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ENENR

Energizer Holdings, Inc.

$ENR·$1.4B·Electrical Equipment & Parts·Industrials
$20.23-2.0%YTD+1.2%1Y-12.8%
Mentions · last 7 days
2026-07-10: 9 posts2026-07-11: 0 posts2026-07-12: 2 posts2026-07-13: 4 posts2026-07-14: 6 posts2026-07-15: 4 posts2026-07-16: 12 posts39-10%
Price updated 6h ago·X counts updated 1d ago
ENENR
$ENREnergizer Holdings, Inc.
$20.23-1.99%39 posts-10%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ENR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Aqua Capital insider buys back up a battery-maker deleveraging setup.

Energizer's holder Aqua Capital, which controls more than 10% of the stock, reported multiple open-market purchases totaling around $3.25 million across July 13 through 15, an unusually clear insider-buying signal into a name that has been working through post-Rayovac integration debt.

  • The turnaround thesis rests on gross-margin recovery from moderating input costs and share gains against private label in household batteries, which has been showing up quarter by quarter but has not yet fully rerated the stock.
  • Insider buying by a large holder at these prices is a stronger signal than routine director purchases, because it means the capital-structure risk is priced too high in the eyes of the shareholder most exposed to it.
  • The August 3 fiscal third-quarter print is the near-term test of whether the margin recovery accelerates rather than plateaus, and whether leverage ratios continue to compress on schedule.

Watch gross-margin trajectory, net-leverage step-down, and any commentary on the auto-care segment.

Agrees with X sentimentChatter interpreting the Aqua Capital purchases as a positive signal aligns with the deleveraging setup; risk is that the print does not confirm margin re-acceleration.

What to watch: Gross-margin cadence, leverage ratio progress, and any pricing commentary heading into holiday battery restock.

On the calendar: Fiscal Q3 earnings on August 3, 2026.

Read the AI verdict + X sentiment for $ENR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Markets batteries and portable lighting under Energizer and Eveready brands globally, covering alkaline, lithium, and specialty chemistries.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $ENR.

Electrical Equipment & Parts · Industrials

No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

What this means for $ENR

Neutral — Energizer Holdings, Inc; the hyperscaler rack power acceleration and grid electrification capex does not materially affect this business's near-term earnings.

Industry benchmark

32-name peer basket
+12.7%YTD
+75.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
7.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
117%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
40.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
19.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$0.94$0.47+100.0%
Q4 2025Feb 5, 2026$0.31$0.26+19.2%
Q3 2025Nov 18, 2025$1.05$1.12-6.3%
Q2 2025Aug 4, 2025$1.13$0.61+85.2%
Next earningsMon, Aug 3·consensus EPS $0.85

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$643.3M-3.0%40.2%13.5%$0.15$-19.4M
Q1 FY26$778.9M+6.5%32.9%4.7%$-0.05$124.2M
Q4 FY25$832.8M+3.4%36.6%13.3%$0.51$46.7M
Q3 FY25$725.3M+3.4%55.1%28.3%$2.16$7.9M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.0B$3.0B – $3.0B$3.50$3.48 – $3.533
FY27$3.0B$3.0B – $3.1B$3.65$3.15 – $4.163
FY28$3.1B$3.1B – $3.1B$3.91$3.86 – $3.944
FY29$3.2B$3.2B – $3.2B$3.93$3.89 – $3.972
FY30$3.2B$3.2B – $3.3B$4.10$4.06 – $4.142

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.31%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-0.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 60.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.745-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJul 16Aqua Capital, Ltd.10% owner40.0K sh$834KBuyJul 15Aqua Capital, Ltd.10% owner40.0K sh$824KBuyJul 14Aqua Capital, Ltd.10% owner60.0K sh$1.2MBuyJul 13Aqua Capital, Ltd.10% owner40.0K sh$809KBuyJul 10Aqua Capital, Ltd.10% owner40.0K sh$827KBuyJul 9Aqua Capital, Ltd.10% owner20.0K sh$407KBuyJul 8Aqua Capital, Ltd.10% owner40.0K sh$810KBuyJul 7Aqua Capital, Ltd.10% owner40.0K sh$832KBuyJun 22Aqua Capital, Ltd.10% owner40.0K sh$844KBuyJun 18Aqua Capital, Ltd.10% owner40.0K sh$862K
1–10 of 20
+ 3 other (3 awards) in window

See when $ENR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMay 58-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDFeb 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
3New insider — initial holdingsFeb 33
8-KShareholder voteFeb 38-K — Item 5.07: Shareholder vote · Item 8.01: Other event
+ 10 other (7 13Gs · 2 10-Qs · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

The 3 Best Dividend Stocks to Buy for the Second Half of 2026fool.com·6d agoIs Energizer Holdings a Buy Now That a 10 Percent Owner Bought 40,000 Shares?fool.com·14d agoBDO Government Services Ranked Nationally in ENR 2026 Rankingsbusinesswire.com·25d agoStrength Seen in Energizer (ENR): Can Its 7.8% Jump Turn into More Strength?zacks.com·29d agoConsertus Earns Spot Among Nation's Leading Program Management Firms in ENR Rankingsbusinesswire.com·30d ago

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