.

• Sistemas de backup da torre de celular
• Soluções de energia de equipamentos de rede
• Sistemas de bateria de data center de telecomunicações

Manuseio de materiais e equipamentos industriais

O segmento de manuseio de materiais gerou US $ 412,7 milhões em receita para a Enersys em 2023.

Subsetor da indústria	Contribuição da receita
Baterias da empilhadeira	US $ 187,2 milhões
Máquinas industriais	US $ 225,5 milhões

Provedores de armazenamento de energia renovável

A Enersys investiu US $ 45,6 milhões em soluções de armazenamento de energia renovável em 2023, com um segmento de mercado em crescimento.

• Sistemas de armazenamento de energia solar
• Soluções de bateria do parque eólico
• Baterias de estabilização da grade

Fabricantes de veículos automotivos e elétricos

O segmento automotivo representou US $ 265,3 milhões na receita da Enersys para 2023.

Tipo de veículo	Mercado de soluções de bateria	Receita
Veículos elétricos	68%	US $ 180,4 milhões
Veículos híbridos	32%	US $ 84,9 milhões

ENERSYS (ENS) - Modelo de negócios: estrutura de custos

Despesas de fabricação e produção

Para o ano fiscal de 2023, a ENERSYS registrou custos totais de fabricação de US $ 1.382,5 milhões. A empresa opera 15 instalações de fabricação em vários locais globais.

Local de fabricação	Custo anual de produção	Capacidade de produção
Estados Unidos	US $ 482,3 milhões	35% da capacidade total
Europa	US $ 416,7 milhões	28% da capacidade total
Ásia -Pacífico	US $ 383,5 milhões	25% da capacidade total

Investimentos de pesquisa e desenvolvimento

A ENERSYS alocou US $ 68,2 milhões para as despesas de P&D no ano fiscal de 2023, representando 2,4% da receita total.

• Inovação em tecnologia da bateria: US $ 32,5 milhões
• Soluções de armazenamento de energia: US $ 21,7 milhões
• Pesquisa de materiais avançados: US $ 14 milhões

Custos globais de logística e distribuição

As despesas totais de logística e distribuição de 2023 foram de US $ 276,4 milhões, cobrindo operações globais de transporte e armazenamento.

Região de distribuição	Custo logístico anual	Porcentagem de total
América do Norte	US $ 112,3 milhões	40.6%
Europa	US $ 89,6 milhões	32.4%
Ásia -Pacífico	US $ 74,5 milhões	27%

Aquisição de pessoal e talento

As despesas de recursos humanos para o ano fiscal de 2023 totalizaram US $ 512,6 milhões, cobrindo salários, benefícios e recrutamento.

• Total de funcionários: 19.300
• Compensação média dos funcionários: US $ 65.300 por ano
• Custos de recrutamento e treinamento: US $ 24,3 milhões

Manutenção de infraestrutura de tecnologia

Os custos de manutenção de tecnologia e infraestrutura de TI foram de US $ 43,7 milhões em 2023.

Componente de infraestrutura de TI	Custo de manutenção anual
Sistemas de software corporativo	US $ 18,2 milhões
Infraestrutura de rede e segurança	US $ 15,5 milhões
Serviços de computação em nuvem	US $ 10 milhões

ENERSYS (ENS) - Modelo de negócios: fluxos de receita

Vendas de produtos de bateria

No ano fiscal de 2023, a ENERSYS registrou vendas líquidas totais de US $ 3,39 bilhões. Breaking de vendas de produtos de bateria:

Segmento	Receita	Percentagem
Baterias de alimentação motivos	US $ 1,47 bilhão	43.4%
Reserve baterias de energia	US $ 1,15 bilhão	33.9%
Baterias especiais	US $ 770 milhões	22.7%

Serviços de engenharia personalizados

Os serviços de engenharia personalizados geraram aproximadamente US $ 85 milhões em receita para o ano fiscal de 2023.

Contratos de suporte e manutenção de pós -venda

As receitas do contrato de manutenção totalizaram US $ 62 milhões no ano fiscal de 2023.

Licenciamento de tecnologia

• Receita de licenciamento de tecnologia: US $ 12,5 milhões
• Número de acordos de licenciamento ativos: 17

Serviços de reciclagem de bateria e economia circular

Os serviços de reciclagem de bateria geraram US $ 28 milhões em receita para o ano fiscal de 2023.

Tipo de serviço de reciclagem	Receita
Reciclagem de bateria de chumbo-ácido	US $ 22 milhões
Reciclagem de bateria de íons de lítio	US $ 6 milhões

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.