EPAC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03

Price $35.64

P/E (TTM) 20.2

EPS (TTM) $1.76

Revenue (TTM) $634M

ROE (TTM) 21.6%

Debt/Equity (MRQ) 0.4

52W Range $32–$45

EPAC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04

range

bars

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Stock splits 3

Ex-date	Split	Type
Nov. 9, 2007	2-for-1	Forward
Oct. 22, 2003	2-for-1	Forward
Jan. 25, 2001	1-for-5	Reverse

10-Year Performance Revenue, net income, margins and EPS trends

06

Revenue$617M

2016-08-31 → 2025-08-31

EPS$1.70

2016-08-31 → 2025-08-31

Free Cash Flow$92M

2016-08-31 → 2025-08-31

Net margin14.7%

2016-08-31 → 2025-08-31

Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric	5Y trend	EPAC	5Y avg	Peer Median	Verdict
P/E (TTM)		20.25Y avg ≈39.6	≈39.6	41.0	Undervalued
PEG Ratio		≈0.1	·	·	·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric	EPAC	5Y avg	Peer Median	Verdict
Gross Margin (TTM)	50.1%5Y avg ≈48.7%	≈48.7%	35.0%	Top tier
Operating Margin (TTM)	21.2%5Y avg ≈14.3%	≈14.3%	9.7%	Top tier
EBITDA Margin (TTM)	24.1%5Y avg ≈17.3%	≈17.3%	13.5%	Top tier
Pretax Margin (TTM)	19.4%5Y avg ≈12.3%	≈12.3%	8.6%	Top tier
Net Profit Margin (TTM)	14.7%5Y avg ≈9.5%	≈9.5%	5.8%	Top tier
ROA (TTM)	11.4%5Y avg ≈7.1%	≈7.1%	3.6%	Top tier
ROE (TTM)	21.6%5Y avg ≈14.6%	≈14.6%	7.2%	Top tier
ROIC	16.4%5Y avg ≈11.5%	≈11.5%	8.3%	Top tier

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric	EPAC	5Y avg	Peer Median	Verdict
Debt / Equity (MRQ)	0.45Y avg ≈0.5	≈0.5	0.4	In line
Current Ratio (MRQ)	2.75Y avg ≈2.6	≈2.6	2.5	In line
Quick Ratio	1.95Y avg ≈1.8	≈1.8	0.9	Strong liquidity
Long-Term Debt / Equity (MRQ)	0.45Y avg ≈0.5	≈0.5	0.4	In line

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric	EPAC	5Y avg	Peer Median	Verdict
Revenue YoY	4.7%5Y avg ≈4.6%	≈4.6%	·	·
Revenue CAGR 3Y	2.6%5Y avg ≈4.3%	≈4.3%	·	·
Revenue CAGR 5Y	4.6%	·	·	·
EPS YoY	9.0%5Y avg ≈1291.2%	≈1291.2%	·	·
Net Income YoY	8.2%5Y avg ≈1079.4%	≈1079.4%	·	·
EPS CAGR 3Y	87.0%5Y avg ≈152.2%	≈152.2%	·	·
EPS CAGR 5Y	179.3%	·	·	·
Net Income CAGR 3Y	80.8%5Y avg ≈137.6%	≈137.6%	·	·
Net Income CAGR 5Y	164.0%	·	·	·

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric	EPAC	5Y avg	Peer Median	Verdict
EPS (Diluted)	$1.705Y avg ≈$0.99	≈$0.99	·	·
Revenue / Share	$11.325Y avg ≈$10.17	≈$10.17	·	·
Cash Flow / Share	$2.045Y avg ≈$1.33	≈$1.33	·	·

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric	EPAC	5Y avg	Peer Median	Verdict
Asset Turnover	0.85Y avg ≈0.7	≈0.7	0.7	In line
Inventory Turnover	4.05Y avg ≈3.9	≈3.9	4.3	Weak
Receivables Turnover	5.95Y avg ≈5.7	≈5.7	7.1	Weak
Revenue / Employee	≈$293.8K	·	·	·

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13

Payout Ratio2.3%

Annualized Payout≈$0.04Paid annually

5Y Div CAGR≈0.00%Per share, split-adjusted

Ex-date	Amount	Currency	Yield
Oct 7, 2025	$0.04	USD	≈0.10%
Oct 7, 2024	$0.04	USD	≈0.09%
Oct 5, 2023	$0.04	USD	≈0.15%
Oct 6, 2022	$0.04	USD	≈0.19%
Sep 30, 2021	$0.04	USD	≈0.19%
Oct 1, 2020	$0.04	USD	≈0.22%
Sep 26, 2019	$0.04	USD	≈0.18%
Sep 27, 2018	$0.04	USD	≈0.14%
Sep 28, 2017	$0.04	USD	≈0.16%
Sep 28, 2016	$0.04	USD	≈0.18%
Sep 28, 2015	$0.04	USD	≈0.23%
Sep 26, 2014	$0.04	USD	≈0.13%
Sep 26, 2013	$0.04	USD	≈0.10%
Sep 26, 2012	$0.04	USD	≈0.13%
Sep 28, 2011	$0.04	USD	≈0.20%
Sep 28, 2010	$0.04	USD	≈0.18%
Sep 28, 2009	$0.04	USD	≈0.26%
Sep 26, 2008	$0.04	USD	≈0.15%
Sep 26, 2007	$0.04	USD	≈0.12%
Sep 27, 2006	$0.04	USD	≈0.16%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14

Avg Surprise 3.8%

Next Report Oct 13, 2026

Period	EPS Actual	EPS Est	Surprise
June 30, 2026	$0.60	$0.50	19.2%
March 31, 2026	$0.39	$0.40	-2.0%
Dec. 31, 2025	$0.36	$0.38	-4.6%
Sept. 30, 2025	$0.52	$0.52	-0.04%
June 30, 2025	$0.51	$0.48	6.4%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15

