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