EPAC earnings analysis
What we found in EPAC's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
Enerpac Tool Group reported strong Q3 2026 results with revenue of $167.6 million and EPS of $0.60, surpassing estimates of $164.5 million and $0.49, respectively. The company experienced 6% year-over-year growth in sales, driven mainly by a recovery in product sales despite challenges in its service segment. Management has provided narrowed guidance for full-year revenue between $635 million and $645 million alongside operational advancements and a focus on organic growth.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Revenue Growth
- Q3 revenue increased by $8.9 million (6%) YoY to $167.6 million.
- EPS Beats Estimates
- Reported diluted EPS of $0.60, exceeding the estimated EPS of $0.49 by 22.5%.
- Operating Profit Increase
- Operating profit rose $9.7 million YoY to $41.4 million, improving margins amid sales growth.
- Strong Cash Flow
- Generated $69.3 million in operating cash flow for the nine months ended May 31, 2026.
- Debt Management
- Total long-term debt decreased to $174.8 million from $182.2 million.
- Guidance Narrowing
- Narrowed full-year revenue guidance to $635-$645 million from $635-$650 million.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Service Revenue Decline
- Service segment sales declined by $2 million (6%) YoY, contributing to overall lower service performance.
- Geopolitical Risks
- Continued geopolitical tensions may affect operational stability and costs.
- Integration Risks of Acquisition
- Acquisition of SFE Group could face integration challenges, impacting anticipated financial benefits.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $0.6
- Gross margin
- 53%
- Operating margin
- 24.7%
- Segment
- IT&S Segment: $160.966M
- Segment
- Other Segment: $6.587M
What they said about what is next.
Outlook reflects a focus on organic growth and operational efficiency.
The filing reads better than the one before it.
What came before.
- 10-Q · March 27, 2026
- Enerpac Tool Group Corp. reported Q2 FY2026 results with revenues increasing 6% year-over-year to $155 million, driven by strong product sales. However, gross margins shrank to 46.4% due to increased costs and ongoing…
- 10-Q · December 22, 2025
- Enerpac Tool Group Corp.'s Q1 2026 results show a slight decline in revenues and EPS compared to Q1 2025, primarily impacted by an 8% drop in service revenue which outpaced the growth in product sales. While cash flow…
- 10-K · October 17, 2025
- In its 2025 10-K, Enerpac Tool Group Corp. reported a 5% increase in total sales to $617 million driven by growth in the Industrial Tools & Services segment, particularly in the Americas and APAC regions, although…
- 10-Q · June 27, 2025
- Enerpac Tool Group Corp. reported strong Q3 results for 2025, with revenue reaching $159 million and EPS at $0.51, both exceeding analyst expectations. The company highlighted ongoing operational efficiencies and a…
This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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