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Side-by-side financial comparison of EnerSys (ENS) and Trade Desk (The) (TTD). Click either name above to swap in a different company.
EnerSys is the larger business by last-quarter revenue ($919.1M vs $688.9M, roughly 1.3× Trade Desk (The)). EnerSys runs the higher net margin — 9.8% vs 5.8%, a 4.0% gap on every dollar of revenue. On growth, Trade Desk (The) posted the faster year-over-year revenue change (11.9% vs 1.4%). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (8.6% 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.
The Trade Desk, Inc. is an American multinational technology company that specializes in real-time programmatic marketing automation technologies, products, and services, designed to personalize digital content delivery to users.
ENS vs TTD — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $919.1M | $688.9M |
| Net Profit | $90.4M | $40.0M |
| Gross Margin | 30.1% | — |
| Operating Margin | 13.5% | 9.7% |
| Net Margin | 9.8% | 5.8% |
| Revenue YoY | 1.4% | 11.9% |
| Net Profit YoY | -21.3% | -21.6% |
| EPS (diluted) | $2.40 | $0.08 |
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.
| Q1 26 | — | $688.9M | ||
| Q4 25 | $919.1M | $846.8M | ||
| Q3 25 | $951.3M | $739.4M | ||
| Q2 25 | $893.0M | $694.0M | ||
| Q1 25 | $974.8M | $616.0M | ||
| Q4 24 | $906.2M | $741.0M | ||
| Q3 24 | $883.7M | $628.0M | ||
| Q2 24 | $852.9M | $584.5M |
| Q1 26 | — | $40.0M | ||
| Q4 25 | $90.4M | $186.9M | ||
| Q3 25 | $68.4M | $115.5M | ||
| Q2 25 | $57.5M | $90.1M | ||
| Q1 25 | $96.5M | $50.7M | ||
| Q4 24 | $114.8M | $182.2M | ||
| Q3 24 | $82.3M | $94.2M | ||
| Q2 24 | $70.1M | $85.0M |
| Q1 26 | — | — | ||
| Q4 25 | 30.1% | 80.7% | ||
| Q3 25 | 29.1% | 78.1% | ||
| Q2 25 | 28.4% | 78.2% | ||
| Q1 25 | 31.2% | 76.8% | ||
| Q4 24 | 32.9% | 81.7% | ||
| Q3 24 | 28.5% | 80.5% | ||
| Q2 24 | 27.9% | 81.1% |
| Q1 26 | — | 9.7% | ||
| Q4 25 | 13.5% | 30.3% | ||
| Q3 25 | 9.7% | 21.8% | ||
| Q2 25 | 9.7% | 16.8% | ||
| Q1 25 | 13.5% | 8.8% | ||
| Q4 24 | 15.7% | 26.4% | ||
| Q3 24 | 11.2% | 17.3% | ||
| Q2 24 | 10.7% | 16.2% |
| Q1 26 | — | 5.8% | ||
| Q4 25 | 9.8% | 22.1% | ||
| Q3 25 | 7.2% | 15.6% | ||
| Q2 25 | 6.4% | 13.0% | ||
| Q1 25 | 9.9% | 8.2% | ||
| Q4 24 | 12.7% | 24.6% | ||
| Q3 24 | 9.3% | 15.0% | ||
| Q2 24 | 8.2% | 14.5% |
| Q1 26 | — | $0.08 | ||
| Q4 25 | $2.40 | $0.39 | ||
| Q3 25 | $1.80 | $0.23 | ||
| Q2 25 | $1.46 | $0.18 | ||
| Q1 25 | $2.39 | $0.10 | ||
| Q4 24 | $2.88 | $0.36 | ||
| Q3 24 | $2.01 | $0.19 | ||
| Q2 24 | $1.71 | $0.17 |
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 | $878.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $2.5B |
| Total Assets | $4.0B | $5.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $878.4M | ||
| Q4 25 | $450.1M | $1.3B | ||
| Q3 25 | $388.6M | $1.4B | ||
| Q2 25 | $346.7M | $1.7B | ||
| Q1 25 | $343.1M | $1.7B | ||
| Q4 24 | $463.2M | $1.9B | ||
| Q3 24 | $407.9M | $1.7B | ||
| Q2 24 | $344.1M | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $2.5B | ||
| Q4 25 | $1.9B | $2.5B | ||
| Q3 25 | $1.9B | $2.6B | ||
| Q2 25 | $1.9B | $2.7B | ||
| Q1 25 | $1.9B | $2.7B | ||
| Q4 24 | $1.8B | $2.9B | ||
| Q3 24 | $1.8B | $2.6B | ||
| Q2 24 | $1.8B | $2.4B |
| Q1 26 | — | $5.7B | ||
| Q4 25 | $4.0B | $6.2B | ||
| Q3 25 | $4.1B | $5.9B | ||
| Q2 25 | $4.1B | $6.0B | ||
| Q1 25 | $4.0B | $5.7B | ||
| Q4 24 | $4.0B | $6.1B | ||
| Q3 24 | $4.0B | $5.5B | ||
| Q2 24 | $3.6B | $5.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.57× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $391.8M |
| Free Cash FlowOCF − Capex | $171.3M | — |
| FCF MarginFCF / Revenue | 18.6% | — |
| Capex IntensityCapex / Revenue | 1.4% | — |
| Cash ConversionOCF / Net Profit | 2.04× | 9.80× |
| TTM Free Cash FlowTrailing 4 quarters | $441.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $391.8M | ||
| Q4 25 | $184.6M | $311.6M | ||
| Q3 25 | $218.0M | $224.7M | ||
| Q2 25 | $968.0K | $165.0M | ||
| Q1 25 | $135.2M | $291.4M | ||
| Q4 24 | $81.1M | $199.4M | ||
| Q3 24 | $33.6M | $273.3M | ||
| Q2 24 | $10.4M | $81.3M |
| Q1 26 | — | — | ||
| Q4 25 | $171.3M | $285.3M | ||
| Q3 25 | $197.1M | $158.3M | ||
| Q2 25 | $-32.1M | $119.8M | ||
| Q1 25 | $104.9M | $232.3M | ||
| Q4 24 | $56.8M | $179.2M | ||
| Q3 24 | $3.3M | $224.6M | ||
| Q2 24 | $-25.7M | $59.1M |
| Q1 26 | — | — | ||
| Q4 25 | 18.6% | 33.7% | ||
| Q3 25 | 20.7% | 21.4% | ||
| Q2 25 | -3.6% | 17.3% | ||
| Q1 25 | 10.8% | 37.7% | ||
| Q4 24 | 6.3% | 24.2% | ||
| Q3 24 | 0.4% | 35.8% | ||
| Q2 24 | -3.0% | 10.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 3.1% | ||
| Q3 25 | 2.2% | 9.0% | ||
| Q2 25 | 3.7% | 6.5% | ||
| Q1 25 | 3.1% | 9.6% | ||
| Q4 24 | 2.7% | 2.7% | ||
| Q3 24 | 3.4% | 7.8% | ||
| Q2 24 | 4.2% | 3.8% |
| Q1 26 | — | 9.80× | ||
| Q4 25 | 2.04× | 1.67× | ||
| Q3 25 | 3.19× | 1.94× | ||
| Q2 25 | 0.02× | 1.83× | ||
| Q1 25 | 1.40× | 5.75× | ||
| Q4 24 | 0.71× | 1.09× | ||
| Q3 24 | 0.41× | 2.90× | ||
| Q2 24 | 0.15× | 0.96× |
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% |
TTD
Segment breakdown not available.
