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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
Current Report
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): May 28, 2026
EnerSys
(Exact name of registrant as specified in its charter)
Commission File Number: 1-32253
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| Delaware |
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23-3058564 |
(State or other jurisdiction of incorporation) |
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(IRS Employer Identification No.) |
2366 Bernville Road, Reading, Pennsylvania 19605
(Address of principal executive offices, including zip code)
(610) 208-1991
(Registrant’s telephone number, including area code)
(Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
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Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) |
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Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) |
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Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) |
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Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) |
Securities registered pursuant to Section 12(b) of the Act:
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| Title of each class |
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Trading Symbol |
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Name of each exchange on which registered |
| Common Stock, $0.01 par value per share |
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ENS |
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New York Stock Exchange |
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| Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2). |
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| If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. |
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Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
Effective May 28, 2026, EnerSys issued a press release announcing the Company's Segment Realignment which is attached to this Current Report on Form 8-K as Exhibit 99.1, and is incorporated herein by reference. As a result of the Company's Segment Realignment there will be a change in executive titles as follows:
•Keith D. Fisher – President, Network & Infrastructure Solutions
•Chad C. Uplinger – President, Industrial Mobility Solutions
•Mark E. Matthews – Chief Technology Officer and President, Precision Power Solutions
None of Messrs. Fisher, Uplinger and Matthews have an interest requiring disclosure under either Items 401(d) or 404(a) of Regulation S-K. Information required under Items 401(b) and (e) of Regulation S-K and related to any material plan, contract or arrangement with respect to Messrs. Fisher, Uplinger and Matthews is incorporated by reference to the information under the captions “Executive Officers” and “Executive Compensation” in EnerSys definitive proxy statement, dated June 18, 2025, filed on Schedule 14A with the Securities and Exchange Commission on June 18, 2025.
Item 7.01 Regulation FD Disclosure.
On May 28, 2026, EnerSys issued a press release announcing its segment realignment, which is attached to this Current Report on Form 8-K as Exhibit 99.1 and is incorporated herein by reference.
Also, attached as Exhibit 99.2 is a supplemental schedule containing unaudited business segment information for the fiscal quarters ended June 30, 2024, September 29, 2024, December 29, 2024, March 31, 2025, June 29, 2025, September 28, 2025, December 28, 2025, and March 31, 2026, recast on the basis of the realignment of the business segments effective on May 28, 2026 and for the quarter ending July 5, 2026.
To provide supplemental historical information on a basis consistent with its announced new reporting structure, the Company has also furnished in the attached Exhibit 99.2 with certain non-GAAP supplemental historical business segment information to conform to the announced new reporting structure.
The information contained in this Item 7.01, including Exhibits 99.1 and 99.2, should be read in conjunction with EnerSys’ Annual Report on Form 10-K for the fiscal year ended March 31, 2026, and EnerSys’ quarterly reports on Form 10-Q for the quarterly periods ended June 29, 2025, September 28, 2025, and December 28, 2025, shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934 (the "Exchange Act"), or otherwise subject to the liabilities under that section and shall not be deemed incorporated by reference into any filing under the Exchange Act or the Securities Act of 1933, except as shall be expressly set forth by specific reference in such filing.
Item 9.01. Financial Statements and Exhibits
(d) Exhibits
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| 99.1 |
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| 99.2 |
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| 104 |
Cover Page Interactive Data File (embedded within the Inline XBRL document) |
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Signature(s)
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
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EnerSys |
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Date: May 28, 2026 |
By: |
/s/ Andrea J. Funk |
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Andrea J. Funk |
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Chief Financial Officer |
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EX-99.1
2
ex991ens_resegmentationann.htm
EX-99.1
Document
Exhibit 99.1 PRESS RELEASE, DATED MAY 28, 2026, OF ENERSYS ANNOUNCING THE COMPANY'S SEGMENT REALIGNMENT
EnerSys Announces Segment Realignment
READING, Pa., — May 28, 2026 — EnerSys (NYSE: ENS), a global leader in stored energy solutions for industrial, infrastructure and defense applications, today announced that it has realigned its previous four operating segments into a three-segment operating model designed to better serve customers and enhance organizational focus, beginning in the first quarter of fiscal year 2027. The three reportable segments, their mission statements, and descriptions are as follows:
•Network & Infrastructure Solutions (NIS): Powering the connected world with trusted reserve and critical infrastructure solutions
Consists of the prior Energy Systems segment, providing power solutions and services to broadband, telecommunications, data center, and industrial utility customers.
