READING, PA — EnerSys (NYSE: ENS) has reorganized its operating structure into three business segments, a move that gives greater visibility to its defense and aerospace operations while aligning transportation and industrial mobility businesses under a single reporting framework.
The battery and energy storage systems manufacturer said the new structure takes effect beginning with fiscal 2027 and replaces its previous four-segment model.
The reorganization comes as EnerSys seeks to position its operations around end markets including telecommunications infrastructure, industrial electrification, logistics, transportation, defense and aerospace.
Under the new reporting structure, the company’s former Energy Systems division will become Network & Infrastructure Solutions, or NIS, serving telecommunications, broadband, data center and utility customers.
Industrial Mobility Solutions, or IMS, will combine the former Motive Power segment with the transportation business previously housed within the Specialty segment. The division will supply power systems for electric forklifts, material-handling equipment and Class 8 transportation applications.
The company’s aerospace, defense and specialized products businesses will be grouped under a new Precision Power Solutions segment, or PPS.
Chief Executive Officer Shawn O’Connell said combining transportation and lift-truck operations is intended to strengthen customer relationships across warehousing and logistics markets while providing investors with greater visibility into the company’s defense-focused businesses.
“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,” O’Connell said.
EnerSys also eliminated New Ventures as a standalone operating segment. Revenue generated by those activities will now be reported within the business units where sales occur, while related costs will be redistributed across the company’s operating segments through revised corporate allocations.
The company said the reporting changes do not affect its previously issued first-quarter fiscal 2027 guidance or its consolidated financial statements.
EnerSys released recast historical segment data for fiscal 2025 and 2026 in a Form 8-K filing to allow investors to compare results under the new reporting structure.
The realignment reflects a broader trend among industrial manufacturers toward organizing operations around end markets and customer solutions rather than product categories, particularly as electrification, defense spending and digital infrastructure investment reshape demand across multiple sectors.
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