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Side-by-side financial comparison of EnerSys (ENS) and Noble Corp plc (NE). Click either name above to swap in a different company.
EnerSys is the larger business by last-quarter revenue ($919.1M vs $764.4M, roughly 1.2× Noble Corp plc). Noble Corp plc runs the higher net margin — 11.3% vs 9.8%, a 1.5% gap on every dollar of revenue. On growth, EnerSys posted the faster year-over-year revenue change (1.4% vs -17.6%). EnerSys produced more free cash flow last quarter ($171.3M vs $35.4M). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% CAGR vs 0.5%).
EnerSys is a stored energy systems and technology provider for industrial applications. The company manufactures reserve-power and motive-power batteries, battery chargers, power equipment, battery accessories and outdoor equipment enclosures.
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
ENS vs NE — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $919.1M | $764.4M |
| Net Profit | $90.4M | $86.6M |
| Gross Margin | 30.1% | — |
| Operating Margin | 13.5% | 5.6% |
| Net Margin | 9.8% | 11.3% |
| Revenue YoY | 1.4% | -17.6% |
| Net Profit YoY | -21.3% | -10.4% |
| EPS (diluted) | $2.40 | $0.54 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $919.1M | $764.4M | ||
| Q3 25 | $951.3M | $798.0M | ||
| Q2 25 | $893.0M | $848.7M | ||
| Q1 25 | $974.8M | $874.5M | ||
| Q4 24 | $906.2M | $927.3M | ||
| Q3 24 | $883.7M | $800.5M | ||
| Q2 24 | $852.9M | $692.8M | ||
| Q1 24 | $910.7M | $637.1M |
| Q4 25 | $90.4M | $86.6M | ||
| Q3 25 | $68.4M | $-21.1M | ||
| Q2 25 | $57.5M | $42.9M | ||
| Q1 25 | $96.5M | $108.3M | ||
| Q4 24 | $114.8M | $96.6M | ||
| Q3 24 | $82.3M | $61.2M | ||
| Q2 24 | $70.1M | $195.0M | ||
| Q1 24 | $60.9M | $95.5M |
| Q4 25 | 30.1% | — | ||
| Q3 25 | 29.1% | — | ||
| Q2 25 | 28.4% | — | ||
| Q1 25 | 31.2% | — | ||
| Q4 24 | 32.9% | — | ||
| Q3 24 | 28.5% | — | ||
| Q2 24 | 27.9% | — | ||
| Q1 24 | 27.9% | — |
| Q4 25 | 13.5% | 5.6% | ||
| Q3 25 | 9.7% | 6.3% | ||
| Q2 25 | 9.7% | 15.9% | ||
| Q1 25 | 13.5% | 21.4% | ||
| Q4 24 | 15.7% | 18.4% | ||
| Q3 24 | 11.2% | 14.4% | ||
| Q2 24 | 10.7% | 30.3% | ||
| Q1 24 | 8.9% | 16.9% |
| Q4 25 | 9.8% | 11.3% | ||
| Q3 25 | 7.2% | -2.6% | ||
| Q2 25 | 6.4% | 5.1% | ||
| Q1 25 | 9.9% | 12.4% | ||
| Q4 24 | 12.7% | 10.4% | ||
| Q3 24 | 9.3% | 7.6% | ||
| Q2 24 | 8.2% | 28.1% | ||
| Q1 24 | 6.7% | 15.0% |
| Q4 25 | $2.40 | $0.54 | ||
| Q3 25 | $1.80 | $-0.13 | ||
| Q2 25 | $1.46 | $0.27 | ||
| Q1 25 | $2.39 | $0.67 | ||
| Q4 24 | $2.88 | $0.56 | ||
| Q3 24 | $2.01 | $0.40 | ||
| Q2 24 | $1.71 | $1.34 | ||
| Q1 24 | $1.48 | $0.66 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $450.1M | $471.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $4.5B |
