EPAC at a glance
ENERPAC TOOL GROUP CORP (EPAC, SEC CIK 6955) filed its latest 10-K annual report on October 17, 2025, a 10-Q quarterly report on July 9, 2026, an 8-K current report on July 23, 2026 and Form 4 insider filings as recently as September 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended August 31, 2025 (FY2025), ENERPAC TOOL GROUP CORP (EPAC) reported revenue of $616.9 million (up 4.6% from FY2024) and net income of $92.7 million. Diluted EPS was $1.70.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding ENERPAC TOOL GROUP CORP (EPAC) shares worth $813.3 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Cunningham Danny L on July 23, 2026 of 2,930 shares at $34.35 per share.
- In the last 90 days, EPAC insiders reported 0 open-market purchases ($0) and 2 open-market sales ($201K) on Form 4, a net sale of $201K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $616.9M
- +4.6% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$201K
- 13F holders
- 31 funds
- $813.3M · +1 vs prior quarter
- Latest 8-K
- Jul 23, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Aug 31, 2025
Business Overview
- Core business model: Global industrial tools and services provider with focus on high-pressure hydraulic and mechanical tools for mission-critical applications
- ASCEND transformation program completed Aug 2024 with $75M costs including $19M restructuring, enhancing operational efficiency and organic growth
- Employee count approx. 2,100, with R&D spend increasing to $14M in FY 2025 from $12M in FY 2024
- 37% net sales US-based, 63% international with growth emphasis on Asia Pacific and expansion of digital ecosystem
- Employee stock purchase plan discount raised to 15% from 10% and launched detailed competency model in July 2025 for cultural transformation
Risk Factors
- Cybersecurity risk oversight delegated to Audit Committee with regular material incident updates from VPIT and Director - Information Security
- No specific regulatory/legal risk, geopolitical, competitive, or financial risk detailed in the cybersecurity section
- Cybersecurity program managed by experienced leadership team with over 20 years of VPIT cybersecurity experience
- No identified operational, supply chain, or market disruption risk directly linked to cybersecurity detailed in this filing section
Management Discussion & Analysis
- No profitability or margin percentages reported in the MD&A section
- Key risks: manufacturing disruptions, intense competition, international political/currency risks, regulatory changes, acquisition execution risks, legal/compliance costs, and debt covenant constraints
AI summary of the EPAC 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended May 31, 2026
Management Discussion & Analysis
- Revenue $168M, up $9M or 6% YoY
- Gross margin 53.0% vs 50.4%; operating margin 24.4% vs 20.1%
- Product sales $139M, up 8%; service sales down 6% to $29M
- Operating cash flow $69M vs $56M; cash balance $116M at May 31
- $94M financing cash use, driven by higher share repurchases; SFE Group acquisition expected Q1 fiscal 2027 for approximately $451M cash
AI summary of the EPAC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Kevin J. Hagen appointed Principal Accounting Officer and Vice President, Global Controller effective July 23, 2026
- Patrick J. Dawson removed from Principal Accounting Officer and Corporate Controller roles
Item 1.01: Entry into a Material Definitive Agreement
- Acquisition of SFE Group for approximately $451.4M cash, expanding Enerpac’s operating footprint through a wholly owned subsidiary
- Additional approximately $20.6M in restricted stock units for key SFE personnel, aligning retention with post-close performance
Item 7.01: Regulation FD Disclosure
- Item 7.01 contains only a Regulation FD incorporation disclaimer
- No substantive company disclosure or market-moving information appears in the provided text
Item EX-99.1: Item EX-99.1
- $472M cash acquisition of SFE Group, valued at 10.6x trailing adjusted EBITDA
- SFE contributes approximately $170M sales and $44M adjusted EBITDA, expanding industrial-tool exposure
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results covered the quarter ended May 31, 2026
- Press release furnished as Exhibit 99.1 contains the financial results
AI summaries of EPAC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EPAC
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Chack Eric Theodore | F | Sep 15, 2026 | 1,745 | $34.59 |
