It's been a good week for EnerSys (NYSE:ENS) shareholders, because the company has just released its latest quarterly results, and the shares gained 2.7% to US$99.72. Results look mixed - while revenue fell marginally short of analyst estimates at US$906m, statutory earnings beat expectations 6.1%, with EnerSys reporting profits of US$2.88 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

See our latest analysis for EnerSys

After the latest results, the six analysts covering EnerSys are now predicting revenues of US$3.80b in 2026. If met, this would reflect a modest 6.8% improvement in revenue compared to the last 12 months. Per-share earnings are expected to grow 13% to US$9.42. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$3.84b and earnings per share (EPS) of US$8.99 in 2026. So the consensus seems to have become somewhat more optimistic on EnerSys' earnings potential following these results.

There's been no major changes to the consensus price target of US$115, suggesting that the improved earnings per share outlook is not enough to have a long-term positive impact on the stock's valuation. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values EnerSys at US$121 per share, while the most bearish prices it at US$105. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.

Of course, another way to look at these forecasts is to place them into context against the industry itself. We can infer from the latest estimates that forecasts expect a continuation of EnerSys'historical trends, as the 5.4% annualised revenue growth to the end of 2026 is roughly in line with the 4.6% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 8.7% per year. So although EnerSys is expected to maintain its revenue growth rate, it's forecast to grow slower than the wider industry.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around EnerSys' earnings potential next year. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that EnerSys' revenue is expected to perform worse than the wider industry. The consensus price target held steady at US$115, with the latest estimates not enough to have an impact on their price targets.

With that in mind, we wouldn't be too quick to come to a conclusion on EnerSys. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple EnerSys analysts - going out to 2027, and you can see them free on our platform here.

Plus, you should also learn about the 1 warning sign we've spotted with EnerSys .

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.