Income Statement 15

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$617M	$590M	$598M	$571M	$529M	$493M	$655M	$1.18B	$1.10B	$1.15B	$1.25B	$1.40B
Cost of Revenue	$305M	$288M	$303M	$306M	$286M	$276M	$362M	$358M	$356M	$746M	$787M	$853M
Gross Profit	$312M	$301M	$295M	$265M	$243M	$217M	$293M	$283M	$260M	$403M	$462M	$547M
R&D Expense	$14M	$12M	$9M	$7M	$7M	$7M	$9M	$9M	$9M	$18M	$18M	$20M
SG&A Expense	$167M	$169M	$205M	$217M	$175M	$181M	$209M	·	·	·	·	·
Operating Income	$133M	$122M	$84M	$31M	$51M	$24M	$48M	$50M	$-85M	$-100M	$54M	$203M
Other Non-op	$-3M	$-3M	$-3M	$-2M	$-2M	$-3M	$629.0K	$138.0K	$-4M	$-1M	$-106.0K	$-4M
Pretax Income	$121M	$106M	$69M	$24M	$44M	$8M	$19M	$19M	$-118M	$-130M	$25M	$174M
Income Tax	$28M	$23M	$15M	$4M	$4M	$2M	$11M	$14M	$-23M	$-25M	$6M	$33M
Net Income	$93M	$86M	$47M	$16M	$38M	$723.0K	$-249M	$-22M	$-66M	$-105M	$20M	$164M
EPS (Basic)	$1.72	$1.58	$0.82	$0.26	$0.63	$0.01	$-4.07	$-0.36	$-1.11	$-1.78	$0.32	$2.31
EPS (Diluted)	$1.70	$1.56	$0.82	$0.26	$0.63	$0.01	$-4.04	$-0.35	$-1.11	$-1.78	$0.32	$2.26
Shares (Basic)	54,049,000	54,336,000	56,680,000	59,538,000	60,024,000	59,952,000	61,151,000	60,441,000	59,436,000	59,010,000	61,262,000	70,942,000
Shares (Diluted)	54,485,000	54,862,000	57,117,000	59,909,000	60,403,000	60,269,000	61,607,000	61,028,000	59,436,000	59,010,000	62,055,000	72,486,000
EBITDA	$149M	$135M	$100M	$50M	$73M	$45M	$68M	$59M	$-7M	$-52M	$107M	$264M

Balance Sheet 29

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$152M	$167M	$154M	$121M	$140M	$152M	$211M	$250M	$230M	$180M	$169M	$109M
Receivables	$106M	$104M	$98M	$107M	$103M	$84M	$126M	$123M	$190M	$187M	$193M	$227M
Inventory	$79M	$73M	$75M	$84M	$75M	$69M	$77M	$72M	$144M	$131M	$143M	$163M
Prepaid Expense	$40M	$28M	$29M	$31M	$39M	$36M	$31M	$33M	$62M	$45M	$43M	$33M
Other Current Assets	·	·	·	·	·	·	$31M	·	·	·	·	·
Current Assets	$376M	$372M	$356M	$342M	$357M	$341M	$730M	$1.05B	$647M	$543M	$560M	$543M
PP&E (Net)	$53M	$40M	$39M	$41M	$49M	$61M	$57M	$55M	$95M	$114M	$142M	$169M
PP&E (Gross)	$179M	$160M	$151M	$156M	$162M	$168M	$170M	$162M	$271M	$310M	$318M	$335M
Accum. Depreciation	$126M	$120M	$112M	$114M	$114M	$107M	$113M	$107M	$177M	$196M	$176M	$166M
Goodwill	$290M	$270M	$266M	$258M	$278M	$281M	$260M	$280M	$272M	$519M	$608M	$743M
Intangibles	$47M	$36M	$37M	$42M	$55M	$62M	$52M	$72M	$220M	$239M	$309M	$365M
Other Non-current Assets	$62M	$59M	$64M	$74M	$82M	$78M	$24M	$31M	$25M	$23M	$17M	$37M
Total Assets	$828M	$777M	$763M	$757M	$820M	$824M	$1.12B	$1.49B	$1.52B	$1.44B	$1.64B	$1.86B
Accounts Payable	$43M	$43M	$50M	$73M	$62M	$45M	$77M	$70M	$133M	$115M	$118M	$146M
Short-term Debt	·	·	$0	$4M	$0	·	·	·	·	·	·	·
Current Liabilities	$137M	$129M	$148M	$153M	$135M	$106M	$300M	$354M	$379M	$242M	$235M	$299M
Capital Leases	$28M	$25M	$29M	$33M	$41M	$38M	·	·	·	·	·	·
Deferred Tax	$6M	$4M	$6M	$7M	$4M	$2M	$2M	$4M	$30M	$31M	$73M	$97M
Other Non-current Liabilities	$62M	$53M	$62M	$66M	$76M	$83M	$48M	$52M	$56M	$57M	$54M	$58M
Total Liabilities	$394M	$385M	$436M	$439M	$408M	$465M	$823M	$927M	$1.02B	$918M	$964M	$855M
Long-term Debt	$190M	$195M	$215M	$204M	·	$255M	$463M	$535M	$565M	$584M	$588M	$390M
Total Debt	$190M	$195M	$214M	$204M	$175M	$255M	$460M	·	$562M	·	$588M	$390M
Common Stock	$11M	$11M	$17M	$17M	$17M	$17M	$16M	$16M	$16M	$16M	$16M	$16M
Paid-in Capital	$243M	$236M	$220M	$213M	$203M	$193M	$181M	$167M	$138M	$115M	$104M	$93M
Retained Earnings	$284M	$262M	$1.01B	$967M	$953M	$918M	$915M	$1.17B	$1.19B	$1.26B	$1.37B	$1.35B
Treasury Stock	·	$0	$801M	$743M	$668M	$668M	$640M	$618M	$618M	$618M	$601M	$389M
AOCI	$-104M	$-116M	$-121M	$-135M	$-93M	$-101M	$-172M	$-174M	$-227M	$-252M	$-214M	$-68M
Stockholders' Equity	$434M	$392M	$327M	$319M	$412M	$359M	$301M	$559M	$501M	$521M	$673M	$1.00B
Liabilities + Equity	$828M	$777M	$763M	$757M	$820M	$824M	$1.12B	$1.49B	$1.52B	$1.44B	$1.64B	$1.86B

