Enerpac Tool Group (EPAC) Investor Day 2026 summary

Strategy and market opportunity

• ASCEND’s FY22–FY26 transformation strengthened processes, culture and financial performance, with gross margins approaching 50%.

• PROPEL builds on ASCEND around grow, differentiate and expand, supported by PEP and disciplined capital allocation to accelerate profitable, above-market growth.

• Addressable market is ~$5.5B, expanded by ~$1B through SFE; management expects 2%–3% market growth and targets 200–300 bps of annual organic outgrowth.

• Pro forma FY26 net sales were $822M, with 85% from products and 15% from services; 54% of revenue came from the Americas, and SFE represented 21% of sales.

• Mission-critical solutions span industrial applications in more than 100 countries; priorities include infrastructure, energy transition, data centers, maintenance, defense and industrial reshoring.

Growth and operating priorities

• Grow through global ECX deployment, enterprise and strategic-account selling, SFE cross-selling, stronger distributor partnerships, and higher-margin aftermarket opportunities.

• Differentiate through battery and connected technology, integrated solutions, innovation and platform standardization; expand through PEP, continuous improvement, and higher-margin service and rental mix.

• Focus commercial resources on industrial MRO, refinery and petrochem, data centers, power generation, infrastructure, nuclear, shipbuilding, aerospace and defense; service delivered 9% organic growth in Q4 FY26.

• Infrastructure revenue is expected as funded projects reach on-site execution; PEP is ongoing, with costs and benefits flowing through the P&L and 80/20 discipline guiding execution.

SFE acquisition and integration

• SFE closed October 28, 2026, for ~$472M; TTM sales were ~$170M and adjusted EBITDA ~$44M, at 10.6x adjusted EBITDA or 9.5x including expected synergies.

• SFE adds fabrication tools, 12 premium brands and 21% of pro forma sales, broadening exposure to industrial MRO, power generation and data centers.

• Targeted revenue and cost synergies are $4M–$6M in adjusted EBITDA by year three; integration uses ECX, PEP, distribution and other capabilities to pursue early wins and longer-term growth.

• Integration aims to preserve SFE’s entrepreneurial, agile and customer-centric culture while adding commercial reach, innovation resources and operational scale; FY27 adjusted EPS is expected to be accretive, excluding specified costs and charges.