Enerpac Tool Group Corp. · NYSE:EPAC
Enerpac Tool — Q3 2026 Earnings Presentation
22 slides from Enerpac Tool's earnings presentation, Jul 8, 2026
Slide 1: Q3 FY26 Earnings
Q3FY26 =! = EARNINGS ~~ ENERPAC.¢) TOOL GROUP
Slide 2: Forward-Looking Statements and Non-GAAP Measures
FORWARD-LOOKING STATEMENTS AND NON-GAAP MEASURES Statements made in this presentation that are not historical are forward-looking statements made pursuant to the provisions of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties. In addition to statements with re
Slide 3: Highlights
HIGHLIGHTS ▪ IT&S Product organic* sales growth of 5% in Q3 ▪ Continued to drive growth in attractive vertical markets including infrastructure, power generation, and defense ▪ Introduced targeted marketing campaign featuring heavy lifting and moving solutions for data center builds, with promising
Slide 4: Agreement to Acquire SFE Group
AGREEMENT TO ACQUIRE SFE GROUP 4
Slide 5: SFE Group
SFE GROUP Global provider of specialized fabrication and industrial tool solutions for critical industries Premium brand platform with strong margins and a complementary market leading position Product Categories Brands* Pipe beveling and on- site machining Orbital welding & cutting Tools & lifting
Slide 6: SFE Group Strategic Rationale
SFE GROUP Strategic Rationale 1936 Founded Meaningful growth potential, supported by a strong market position in attractive, high-growth verticals, including defense, power generation, and semiconductors & ~350 data centers Employees Revenue synergy opportunity from leveraging Enerpac's global dist
Slide 7: Revenue Breakdown
REVENUE BREAKDOWN SFE Group has a strong presence in faster growing verticals (Power Gen & Aerospace) and geographies (Americas) SFE Group Enerpac IT&S 1% (1) (2) Revenue by End Market 13% Revenue by End Market 20% 24% Energy (Power Gen) 35% Energy (Power Gen) 21% Defense / Government / Aerospace De
Slide 8: Financial Benefits
FINANCIAL BENEFITS TTM Mar-26 (1) FY26E Strong Free Cash SFE Group EPAC Flow Profile Enables Debt Paydown Sales ~$170M $635M - $645M ~2.8x Adjusted EBITDA ~$44M $151M - $156M Target Leverage: 1.5-2.5x ~2.2x ▪ Purchase price of ~$472M funded by cash on hand and borrowings under a $225M expansion of c
Slide 9: Enerpac Q3 FY26
ENERPAC Q3 FY26 ENERPAC.¢) TOOL GROUP
Slide 10: Q3 Fiscal 2026 Revenue Breakdown
Q3 FISCAL 2026 REVENUE BREAKDOWN $ in millions (1) NET SALES NET SALES ORGANIC CHANGE GROWTH Q3 FY26 Q3 FY25 Industrial Tools & $161 $153 5% 2% Service (IT&S) IT&S Product $134 $124 7% 5% IT&S Service $27 $29 -6% -8% Other (Cortland $7 $5 25% 25% Biomedical) Enerpac Tool $168 $159 6% 3% Group (2) 10
Slide 11: IT&S Organic Revenue Growth by Region
IT&S ORGANIC REVENUE GROWTH BY REGION* Region Q3 FY26 YoY Q3 Commentary FY25 IT&S REGIONAL PRODUCT & SERVICE BREAKDOWN Growth in Standard Products and significant growth in HLT offset by a service decline. Standard Products 12% Americas 6% Americas Product Heavy Lifting Technology Americas Service 3
Slide 12: Q3 Fiscal 2026 Profitability
Q3 FISCAL 2026 PROFITABILITY $ in millions, except EPS Q3 FY26 Q3 FY25 YoY Change (1) Gross Margin 53.0% 50.4% +260 bps (2) Adjusted SG&A 26.4% 25.5% +90 bps as a % of Revenue (1) (2) Adjusted EBITDA $46.9M $41.0M +14.3% (1) (2) Adjusted EBITDA Margin 28.0% 25.9% +210 bps (1) (2) Adjusted EPS $0.60
