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ENS compared with SES: revenue, margins and what each company keeps, and the suppliers and customers both name
ENS
EnerSys
Change
Mkt cap
Revenue
Revenue
SES
SES AI Corp
Change
Mkt cap
Revenue
Revenue
vs
Compare
ENS
EnerSys
vs
SES
SES AI Corp
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
ENS, solid
SES, dashed
Supply-chain overlap
Revenue flow
SES: latest quarter is a loss; flow not drawable.
Method
›
ENS
EnerSys
Change
159.44
▼
−6.96%
· post 160.00
Mkt cap
$5.8B
Revenue
$936M
Q1 FY27
Revenue
$3.8B
FY26
SES
SES AI Corp
Change
0.79
▼
−12.88%
· post 0.79
Closed
Oct 30 '26
Mkt cap
$293.5M
Revenue
$5M
Q2 FY26
Revenue
$21M
FY25
vs
Compare
Closed
Oct 30 '26
ENS
EnerSys
vs
SES
SES AI Corp
159.44
▼
−6.96%
post 160.00
Price
0.79
▼
−12.88%
post 0.79
$5.8B
Mkt cap
$293.5M
Q1 FY27
$936M
Revenue
$5M
Q2 FY26
FY26
$3.8B
Revenue
$21M
FY25
Change
Change
ENS
159.44
▼
−6.96%
vs
SES
0.79
▼
−12.88%
Closed
Oct 30 '26
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only ENS
3
—
Germany
unlisted
customer
—
United Kingdom
unlisted
customer
—
United States of America
unlisted
customer
Shared
0
No shared counterparties.
Only SES
4
—
Undisclosed customer
unlisted
customer
GM
GM Global Technology Operations
customer
HMC
Honda Motor
customer
—
Hisun
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
unlisted
supplier