Cash Flow 18

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$16M	$13M	$16M	$20M	$22M	$21M	$20M	$20M	$23M	$48M	$53M	$61M
Stock-based Comp	$13M	$11M	$9M	$14M	$9M	$10M	$11M	$11M	$15M	$10M	$12M	$17M
Deferred Tax	$-186.0K	$435.0K	$460.0K	$-5M	$10M	$-8M	$4M	$6M	$-9M	$-17M	$-12M	$40.0K
Amort. of Intangibles	$6M	$3M	$5M	$7M	$8M	$8M	$9M	$9M	$9M	$23M	$24M	$25M
Restructuring	$6M	$7M	$7M	$8M	$2M	$7M	$4M	$11M	$3M	$15M	$0	$0
Other Non-cash	$-10M	$-29M	$6M	$8M	$-24M	$-26M	$268M	$79M	$103M	$182M	$58M	$-116M
Operating Cash Flow	$111M	$81M	$78M	$52M	$54M	$-3M	$54M	$106M	$88M	$118M	$131M	$126M
CapEx	$19M	$11M	$9M	$8M	$12M	$12M	$15M	$11M	$17M	$20M	$23M	$42M
Investing Cash Flow	$-46M	$-14M	$11M	$-7M	$13M	$176M	$11M	$-63M	$-28M	$-83M	$-21M	$262M
Debt Issued	·	·	$200M	$0	$0	·	·	·	·	·	·	·
Net Debt Issued	·	·	$200M	·	·	·	·	·	·	·	·	$0
Stock Repurchased	$69M	$38M	$58M	$75M	$0	$28M	$22M	$0	$0	$17M	$212M	$284M
Net Stock Activity	$-69M	$-38M	$-58M	$-75M	$0	$-28M	$-22M	$0	$0	$-17M	$-212M	$-284M
Dividends Paid	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$3M	$3M
Financing Cash Flow	$-81M	$-56M	$-53M	$-52M	$-82M	$-239M	$-100M	$-18M	$-15M	$-18M	$-15M	$-382M
Net Change in Cash	$-16M	$13M	$34M	$-20M	$-12M	$-59M	$-39M	$21M	$50M	$11M	$60M	$5M
Taxes Paid	$27M	$24M	$3M	$6M	$8M	$13M	$15M	$-2M	$12M	$21M	$26M	$57M
Free Cash Flow	$92M	$70M	$68M	$43M	$42M	$-15M	$39M	$85M	$60M	$97M	$106M	$83M

Profitability 8

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	50.5%	51.1%	49.3%	46.5%	46.0%	44.0%	44.7%	35.1%	34.6%	35.1%	37.0%	39.1%
Operating Margin	21.6%	20.6%	14.0%	5.4%	9.7%	4.9%	7.3%	1.5%	-4.6%	-8.7%	4.3%	14.5%
Net Margin	15.0%	14.5%	7.8%	2.8%	7.2%	0.15%	-38.0%	-1.8%	-6.0%	-9.2%	1.6%	11.7%
Pretax Margin	19.6%	17.9%	11.5%	4.2%	8.3%	1.6%	2.9%	-1.1%	-7.5%	-11.3%	2.0%	12.4%
EBITDA Margin	24.2%	22.9%	16.8%	8.8%	13.8%	9.1%	10.3%	5.0%	-0.65%	-4.6%	8.6%	18.8%
ROA	11.6%	11.1%	6.1%	2.0%	4.6%	0.07%	-19.1%	·	-4.5%	·	1.1%	8.2%
ROE	22.1%	22.6%	14.0%	4.8%	9.2%	0.21%	-54.8%	·	-13.0%	·	2.4%	15.7%
ROIC	16.4%	16.2%	12.1%	4.8%	8.0%	2.8%	2.7%	·	-3.8%	·	3.3%	11.9%

Liquidity & Solvency 4

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	2.7	2.9	2.4	2.2	2.7	3.2	2.4	·	1.7	·	2.4	1.8
Quick Ratio	1.9	2.1	1.7	1.5	1.8	2.2	1.1	·	1.1	·	1.5	1.1
Debt / Equity	0.4	0.5	0.7	0.6	0.4	0.7	1.5	·	1.1	·	0.9	0.4
LT Debt / Equity	0.4	0.5	0.6	0.6	0.4	0.7	1.5	·	1.1	·	0.9	0.4

Efficiency 3

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	0.8	0.8	0.8	0.7	0.6	0.5	0.5	·	0.7	·	0.7	0.7
Inventory Turnover	4.0	3.9	3.8	3.8	4.0	3.8	4.9	·	5.2	·	5.2	5.6
Receivables Turnover	5.9	5.8	5.9	5.4	5.6	4.7	5.3	·	5.8	·	5.9	6.3

Per Share 4

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue / Share	$11.32	$10.75	$10.47	$9.53	$8.75	$8.18	$10.63	$19.57	$18.44	$19.48	$20.13	$19.31
Cash Flow / Share	$2.04	$1.48	$1.36	$0.86	$0.90	$-0.05	$0.87	$1.76	$1.48	$1.99	$2.08	$1.73
Dividend / Share	$0.04	$0.04	$0.04	$0.04	$0.04	$0.04	$0.04	$0.04	$0.04	$0.04	$0.04	$0.04
EPS (TTM)	$1.70	$1.56	$0.82	$0.26	$0.63	$0.01	$-4.04	$-0.35	$-1.11	$-1.78	$0.32	$2.26

Growth Rates 10

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	4.7%	-1.5%	4.7%	8.1%	7.2%	·	·	·	·	·	·	·
Revenue CAGR 3Y	2.6%	3.7%	6.6%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	4.6%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	9.0%	90.2%	215.4%	-58.7%	6200.0%	·	·	·	·	·	·	·
EPS CAGR 3Y	87.0%	35.3%	334.4%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	179.3%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	8.2%	84.2%	196.8%	-58.8%	5166.5%	·	·	·	·	·	·	·
Net Income CAGR 3Y	80.8%	31.1%	300.8%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	164.0%	·	·	·	·	·	·	·	·	·	·	·
Dividends Paid CAGR 5Y	-2.2%	·	·	·	·	·	·	·	·	·	·	·

Valuation (TTM) 6

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$617M	$590M	$598M	$571M	$529M	$493M	$655M	$1.18B	$1.10B	$1.15B	$1.25B	$1.40B
Net Income TTM	$93M	$86M	$47M	$16M	$38M	$723.0K	$-249M	$-22M	$-66M	$-105M	$20M	$164M
P/E	24.9	26.4	32.0	74.6	39.9	2080.0	-5.5	-84.1	-21.7	-13.4	67.0	14.9
Earnings Yield	4.0%	3.8%	3.1%	1.3%	2.5%	0.05%	-18.2%	-1.2%	-4.6%	-7.5%	1.5%	6.7%
Payout Ratio	2.3%	2.5%	4.9%	15.4%	6.3%	334.6%	-0.98%	-11.0%	-3.6%	-2.3%	13.1%	1.8%
Annual Payout	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$3M	$3M

