Overview

• US industrial tools provider's fiscal Q3 sales rose 6%, beating analyst expectations

• Adjusted EPS for fiscal Q3 was $0.60, beating analyst expectations

• Company returned $15 mln to shareholders via share repurchases and announced SFE Group acquisition

Outlook

• Enerpac narrows FY26 net sales outlook to $635 mln-$645 mln from $635 mln-$650 mln

• Company lowers FY26 adjusted EBITDA forecast to $151 mln-$156 mln from $158 mln-$163 mln

• Enerpac expects near-term pressure from Service business and geopolitical events

Result Drivers

• PRODUCT SALES GROWTH - IT&S product sales rose 5% organically, reflecting underlying business strength, per CEO Paul Sternlieb

• SERVICE REVENUE - Service revenue declined 8% organically year over year but improved 17% sequentially, as company implements service improvement plan

• TARIFF REFUND BENEFIT - Gross profit margin increased, including benefit from expected refund of IEEPA tariffs

Company press release: ID:nGNX1k6stb

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q3 Sales	Beat	$167.6 mln	$164.91 mln (3 Analysts)
Q3 Adjusted EPS	Beat	$0.60	$0.50 (3 Analysts)
Q3 EPS		$0.58
Q3 Adjusted Net Income		$31 mln	$25.60 mln (2 Analysts)
Q3 Net Income		$29.8 mln
Q3 Net Debt		$69.1 mln

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the industrial machinery & equipment peer group is "buy"

• Wall Street's median 12-month price target for Enerpac Tool Group Corp is $50.50, about 47.2% above its July 7 closing price of $34.31

• The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 18 three months ago

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