Slide 13: FY26 Updated Guidance
FY26 UPDATED GUIDANCE $635 - $645M NET SALES Pressure from the service business ~1-2% Organic Growth and Middle East conflict Depreciation & $ in millions ADJUSTED EBITDA* $151 - $156M $16 - $18 Amortization Interest Expense $7 - $10 Adjusted Tax Rate 21% - 26% FREE CASH FLOW* $100 - $110M Cash Taxe
Slide 14: Significant Growth Opportunity: Americas Heavy Lifting & Moving Solutions
SIGNIFICANT GROWTH OPPORTUNITY: AMERICAS HEAVY LIFTING & MOVING SOLUTIONS • Significant HLT growth in Q3 • Built backlog for remainder of fiscal 2026 and early fiscal 2027 • Growth driven by proactive engagement with current customers, as well as data center lead generation campaign • Key new end us
Slide 15: Continued Innovation Momentum
CONTINUED INNOVATION MOMENTUM LU-Series Lightweight Torque Wrench Pump • Strengthens Enerpac’s position in the high-frequency maintenance segment, addressing a sizable recurring application opportunity • Differentiated portability and lightweight design improve productivity and operator experience v
Slide 16: Enerpac Well Positioned for Profitable Growth
ENERPAC WELL POSITIONED FOR PROFITABLE GROWTH ✓ Product business growing mid-single digits and well positioned in attractive verticals and geographies ✓ Launching ~2x the number of products in FY26 vs. FY25 to enable profitable growth ✓ Service business is improving, with anticipated tailwinds when
Slide 17: Appendix
APPENDIX ENERPAC & TOOL GROUP 17
Slide 18: Reconciliation of Non-GAAP Measures
RECONCILIATION OF NON-GAAP MEASURES ($ IN MILLIONS) Consolidated & Other IT&S Organic Sales by Category* IT&S Region Organic Sales* Organic Sales* ETG Organic Sales IT&S Organic Sales IT&S Americas Organic Sales Q3 FY26 Q3 FY25 % Change Q3 FY26 Q3 FY25 % Change Q3 FY26 Q3 FY25 % Change Net Sales $16
Slide 19: Reconciliation of Non-GAAP Measures
RECONCILIATION OF NON-GAAP MEASURES ($ IN MILLIONS, EXCEPT PER SHARE) Adjusted Selling, general and administrative expenses Adjusted Net Earnings Q3 FY26 Q3 FY25 Q3 FY26 Q3 FY25 Selling, general and administrative expenses $46 $47 Net Earnings $30 $22 Selling, general and administrative expenses % 2
Slide 20: Reconciliation of Non-GAAP Measures
RECONCILIATION OF NON-GAAP MEASURES ($ IN MILLIONS) Guidance Fiscal 2026 Low High Reconciliation of GAAP Operating Profit to Adjusted EBITDA (1)(3) GAAP Operating profit $ 132 $ 139 Restructuring charges 3 3 Other expense, net (2) (2) Depreciation & amortization 18 16 Adjusted EBITDA $ 151 $ 156 Rec
Slide 21: Notes to Reconciliation of Non-GAAP Measures
NOTES TO RECONCILIATION OF NON-GAAP MEASURES (1) EBITDA represents net earnings before financing costs, net, income tax expense, and depreciation & amortization. Neither EBITDA nor adjusted EBITDA are calculated based upon generally accepted accounting principles ("GAAP"). The amounts included in th
Slide 22: © 2026 Enerpac Tool Group. All rights reserved. No part may be reproduced, distributed,
© 2026 Enerpac Tool Group. All rights reserved. No part may be reproduced, distributed, or transmitted in any form without prior written permission.