Income Statement 14

Metric	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022
Revenue	$168M	$155M	$144M	$168M	$159M	$146M	$145M	$159M	$150M	$138M	$142M	$161M	$156M	$142M	$139M	$152M
Cost of Revenue	$79M	$83M	$71M	$84M	$79M	$72M	$71M	$81M	$73M	$67M	$68M	$82M	$78M	$72M	$71M	$78M
Gross Profit	$89M	$72M	$73M	$84M	$80M	$73M	$75M	$77M	$78M	$71M	$74M	$79M	$78M	$70M	$68M	$74M
SG&A Expense	$46M	$42M	$43M	$42M	$41M	$41M	$42M	$44M	$42M	$41M	$42M	$51M	$49M	$52M	$53M	$55M
Operating Income	$41M	$25M	$28M	$40M	$32M	$31M	$31M	$30M	$33M	$30M	$29M	$32M	$25M	$14M	$12M	$13M
Other Non-op	$-413.0K	$-794.0K	$-668.0K	$-647.0K	$-947.0K	$-750.0K	$-487.0K	$-466.0K	$-544.0K	$-543.0K	$-991.0K	$-687.0K	$-525.0K	$-721.0K	$-702.0K	$-1M
Pretax Income	$39M	$22M	$26M	$37M	$28M	$28M	$28M	$27M	$29M	$25M	$24M	$28M	$22M	$10M	$9M	$10M
Income Tax	$9M	$6M	$6M	$9M	$6M	$7M	$6M	$3M	$7M	$7M	$6M	$5M	$5M	$3M	$2M	$-94.0K
Net Income	$30M	$16M	$19M	$28M	$22M	$21M	$22M	$24M	$26M	$18M	$18M	$22M	$12M	$4M	$7M	$4M
EPS (Basic)	$0.58	$0.31	$0.36	$0.53	$0.41	$0.38	$0.40	$0.45	$0.47	$0.33	$0.33	$0.39	$0.22	$0.08	$0.13	$0.16
EPS (Diluted)	$0.58	$0.31	$0.36	$0.51	$0.41	$0.38	$0.40	$0.44	$0.47	$0.33	$0.32	$0.39	$0.22	$0.08	$0.13	$0.16
Shares (Basic)	51,316,000	51,880,000	52,980,000	·	54,051,000	54,397,000	54,242,000	·	54,292,000	54,213,000	54,527,000	·	57,052,000	57,042,000	56,886,000	·
Shares (Diluted)	51,568,000	52,300,000	53,348,000	·	54,417,000	54,808,000	54,812,000	·	54,826,000	54,685,000	55,008,000	·	57,432,000	57,500,000	57,317,000	·
EBITDA	$41M	$25M	$33M	·	$32M	$31M	$35M	·	$33M	$30M	$32M	·	$25M	$14M	$17M	·

Balance Sheet 28

Metric	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022
Cash & Equivalents	$116M	$99M	$139M	$152M	$141M	$120M	$131M	$167M	$132M	$154M	$148M	·	$142M	$125M	$129M	·
Receivables	$106M	$110M	$98M	$106M	$113M	$112M	$101M	$104M	$108M	$98M	$95M	·	$104M	$100M	$98M	·
Inventory	$85M	$93M	$90M	$79M	$87M	$80M	$81M	$73M	$79M	$83M	$80M	·	$93M	$94M	$91M	·
Prepaid Expense	$52M	$48M	$45M	·	$41M	$37M	$37M	·	$29M	$33M	$37M	·	$35M	$36M	$35M	·
Current Assets	$359M	$349M	$372M	$376M	$383M	$349M	$350M	$372M	$348M	$367M	$360M	·	$373M	$355M	$353M	·
PP&E (Net)	$55M	$53M	$53M	$53M	$53M	$49M	$46M	$40M	$36M	$37M	$38M	·	$42M	$41M	$42M	·
PP&E (Gross)	$185M	$184M	$181M	$179M	$176M	$170M	$166M	$160M	$154M	$153M	$152M	·	$165M	$161M	$159M	·
Accum. Depreciation	$130M	$131M	$128M	$126M	$123M	$121M	$120M	$120M	$118M	$116M	$114M	·	$123M	$120M	$118M	·
Goodwill	$290M	$291M	$288M	$290M	$288M	$277M	$288M	$270M	$267M	$266M	$267M	$266M	$265M	$262M	$262M	$258M
Intangibles	$44M	$44M	$45M	$47M	$48M	$47M	$34M	$36M	$36M	$37M	$38M	·	$39M	$40M	$41M	·
Other Non-current Assets	$64M	$59M	$60M	$62M	$57M	$54M	$58M	$59M	$62M	$62M	$63M	·	$74M	$75M	$77M	·
Total Assets	$812M	$795M	$818M	$828M	$828M	$777M	$775M	$777M	$749M	$769M	$766M	·	$793M	$773M	$774M	·
Accounts Payable	$38M	$42M	$42M	$43M	$46M	$44M	$47M	$43M	$42M	$44M	$46M	·	$47M	$54M	$75M	·
Short-term Debt	·	·	·	·	·	·	·	·	·	·	·	·	$0	$0	$0	·
Current Liabilities	$134M	$136M	$132M	$137M	$132M	$114M	$120M	$129M	$122M	$118M	$127M	·	$140M	$143M	$154M	·
Capital Leases	·	·	·	$28M	·	·	·	$25M	·	·	·	·	·	·	·	·
Deferred Tax	$7M	$7M	$7M	·	$8M	$9M	$6M	·	$4M	$7M	$6M	·	$8M	$8M	$8M	·
Other Non-current Liabilities	$65M	$60M	$61M	$62M	$57M	$52M	$54M	$53M	$57M	$58M	$61M	·	$65M	$62M	$66M	·
Total Liabilities	$388M	$388M	$387M	$394M	$390M	$371M	$377M	$385M	$384M	$432M	$444M	·	$456M	$432M	$440M	·
Long-term Debt	$185M	$188M	$189M	$190M	$191M	$192M	$194M	$195M	$196M	$246M	$245M	·	$235M	$210M	$203M	·
Total Debt	$185M	$187M	$188M	·	$191M	$192M	$193M	·	$196M	$245M	$245M	·	$235M	$209M	$202M	·
Common Stock	$10M	$10M	$11M	$11M	$11M	$11M	$11M	$11M	$11M	$11M	$17M	·	$17M	$17M	$17M	·
Paid-in Capital	·	·	·	$243M	·	·	·	$236M	·	·	·	·	·	·	·	·
Retained Earnings	$269M	$254M	$288M	$284M	$298M	$290M	$279M	$262M	$245M	$222M	$1.03B	·	$991M	$979M	$974M	·
Treasury Stock	·	·	·	·	·	·	·	·	$0	$0	$827M	·	$764M	$743M	$743M	·
AOCI	$-103M	$-101M	$-109M	$-104M	$-110M	$-131M	$-126M	$-116M	$-121M	$-122M	$-121M	·	$-126M	$-128M	$-129M	·
Stockholders' Equity	$424M	$408M	$431M	$434M	$438M	$406M	$398M	$392M	$366M	$337M	$322M	$327M	$337M	$341M	$334M	$319M
Liabilities + Equity	$812M	$795M	$818M	$828M	$828M	$777M	$775M	$777M	$749M	$769M	$766M	·	$793M	$773M	$774M	·

