Enerpac Tool (EPAC)
Market Price (9/21/2026): $35.37 | Market Cap: $1.8 BilSector: Industrials | Industry: Industrial Machinery & Supplies & Components
Enerpac Tool (EPAC)
Market Price (9/21/2026): $35.37Market Cap: $1.8 BilSector: IndustrialsIndustry: Industrial Machinery & Supplies & Components
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.3%, FCF Yield is 6.2% Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 22% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 18% Low stock price volatilityVol 12M is 31% Megatrend and thematic driversMegatrends include Offshore Wind Development, Sustainable Infrastructure, and Automation & Robotics. Themes include Offshore Wind Project Development, Show more. | Weak multi-year price returns2Y Excs Rtn is -50%, 3Y Excs Rtn is -41% | Key risksEPAC key risks include [1] its experienced declines in margins, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.3%, FCF Yield is 6.2% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 22% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 18% |
| Low stock price volatilityVol 12M is 31% |
| Megatrend and thematic driversMegatrends include Offshore Wind Development, Sustainable Infrastructure, and Automation & Robotics. Themes include Offshore Wind Project Development, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -50%, 3Y Excs Rtn is -41% |
| Key risksEPAC key risks include [1] its experienced declines in margins, Show more. |
Qualitative Assessment
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Enerpac Tool (EPAC) stock has gained about 5% since 5/31/2026 because of the following key factors:
1. Enerpac Tool Group reported stronger-than-expected fiscal Q3 2026 earnings. The company announced results for its fiscal third quarter ended May 31, 2026, on July 8, 2026, with diluted earnings per share (EPS) of $0.60, beating the consensus estimate of $0.49 by $0.11. Quarterly revenue also exceeded expectations, rising 5.7% year-over-year to $167.55 million, surpassing analysts' forecasts of $165.60 million. This strong performance was supported by a 3% increase in organic sales year-over-year and a 5% organic growth in Industrial Tools & Services (IT&S) product sales.
2. The company announced a strategic acquisition, expected to be accretive to future earnings. In July 2026, Enerpac Tool Group entered into a definitive agreement to acquire the SFE Group for approximately $451 million. This acquisition is aimed at expanding the company's capabilities in welding and pipe fabrication tools and is anticipated to be accretive to EPS in fiscal 2027. To facilitate the acquisition, Enerpac Tool Group increased its revolving credit facility to $625 million.
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Enerpac Tool (EPAC) stock has gained about 5% since 5/31/2026 because of the following key factors:
1. Enerpac Tool Group reported stronger-than-expected fiscal Q3 2026 earnings. The company announced results for its fiscal third quarter ended May 31, 2026, on July 8, 2026, with diluted earnings per share (EPS) of $0.60, beating the consensus estimate of $0.49 by $0.11. Quarterly revenue also exceeded expectations, rising 5.7% year-over-year to $167.55 million, surpassing analysts' forecasts of $165.60 million. This strong performance was supported by a 3% increase in organic sales year-over-year and a 5% organic growth in Industrial Tools & Services (IT&S) product sales.
2. The company announced a strategic acquisition, expected to be accretive to future earnings. In July 2026, Enerpac Tool Group entered into a definitive agreement to acquire the SFE Group for approximately $451 million. This acquisition is aimed at expanding the company's capabilities in welding and pipe fabrication tools and is anticipated to be accretive to EPS in fiscal 2027. To facilitate the acquisition, Enerpac Tool Group increased its revolving credit facility to $625 million.
3. Enerpac Tool Group continued to return capital to shareholders through share repurchases. The company returned approximately $15 million to shareholders through share repurchases during its fiscal Q3 2026, which concluded on May 31, 2026, at the start of the analyzed period. These ongoing share repurchases can support stock valuation by reducing the number of outstanding shares.
