Enerpac Tool Group Corp stock: filings, catalysts and timeline
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FundamentalsWhat is this?HideBalanced
How the business is doing on its own reported US-GAAP numbers — growth, margins, cash generation, balance-sheet strength, capital efficiency and dilution — compared with sector peers.
Source: SEC XBRL financial statements.
ValueWhat is this?HideToo few of the required measures on file
How the shares are priced against sector peers, against the company's own recent history, and against a simple cash-flow estimate, using the filing numbers and the current price. AIR shows this as a band, never as a target price.
Source: SEC XBRL financial statements and end-of-day prices.
News flowWhat is this?HideBalanced
What the company has documented recently: material 8-K events (contracts, deals, results, leadership changes) and FDA approvals, weighted by recency and type. A language model's reading of each 8-K helps classify whether it is positive or negative. Filings, not press or social media.
Source: SEC EDGAR 8-K filings and FDA approvals.
MomentumWhat is this?HideBalanced
The longer-term market read: the trend in end-of-day prices, strength against the market and the sector, and trading volume over roughly the past three to twelve months. It is shown, never used to rank the Shortlist.
Source: End-of-day prices.
SafetyWhat is this?HideStrong
The risk side: leverage, liquidity, cash runway, dilution, revenue and margin swings, company size and pre-commercial status, negative 8-K events (including legal and regulatory ones), and share-price drawdown and volatility. Higher means fewer of those risk markers.
Source: SEC XBRL financial statements, SEC EDGAR 8-K filings and end-of-day prices.
Discovery Gap: Very high (79/100) · Gap confidence 49/100
Documented progress is running well ahead of market attention.
Low is the most common level — the cut-offs are fixed, and levels can shift as scores refresh.
What is this?Hide
How far documented progress (News flow) runs ahead of market attention. Attention is measured from institutional holdings reported to the SEC, trading volume, price behaviour and how richly the shares are valued — not from social media or analyst ratings.
Source: SEC EDGAR filings (8-K and 13F), FDA approvals and end-of-day prices.
How levels work. The levels use fixed cut-offs, but market attention is ranked against the other ~1,800 companies AIR covers that day (valuation against the same sector). Documented progress counts filings from the past 18 months, newer ones weighing more; attention uses the latest quarter of institutional holdings, the last three to six months of trading, and six to twelve months of price behaviour. Many companies show a Low Gap or none at all — a gap needs filings that read more positively than neutral. A level can change from one day to the next as scores refresh and the other companies move.
Gap confidenceWhat is this?HideModerate 49/100How fully AIR could measure this Gap.
How fully AIR could measure both sides of the Discovery Gap: the documented progress (News flow) and market attention (Recognition). It takes the weaker of the two, and reads zero when either side has no measurement. It describes the data, not the company.
Evidence strengthWhat is this?HideStrong 61/100Support behind the full AIR read, not only the Gap.
How much data stands behind the whole AIR read — all five perspectives, not just the Discovery Gap. Each perspective reports how complete its inputs are, and these are combined in the same proportions as the AIR Score; a perspective AIR could not score adds nothing, so missing data lowers this figure. It describes the data, not the company.
This month at a glance
Evidence timeline
- Expected
Tue 22 Dec · expected 10-Q
Last year filed 22 Dec 2025.
Fri 29 Oct · expected 10-K
Last year filed 29 Oct 2026.
- Filed
Thu 29 Oct · 10-K
News flow: Balanced 53 → Balanced 56Recognition: Balanced 47 → Balanced 58Gap Very high · 51 → Very high · 78The filings read more positively.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
Wed 28 Oct · 8-K
8-K · Items 2.01, 8.01 — Acquisition or disposal of assets
Enerpac completed acquisition of SFE Group for ~$472M (~10.6x trailing adjusted EBITDA). SFE generated $170M sales and $44M adjusted EBITDA in TTM ended March 2026. Expected accretive to fiscal 2027 adjusted EPS with $4-6M synergies by year three.
News flow: Balanced 53 → Balanced 56Recognition: Balanced 47 → Balanced 54Gap Very high · 51 → Very high · 82The filings read more positively.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
Wed 28 Oct · 8-K
8-K · Item 2.02 — Results of operations
Enerpac reported FY2026 record revenue of $652M (+6% YoY), with Q4 sales up 11% organically. Full-year adjusted EPS of $1.87 (+3.3% YoY) and strong free cash flow of $120M (+30%). Completed SFE Group acquisition and issued FY2027 guidance of $825–845M revenue with 4–6% organic growth.
News flow: Balanced 53 → Balanced 56Recognition: Balanced 47 → Balanced 54Gap Very high · 51 → Very high · 82The filings read more positively.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
Wed 28 Oct · 8-K
8-K · Item 1.01 — Material agreement
Enerpac amended its SFE Group merger agreement to use a new Inducement Award Plan for RSU bonuses to key SFE personnel, clarify closing adjustments for cash/debt/expenses, and make technical corrections.
News flow: Balanced 53 → Balanced 56Recognition: Balanced 47 → Balanced 54Gap Very high · 51 → Very high · 82The filings read more positively.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
Tue 27 Oct · 8-K
8-K · Item 5.02 — Director or officer change
News flow: Balanced 53 → Balanced 56Recognition: Balanced 48 → Balanced 52Gap Very high · 51 → Very high · 81The filings read more positively.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
Mon 19 Oct · 8-K
8-K · Items 1.01, 2.03 — Material agreement
Enerpac refinanced its credit facility, replacing a $625M revolving + $200M term loan (maturing Sept 2027) with a $550M revolving + $300M term loan (maturing Oct 2031). Initial rate SOFR+1.125%. Includes $425M accordion option.
Thu 15 Oct · 8-K
8-K · Item 5.02 — Director or officer change
Gap High · 38 → Very high · 52Progress is running ahead of attention.
The price trend strengthened.
Fri 9 Oct · 8-K
8-K · Item 5.02 — Director or officer change
Recognition: Balanced 51 → Balanced 46Market attention has faded.
Thu 23 Jul · 8-K
Thu 9 Jul · 10-Q
Quarterly report (10-Q), period ending 6 Jul 2026
Thu 9 Jul · 8-K
Wed 8 Jul · 8-K
Fri 27 Mar · 10-Q
Quarterly report (10-Q), period ending 23 Mar 2026
Wed 25 Mar · 8-K
Thu 5 Feb · 8-K
Mon 22 Dec · 10-Q
Quarterly report (10-Q), period ending 15 Dec 2025
Wed 17 Dec · 8-K
Mon 15 Dec · 8-K
Solid dots: a filing AIR classified as material. Grey: routine. Hollow: expected, from last year's dates — not a forecast.
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What would change our view
Research, not tips. No buy/sell recommendations, no price forecasts. Every score is derived from public filings and market data — figures round to whole numbers and refresh each trading day.