Cash Flow 15

Metric	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022
D&A	$4M	$4M	$4M	$5M	$4M	$3M	$4M	$3M	$3M	$3M	$3M	$4M	$4M	$4M	$4M	$5M
Stock-based Comp	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$2M	$2M	$2M	$2M	$2M
Deferred Tax	$-1M	$2M	$968.0K	$-4M	$693.0K	$405.0K	$3M	$5M	$-5M	$442.0K	$-24.0K	$-309.0K	$329.0K	$473.0K	$-33.0K	$-7M
Amort. of Intangibles	$2M	$1M	$2M	$2M	$1M	$1M	$1M	$831.0K	$824.0K	$833.0K	$824.0K	$1M	$1M	$1M	$1M	$2M
Restructuring	$0	$3M	·	$0	$6M	$0	$0	$3M	$2M	$398.0K	$2M	$875.0K	$2M	$3M	$982.0K	$3M
Other Non-cash	·	·	$-12M	·	·	·	$-23M	·	·	·	$-31M	·	·	·	$4M	·
Operating Cash Flow	$40M	$13M	$16M	$55M	$40M	$7M	$9M	$44M	$30M	$13M	$-7M	$51M	$17M	$-8M	$18M	$45M
CapEx	$4M	$3M	$3M	$3M	$5M	$6M	$6M	$6M	$2M	$2M	$2M	$2M	$2M	$2M	$3M	$1M
Investing Cash Flow	$-5M	$-3M	$-4M	$-3M	$-4M	$-6M	$-33M	$-6M	$-2M	$-3M	$-3M	$19M	$-3M	$-2M	$-3M	$-1M
Stock Repurchased	$15M	$51M	$15M	$40M	$14M	$10M	$4M	$6M	$3M	$4M	$26M	$37M	$21M	$0	$0	$39M
Net Stock Activity	·	·	$-15M	·	·	·	$-4M	·	·	·	$-26M	·	·	·	·	·
Dividends Paid	$0	$0	$2M	$0	$0	$0	$2M	$0	$0	$0	$2M	$0	$0	$0	$2M	$0
Financing Cash Flow	$-18M	$-52M	$-23M	$-41M	$-15M	$-12M	$-13M	$-5M	$-50M	$-4M	$2M	$-57M	$5M	$5M	$-6M	$-40M
Net Change in Cash	$17M	$-40M	$-13M	$11M	$21M	$-11M	$-36M	$35M	$-21M	$6M	$-6M	$12M	$17M	$-5M	$9M	$-3M
Free Cash Flow	·	·	$13M	·	·	·	$3M	·	·	·	$-8M	·	·	·	$15M	·

Profitability 8

Metric	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022
Gross Margin	53.0%	46.4%	50.7%	·	50.4%	50.5%	51.4%	·	51.8%	51.6%	52.3%	·	49.8%	49.6%	48.7%	·
Operating Margin	24.7%	16.2%	19.8%	·	20.0%	21.2%	21.4%	·	22.2%	21.3%	20.2%	·	16.3%	9.8%	8.8%	·
Net Margin	17.8%	10.5%	13.3%	·	13.9%	14.4%	15.0%	·	17.1%	12.9%	12.5%	·	7.9%	3.2%	5.3%	·
Pretax Margin	23.1%	14.3%	17.7%	·	17.9%	19.0%	19.2%	·	19.6%	18.2%	16.9%	·	13.9%	7.1%	6.3%	·
EBITDA Margin	24.7%	16.2%	22.8%	·	20.0%	21.2%	23.9%	·	22.2%	21.3%	22.6%	·	16.3%	9.8%	11.8%	·
ROA	3.6%	2.1%	2.4%	·	2.8%	2.7%	2.8%	·	3.3%	2.3%	2.3%	·	1.6%	0.56%	0.94%	·
ROE	6.9%	4.0%	4.6%	·	5.5%	5.6%	6.0%	·	7.3%	5.3%	5.4%	·	3.5%	1.2%	2.0%	·
ROIC	5.2%	3.1%	3.4%	·	3.9%	3.9%	4.1%	·	4.6%	3.6%	3.9%	·	3.5%	1.8%	1.7%	·

Liquidity & Solvency 4

Metric	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022
Current Ratio	2.7	2.6	2.8	·	2.9	3.1	2.9	·	2.9	3.1	2.8	·	2.7	2.5	2.3	·
Quick Ratio	1.6	1.5	1.8	·	1.9	2.0	1.9	·	2.0	2.1	1.9	·	1.8	1.6	1.5	·
Debt / Equity	0.4	0.5	0.4	·	0.4	0.5	0.5	·	0.5	0.7	0.8	·	0.7	0.6	0.6	·
LT Debt / Equity	0.4	0.4	0.4	·	0.4	0.5	0.5	·	0.5	0.7	0.7	·	0.7	0.6	0.6	·

Efficiency 3

Metric	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022
Asset Turnover	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·
Inventory Turnover	0.9	1.0	0.8	·	0.9	0.9	0.9	·	0.8	0.8	0.8	·	0.9	0.8	0.8	·
Receivables Turnover	1.5	1.4	1.5	·	1.4	1.4	1.5	·	1.4	1.4	1.5	·	1.4	1.3	1.3	·

Per Share 3

Metric	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022
Revenue / Share	$3.25	$2.96	$2.70	·	$2.92	$2.66	$2.65	·	$2.74	$2.53	$2.58	·	$2.72	$2.47	$2.43	·
Cash Flow / Share	·	·	$0.30	·	·	·	$0.16	·	·	·	$-0.12	·	·	·	$0.31	·
EPS (TTM)	$1.76	$1.59	$1.66	·	$1.63	$1.69	$1.64	·	$1.51	$1.26	$1.01	·	$0.59	$0.40	$0.34	·

Valuation (TTM) 6

Metric	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022
Revenue TTM	$634M	$625M	$616M	·	$608M	$600M	$593M	·	$591M	$597M	$601M	·	$589M	$585M	$580M	·
Net Income TTM	$93M	$86M	$90M	·	$89M	$93M	$90M	·	$84M	$70M	$57M	·	$29M	$24M	$20M	·
P/E	19.0	25.7	22.8	·	26.3	27.4	29.4	·	26.0	26.8	27.0	·	43.1	67.3	73.6	·
Earnings Yield	5.3%	3.9%	4.4%	·	3.8%	3.6%	3.4%	·	3.8%	3.7%	3.7%	·	2.3%	1.5%	1.4%	·
Payout Ratio	·	·	11.1%	·	·	·	10.0%	·	·	·	12.3%	·	·	·	30.5%	·
Annual Payout	$2M	$2M	$2M	·	$2M	$2M	$2M	·	$2M	$2M	$2M	·	$2M	$2M	$2M	·