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Stock Movement Drivers
Fundamental Drivers
The 5.6% change in EPAC stock from 5/31/2026 to 9/20/2026 was primarily driven by a 7.5% change in the company's Net Income Margin (%).| (LTM values as of) | 5312026 | 9202026 | Change |
|---|---|---|---|
| Stock Price ($) | 33.49 | 35.36 | 5.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 625 | 634 | 1.4% |
| Net Income Margin (%) | 13.7% | 14.7% | 7.5% |
| P/E Multiple | 20.3 | 19.4 | -4.2% |
| Shares Outstanding (Mil) | 52 | 51 | 1.1% |
| Cumulative Contribution | 5.6% |
Market Drivers
5/31/2026 to 9/20/2026| Return | Correlation | |
|---|---|---|
| EPAC | 5.6% | |
| Market (SPY) | 0.9% | 18.8% |
| Sector (XLI) | -2.0% | 34.6% |
Fundamental Drivers
The -13.3% change in EPAC stock from 2/28/2026 to 9/20/2026 was primarily driven by a -18.9% change in the company's P/E Multiple.| (LTM values as of) | 2282026 | 9202026 | Change |
|---|---|---|---|
| Stock Price ($) | 40.80 | 35.36 | -13.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 616 | 634 | 3.0% |
| Net Income Margin (%) | 14.6% | 14.7% | 0.5% |
| P/E Multiple | 24.0 | 19.4 | -18.9% |
| Shares Outstanding (Mil) | 53 | 51 | 3.2% |
| Cumulative Contribution | -13.3% |
Market Drivers
2/28/2026 to 9/20/2026| Return | Correlation | |
|---|---|---|
| EPAC | -13.3% | |
| Market (SPY) | 11.6% | 37.2% |
| Sector (XLI) | -3.9% | 49.9% |
Fundamental Drivers
The -16.4% change in EPAC stock from 8/31/2025 to 9/20/2026 was primarily driven by a -24.2% change in the company's P/E Multiple.| (LTM values as of) | 8312025 | 9202026 | Change |
|---|---|---|---|
| Stock Price ($) | 42.30 | 35.36 | -16.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 608 | 634 | 4.3% |
| Net Income Margin (%) | 14.6% | 14.7% | 0.5% |
| P/E Multiple | 25.7 | 19.4 | -24.2% |
| Shares Outstanding (Mil) | 54 | 51 | 5.3% |
| Cumulative Contribution | -16.4% |
Market Drivers
8/31/2025 to 9/20/2026| Return | Correlation | |
|---|---|---|
| EPAC | -16.4% | |
| Market (SPY) | 19.4% | 34.6% |
| Sector (XLI) | 12.8% | 51.0% |
Fundamental Drivers
The 35.4% change in EPAC stock from 8/31/2023 to 9/20/2026 was primarily driven by a 152.4% change in the company's Net Income Margin (%).| (LTM values as of) | 8312023 | 9202026 | Change |
|---|---|---|---|
| Stock Price ($) | 26.11 | 35.36 | 35.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 589 | 634 | 7.6% |
| Net Income Margin (%) | 5.8% | 14.7% | 152.4% |
| P/E Multiple | 43.4 | 19.4 | -55.1% |
| Shares Outstanding (Mil) | 57 | 51 | 11.2% |
| Cumulative Contribution | 35.4% |
Market Drivers
8/31/2023 to 9/20/2026| Return | Correlation | |
|---|---|---|
| EPAC | 35.4% | |
| Market (SPY) | 75.6% | 47.2% |
| Sector (XLI) | 63.4% | 58.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| EPAC Return | -10% | 26% | 22% | 32% | -7% | -7% | 59% |
| Peers Return | 22% | -9% | 48% | 24% | 17% | -0% | 138% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 103% |
Monthly Win Rates [3] | |||||||
| EPAC Win Rate | 50% | 33% | 67% | 75% | 50% | 44% | |
| Peers Win Rate | 62% | 35% | 58% | 57% | 60% | 51% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| EPAC Max Drawdown | -32% | -28% | -19% | -20% | -24% | -23% | |
| Peers Max Drawdown | -15% | -32% | -18% | -15% | -24% | -23% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: GGG, PH, ITT, IR, SPXC.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/18/2026 (YTD)
How Low Can It Go
| Event | EPAC | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -14.1% | -6.7% |
| % Gain to Breakeven | 16.5% | 7.1% |
| Time to Breakeven | 29 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -21.3% | -24.5% |
| % Gain to Breakeven | 27.0% | 32.4% |
| Time to Breakeven | 8 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -40.7% | -33.7% |
| % Gain to Breakeven | 68.6% | 50.9% |
| Time to Breakeven | 309 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -30.8% | -19.2% |
| % Gain to Breakeven | 44.5% | 23.8% |
| Time to Breakeven | 863 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -24.0% | -12.2% |
| % Gain to Breakeven | 31.5% | 13.9% |
| Time to Breakeven | 9 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -47.7% | -6.8% |
| % Gain to Breakeven | 91.3% | 7.3% |
| Time to Breakeven | 3062 days | 15 days |
In The Past
Enerpac Tool's stock fell 0.0% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 0.0% gain to breakeven.
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| Event | EPAC | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -21.3% | -24.5% |
| % Gain to Breakeven | 27.0% | 32.4% |
| Time to Breakeven | 8 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -40.7% | -33.7% |
| % Gain to Breakeven | 68.6% | 50.9% |
| Time to Breakeven | 309 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -30.8% | -19.2% |
| % Gain to Breakeven | 44.5% | 23.8% |
| Time to Breakeven | 863 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -24.0% | -12.2% |
| % Gain to Breakeven | 31.5% | 13.9% |
| Time to Breakeven | 9 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -47.7% | -6.8% |
| % Gain to Breakeven | 91.3% | 7.3% |
| Time to Breakeven | 3062 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -32.9% | -17.9% |
| % Gain to Breakeven | 49.0% | 21.8% |
| Time to Breakeven | 168 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -25.0% | -15.4% |
| % Gain to Breakeven | 33.3% | 18.2% |
| Time to Breakeven | 98 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -77.9% | -53.4% |
| % Gain to Breakeven | 353.1% | 114.4% |
| Time to Breakeven | 1541 days | 1085 days |
In The Past
Enerpac Tool's stock fell 0.0% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 0.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Enerpac Tool (EPAC)
Enerpac Tool Group Corp. (EPAC) is a global industrial company specializing in the design, manufacture, and distribution of high-force hydraulic and mechanical tools and related solutions. The company's core business, operated under its Industrial Tools & Services (IT&S) segment, provides specialized equipment critical for heavy-duty lifting, controlled force applications, and bolting tasks across various demanding industries worldwide.
