Here are the 8-K filings from Enerpac Tool Group Corp. (EPAC) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
An 8-K covers material events a company has to report between its quarterly reports, so if you follow EPAC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EPAC filings page.
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. (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.
Enerpac Tool Group Corp. (EPAC) entered into an amended and restated credit agreement providing a $550 million revolving credit facility and a $300 million term loan. It amended and restated in its entirety a September 9, 2022 agreement that provided a $625 million revolver and a $200 million term loan. Both new facilities mature on October 16, 2031. Initial borrowings were applied to repay outstanding debt under the prior agreement and pay applicable fees and transaction expenses.
EPAC may request up to $425 million in facility increases and/or additional term-loan tranches, subject to customary conditions, including participating-lender commitments. Borrowings initially bear interest at term SOFR plus 1.125% per annum, with spreads adjusted based on net leverage. The agreement is secured by substantially all personal property assets of the company and its domestic subsidiary guarantors, subject to specified exclusions, and certain subsidiary equity interests. Quarterly covenants limit the net leverage ratio to 3.75 to 1.00, with an election—subject to conditions—for 4.25 to 1.00 during the testing period of certain material acquisitions and the next four testing periods; the interest coverage ratio must not be less than 3.00 to 1.00.
Enerpac Tool Group Corp. approved performance-vesting restricted stock unit awards for four named executive officers under a long-term incentive program tied to successful completion of its previously announced agreement to acquire SFE Group. The program is designed to reward completion of the acquisition and incentivize growth associated with integration and future acquisition activities. At target performance, the stated grant-date values are $200,000 for Darren M. Kozik, $125,000 for Benjamin J. Topercer, $110,000 for Noah N. Popp and $75,000 for Eric T. Chack. Half of each award is tied to net sales goals and half to adjusted EBITDA goals for fiscal 2028. Awards earn 0% of target shares at threshold, 100% at target and 200% at maximum; earned shares vest on the last day of fiscal 2028, subject to continued employment. The awards are forfeited for no consideration if the acquisition does not close on or before November 30, 2026. Certain circumstances provide for accelerated vesting.
Enerpac Tool Group Corp. (EPAC) expanded its Board from eight to nine directors and elected Charles T. Lauber effective October 8, 2026. The Board determined Lauber is independent under applicable NYSE and SEC rules and appointed him to its Audit Committee and Talent Development and Compensation Committee. He will receive compensation consistent with other non-employee directors, and Enerpac intends to enter into an indemnification agreement with him.
Lauber has more than 40 years of finance and related experience. Before retiring earlier in 2026, he served as executive vice president and chief financial officer of A. O. Smith from 2019 to 2026, following a 27-year career there. He also spent 15 years at Ernst & Young before joining A. O. Smith in 1999.
Enerpac Tool Group Corp. reports a leadership change in its finance organization. On July 23, 2026, the Board appointed Kevin J. Hagen, age 46, as Principal Accounting Officer and Vice President and Global Controller. Hagen joined the company in June 2026 as Vice President of Finance.
Hagen previously held a series of accounting and reporting roles at The Sherwin-Williams Company, including Vice President and Controller from January 2026 and Vice President and Assistant Controller from January 2025, following senior reporting roles since 2019. He earlier served with Signet Jewelers Limited and began his career at Deloitte & Touche LLP and Ciuni & Panichi, Inc. He is a licensed Certified Public Accountant in Ohio and holds a Bachelor of Arts degree in Accounting and Finance from Clarke College. On the same date, Patrick J. Dawson was notified he will no longer serve as Principal Accounting Officer and Corporate Controller.
Enerpac Tool Group Corp. agreed to acquire Specialized Fabrication Equipment Group LLC (SFE Group) for approximately $472 million in cash. The deal values SFE Group at 10.6x trailing-twelve-month adjusted EBITDA and 9.5x trailing adjusted EBITDA including anticipated synergies. SFE Group generated trailing-twelve-month sales of about $170 million and roughly $44 million of adjusted EBITDA, adding a portfolio of 12 industrial tool brands and expanding Enerpac’s addressable market by about $1 billion. Enerpac plans to fund the purchase with cash on hand and borrowings under its senior credit facility, which was amended to increase the revolving credit capacity from $400 million to $625 million. Net debt-to-adjusted EBITDA is expected to be approximately 2.8 times at closing, which is targeted for the first quarter of Fiscal 2027, subject to regulatory approvals and customary closing conditions.