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16

Metric	2025-08-31	2024-08-31	2023-08-31	2022-08-31	2021-08-31
Revenue	$617M	$590M	$598M	$571M	$529M
Gross Margin %	50.5%	51.1%	49.3%	46.5%	46.0%
Operating Margin %	21.6%	20.6%	14.0%	5.4%	9.7%
Net Income	$93M	$86M	$47M	$16M	$38M
Diluted EPS	$1.70	$1.56	$0.82	$0.26	$0.63

Metric	2025-08-31	2024-08-31	2023-08-31	2022-08-31	2021-08-31
Debt / Equity	0.4	0.5	0.7	0.6	0.4
Current Ratio	2.7	2.9	2.4	2.2	2.7
Quick Ratio	1.9	2.1	1.7	1.5	1.8

Metric	2025-08-31	2024-08-31	2023-08-31	2022-08-31	2021-08-31
Free Cash Flow	$92M	$70M	$68M	$43M	$42M

Institutional owners (13F) 287 filers · $2.0B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 287

Value held $2.0B

New positions 47

Exited positions 26

Institutional activity — Q2 2026 vs prior quarter

New positions	Exited positions	Increased	Decreased	Net shares change
47 (+3 vs prior Q)	26 (-4 vs prior Q)	111 (+17 vs prior Q)	77 (-4 vs prior Q)	-404K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution	Value	Shares	% of tracked 13F	Type
BlackRock, Inc.	$298,265,124	8,317,488	14.94%	Shares
VANGUARD GROUP INC	$220,644,226	5,769,985	11.05%	Shares
NEUBERGER BERMAN GROUP LLC	$166,688,469	4,648,312	8.35%	Shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$108,714,432	3,031,635	5.44%	Shares
VANGUARD PORTFOLIO MANAGEMENT LLC	$107,602,735	3,000,634	5.39%	Shares
Capital International Investors	$90,932,318	2,535,759	4.55%	Shares
VANGUARD CAPITAL MANAGEMENT LLC	$82,950,133	2,313,166	4.15%	Shares
STATE STREET CORP	$82,225,939	2,294,879	4.12%	Shares
DIMENSIONAL FUND ADVISORS LP	$47,030,203	1,311,519	2.36%	Shares
GEODE CAPITAL MANAGEMENT, LLC	$46,988,950	1,310,074	2.35%	Shares
COOKE & BIELER LP	$46,063,748	1,284,544	2.31%	Shares
D. E. Shaw & Co., Inc.	$32,139,884	896,260	1.61%	Shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC	$31,828,619	887,580	1.59%	Shares
SOUTHERNSUN ASSET MANAGEMENT, LLC	$30,487,527	850,182	1.53%	Shares
BROWN ADVISORY INC	$26,684,555	744,132	1.34%	Shares
Champlain Investment Partners, LLC	$25,772,976	718,711	1.29%	Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$21,531,814	600,441	1.08%	Shares
NORTHERN TRUST CORP	$19,968,499	556,846	1.00%	Shares
JENNISON ASSOCIATES LLC	$19,650,813	547,987	0.98%	Shares
MORGAN STANLEY	$18,134,655	505,706	0.91%	Shares
CITADEL ADVISORS LLC	$17,633,796	491,740	0.88%	Shares
BAMCO INC /NY/	$15,981,690	445,669	0.80%	Shares
MILLENNIUM MANAGEMENT LLC	$14,801,502	412,758	0.74%	Shares
VANGUARD FIDUCIARY TRUST CO	$13,296,852	370,799	0.67%	Shares
Bank of New York Mellon Corp	$13,204,690	368,229	0.66%	Shares
Qube Research & Technologies Ltd	$12,281,010	342,471	0.62%	Shares
GLENMEDE TRUST CO NA	$11,675,836	325,595	0.58%	Shares
LOOMIS SAYLES & CO L P	$11,411,298	318,218	0.57%	Shares
GOLDMAN SACHS GROUP INC	$11,023,722	307,410	0.55%	Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$10,314,770	287,640	0.52%	Shares
Nuveen, LLC	$10,107,033	281,847	0.51%	Shares
WELLS FARGO & COMPANY/MN	$9,228,986	257,362	0.46%	Shares
KENNEDY CAPITAL MANAGEMENT LLC	$9,106,217	253,938	0.46%	Shares
SEGALL BRYANT & HAMILL, LLC	$9,038,262	252,043	0.45%	Shares
PRINCIPAL FINANCIAL GROUP INC	$9,037,042	252,009	0.45%	Shares
Point72 Asset Management, L.P.	$8,802,303	245,463	0.44%	Shares
Leeward Investments, LLC - MA	$8,545,725	238,308	0.43%	Shares
JPMORGAN CHASE & CO	$8,388,630	233,968	0.42%	Shares
SEI INVESTMENTS CO	$8,356,019	233,019	0.42%	Shares
UBS Group AG	$8,035,868	224,090	0.40%	Shares
TUDOR INVESTMENT CORP ET AL	$7,525,974	209,871	0.38%	Shares
Hillsdale Investment Management Inc.	$7,128,968	198,800	0.36%	Shares
FMR LLC	$6,748,051	188,178	0.34%	Shares
TEACHER RETIREMENT SYSTEM OF TEXAS	$6,719,232	187,374	0.34%	Shares
GAMCO INVESTORS, INC. ET AL	$6,603,619	184,150	0.33%	Shares
BANK OF AMERICA CORP /DE/	$6,525,265	181,965	0.33%	Shares
Public Sector Pension Investment Board	$6,349,623	177,067	0.32%	Shares
Invesco Ltd.	$6,300,531	175,698	0.32%	Shares
CenterBook Partners LP	$6,066,616	169,175	0.30%	Shares
TWO SIGMA INVESTMENTS, LP	$5,939,205	165,622	0.30%	Shares

Show all 287 institutional owners →

Activists & 5%+ owners 6 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer	Filed	Stake	Status	Purpose	Filing
O. Mason Hawkins I.D. No. XXX-XX-XXXX ___________________________________________________________________ (2) ×2 filings	March 21, 2018	·	Initial filing	·	SEC
Undisclosed reporting person, Undisclosed reporting person	June 19, 2002	·	Initial filing	·	SEC
Undisclosed reporting person, Undisclosed reporting person	Feb. 21, 2002	·	Initial filing	·	SEC
Undisclosed reporting person, Undisclosed reporting person	April 2, 2001	·	Initial filing	·	SEC
Undisclosed reporting person, Undisclosed reporting person	March 29, 2001	·	Initial filing	·	SEC
Undisclosed reporting person, Undisclosed reporting person	March 8, 2001	·	Initial filing	Passive investment	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 64 insiders · 40 officers · 26 directors