EPAC's extensive product portfolio includes hydraulic cylinders, pumps, valves, torque wrenches, bolt tensioners, and engineered heavy lifting systems, marketed under well-known brands like Enerpac, Hydratight, and Simplex. In addition to tool sales, the company offers essential services such as tool rentals, maintenance, and manpower support. These products and services primarily cater to markets requiring robust and precise industrial solutions, including infrastructure development, construction, oil and gas, mining, renewable energy, and general industrial maintenance, repair, and operations (MRO).
Beyond its industrial tools, Enerpac Tool Group also has a smaller "Other" segment that designs and manufactures synthetic ropes and biomedical textiles. The company operates globally, with a significant international presence spanning countries like the United States, the United Kingdom, Germany, Australia, Canada, China, Saudi Arabia, and Brazil, ensuring its specialized solutions reach a broad base of industrial clients.
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Snap-on (SNA) for heavy industrial tools and lifting equipment.
Caterpillar (CAT) for specialized industrial tools and maintenance services.
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- Industrial Tools (Hydraulic & Mechanical): Enerpac designs, manufactures, and distributes a wide range of branded high-force hydraulic and mechanical tools, including cylinders, pumps, valves, specialty tools, hydraulic torque wrenches, and bolt tensioners.
- Engineered Heavy Lifting Technology Solutions: The company offers specialized technology and tools for heavy lifting applications in various industrial markets.
- Industrial Services & Tool Rentals: Enerpac provides maintenance and manpower services, as well as tool rentals, to support infrastructure, industrial maintenance, oil and gas, mining, renewable energy, and construction markets.
- Synthetic Ropes: The company designs and manufactures synthetic ropes for diverse industrial and specialized applications.
- Biomedical Textiles: Enerpac designs and manufactures specialized textiles for the biomedical industry.
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Enerpac Tool Group Corp. (EPAC) primarily sells its industrial products and solutions to other companies (Business-to-Business, or B2B) rather than directly to individuals.
The company description details the specific markets and industries that its Industrial Tools & Services (IT&S) segment serves. While specific customer company names are not provided in the background information, Enerpac's major customers are businesses operating within the following sectors:
- Infrastructure
- Industrial Maintenance, Repair, and Operations (MRO)
- Oil and Gas
- Mining
- Renewable Energy
- Construction
These industries represent the categories of companies that utilize Enerpac's branded hydraulic and mechanical tools, services, heavy lifting technology, and other industrial solutions.
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Paul Sternlieb, President & CEO
Paul Sternlieb joined Enerpac Tool Group as President & CEO in October 2021. Before joining Enerpac Tool Group, he served as EVP & President, Protein at JBT Corporation. Prior to this, Paul was Group President, Global Cooking Equipment within the Food Equipment Group segment of Illinois Tool Works, and Vice President & General Manager with Danaher, where he led a division within the industrial technologies segment. Earlier in his career, he held senior marketing and strategy roles at H.J. Heinz, in both the US and Europe, and was an Engagement Manager with McKinsey & Company, leading marketing and growth strategy projects. Paul currently serves on the Board of Directors for Kennametal Inc. (NYSE: KMT), Children's Wisconsin, and the Metropolitan Milwaukee Association of Commerce (MMAC), as well as the Board of Trustees for Manufacturers Alliance. He holds dual bachelor's degrees in Economics and Computer Science from the University of Pennsylvania and an MBA from the Wharton School, where he graduated as a Palmer Scholar.
Darren Kozik, Executive Vice President and Chief Financial Officer
Darren Kozik joined Enerpac Tool Group as Executive Vice President and Chief Financial Officer in October 2024. Before joining Enerpac, Darren was SVP, Global Corporate Finance for ManpowerGroup, where he led their global financial planning & analysis, mergers & acquisitions, treasury, procurement, and investor relations functions. Prior to ManpowerGroup, Darren was the CFO of Mortara Instrument, where he led all aspects of the finance organization and subsequently was the VP & General Manager responsible for the overall business. Earlier in his career, he worked in roles of increasing scope and global responsibility at the General Electric Company. Darren holds a BSBA in Economics from Saint Louis University and an MBA from the Kellogg School of Management at Northwestern University.
Eric Chack, Executive Vice President – Operations
Eric Chack joined Enerpac Tool Group as the Executive Vice President – Operations in July 2024 and leads all aspects of Enerpac's global operations, including oversight for manufacturing, procurement, logistics, continuous improvement, quality, and reliability. Prior to joining Enerpac, Eric was SVP Supply Chain for Mohawk Industries. Before his time at Mohawk, Eric was SVP Global Operations & Supply Chain for Briggs & Stratton and held global operations leadership roles at SPX Corporation and IDEX Corporation. He has extensive experience building, developing, and optimizing the performance of world-class operations teams and served as an Infantry Officer in the Marine Corps.