•Industrial Mobility Solutions (IMS): Powering industrial vehicles and equipment that keep essential goods and industries moving around the world
Consists of the prior Motive Power segment with the addition of the Transportation business previously reported within the Specialty segment, providing power for electric industrial forklifts and other material handling equipment as well as transportation applications, primarily Class 8 trucks.
•Precision Power Solutions (PPS): Powering advanced, reliable, high-performance solutions for defense, aerospace, and specialized applications
Consists of the aerospace and defense and specialized products business from the prior Specialty segment, providing energy solutions primarily for military vehicles, advanced defense programs, soldier powering and autonomous systems.
“The realignment and renaming of our segments reinforces our position as a leading provider of end-to-end stored energy solutions for our diverse, growing, specialized end markets,” said Shawn O’Connell, President and Chief Executive Officer of EnerSys. “Our updated segment names, with an emphasis on solutions, highlights our focus on supporting our customers beginning from the design and implementation process, and continuing through to managing data, uptime, and system performance.
“Our updated segment structure better reflects how we serve our customers today and how we will drive the next phase of our growth. Bringing our lift truck and transportation businesses together into one line of business creates stronger internal alignment, enables cross-selling, and allows us to deepen relationships with our warehousing and logistics customers. In addition, this structure provides greater visibility into our fast-growing aerospace and defense-focused PPS segment. Consistent with our EnerGize strategic framework, these changes enhance focus and alignment, and position us better for the exciting growth opportunities ahead,” O’Connell concluded.
Exhibit 99.1 PRESS RELEASE, DATED MAY 28, 2026, OF ENERSYS ANNOUNCING THE COMPANY'S SEGMENT REALIGNMENT
As part of this realignment, New Ventures will no longer be considered a separate operating segment, and sales will be reported within the segments in which those sales occur. Prior costs associated with New Ventures have been allocated as part of corporate charges. As part of this segment realignment, corporate charges are being redistributed across all lines of business, based on a new manner of allocation.
The Company’s guidance for the first quarter of fiscal year 2027, ending June 28, 2026, and issued on May 20, 2026, is unchanged and not impacted by the segment realignment.
Together with this press release, the Company has provided a Current Report on Form 8-K with a recast of comparable prior year segment unaudited financial information for fiscal years 2025 and 2026, along with a summary presentation that is posted on the Events & Presentations section of EnerSys’ Investor Relations website. The Company’s consolidated balance sheets, income statements, and statements of cash flows are not affected.
About EnerSys
EnerSys is a global leader in stored energy solutions helping industrial, infrastructure and defense customers address critical power and operational needs with batteries, chargers other power equipment. The company delivers integrated solutions that combine energy storage technologies, power electronics, software-enabled intelligence, technical expertise and comprehensive global customer support. EnerSys supports customers across communications networks, data centers, energy infrastructure, material handling, transportation, aerospace and defense — including applications where power continuity is essential. Serving customers in more than 100 countries, EnerSys helps organizations manage energy more reliably, efficiently and intelligently in complex operating environments where uptime, safety and resilience matter. For more information, visit www.enersys.com.
CONTACT
Lisa Hartman Langell
Vice President, Investor Relations and Corporate Communications
EnerSys
610-236-4040
E-mail: investorrelations@enersys.com