Enerpac Tool Group Corp.'s SEC filings document the formal reporting record for a Wisconsin industrial tools and services company whose common stock trades on the NYSE under EPAC. Form 8-K reports furnish quarterly and annual operating results, including Industrial Tools & Services sales, margins, cash flow, share repurchases, service contracts, product launches, and GAAP and non-GAAP financial measures.
Proxy and governance filings describe annual meeting matters, director elections, auditor ratification, advisory executive compensation votes, board governance, executive compensation, and shareholder voting outcomes. Other 8-K disclosures cover officer appointments and departures, compensatory arrangements, and Regulation BTR notices tied to employee benefit plan trading restrictions involving Enerpac common stock.
Enerpac Tool Group Corp. outlined its PROPEL growth strategy and financial outlook at its Investor Day. FY27 guidance calls for net sales of $825 million–$845 million, organic growth of 4%–6%, adjusted EBITDA of $195 million–$205 million and adjusted diluted EPS of $2.00–$2.15; the outlook includes approximately 10 months of SFE Group.
The SFE Group acquisition closed October 28, 2026, at a purchase price of approximately $472 million. SFE reported approximately $170 million in TTM net sales and approximately $44 million in adjusted EBITDA through March 2026. Enerpac targets $4 million–$6 million of adjusted EBITDA synergies by year three and expects the acquisition to be accretive to FY27 adjusted EPS.
For FY30, Enerpac targets 4%–6% organic growth CAGR and 10%–13% adjusted diluted EPS CAGR from FY26, with free cash flow conversion above 100%. A new credit facility signed October 16, 2026, matures October 16, 2031, and has $850 million of capacity: a $300 million term loan and $550 million revolver, plus a $425 million accordion feature.
Enerpac Tool Group Corp. EVP - CPTO Benjamin James Topercer sold 4,800 shares of Class A Common Stock on November 2, 2026, at $41.30 per share. The transaction was reported under a Rule 10b5-1 trading plan. Topercer directly held 58,507 shares after the sale.
Enerpac Tool Group Corp. (EPAC) officer Benjamin James Topercer reported a proposed sale of 4,800 Class A shares with an aggregate market value of $198,240, at an approximate sale date of November 2, 2026. Fidelity Brokerage Services LLC is listed as the broker, and NYSE as the exchange. The shares are identified as compensation from restricted stock vesting on February 14, 2025.
Enerpac Tool Group Corp. reported fiscal 2026 net sales of $652.3 million, up 6% from $616.9 million, with net earnings from continuing operations of $89.7 million versus $92.7 million. Product sales rose 9% to $546.1 million, while service and rental sales fell 9% to $106.2 million; gross profit margin was 49.2%, compared with 50.5%. Cash provided by operating activities increased to $130.2 million from $111.3 million.
On October 28, 2026, Enerpac completed its acquisition of SFE Group for approximately $452 million in cash, plus approximately $20 million in restricted stock unit awards to key personnel in lieu of transaction bonuses. The cash consideration was funded with cash on hand, a recently refinanced $300 million term loan and $312 million borrowed under the revolving credit facility. On October 16, 2026, Enerpac refinanced its credit facility with an $850 million senior credit facility, comprising a $550 million revolving line and a $300 million term loan, maturing in October 2031.
Enerpac Tool Group Corp. (EPAC) reported fourth-quarter net sales of $185.7 million for the quarter ended August 31, 2026, compared with $167.5 million a year earlier. Net earnings were $24.4 million versus $28.1 million, and adjusted diluted EPS was $0.53 versus $0.52. Adjusted EBITDA was $42.1 million versus $44.5 million.
For fiscal 2026, net sales were $652.3 million versus $616.9 million; net earnings were $89.7 million versus $92.7 million. Adjusted EBITDA was $154.3 million versus $153.6 million. Cash provided by operating activities was $130.2 million versus $111.3 million, and free cash flow was $119.6 million versus $92.0 million. The company completed its acquisition of SFE Group on October 28, 2026.