Noah L., Executive Vice President, General Counsel, and Secretary
Noah L. joined Enerpac Tool Group in 2025 as Executive Vice President, General Counsel, and Secretary. Prior to Enerpac, Noah most recently served as Regional General Counsel - Americas and Corporate Secretary with the publicly-listed company JBT Marel Corporation, managing a wide range of legal matters including M&A, compliance, securities law, risk management, litigation, and policy development. Before this position, he served in roles of increasing scope and responsibility for Kraft Foods Group, TMK IPSCO, Reyes Holdings, and Sidley Austin LLP. He has delivered innovative legal and business solutions to global manufacturing companies, led high-performing legal teams across multiple disciplines, and provided strategic counsel on complex, business-critical matters, including advising executive leadership on over a dozen completed acquisitions. Noah holds a BS from the University of Wisconsin – Madison and a JD from University of Wisconsin Law School.
Ben, Executive Vice President and Chief Human Resource Officer
Ben joined Enerpac Tool Group as the Executive Vice President and Chief Human Resource Officer in February 2022 and leads the overall global HR function across the company, including the global Health, Safety, Security, Environment, and Quality (HSSEQ) organization as well as the Diversity, Equity, and Inclusion (DE&I) initiatives. Prior to joining Enerpac, Ben was the Chief Human Resource Officer for Vantage Specialty Chemicals.
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The key risks to Enerpac Tool (EPAC) primarily stem from its exposure to cyclical industrial markets, global supply chain vulnerabilities, and intense market competition.
- Cyclical Exposure to Industrial and Energy Markets: Enerpac Tool Group's business is significantly tied to the performance of cyclical industries such as oil & gas, heavy industry, construction, infrastructure, and industrial maintenance, repair, and operations (MRO). Instability or downturns in domestic and international economies, particularly within these sectors, can lead to substantial revenue volatility and adversely impact the demand for the company's products and services.
- Supply Chain Disruptions and Cost Increases: The company faces ongoing risks related to its supply chain, including potential shortages of components and raw materials, geopolitical conflicts, and international sanctions. These factors can disrupt manufacturing and distribution, increase production costs, and potentially damage customer relationships by affecting product availability and competitiveness.
- Intense Competition and Price Pressure: Enerpac Tool operates within a competitive and fragmented global marketplace. It faces significant price pressure, particularly from low-cost manufacturers, especially those based in Asia, in price-sensitive segments of the hydraulic tool market. Maintaining competitive product profiles and market share against these pressures is crucial for the company's profitability and market position.
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Enerpac Tool Group Corp. (EPAC) operates in several significant addressable markets globally for its main products and services. The company itself estimates its overall addressable market to be approximately $4.5 billion, encompassing its leadership position in a highly-fragmented industrial sector.
Industrial Tools & Services (IT&S) Segment
The IT&S segment primarily focuses on hydraulic and mechanical tools, as well as engineered heavy lifting technology solutions.
- Hydraulic Tools: The global hydraulic tools market size was valued at approximately USD 1.7 billion in 2025 and is projected to reach USD 2.5 billion by 2034, growing at a compound annual growth rate (CAGR) of 3.65% from 2026-2034. North America is a dominant region in this market, holding over 35.8% of the market share in 2025.
- Mechanical Tools: While specific market sizing for "mechanical tools" as defined by Enerpac's product line can be challenging to isolate, the broader global machine tools market, which includes various mechanical tools used in industrial settings, was valued at USD 109.3 billion in 2025. It is estimated to reach USD 152.0 billion by 2034, with a CAGR of 3.73% from 2026-2034. Asia Pacific currently holds the largest market share, exceeding 48.6% in 2025. The global mechanical hand tools market is projected to grow at a CAGR of 4.1% from 2025 to 2035, with North America being the largest market.
- Engineered Heavy Lifting Technology Solutions: The global industrial lifting equipment market was valued at USD 82.36 billion in 2024 and is estimated to reach USD 128.50 billion by 2035, exhibiting a CAGR of 4.2% between 2025 and 2035. Asia Pacific is a leading region in this market, holding a 45% market share in 2025. Another estimate for the global heavy lifting equipment market puts its value at USD 25 billion in 2024, projected to grow to USD 44.6 billion in 2034, at a CAGR of 5.8%.
Other Segment
The "Other" segment comprises synthetic ropes and biomedical textiles.
- Synthetic Ropes: The global synthetic rope market size was valued at approximately USD 2.4 billion in 2023 and is projected to expand to USD 3.8 billion by 2030, at a CAGR of 5.8% from 2024 to 2030. While one source indicates North America as the largest market with approximately 40% of the global share, another states that the Asia Pacific region dominated the global market, accounting for a 70.6% share in 2023.
- Biomedical Textiles: The global biomedical textiles market size was valued at USD 18.72 billion in 2024 and is projected to reach USD 37.12 billion by 2035, exhibiting a compound annual growth rate (CAGR) of 6.4%. North America is the largest market for biomedical textiles, holding approximately 45% of the global share.
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- New Product Development and Innovation: Enerpac is actively investing in its Innovation Lab to accelerate new product development, with plans to nearly double new product launches in fiscal year 2026 compared to the previous year. This includes the introduction of advanced tools such as battery-powered handheld torque wrenches, aimed at meeting evolving market demands.
