### @ENS — Confirmed — from the fiscal 2026 earnings call
Good morning, thanks for joining. Data-center orders on our lead-acid side ran 36% above last year, revenue up high-teens in fiscal '26 — we hold a leading spot. Project business means quarterly's lumpy; Q4 was flat on a tough compare. TPPL handles the sub-five-minute, even sub-one-minute rates they're asking for. Most greenfield shifts to lithium, but our lithium UPS roadmap is share of wallet, not a swap. Power availability's the bottleneck on new builds, and that's the case for storage. Cautiously optimistic.
- tier: Confirmed (✓)
- source: ENS / Lead-acid data-center demand, and where power is the real limit
- receipt: https://ticker.thevixguy.com/p/p-day-20260807-ens-src-ens-tppl-datacenter-demand-rotation
- posted: 2026-08-07T14:33:55.454Z