19

Insider	Role	Last activity	Shares owned	Sells 12m	Net 12m
Paul Sternlieb	President and CEO	Nov. 7, 2025 F	411,244	1	$-118,800
Randal W Baker	President and CEO	Oct. 8, 2021 F	228,889	0	$0
Mark Goldstein	President & CEO	Jan. 20, 2015 A	172,822	0	$0
Darren Matthew Kozik	EVP & CFO	Nov. 7, 2025 F	20,726	0	$0
Anthony Peter Colucci	EVP - CFO	Oct. 24, 2023 F	23,350	0	$0
Rick T Dillon	EVP-Chief Financial Officer	March 29, 2022 S	84,109	0	$0
John Jeffrey Schmaling	EVP-Chief Operating Officer	Oct. 30, 2021 F	67,383	0	$0
Eric Theodore Chack	EVP, Operations	Sept. 15, 2026 F	23,984	0	$0
Patrick James Dawson	Corporate Controller & PAO	March 15, 2026 F	4,770	0	$0
Benjamin James Topercer	EVP - Chief HR Officer	Nov. 7, 2025 F	53,280	0	$0
Noah Nathaniel Popp	EVP, GC and Secretary	Oct. 23, 2025 A	5,829	0	$0
James Denis	EVP, GC and Secretary	Jan. 25, 2025 F	21,438	0	$0
Patrick Shannon Burns	Head of Financial Planning	Oct. 19, 2024 F	6,263	0	$0
Markus Limberger	EVP, Operations	Oct. 24, 2023 F	8,170	0	$0
Barbara Bolens	EVP&Chief Strategy Officer	Jan. 28, 2023 F	41,711	0	$0
Scott Matthew Vuchetich	EVP, Mkg and Pres-Americas	Dec. 21, 2022 F	28,462	0	$0
Bryan Johnson	Chief Accounting Officer	Oct. 19, 2022 F	36,496	0	$0
Fabrizio Rasetti	EVP-General Counsel & Sec	Oct. 30, 2021 F	47,211	0	$0
Roger Roundhouse	Exec VP Engd Solutions Segment	Oct. 31, 2019 F	74,100	0	$0
Andre L Williams	EVP-Human Resources	Jan. 22, 2019 F	20,248	0	$0
Robert Wrocklage	Corporate Controller	May 28, 2018 F	14,727	0	$0
Ted Wozniak	VP Business Development	Dec. 28, 2017 S	70,705	0	$0
Stephen Rennie	Ex. VP Industrial & India	Sept. 28, 2017 S	54,470	0	$0
Eugene Edward Skogg	EVP-Human Resources	July 21, 2017 F	106,062	0	$0
Kenneth Bockhorst	Exec. VP, Energy Segment	Jan. 16, 2017 A	36,208	0	$0
Matthew Pauli	Corporate Controller	Jan. 16, 2017 A	33,231	0	$0
Mark Sefcik	Exec VP Industrial Segment	April 4, 2016 A	61,832	0	$0
Brian Kobylinski	Exec. VP - Industrial	March 17, 2016 A	169,561	0	$0
Sheri Grissom	VP Human Resources	Jan. 9, 2015 F	32,253	0	$0
William Blackmore	Exec. VP-Engineered Solutions	Oct. 29, 2014 F	43,354	0	$0
David L Scheer	Exec. VP, Electrical Segment	Oct. 17, 2013 S	13,543	0	$0
Gustav Boel	Exec. Vice President	Oct. 17, 2013 S	39,178	0	$0
William Axline	Executive VP, Electrical	Jan. 14, 2011 A	32,200	0	$0
Chadwick Deluka	Corporate Controller	Jan. 12, 2010 A	8,500	0	$0
Tim Teske	Corporate Controller	Jan. 16, 2007 A	·	0	$0
Edmund W Staple	Vice President-Gardner Bender	Oct. 27, 2004 A	2,500	0	$0
George T Bowman	Vice President of Enerpac	Oct. 27, 2004 A	6,550	0	$0
Arthur Kerk	VP-Eng. Soln. Europe Asia	March 31, 2004 S	0	0	$0
Ralph Keller	Vice President - Operations	Oct. 21, 2003 A	·	0	$0
Mark E Goldstein	VP-Gardner Bender	Oct. 21, 2003 A	·	0	$0
Danny L Cunningham	Director	July 23, 2026 M	24,030	1	$-100,646
James E Ferland Jr	Director	July 23, 2026 M	99,681	1	$-100,646
Colleen Healy	Director	Feb. 6, 2026 A	12,632	0	$0
Sidney S. Simmons II	Director	Feb. 6, 2026 A	22,728	0	$0
Palmer J. Clarkson	Director	Feb. 6, 2026 A	38,146	0	$0
Richard D Holder	Director	Feb. 6, 2026 A	38,219	0	$0
Lynn C Minella	Director	Feb. 6, 2026 A	14,601	0	$0
Alfredo Altavilla	Director	Jan. 22, 2026 F	32,528	0	$0
Judy L Altmaier	Director	Oct. 17, 2025 A	23,996	0	$0
Holly Van Deursen	Director	Dec. 3, 2019 A	39,518	0	$0
Alan R Hunter Jr	Director	Jan. 23, 2018 A	18,379	0	$0
Robert A Peterson	Director	Jan. 23, 2018 A	22,919	0	$0
Gurminder S Bedi	Director	Jan. 23, 2018 A	19,379	0	$0
Dennis K Williams	Director	Jan. 23, 2018 A	24,379	0	$0
Robert C Arzbaecher	Director	Jan. 3, 2017 S	0	0	$0
Thomas J Fischer	Director	Dec. 27, 2016 M	17,373	0	$0
William K Hall	Director	June 25, 2014 M	12,458	0	$0
William Sovey	Director	Dec. 4, 2008 A	370	0	$0
Larry D Yost	Director	Dec. 4, 2008 A	·	0	$0
Kathleen J Hempel	Director	Jan. 16, 2007 A	·	0	$0
Richard H Crowther	Director	Dec. 2, 2004 A	25,000	0	$0
Bruce Chelberg	Director	Jan. 12, 2004 A	·	0	$0
Andrew Lampereur	·	Oct. 17, 2016 F	411,298	0	$0
Ronald Wieczorek	·	Oct. 27, 2004 A	·	0	$0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 49 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund	Weight	Units	As of	Source
PSCI · Invesco Exchange-Traded Fund Trust …	0.58%	44,687 SH	Oct. 2, 2026	Daily
CAFG · Pacer Funds Trust	0.56%	4,731 NS	July 31, 2026	N-PORT
XSHQ · Invesco Exchange-Traded Fund Trust …	0.39%	31,878 SH	Oct. 2, 2026	Daily
ESSC · Strategy Shares	0.19%	1,932 NS	July 31, 2026	N-PORT
FYC · First Trust Exchange-Traded AlphaDE…	0.13%	48,017 NS	July 31, 2026	N-PORT
IWO · iShares Trust	0.12%	486,001 SH	Sept. 11, 2026	Daily
VIOG · VANGUARD ADMIRAL FUNDS	0.12%	36,811 SH	Aug. 19, 2026	Daily
QVMS · Invesco Exchange-Traded Fund Trust …	0.12%	7,979 SH	Oct. 2, 2026	Daily
VTWG · VANGUARD SCOTTSDALE FUNDS	0.11%	55,950 SH	Aug. 19, 2026	Daily
VFQY · VANGUARD WELLINGTON FUND	0.10%	13,654 SH	Aug. 19, 2026	Daily
VIOO · VANGUARD ADMIRAL FUNDS	0.10%	180,261 SH	Aug. 19, 2026	Daily
VIOV · VANGUARD ADMIRAL FUNDS	0.08%	43,748 SH	Aug. 19, 2026	Daily
ESML · iShares Trust	0.08%	63,138 SH	Sept. 11, 2026	Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0.07%	14,021 NS	July 31, 2026	N-PORT
ISCG · iShares Trust	0.06%	16,375 SH	Sept. 11, 2026	Daily
VTWO · VANGUARD SCOTTSDALE FUNDS	0.06%	299,999 SH	Aug. 19, 2026	Daily
RSSL · Global X Funds	0.06%	24,921 NS	July 31, 2026	N-PORT
IWM · iShares Trust	0.06%	1,315,857 SH	Sept. 11, 2026	Daily
PRFZ · Invesco Exchange-Traded Fund Trust	0.06%	43,102 SH	Oct. 2, 2026	Daily
VBK · VANGUARD INDEX FUNDS	0.05%	684,583 SH	Aug. 19, 2026	Daily
DFAS · Dimensional ETF Trust	0.04%	171,819 NS	July 31, 2026	N-PORT
RWJ · Invesco Exchange-Traded Fund Trust …	0.04%	22,087 SH	Oct. 2, 2026	Daily
OMFS · Invesco Exchange-Traded Self-Indexe…	0.03%	2,480 SH	Oct. 2, 2026	Daily
FAD · First Trust Exchange-Traded AlphaDE…	0.03%	4,350 NS	July 31, 2026	N-PORT
FIDU · FIDELITY COVINGTON TRUST	0.03%	16,729 NS	July 31, 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0.02%	592,470 SH	Aug. 19, 2026	Daily
VB · VANGUARD INDEX FUNDS	0.02%	1,183,278 SH	Aug. 19, 2026	Daily
VIS · VANGUARD WORLD FUND	0.02%	62,655 SH	Aug. 19, 2026	Daily
WSML · iShares Trust	0.02%	3,603 SH	Sept. 11, 2026	Daily
SMDX · Tidal Trust III	0.02%	657 NS	July 31, 2026	N-PORT
DXUV · Dimensional ETF Trust	0.01%	2,273 NS	July 31, 2026	N-PORT
DFUV · Dimensional ETF Trust	0.01%	41,855 NS	July 31, 2026	N-PORT
DFAC · Dimensional ETF Trust	0.01%	108,695 NS	July 31, 2026	N-PORT
TILT · FlexShares Trust	0.01%	4,173 NS	July 31, 2026	N-PORT
DFSU · Dimensional ETF Trust	0.01%	3,978 NS	July 31, 2026	N-PORT
DCOR · Dimensional ETF Trust	0.00%	4,238 NS	July 31, 2026	N-PORT
DFAU · Dimensional ETF Trust	0.00%	10,722 NS	July 31, 2026	N-PORT
IWV · iShares Trust	0.00%	16,285 SH	Sept. 10, 2026	Daily
DFUS · Dimensional ETF Trust	0.00%	16,310 NS	July 31, 2026	N-PORT
ITOT · iShares Trust	0.00%	72,412 SH	Sept. 11, 2026	Daily
VTI · VANGUARD INDEX FUNDS	0.00%	1,630,147 SH	Aug. 19, 2026	Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0.00%	37,385 SH	Aug. 19, 2026	Daily
VTHR · VANGUARD SCOTTSDALE FUNDS	0.00%	4,258 SH	Aug. 19, 2026	Daily
IJR · iShares Trust	·	3,147,306 SH	Sept. 10, 2026	Daily
IJT · iShares Trust	·	292,142 SH	Sept. 9, 2026	Daily
IJS · iShares Trust	·	183,076 SH	Sept. 8, 2026	Daily
XJR · iShares Trust	·	7,137 SH	Aug. 31, 2026	Daily
ISCB · iShares Trust	·	2,364 SH	Sept. 11, 2026	Daily
SMLF · iShares Trust	·	69,442 SH	Sept. 11, 2026	Daily

