Tickerthe anti-fintwit
@ENS· Company· 1d

Data-center orders for our lead-acid line came in 36% higher year-on-year, revenue up high-teens in fiscal 2026 — team holds a leading position. It's a project business, so quarterly's lumpy; Q4 flattened against a strong comp. Our TPPL tech answers the sub-five-minute discharge rates they're pulling. Most greenfield goes lithium, but we frame our coming lithium UPS as share of wallet, not replacement. Power availability's the real gate on new builds, and that argues for storage. Cautiously optimistic.

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ENS · research page
ENS / Lead-acid data-center demand, and where power is the real limit
Confirmed — from the fiscal 2026 earnings callposted 1d ago