Enerpac Tool Group (EPAC)
NYSE:EPAC
Earnings Data
Report Date
Jun 25, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.5Last Year’s EPS
0.51Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of solid product momentum, strong cash generation, robust liquidity and strategic wins (new product launches, a multi-year U.K. contract, and Cortland growth) that were offset by meaningful weakness in the service business leading to gross margin and adjusted EBITDA pressure, recent restructuring charges, and geopolitical uncertainty. Management emphasized cost discipline, restructuring to rightsize services (expected near-term savings), continued investment in innovation and M&A optionality, and maintained strong free cash flow guidance.Company Guidance
Product Sales Growth and Order Momentum
IT&S product sales grew 6% organically year-over-year (the highest products growth in 10 quarters). Overall second quarter revenue expanded 2% organically, with product order rates growing mid-single digits and gains in each geographic region.
Strong Geographic Product Performance
Americas product revenue grew nearly 6% driving a 4% regional revenue increase; EMEA product revenue expanded 7%; Asia Pacific resumed modest growth with India growing double digits and Australia benefiting from mining and oil & gas recovery.
Other Segment (Cortland) Outperformance
Cortland delivered exceptional growth of 27% in the second quarter due to ongoing success generating new projects.
Innovation and Product Launches
Launched six new products at CONEXPO (including diesel and battery split flow pumps, IntelliLift 2.0 wireless gantry controller, cribbing rooms, updated skid track system, and a lightweight tow jack). Management expects incremental revenue in H2 and meaningful ramp over 12–36 months.
Significant Contract Win
Secured a five-year U.K. North Sea service contract with a major oil and gas company worth several million dollars annually; revenue from this contract is expected to begin in Q4 of fiscal 2026.
Improved Cash Generation and Liquidity
YTD cash flow from operations increased to $29.0M from $16.0M (up $13.0M). Free cash flow expanded from $5.0M in 2025 to $23.0M in 2026 (up $18.0M). Total liquidity was $499.0M and net debt was $89.0M, resulting in net debt/adjusted EBITDA of 0.6x.
Capital Return and Balance Sheet Flexibility
Repurchased $51.0M of stock in the quarter, with roughly $135.0M remaining under the $200.0M authorization; management emphasizes M&A optionality with ample liquidity and unused revolver.
Cost Discipline and SG&A Improvement
Adjusted SG&A declined to 26.4% of revenue from 28.3% a year ago (improvement of ~190 basis points) driven by disciplined cost management and consolidation to a low-cost shared service model.
EPAC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
EPAC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 25, 2026 | $37.48 | $34.54 | -7.84% |
Dec 17, 2025 | $39.26 | $35.81 | -8.79% |
Oct 15, 2025 | $40.31 | $42.24 | +4.79% |
Jun 26, 2025 | $44.10 | $41.49 | -5.92% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Enerpac Tool Group (EPAC) report earnings?
Enerpac Tool Group (EPAC) is schdueled to report earning on Jun 25, 2026, Before Open (Confirmed).
What is Enerpac Tool Group (EPAC) earnings time?
Enerpac Tool Group (EPAC) earnings time is at Jun 25, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EPAC EPS forecast?
EPAC EPS forecast for the fiscal quarter 2026 (Q3) is 0.5.