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Side-by-side financial comparison of EnerSys (ENS) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). Click either name above to swap in a different company.
MARRIOTT VACATIONS WORLDWIDE Corp is the larger business by last-quarter revenue ($1.2B vs $919.1M, roughly 1.3× EnerSys). EnerSys runs the higher net margin — 9.8% vs -35.0%, a 44.8% gap on every dollar of revenue. On growth, EnerSys posted the faster year-over-year revenue change (1.4% vs -0.7%). EnerSys produced more free cash flow last quarter ($171.3M vs $-6.0M). Over the past eight quarters, MARRIOTT VACATIONS WORLDWIDE Corp's revenue compounded faster (5.2% 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.
Marriott Vacations Worldwide Corporation is a pure-play public timeshare company. Formerly a division of Marriott International, Marriott Vacations Worldwide was established as a separate, publicly traded entity focusing primarily on vacation ownership in November 2011. Marriott Vacations Worldwide runs more than 120 resorts with over 700,000 Owners and members in a diverse portfolio of brands under The Marriott Vacation Clubs name. Its brands include Marriott Vacation Club, The Marriott Vaca...
ENS vs VAC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $919.1M | $1.2B |
| Net Profit | $90.4M | $-431.0M |
| Gross Margin | 30.1% | — |
| Operating Margin | 13.5% | — |
| Net Margin | 9.8% | -35.0% |
| Revenue YoY | 1.4% | -0.7% |
| Net Profit YoY | -21.3% | -962.0% |
| EPS (diluted) | $2.40 | $-12.00 |
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 | $1.2B | ||
| Q3 25 | $951.3M | $1.2B | ||
| Q2 25 | $893.0M | $1.2B | ||
| Q1 25 | $974.8M | $1.1B | ||
| Q4 24 | $906.2M | $1.2B | ||
| Q3 24 | $883.7M | $1.2B | ||
| Q2 24 | $852.9M | $1.1B | ||
| Q1 24 | $910.7M | $1.1B |
| Q4 25 | $90.4M | $-431.0M | ||
| Q3 25 | $68.4M | $-2.0M | ||
| Q2 25 | $57.5M | $69.0M | ||
| Q1 25 | $96.5M | $56.0M | ||
| Q4 24 | $114.8M | $50.0M | ||
| Q3 24 | $82.3M | $84.0M | ||
| Q2 24 | $70.1M | $37.0M | ||
| Q1 24 | $60.9M | $47.0M |
| 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% | — | ||
| Q3 25 | 9.7% | — | ||
| Q2 25 | 9.7% | — | ||
| Q1 25 | 13.5% | — | ||
| Q4 24 | 15.7% | — | ||
| Q3 24 | 11.2% | — | ||
| Q2 24 | 10.7% | — | ||
| Q1 24 | 8.9% | — |
| Q4 25 | 9.8% | -35.0% | ||
| Q3 25 | 7.2% | -0.2% | ||
| Q2 25 | 6.4% | 6.0% | ||
| Q1 25 | 9.9% | 5.0% | ||
| Q4 24 | 12.7% | 4.0% | ||
| Q3 24 | 9.3% | 6.9% | ||
| Q2 24 | 8.2% | 3.5% | ||
| Q1 24 | 6.7% | 4.2% |
| Q4 25 | $2.40 | $-12.00 | ||
| Q3 25 | $1.80 | $-0.07 | ||
| Q2 25 | $1.46 | $1.77 | ||
| Q1 25 | $2.39 | $1.46 | ||
| Q4 24 | $2.88 | $1.29 | ||
| Q3 24 | $2.01 | $2.12 | ||
| Q2 24 | $1.71 | $0.98 | ||