- Strategic Acquisitions and Portfolio Expansion: The company's acquisition of DTA in September 2024 is a key driver, intended to expand its Heavy Lifting Technology (HLT) portfolio and leverage Enerpac's global sales network to grow DTA's market presence beyond Europe. Enerpac is also focusing on cross-selling newly acquired technologies through its commercial teams.
- Operational Efficiency, Strategic Pricing, and Channel Optimization: Through programs like the completed ASCEND transformation and the ongoing "Powering Enerpac Performance" (PEP) program, Enerpac aims to enhance operational efficiency, improve commercial effectiveness, and optimize its sales channels. This includes a strategic "80/20" approach to focus resources on the most productive distributor partnerships and implement strategic pricing to support organic growth.
- Growth in Service Offerings and High-Growth Segments: Enerpac is prioritizing an increase in service revenue, noting a 5.6% rise in the first quarter of fiscal 2025. Additionally, the "Other" segment, particularly Cortland Biomedical, has shown strong growth and is expected to continue this trajectory due to differentiated offerings and favorable macro trends in the medical device sector. The Heavy Lifting Technology (HLT) business is also seeing double-digit growth by capturing additional applications in the infrastructure market.
- Geographic Market Expansion and Targeted Regional Growth: The company is committed to expanding its international footprint and leveraging its global sales and distribution network to penetrate new geographic markets. Enerpac has observed strong performance in the Asia-Pacific (APAC) and Americas regions and is investing in long-term growth in these areas, including the introduction of brands like Larzep in new regions and opening new service centers, such as the Hydratight Service Center in Saudi Arabia.
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Peer Outperformance in Industrial Machinery & Supplies & Components
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| EPAC | Enerpac Tool | 2.5% | 19.4x | -13.7% | 34.7% | 58.4% | — |
| NPO | Enpro | 3.6% | 139.9x | 30.7% | 144.7% | 278.3% | +220pp |
| PH | Parker Hannifin | 4.1% | 32.7x | 25.9% | 154.9% | 261.2% | +203pp |
| GWW | W.W. Grainger | 5.6% | 32.0x | 29.3% | 90.3% | 232.6% | +174pp |
| HUBB | Hubbell | 6.3% | 26.2x | 2.5% | 52.6% | 168.5% | +110pp |
| FLS | Flowserve | 5.4% | 25.4x | 32.0% | 98.8% | 138.3% | +80pp |
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Construction & Engineering | 31 | 7.0% | 104.6% | 189.6% | FIX 2338% · STRL 2296% · CDNL 2275% |
| Marine Transportation | 5 | 88.1% | 65.8% | 180.5% | HOS 44163% · MATX 208% · SFL 181% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 11.7% | 58.9% | 128.8% | CAT 364% · ALSN 258% · WAB 236% |
| Aerospace & Defense | 55 | -6.5% | 68.9% | 75.0% | ATI 1076% · FTAI 1008% · HWM 661% |
| Rail Transportation | 7 | 29.3% | 58.4% | 59.0% | FSTR 147% · CSX 70% · RAIL 69% |
| Trading Companies & Distributors | 19 | 4.3% | 37.2% | 50.9% | DXPE 581% · AIT 305% · WCC 222% |
| Industrial Machinery & Supplies & Components ← | 72 | 9.1% | 51.5% | 43.2% | CRS 1278% · PSIX 1091% · EROC 652% |
| Diversified Support Services | 33 | 13.4% | 34.2% | 36.0% | LIME 3498% · TH 459% · WLFC 363% |
| Passenger Ground Transportation | 3 | -28.4% | 46.2% | 31.6% | UBER 59% · CAR 32% · LYFT -72% |
| Cargo Ground Transportation | 16 | 34.4% | 2.3% | 27.6% | R 251% · XPO 242% · CVLG 163% |
| Electrical Components & Equipment | 41 | 3.4% | 58.5% | 24.2% | POWL 2383% · BE 1333% · VRT 958% |
| Building Products | 33 | -14.7% | 3.4% | 20.0% | LMB 728% · GFF 398% · PPIH 301% |