| Total Assets | $4.0B | $7.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $450.1M | $471.4M | ||
| Q3 25 | $388.6M | $477.9M | ||
| Q2 25 | $346.7M | $338.2M | ||
| Q1 25 | $343.1M | $303.8M | ||
| Q4 24 | $463.2M | $247.3M | ||
| Q3 24 | $407.9M | $391.9M | ||
| Q2 24 | $344.1M | $162.9M | ||
| Q1 24 | $333.3M | $212.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $802.0M | — |
| Q4 25 | $1.9B | $4.5B | ||
| Q3 25 | $1.9B | $4.5B | ||
| Q2 25 | $1.9B | $4.6B | ||
| Q1 25 | $1.9B | $4.7B | ||
| Q4 24 | $1.8B | $4.7B | ||
| Q3 24 | $1.8B | $4.7B | ||
| Q2 24 | $1.8B | $4.0B | ||
| Q1 24 | $1.8B | $3.9B |
| Q4 25 | $4.0B | $7.5B | ||
| Q3 25 | $4.1B | $7.6B | ||
| Q2 25 | $4.1B | $7.7B | ||
| Q1 25 | $4.0B | $7.9B | ||
| Q4 24 | $4.0B | $8.0B | ||
| Q3 24 | $4.0B | $8.0B | ||
| Q2 24 | $3.6B | $5.6B | ||
| Q1 24 | $3.5B | $5.4B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.57× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.46× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $184.6M | $187.1M |
| Free Cash FlowOCF − Capex | $171.3M | $35.4M |
| FCF MarginFCF / Revenue | 18.6% | 4.6% |
| Capex IntensityCapex / Revenue | 1.4% | 19.9% |
| Cash ConversionOCF / Net Profit | 2.04× | 2.16× |
| TTM Free Cash FlowTrailing 4 quarters | $441.3M | $432.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $184.6M | $187.1M | ||
| Q3 25 | $218.0M | $277.1M | ||
| Q2 25 | $968.0K | $216.4M | ||
| Q1 25 | $135.2M | $271.1M | ||
| Q4 24 | $81.1M | $136.2M | ||
| Q3 24 | $33.6M | $283.8M | ||
| Q2 24 | $10.4M | $106.8M | ||
| Q1 24 | — | $128.7M |
| Q4 25 | $171.3M | $35.4M | ||
| Q3 25 | $197.1M | $139.5M | ||
| Q2 25 | $-32.1M | $99.8M | ||
| Q1 25 | $104.9M | $157.5M | ||
| Q4 24 | $56.8M | $-4.4M | ||
| Q3 24 | $3.3M | $156.8M | ||
| Q2 24 | $-25.7M | $-34.3M | ||
| Q1 24 | — | $-37.9M |
| Q4 25 | 18.6% | 4.6% | ||
| Q3 25 | 20.7% | 17.5% | ||
| Q2 25 | -3.6% | 11.8% | ||
| Q1 25 | 10.8% | 18.0% | ||
| Q4 24 | 6.3% | -0.5% | ||
| Q3 24 | 0.4% | 19.6% | ||
| Q2 24 | -3.0% | -4.9% | ||
| Q1 24 | — | -6.0% |
| Q4 25 | 1.4% | 19.9% | ||
| Q3 25 | 2.2% | 17.3% | ||
| Q2 25 | 3.7% | 13.7% | ||
| Q1 25 | 3.1% | 13.0% | ||
| Q4 24 | 2.7% | 15.2% | ||
| Q3 24 | 3.4% | 15.9% | ||
| Q2 24 | 4.2% | 20.4% | ||
| Q1 24 | — | 26.2% |
| Q4 25 | 2.04× | 2.16× | ||
| Q3 25 | 3.19× | — | ||
| Q2 25 | 0.02× | 5.05× | ||
| Q1 25 | 1.40× | 2.50× | ||
| Q4 24 | 0.71× | 1.41× | ||
| Q3 24 | 0.41× | 4.64× | ||
| Q2 24 | 0.15× | 0.55× | ||
| Q1 24 | — | 1.35× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ENS
| Energy Systems | $399.5M | 43% |
| Motive Power | $352.0M | 38% |
| Services | $92.6M | 10% |
| Transferred Over Time | $38.2M | 4% |
| Other | $36.8M | 4% |
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
