The Q3 beat is overshadowed by the guidance cut, suggesting near-term headwinds in the service business. Monitor the service revenue trajectory and the SFE Group acquisition closing for catalysts. The stock may trade range-bound until the next quarter shows service improvement.
Price Chart
Executive Summary
Enerpac Tool Group reported Q3 fiscal 2026 GAAP EPS of $0.58, beating consensus of $0.49 by 18%, while revenue of $167.6M modestly exceeded $164.5M estimates. However, the company lowered full-year adjusted EBITDA and EPS guidance, reflecting near-term service business pressure and geopolitical headwinds, offsetting the quarterly beat.
Key Financial Metrics
Key Facts
- Q3 GAAP diluted EPS $0.58 vs consensus $0.49 (beat 18.4%)
- Revenue $167.6M vs consensus $164.5M (beat 1.9%)
- Gross margin expanded 260 bps YoY to 53.0%
- Full-year guidance lowered: adjusted EBITDA $151M-$156M (from $158M-$163M), adjusted EPS $1.84-$1.89 (from $1.85-$1.92)
- Year-to-date operating cash flow $69M vs $56M prior year
- Company announced agreement to acquire SFE Group (separate press release)
Financial Impact
EPS beat of $0.09 per share (18.4%) but guidance lowered by ~$7M at midpoint for adjusted EBITDA
Risk Factors
- Service revenue declined 8% organically YoY and may continue to pressure near-term results
- Geopolitical risk from Middle East conflict and tariffs
- Guidance reduction signals management caution on back half of fiscal year
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3323753 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | 8-K | $35.56 | awaiting T+60 | — | $35.53 (−0.07%) |
Oct 15, 2026 11d ago | 8-K | $35.17 | awaiting T+60 | — | $35.53 (+1.04%) |
Oct 14, 2026 12d ago | Press Release | $35.07 | awaiting T+60 | — | $35.53 (+1.33%) |
Oct 13, 2026 13d ago | 3 | $34.76 | awaiting T+60 | — | $35.53 (+2.23%) |
Oct 9, 2026 18d ago | 8-K | $34.93 | awaiting T+60 | — | $35.53 (+1.73%) |
Jul 27, 2026 13w ago | Insider Cluster | $34.88 $35.56 | ▲ +1.95% | ▼ −2.10% | $35.53 (+1.88%) |
Jul 8, 2026 15w ago | 8-K | $36.46 $34.97 | ▼ −4.09% | ▼ −6.58% | $35.53 (−2.54%) |
Jul 7, 2026 15w ago | Press Release | $36.46 $34.97 | ▼ −4.09% | ▼ −6.58% | $35.53 (−2.54%) |
Jul 7, 2026 15w ago | Press Release | $36.46 $34.97 | ▼ −4.09% | ▼ −6.58% | $35.53 (−2.54%) |
Mar 6, 2026 33w ago | Press Release | $36.84 $32.93 | ▼ −10.61% | ▼ −23.39% | $35.53 (−3.54%) |
US Market Status
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