Enerpac Tool Group Corp Class A (EPAC)

Enerpac Tool Group Corp.'s stock price has been impacted by its earnings reports and strategic financial actions. In October 2025, Q4 fiscal year 2025 earnings surpassed estimates, leading to a 10.74% stock surge. Fiscal year 2025 saw a 5% year-over-year revenue increase and adjusted EPS up 5%. In December 2025, Q1 fiscal year 2026 results were softer, triggering an 8.8% share price drop, despite which management reaffirmed its full-year fiscal 2026 guidance. The company also completed a multi-year share repurchase program, retiring approximately 16.46% of shares, and repurchased $14.9 million of stock in Q1 fiscal 2026.

Demand for Enerpac Tool Group Corp.'s products and services exhibits some regional and industry-specific fluctuations rather than a clear overall seasonal pattern. The company's Heavy Lifting Technology (HLT) business can be "lumpy" in its performance. Enerpac has seen strong demand from infrastructure, defense, and power generation markets, but service revenue, particularly in the EMEA region and the UK oil and gas market, has experienced declines. Revenue in the APAC region declined due to political uncertainty in Southeast Asia and a slowdown in China. Higher tariff-driven costs have impacted gross profit margins, although these are expected to ease, and Enerpac aims to offset these challenges through price increases and productivity gains.

Enerpac Tool Group Corp. is a global industrial technology company specializing in high-force hydraulic tools and controlled-force products, operating within the Industrial Goods and Machinery sector. The company designs, manufactures, and distributes hydraulic and mechanical tools, providing related services and tool rentals. Its products include high-pressure hydraulic tools, controlled force products, and engineered solutions for precise positioning of heavy loads, serving diverse sectors such as refinery, general industrial, MRO, machining & manufacturing, power generation, infrastructure, oil and gas, mining, renewable energy, and construction.

Enerpac Tool Group Corp. serves a broad customer base in over 100 countries, maintaining a significant global presence with operations across the Americas, Europe, Asia-Pacific, and Africa. It has locations in various U.S. states and Brazil in the Americas. European operations span countries such as Scotland, the Netherlands, France, Germany, Poland, Norway, Spain, and Italy. In Asia/Middle East/Africa, Enerpac has a footprint in countries including Algeria, Kazakhstan, India, UAE, Australia, South Korea, Japan, China, Singapore, and South Africa.

Enerpac Tool Group cultivates a brand reputation grounded in reliability, precision, and performance, particularly in challenging industrial conditions. The company emphasizes safety and efficiency and focuses on product innovation and service solutions. In the past year, the company has focused on accelerating R&D and new product launches, with plans to nearly double new launches in fiscal 2026. Regional challenges to its business performance include the decline in service revenue in the UK oil and gas market, an overall economic slowdown in Western Europe, political uncertainty in Southeast Asia, and a slowdown in China.

Enerpac Tool Group Corp. is largely controlled by institutional investors including BlackRock, Inc., The Vanguard Group, Inc., Kayne Anderson Rudnick Investment Management LLC, Capital International Investors, Neuberger Berman Group LLC, State Street Corp., Champlain Investment Partners, LLC, Barrow Hanley Mewhinney & Strauss LLC, Cooke & Bieler LP, and Dimensional Fund Advisors LP. Retail or individual investors hold a very small percentage of the outstanding shares.