| Ferland E James Jr | M | Jul 23, 2026 | 2,930 | - |
| Cunningham Danny L | M | Jul 23, 2026 | 2,930 | $26.95 |
| Ferland E James Jr | M | Jul 23, 2026 | 2,930 | $26.95 |
| Cunningham Danny L | M | Jul 23, 2026 | 2,930 | - |
| Cunningham Danny L | Sell | Jul 23, 2026 | 2,930 | $34.35 |
| Ferland E James Jr | Sell | Jul 23, 2026 | 2,930 | $34.35 |
| Dawson Patrick James | F | Mar 15, 2026 | 1,088 | $35.87 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $589.5M | $616.9M |
| Gross Profit | $295.0M | $301.0M | $311.8M |
| Operating Income | - | $121.6M | $133.5M |
| Net Income | $46.6M | $85.7M | $92.7M |
| Gross Margin | - | 51.1% | 50.5% |
| Op. Margin | - | 20.6% | 21.6% |
| Net Margin | - | 14.5% | 15.0% |
| Balance Sheet | |||
| Total Assets | $762.6M | $777.3M | $827.9M |
| Equity | - | $392.0M | $433.7M |
| ROE | - | 21.9% | 21.4% |
| Per Share | |||
| EPS | $0.82 | $1.56 | $1.70 |
| Cash Flow | |||
| Operating CF | - | $81.3M | $111.3M |
Source: XBRL data in ENERPAC TOOL GROUP CORP (EPAC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EPAC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $813.3M |
| Q1 2026 | 30 | $770.9M |
| Q4 2025 | 30 | $806.4M |
| Q3 2025 | 29 | $889.1M |
| Q2 2025 | 29 | $926.5M |
| Q1 2025 | 24 | $671.2M |
| Q4 2024 | 21 | $563.0M |
| Q3 2024 | 19 | $291.7M |
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- Raymond James Financial−4.6K (-17%)
- HANCOCK WHITNEY CORP−9.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 213 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EPAC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 8-K | Jul 9, 2026 | - | Analysis | - |
| 10-Q | Jul 9, 2026 | May 31, 2026 | Analysis | |
| 8-K | Jul 8, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 10-Q | Mar 27, 2026 | Feb 28, 2026 | Analysis | |
| 8-K | Mar 25, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Feb 9, 2026 | - | - | |
| 4 | Feb 9, 2026 | - | - | |
| 4 | Feb 9, 2026 | - | - | |
| 4 | Feb 9, 2026 | - | - | |
| 4 | Feb 9, 2026 | - | - | |
| 4 | Feb 9, 2026 | - | - | |
| 4 | Feb 9, 2026 | - | - | |
| 8-K | Feb 5, 2026 | - | - | |
| 4 | Jan 26, 2026 | - | - | |
| 10-Q | Dec 22, 2025 | Nov 30, 2025 | Analysis | |
| 8-K | Dec 17, 2025 | - | - | |
| 8-K | Dec 15, 2025 | - | - | |
| 10-K | Oct 17, 2025 | Aug 31, 2025 | Analysis |
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EPAC SEC filings: frequently asked questions
Are EPAC insiders buying or selling?
In the last 90 days, ENERPAC TOOL GROUP CORP (EPAC) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $201,291 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold EPAC stock?
As of June 30, 2026, the largest ENERPAC TOOL GROUP CORP (EPAC) holders among the 13F filers tracked by SignalX were BlackRock ($298.3 million), Vanguard Portfolio Management LLC ($107.6 million), Vanguard Capital Management LLC ($83.0 million), State Street Corp ($82.2 million), Dimensional Fund Advisors ($47.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EPAC's revenue in fiscal year 2025?
For the fiscal year ended August 31, 2025 (FY2025), ENERPAC TOOL GROUP CORP (EPAC) reported revenue of $616.9 million (up 4.6% from FY2024) and net income of $92.7 million. Diluted EPS was $1.70. The figures come from the XBRL data in the 10-K.
What are the main risks in EPAC's latest 10-K?
In the 10-K filed October 17, 2025, ENERPAC TOOL GROUP CORP (EPAC) flagged: Cybersecurity risk oversight delegated to Audit Committee with regular material incident updates from VPIT and Director - Information Security. No specific regulatory/legal risk, geopolitical, competitive, or financial risk detailed in the cybersecurity section. (AI summary of the Risk Factors section.)
What did EPAC report in its latest 8-K?
ENERPAC TOOL GROUP CORP (EPAC) filed an 8-K on July 23, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Kevin J. Hagen appointed Principal Accounting Officer and Vice President, Global Controller effective July 23, 2026.
What are the latest EPAC SEC filings?
ENERPAC TOOL GROUP CORP (EPAC) filed its latest 10-K annual report on October 17, 2025, a 10-Q quarterly report on July 9, 2026, an 8-K current report on July 23, 2026 and a Form 4 insider filing on September 17, 2026.
What is EPAC's SEC CIK number?
ENERPAC TOOL GROUP CORP (EPAC)'s SEC Central Index Key (CIK) is 6955. EDGAR lists every EPAC filing under that number.
Ask anything about EPAC
The research agent reads EPAC's filings, financials, insider trades and 13F holders, then answers with sources.