EnerSys smashed Q2 expectations with $935 million in revenue and $3.66 EPS, driven by surging demand in data centers, communications, and defense—led by their Network & Infrastructure and Precision Power divisions. CEO credits improved product mix and cost control for a massive jump in operating margin, while early signs point to transportation recovery. Next quarter’s guidance matches revenue forecasts but beats EPS estimates. Analysts probed on data center sustainability and lithium product ramp-up—management confirmed strong early shipments and global defense opportunities. Key watchpoints: rollout of DataSafe Noir, South Carolina plant progress, material handling rebound, and service business growth. Stock surged post-earnings—could this be the start of sustained momentum?
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