| Industrial Conglomerates | 17 | 7.9% | 6.5% | 7.9% | RCMT 524% · CSW 142% · DD 76% |
| Agricultural & Farm Machinery | 17 | 6.4% | 4.5% | -2.4% | BLBD 214% · DE 117% · GENC 58% |
| Environmental & Facilities Services | 29 | -11.1% | 24.2% | -7.2% | CECO 929% · ADUR 404% · NVRI 376% |
| Research & Consulting Services | 13 | -12.7% | -22.8% | -10.5% | HURN 219% · CRAI 92% · GRNQ 67% |
| Data Processing & Outsourced Services | 6 | -33.4% | -14.8% | -24.6% | EXLS 46% · BR 10% · G -23% |
| Passenger Airlines | 11 | 3.2% | 13.3% | -27.7% | LTM 3169% · UAL 145% · SKYW 113% |
| Office Services & Supplies | 9 | 7.4% | 12.6% | -32.7% | PBI 202% · TILE 148% · HNI 51% |
| Human Resource & Employment Services | 22 | 6.5% | -15.5% | -36.3% | BBSI 89% · ADP 54% · PAYX 25% |
| Air Freight & Logistics | 12 | -18.0% | -19.7% | -39.1% | CHRW 97% · EXPD 67% · FDX 66% |
| Security & Alarm Services | 10 | -37.7% | 22.8% | -44.9% | CIX 157% · MG 128% · BCO 68% |
| Airport Services | 3 | -75.1% | -78.7% | -61.9% | JOBY -35% · ASLE -62% · UP -100% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 129.02 |
| Mkt Cap | 15.4 |
| Rev LTM | 3,607 |
| Op Inc LTM | 651 |
| FCF LTM | 569 |
| FCF 3Y Avg | 523 |
| CFO LTM | 653 |
| CFO 3Y Avg | 629 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 8.1% |
| Rev Chg 3Y Avg | 5.7% |
| Rev Chg Q | 9.1% |
| QoQ Delta Rev Chg LTM | 2.3% |
| Op Inc Chg LTM | 6.5% |
| Op Inc Chg 3Y Avg | 14.1% |
| Op Mgn LTM | 20.2% |
| Op Mgn 3Y Avg | 19.9% |
| QoQ Delta Op Mgn LTM | 0.4% |
| CFO/Rev LTM | 18.3% |
| CFO/Rev 3Y Avg | 17.9% |
| FCF/Rev LTM | 16.5% |
| FCF/Rev 3Y Avg | 15.7% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Industrial Tools & Services (IT&S) Segment | 596 | 571 | 555 | 527 | 493 |
| Other Segment | 21 | 18 | 43 | 44 | 36 |
| Total | 617 | 590 | 598 | 571 | 529 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Industrial Tools & Services (IT&S) Segment | 164 | 153 | 136 | 79 | 82 |
| Other Segment | 6 | 4 | 11 | 1 | -10 |
| Corporate | -36 | -36 | -63 | -49 | -20 |
| Total | 133 | 122 | 84 | 31 | 51 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Industrial Tools & Services (IT&S) Segment | 672 | 614 | 632 | 618 | 641 |
| Corporate | 130 | 137 | 102 | 92 | 126 |
| Other Segment | 25 | 27 | 28 | 46 | 53 |
| Total | 828 | 777 | 763 | 757 | 820 |
Price Behavior
| Market Price | $35.36 | |
| Market Cap ($ Bil) | 1.8 | |
| First Trading Date | 12/29/2006 | |
| Distance from 52W High | -17.8% | |
| 50 Days | 200 Days | |
| DMA Price | $36.16 | $37.11 |
| DMA Trend | down | up |
| Distance from DMA | -2.2% | -4.7% |
| 3M | 1YR | |
| Volatility | 34.8% | 31.3% |
| Downside Capture | 64.50 | 102.27 |
| Upside Capture | 39.30 | 67.35 |
| Correlation (SPY) | 14.8% | 34.4% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.77 | 0.41 | 0.44 | 0.90 | 0.86 | 0.94 |
| Up Beta | 1.04 | -0.40 | -0.35 | 0.67 | 0.63 | 0.99 |
| Down Beta | -0.62 | 1.47 | 0.81 | 1.35 | 1.11 | 1.11 |
| Up Capture | 95% | 65% | 79% | 58% | 56% | 55% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 14 | 24 | 36 | 67 | 122 | 386 |
| Down Capture | 47% | 20% | 34% | 106% | 102% | 95% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 7 | 18 | 28 | 60 | 128 | 359 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EPAC | |
|---|---|---|---|---|
| EPAC | -16.3% | 31.4% | -0.54 | - |
| Sector ETF (XLI) | 13.5% | 17.2% | 0.57 | 50.6% |
| Equity (SPY) | 16.9% | 12.9% | 0.94 | 34.6% |
| Gold (GLD) | 19.1% | 29.3% | 0.60 | 15.0% |
| Commodities (DBC) | 46.3% | 20.6% | 1.73 | -24.2% |
| Real Estate (VNQ) | 4.9% | 13.6% | 0.10 | 22.6% |
| Bitcoin (BTCUSD) | -30.6% | 44.3% | -0.70 | 14.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EPAC | |
|---|---|---|---|---|
