Welcome to our dedicated page for ENERPAC TOOL GROUP SEC filings (Ticker: EPAC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 director Danny L. Cunningham exercised 2,930 director stock options at an exercise price of $26.95 per share, receiving the same number of Class A common shares. On the same day, he sold 2,930 shares at $34.35 per share. These transactions were reported as made under a Rule 10b5-1 trading plan, and the reported option grant was fully exercised.
Enerpac Tool Group director E James Jr Ferland exercised director stock options for 2,930 shares of Class A Common Stock at an exercise price of $26.95 per share granted under the 2009 Omnibus Incentive Plan, then sold 2,930 shares at $34.35 per share on July 23, 2026, in transactions affirmed as made under a Rule 10b5-1 trading plan.
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 Corp. ownership disclosure: Capital International Investors reports beneficial ownership of 3,293,385 shares of Enerpac common stock, representing 6.4% of 51,543,169 shares believed to be outstanding. The filing states CII has sole voting and sole dispositive power over these shares.
The Schedule 13G/A is signed by Aaron Espin on 05/13/2026 and describes CII as a division of Capital Research and Management Company and affiliated investment management entities.
Enerpac Tool Group Corp EVP and CCO Jefferson Philip Ashley filed an initial ownership statement showing beneficial ownership of 8,046 shares of Class A Common Stock. This total includes 5,894 restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan.
The restricted stock units vest, subject generally to continued employment, in several tranches: 1,015 shares on October 19, 2026; 1,580 shares in two equal annual installments beginning on November 7, 2026; and 3,299 shares in three approximately equal annual installments beginning on October 23, 2026.