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 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.
Enerpac Tool Group Corp executive Mart Theodore William Hinnen, EVP Innovation and Tech, reported his holdings of Class A Common Stock. He beneficially owns 8,887 shares, including 3,870 restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan with scheduled future vesting.
Enerpac Tool Group Corp reports a Schedule 13G filing showing beneficial ownership of 2,765,088 shares of Common Stock, representing 5.36% of the class. The filing states Vanguard Capital Management has sole dispositive power over 2,765,088 shares and sole voting power over 394,728 shares.
The filing notes ownership reflects holdings across Vanguard affiliates and funds as described verbatim in the submission.
Enerpac Tool Group Corp ownership filing: Vanguard Portfolio Management reported beneficial ownership of 3,031,798 shares of Common Stock, representing 5.88% of the class as of 03/31/2026. The filing lists sole voting power for 46,177 shares and sole dispositive power for 3,031,798 shares. The disclosure states these holdings reflect securities held for Vanguard funds and client accounts; the Schedule 13G was signed on 04/29/2026.
Enerpac Tool Group Corp received an amended Schedule 13G/A (Amendment No. 15) from The Vanguard Group reporting that, after an internal realignment, Vanguard and certain subsidiaries will report beneficial ownership separately under SEC Release No. 34-39538. The filing states amount beneficially owned: 0 shares representing 0% of Common Stock.
The amendment explains the January 12, 2026 realignment and is signed by Ashley Grim on 03/26/2026.
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.