| EPAC | 8.1% | 31.4% | 0.29 | - |
| Sector ETF (XLI) | 12.4% | 17.6% | 0.54 | 57.8% |
| Equity (SPY) | 12.9% | 17.2% | 0.57 | 47.9% |
| Gold (GLD) | 19.1% | 18.8% | 0.83 | 6.3% |
| Commodities (DBC) | 11.2% | 19.5% | 0.45 | 6.4% |
| Real Estate (VNQ) | 1.1% | 18.8% | -0.05 | 36.5% |
| Bitcoin (BTCUSD) | 12.5% | 52.5% | 0.42 | 21.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EPAC | |
|---|---|---|---|---|
| EPAC | 4.4% | 34.6% | 0.22 | - |
| Sector ETF (XLI) | 13.1% | 20.1% | 0.57 | 64.6% |
| Equity (SPY) | 15.1% | 18.0% | 0.72 | 55.8% |
| Gold (GLD) | 12.1% | 16.4% | 0.61 | 2.0% |
| Commodities (DBC) | 8.3% | 18.1% | 0.37 | 18.8% |
| Real Estate (VNQ) | 4.4% | 20.7% | 0.18 | 44.4% |
| Bitcoin (BTCUSD) | 62.6% | 66.2% | 1.02 | 13.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 8/10/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/8/2026 | 6.3% | -0.5% | 7.8% |
| 3/25/2026 | -7.8% | -3.1% | -6.1% |
| 12/17/2025 | -8.8% | 2.2% | 2.2% |
| 10/15/2025 | 4.8% | 3.9% | -3.7% |
| 6/26/2025 | -5.9% | -14.6% | -12.7% |
| 3/24/2025 | 8.4% | 3.4% | -9.9% |
| 12/18/2024 | -2.5% | -8.3% | -2.2% |
| 10/15/2024 | -1.1% | 0.4% | 12.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 9 | 11 | 11 |
| # Negative | 15 | 13 | 13 |
| Median Positive | 4.7% | 3.9% | 3.8% |
| Median Negative | -5.9% | -3.1% | -4.2% |
| Max Positive | 8.4% | 15.8% | 40.4% |
| Max Negative | -9.2% | -14.6% | -16.3% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/8/2026 | 6.3% | -0.5% | 7.8% |
| 3/25/2026 | -7.8% | -3.1% | -6.1% |
| 12/17/2025 | -8.8% | 2.2% | 2.2% |
| 10/15/2025 | 4.8% | 3.9% | -3.7% |
| 6/26/2025 | -5.9% | -14.6% | -12.7% |
| 3/24/2025 | 8.4% | 3.4% | -9.9% |
| 12/18/2024 | -2.5% | -8.3% | -2.2% |
| 10/15/2024 | -1.1% | 0.4% | 12.0% |
| 6/24/2024 | -3.0% | -2.7% | 3.8% |
| 3/20/2024 | -1.0% | 1.1% | -0.3% |
| 12/19/2023 | 2.1% | 7.1% | 0.0% |
| 10/17/2023 | -2.5% | -5.0% | -3.8% |
| 6/21/2023 | 2.8% | -1.7% | 1.1% |
| 3/22/2023 | 1.8% | -0.6% | -4.2% |
| 12/21/2022 | 0.7% | 2.1% | -1.2% |
| 9/29/2022 | -0.8% | 15.8% | 40.4% |
| 6/28/2022 | -6.4% | -4.0% | 1.8% |
| 3/23/2022 | 4.7% | 11.9% | 5.0% |
| 12/21/2021 | -9.2% | -6.1% | -16.3% |
| 9/29/2021 | -6.3% | -6.3% | -11.6% |
| 6/29/2021 | 7.7% | 6.7% | 2.1% |
| 3/24/2021 | -6.7% | 4.0% | 4.4% |
| 12/21/2020 | -3.0% | -1.8% | -3.5% |
| 9/30/2020 | -5.9% | -2.9% | -10.1% |
| SUMMARY STATS | |||
| # Positive | 9 | 11 | 11 |
| # Negative | 15 | 13 | 13 |
| Median Positive | 4.7% | 3.9% | 3.8% |
| Median Negative | -5.9% | -3.1% | -4.2% |
| Max Positive | 8.4% | 15.8% | 40.4% |
| Max Negative | -9.2% | -14.6% | -16.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 05/31/2026 | 07/09/2026 | 10-Q |
| 02/28/2026 | 03/27/2026 | 10-Q |
| 11/30/2025 | 12/22/2025 | 10-Q |
| 08/31/2025 | 10/17/2025 | 10-K |
| 05/31/2025 | 06/27/2025 | 10-Q |
| 02/28/2025 | 03/26/2025 | 10-Q |
| 11/30/2024 | 12/20/2024 | 10-Q |
| 08/31/2024 | 10/21/2024 | 10-K |
| 05/31/2024 | 06/25/2024 | 10-Q |
| 02/29/2024 | 03/22/2024 | 10-Q |
| 11/30/2023 | 12/22/2023 | 10-Q |
| 08/31/2023 | 10/20/2023 | 10-K |
| 05/31/2023 | 06/23/2023 | 10-Q |
| 02/28/2023 | 03/24/2023 | 10-Q |
| 11/30/2022 | 12/22/2022 | 10-Q |
| 08/31/2022 | 10/25/2022 | 10-K |
| Report Date | Filing Date | Filing |
|---|---|---|
| 05/31/2026 | 07/09/2026 | 10-Q |
| 02/28/2026 | 03/27/2026 | 10-Q |
| 11/30/2025 | 12/22/2025 | 10-Q |
| 08/31/2025 | 10/17/2025 | 10-K |
| 05/31/2025 | 06/27/2025 | 10-Q |
| 02/28/2025 | 03/26/2025 | 10-Q |
| 11/30/2024 | 12/20/2024 | 10-Q |
| 08/31/2024 | 10/21/2024 | 10-K |
| 05/31/2024 | 06/25/2024 | 10-Q |
| 02/29/2024 | 03/22/2024 | 10-Q |
| 11/30/2023 | 12/22/2023 | 10-Q |
| 08/31/2023 | 10/20/2023 | 10-K |
| 05/31/2023 | 06/23/2023 | 10-Q |