| Q1 24 | $1.48 | $1.22 |
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 | $406.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $2.0B |
| Total Assets | $4.0B | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $450.1M | $406.0M | ||
| Q3 25 | $388.6M | $474.0M | ||
| Q2 25 | $346.7M | $205.0M | ||
| Q1 25 | $343.1M | $196.0M | ||
| Q4 24 | $463.2M | $197.0M | ||
| Q3 24 | $407.9M | $197.0M | ||
| Q2 24 | $344.1M | $206.0M | ||
| Q1 24 | $333.3M | $237.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $802.0M | — |
| Q4 25 | $1.9B | $2.0B | ||
| Q3 25 | $1.9B | $2.5B | ||
| Q2 25 | $1.9B | $2.5B | ||
| Q1 25 | $1.9B | $2.4B | ||
| Q4 24 | $1.8B | $2.4B | ||
| Q3 24 | $1.8B | $2.4B | ||
| Q2 24 | $1.8B | $2.4B | ||
| Q1 24 | $1.8B | $2.4B |
| Q4 25 | $4.0B | $9.8B | ||
| Q3 25 | $4.1B | $10.1B | ||
| Q2 25 | $4.1B | $9.9B | ||
| Q1 25 | $4.0B | $9.9B | ||
| Q4 24 | $4.0B | $9.8B | ||
| Q3 24 | $4.0B | $9.7B | ||
| Q2 24 | $3.6B | $9.6B | ||
| Q1 24 | $3.5B | $9.9B |
| 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 | $6.0M |
| Free Cash FlowOCF − Capex | $171.3M | $-6.0M |
| FCF MarginFCF / Revenue | 18.6% | -0.5% |
| Capex IntensityCapex / Revenue | 1.4% | 1.0% |
| Cash ConversionOCF / Net Profit | 2.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $441.3M | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $184.6M | $6.0M | ||
| Q3 25 | $218.0M | $62.0M | ||
| Q2 25 | $968.0K | $-48.0M | ||
| Q1 25 | $135.2M | $8.0M | ||
| Q4 24 | $81.1M | $100.0M | ||
| Q3 24 | $33.6M | $72.0M | ||
| Q2 24 | $10.4M | $30.0M | ||
| Q1 24 | — | $3.0M |
| Q4 25 | $171.3M | $-6.0M | ||
| Q3 25 | $197.1M | $51.0M | ||
| Q2 25 | $-32.1M | $-68.0M | ||
| Q1 25 | $104.9M | $-6.0M | ||
| Q4 24 | $56.8M | $86.0M | ||
| Q3 24 | $3.3M | $58.0M | ||
| Q2 24 | $-25.7M | $17.0M | ||
| Q1 24 | — | $-13.0M |
| Q4 25 | 18.6% | -0.5% | ||
| Q3 25 | 20.7% | 4.3% | ||
| Q2 25 | -3.6% | -5.9% | ||
| Q1 25 | 10.8% | -0.5% | ||
| Q4 24 | 6.3% | 6.9% | ||
| Q3 24 | 0.4% | 4.8% | ||
| Q2 24 | -3.0% | 1.6% | ||
| Q1 24 | — | -1.2% |
| Q4 25 | 1.4% | 1.0% | ||
| Q3 25 | 2.2% | 0.9% | ||
| Q2 25 | 3.7% | 1.7% | ||
| Q1 25 | 3.1% | 1.3% | ||
| Q4 24 | 2.7% | 1.1% | ||
| Q3 24 | 3.4% | 1.1% | ||
| Q2 24 | 4.2% | 1.2% | ||
| Q1 24 | — | 1.4% |
| Q4 25 | 2.04× | — | ||
| Q3 25 | 3.19× | — | ||
| Q2 25 | 0.02× | -0.70× | ||
| Q1 25 | 1.40× | 0.14× | ||
| Q4 24 | 0.71× | 2.00× | ||
| Q3 24 | 0.41× | 0.86× | ||
| Q2 24 | 0.15× | 0.81× | ||
| Q1 24 | — | 0.06× |
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% |
VAC
| Cost Reimbursement | $467.0M | 38% |
| Time Share | $381.0M | 31% |
| Management And Exchange | $212.0M | 17% |
| Ancillary Revenues | $64.0M | 5% |
| Management Service | $55.0M | 4% |
| Service Other | $36.0M | 3% |