Enerpac Tool Group reported solid growth for its fiscal third quarter ended May 31, 2026 and announced a definitive agreement to acquire SFE Group. Net sales were $167.6 million, up 6% year over year, with organic sales up 3%. Net earnings rose to $29.8 million, or $0.58 per diluted share, and adjusted diluted EPS was $0.60, helped by a $0.08 benefit from an expected refund of tariffs imposed under the International Emergency Economic Powers Act.
Adjusted EBITDA increased to $46.9 million with a 28.0% margin, while gross margin expanded to 53.0%. Year-to-date operating cash flow reached $69.3 million, and net debt was $69.1 million, a net debt-to-adjusted EBITDA ratio of 0.5x. The company repurchased about 420,000 shares for $15 million in the quarter.
Enerpac narrowed its full-year fiscal 2026 guidance, keeping net sales at $635–$645 million and organic growth at 1%–2%, but trimming adjusted EBITDA to $151–$156 million and adjusted diluted EPS to $1.84–$1.89, while maintaining free cash flow guidance of $100–$110 million.
Enerpac Tool Group reported fiscal Q2 2026 net sales of $154.8 million, up 6% year over year, driven by 2% organic growth and strong product demand. Net earnings were $16.3 million, or $0.31 per diluted share, down from $20.9 million and $0.38, while adjusted diluted EPS held at $0.39. Adjusted EBITDA was $33.0 million with a 21.3% margin versus $33.8 million and 23.2% a year ago, reflecting service weakness, especially in EMEA. The company generated $29 million of operating cash flow in the first half, repurchased about 1.3 million shares for $51 million, and ended the quarter with net debt of $88.5 million, a 0.6x net debt-to-adjusted-EBITDA ratio. Full-year 2026 guidance calls for net sales of $635–$650 million, organic growth of 1–3%, adjusted EBITDA of $158–$163 million, adjusted EPS of $1.85–$1.92, and free cash flow of $100–$110 million.
Enerpac Tool Group Corp. held its Annual Meeting of Shareholders on February 4, 2026, where investors voted on three key proposals. Shareholders elected eight directors, including J. Palmer Clarkson, Colleen M. Healy, and CEO Paul E. Sternlieb, to serve until the next annual meeting and until successors are elected and qualified.
Shareholders also ratified Ernst & Young LLP as Enerpac’s independent auditor for the fiscal year ending August 31, 2026. In addition, investors approved, on an advisory basis, the compensation of the company’s named executive officers, signaling support for current leadership and pay practices.
Enerpac Tool Group Corp. issued a press release announcing its financial results for the three months ended November 30, 2025. The company made this press release available to the market by furnishing it as Exhibit 99.1 to a current report, so readers can review the detailed quarterly numbers and commentary directly in that exhibit rather than in the body of the report itself.
Enerpac Tool Group Corp. is implementing a temporary trading blackout connected to its 401(k) plan. The blackout is required to facilitate the elimination of the Enerpac Tool Group Corp. Stock Fund as an investment option and the liquidation of shares of common stock held in that fund.
The blackout will run from 4:00 p.m. Eastern Time on December 31, 2025 until 9:30 a.m. Eastern Time on January 13, 2026. During this period, 401(k) participants cannot make investment changes with respect to the Company Stock Fund, and the company’s directors and executive officers are prohibited, subject to limited exceptions, from transactions in Enerpac equity securities, including common stock, options and other derivative securities, whether inside or outside the plan.
Enerpac Tool Group filed an 8-K stating it furnished a press release announcing financial results for the three and twelve months ended August 31, 2025. The disclosure is provided under Item 2.02 and is treated as “furnished,” not “filed,” under the Exchange Act. The press release is included as Exhibit 99.1 dated October 15, 2025. The company’s Class A common stock trades on the NYSE under the symbol EPAC.
Enerpac Tool Group (NYSE:EPAC) filed an 8-K under Item 2.02 to announce its results for the three and nine months ended May 31 2025. The detailed financials are contained in the furnished Exhibit 99.1; therefore, they are not subject to Section 18 liability and are not reproduced in the filing’s body.
The Company emphasizes that the information is being "furnished," not "filed," and investors should reference the press release for revenue, EPS, margin and cash-flow data, as well as any forward-looking statements or updates to guidance.