| 02/28/2023 | 03/24/2023 | 10-Q |
| 11/30/2022 | 12/22/2022 | 10-Q |
| 08/31/2022 | 10/25/2022 | 10-K |
| 05/31/2022 | 06/28/2022 | 10-Q |
| 02/28/2022 | 03/24/2022 | 10-Q |
| 11/30/2021 | 12/23/2021 | 10-Q |
| 08/31/2021 | 10/25/2021 | 10-K |
| 05/31/2021 | 06/30/2021 | 10-Q |
| 02/28/2021 | 03/26/2021 | 10-Q |
| 11/30/2020 | 01/05/2021 | 10-Q |
| 08/31/2020 | 10/26/2020 | 10-K |
| 05/31/2020 | 07/01/2020 | 10-Q |
| 02/29/2020 | 03/25/2020 | 10-Q |
| 11/30/2019 | 01/06/2020 | 10-Q |
| 08/31/2019 | 10/29/2019 | 10-K |
Recent Forward Guidance
Updated 7/27/2026Latest: Q3 2026 Earnings Reported 7/8/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Organic Growth | Reported | 1.0% | 1.5% | 2.0% | -0.5% | Lowered | Guidance: 2.0% for 2026 | |
| 2026 Net Sales | Reported | 635.00 Mil | 640.00 Mil | 645.00 Mil | -0.4% | Lowered | Guidance: 642.50 Mil for 2026 | |
| 2026 Adjusted EBITDA | Reported | 151.00 Mil | 153.50 Mil | 156.00 Mil | -4.4% | Lowered | Guidance: 160.50 Mil for 2026 | |
| 2026 Adjusted Diluted EPS | Reported | 1.84 | 1.86 | 1.89 | -1.1% | Lowered | Guidance: 1.89 for 2026 | |
| 2026 Free Cash Flow | Reported | 100.00 Mil | 105.00 Mil | 110.00 Mil | 0 | Affirmed | Guidance: 105.00 Mil for 2026 | |
Prior: Q2 2026 Earnings Reported 3/25/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Net Sales | Reported | 635.00 Mil | 642.50 Mil | 650.00 Mil | -0.4% | Lowered | Guidance: 645.00 Mil for 2026 | |
| 2026 Organic Sales Growth | Reported | 1.0% | 2.0% | 3.0% | -0.5% | Lowered | Guidance: 2.5% for 2026 | |
| 2026 Adjusted EBITDA | Reported | 158.00 Mil | 160.50 Mil | 163.00 Mil | -1.5% | Lowered | Guidance: 163.00 Mil for 2026 | |
| 2026 Adjusted EPS | Reported | 1.85 | 1.89 | 1.92 | -2.1% | Lowered | Guidance: 1.93 for 2026 | |
| 2026 Free Cash Flow | Reported | 100.00 Mil | 105.00 Mil | 110.00 Mil | 0 | Affirmed | Guidance: 105.00 Mil for 2026 | |
Q1 2026 Earnings Reported 12/17/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Net Sales | Reported | 635.00 Mil | 645.00 Mil | 655.00 Mil | 0 | Affirmed | Guidance: 645.00 Mil for 2026 | |
| 2026 Organic Sales Growth | Reported | 1.0% | 2.5% | 4.0% | 0 | Affirmed | Guidance: 2.5% for 2026 | |
| 2026 Adjusted EBITDA | Reported | 158.00 Mil | 163.00 Mil | 168.00 Mil | 0 | Affirmed | Guidance: 163.00 Mil for 2026 | |
| 2026 Adjusted EPS | Reported | 1.85 | 1.93 | 2 | 0 | Affirmed | Guidance: 1.93 for 2026 | |
| 2026 Free Cash Flow | Reported | 100.00 Mil | 105.00 Mil | 110.00 Mil | 0 | Affirmed | Guidance: 105.00 Mil for 2026 | |
Insider Activity
Updated 9/17/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Cunningham, Danny L | Direct | Sell | 7272026 | 34.35 | 2,930 | 100,646 | 825,430 | Form | |
| 2 | Ferland, E James JR | Direct | Sell | 7272026 | 34.35 | 2,930 | 100,646 | 3,424,042 | Form | |
| 3 | Sternlieb, Paul | President and CEO | Direct | Sell | 10172025 | 44.00 | 2,700 | 118,800 | 14,447,048 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Cunningham, Danny L | Direct | Sell | 7272026 | 34.35 | 2,930 | 100,646 | 825,430 | Form | |
| 2 | Ferland, E James JR | Direct | Sell | 7272026 | 34.35 | 2,930 | 100,646 | 3,424,042 | Form | |
| 3 | Sternlieb, Paul | President and CEO | Direct | Sell | 10172025 | 44.00 | 2,700 | 118,800 | 14,447,048 | Form |
Investor Activity (13F)
Updated Sep 21, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
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Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Industrial Machinery & Supplies & Components Resources |
| Machine Design |
| Modern Machine Shop |
| Industrial Equipment News (IEN) |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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