Fiscal 2027 guidance is net sales of $825 million to $845 million, organic sales growth of 4% to 6%, adjusted EBITDA of $195 million to $205 million, and adjusted diluted EPS of $2.00 to $2.15. Guidance includes approximately 10 months of SFE Group and is based on the company’s key foreign exchange rate assumptions; it assumes no substantial change to the current tariff or regulatory environment.
Enerpac Tool Group Corp. (EPAC) completed its acquisition of Specialized Fabrication Equipment Group on October 28, 2026, for approximately $472 million: approximately $452 million in cash, subject to customary closing adjustments, and $20 million in equity awards in lieu of certain transaction bonuses.
Funding included cash on hand, an expanded $300 million term loan and borrowings under a new $550 million revolving credit facility. The five-year senior facility totals $850 million, with an accordion option of up to $425 million. Enerpac estimated net debt-to-adjusted EBITDA of approximately 2.3 times at closing. The purchase price was 10.6x SFE Group’s trailing adjusted EBITDA, or 9.5x including expected synergies of $4 million to $6 million by year three; estimated transaction costs were $8 million and integration costs $10 million to $14 million.
Enerpac will grant approximately $21.2 million in inducement awards to 14 SFE Group senior employees, including $20 million in lieu of transaction bonuses. Agreements require approximately $10.9 million of cash merger consideration for three executives to be escrowed for open-market purchases of Enerpac shares within 15 trading days after closing when Enerpac is not in a blackout period; transfers are restricted until the third anniversary of closing.
Enerpac Tool Group Corp. (EPAC) amended its merger agreement for the acquisition of Specialized Fabrication Equipment Group LLC. Under the amendment, restricted stock unit awards for SFE Group key personnel, in lieu of cash payment of transaction bonuses owed to them, are to be made under Enerpac’s newly adopted Inducement Award Plan upon completion of the merger, rather than under its 2017 Omnibus Incentive Plan.
The amendment adds a related covenant and conditions precedent to each party’s obligation to complete the merger, including execution and delivery by each key person of an award agreement under the Inducement Plan. It also clarifies the closing-date adjustment to merger consideration for SFE Group cash, debt and transaction expenses, including cash paid to SFE Group or its subsidiaries, and debt or expenses satisfied or paid by Enerpac on or before completion.
Enerpac Tool Group Corp. amended President and Chief Executive Officer Paul Sternlieb’s offer letter to set retirement-related award terms for a retirement date no earlier than July 31, 2030. Eligibility requires notice, continued employment through a retirement date 180 days after notice (or an earlier agreed date), voluntary departure, and a signed waiver and release that remains in effect. Eligible unvested RSUs that otherwise would not vest before retirement vest on retirement and generally pay 60 days later; PSUs continue through the full performance period based on actual results, with payment generally 60 days after the period ends.
Severance increases from 1.5 to 2 times base salary and annual incentive amount, from 18 to 24 months of welfare-benefit premiums, and from $10,000 to up to $50,000 for plan-enforcement legal fees; up to $50,000 is also reimbursable for amendment preparation and negotiation. A material reduction in annual equity or long-term incentive opportunity is added to the change-in-control trigger. The amendment does not increase base salary or target annual incentive and long-term equity award opportunities and adds no special long-term incentive grant. Enerpac also reports a recently signed definitive agreement to acquire Specialized Fabrication Equipment Group LLC.
Benjamin James Topercer, EVP - CPTO of Enerpac Tool Group Corp (EPAC), reported 831 shares of Class A Common Stock delivered or withheld for payment of exercise price or tax liability on October 23, 2026. He directly held 63,307 shares after the transaction. No Rule 10b5-1 plan is reported.
Enerpac Tool Group Corp. (EPAC) President and CEO Paul Sternlieb reported that 6,645 Class A common shares were delivered or withheld on October 23, 2026, for payment of exercise price or tax liability. The transaction was reported at $35.79 per share. His direct holdings after the transaction were 512,966 shares.