Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only ENS 3

—Germanyunlistedcustomer

—United Kingdomunlistedcustomer

—United States of Americaunlistedcustomer

Shared 0

No disclosed counterparties: NOVT.

Only NOVT 0

None

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

ENSEnerSys

142.45−8.69%· post 142.00

Mkt cap$5.6BRevenue$936MQ1 FY27Revenue$3.8BFY26

NOVTNovanta Inc

131.95−9.14%· post 130.00

ClosedNov 5 '26

Mkt cap$5.0BRevenue$266MQ2 FY26Revenue$981MFY25

vs

Compare

ClosedNov 5 '26

ENSEnerSys

vs

NOVTNovanta Inc

142.45−8.69%post 142.00

Price

131.95−9.14%post 130.00

$5.6B

Mkt cap

$5.0B

Q1 FY27$936M

Revenue

$266MQ2 FY26

FY26$3.8B

Revenue

$981MFY25

ENS compared with NOVT: revenue, margins and what each company keeps, and the suppliers and customers both name