---
title: "ENS EnerSys"
canonical: "https://supercyclehq.com/stock/enersys"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "ENS"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# EnerSys (ENS)

EnerSys is one of the world's largest industrial battery companies.

## AI Exposure Score

**35/100, Growing.** Data center backup power, served through UPS battery lines like DataSafe, is a real growth market inside EnerSys' Energy Systems segment. Most revenue still comes from motive power for forklifts and broad reserve power markets, so exposure is Growing.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $159.98 |
| Change 1d | +0.02% |
| Change 7d | -5.55% |
| Change 30d | -18.50% |
| Change 1y | +28.14% |
| 52-week high | $242.66 |
| 52-week low | $122.35 |
| Market cap | $5.8B |
| P/E | 17.13 |
| EPS | $9.34 |
| Next earnings | 2026-11-11 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NYSE |
| Sector | Industrials |
| Headquarters | Reading, PA |
| CEO | Shawn M. O'Connell |
| Employees | 9,682 |
| Website | https://www.enersys.com |
| Buildout layers | [Data Centers & Hardware](https://supercyclehq.com/category/data-centers), [Power & Energy](https://supercyclehq.com/category/power-energy) |

## What the company does

EnerSys is one of the world's largest industrial battery companies. It makes motive power batteries for forklifts and material handling, reserve power batteries for critical backup, and specialty batteries for defense and aerospace, along with chargers and energy systems electronics.

Its AI exposure sits in backup power. Data centers cannot tolerate even momentary power loss, so every facility layers batteries between the grid and its servers. EnerSys supplies UPS batteries under lines like DataSafe, and management has called out data centers as a growth market for its Energy Systems segment as AI capacity gets built.

EnerSys took its current form in 2000, building on battery businesses dating back over a century. It is headquartered in Reading, Pennsylvania, employs about 9,700 people, and trades on the NYSE.

## Role in the AI buildout

EnerSys sits in the Data Centers layer and the Power & Energy layer. Every AI facility needs battery backup to ride through grid disturbances until generators start, and EnerSys' DataSafe and related reserve power lines serve exactly that role. Rising rack densities mean each new data center carries more stored energy than the last. Backup power remains a minority end market for EnerSys next to forklifts and telecom, which keeps its buildout exposure Growing rather than Core.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $13.0M | 0.05% | increased | 2026-06-30 |

## FAQ

### What does EnerSys do?

EnerSys manufactures industrial batteries and energy systems. Its products power forklifts and material handling fleets, provide backup power for data centers, telecom networks, and utilities, and serve specialty defense and aerospace applications, supported by chargers and power electronics.

### How is EnerSys exposed to AI?

Supercycle rates EnerSys Growing with an AI Exposure Score of 35 out of 100. Its Energy Systems segment supplies UPS batteries and backup power for data centers, a growth market management has called out as AI capacity gets built.

### Why do data centers need EnerSys?

Data centers cannot afford even a momentary loss of power. Batteries bridge the gap between a grid disturbance and backup generators starting, so every new AI facility installs large banks of UPS batteries like those in EnerSys' DataSafe line.

### Is ENS a pure play AI stock?

No. EnerSys is rated Growing. Data center backup power is a genuine growth market for the company, but most of its revenue comes from motive power for industrial vehicles and broad reserve power markets like telecom and utilities.

### Who leads EnerSys?

Shawn O'Connell became president and CEO in 2025 after more than a decade in senior roles at EnerSys, including leading its Energy Systems business. The company is headquartered in Reading, Pennsylvania and employs about 9,700 people.

---

Source: https://supercyclehq.com/stock/enersys. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.