EPAC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21

rating · 9 analysts BUY

Median target $48.00 +34.7%

2 22.2% Strong Buy

5 55.6% Buy

2 22.2% Hold

0 0.0% Sell

0 0.0% Strong Sell

12-Month Price Target

2 analysts · 2026-10-03

Mean target $48.00 +34.7%

← Below all targets Current price $35.64

Low$46.00 Mean$48.00 High$50.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker	Market Cap	P/E	Rev YoY	Net Margin	ROE	Gross Margin
EPAC	·	24.9	4.7%	15.0%	22.1%	50.5%
HLIO	$1.81B	37.7	4.1%	5.8%	5.2%	32.3%
PRLB	$1.20B	57.5	6.4%	4.0%	3.2%	44.5%
GRC	$1.26B	23.6	3.4%	7.8%	13.1%	30.6%
MFP	·	·	·	·	·	·
AIN	·	-26.1	-3.9%	-4.9%	-6.9%	20.6%
HLMN	$1.79B	45.5	5.4%	2.6%	3.3%	·
TNC	$1.32B	31.2	-6.5%	3.6%	7.2%	40.2%
GHM	$874M	70.5	16.9%	5.1%	9.3%	23.5%
SSYS	·	·	·	-18.9%	-12.8%	41.2%
PKOH	$389M	12.3	-3.5%	1.5%	6.7%	·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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EPAC Enerpac Tool Group Corp. Common Stock

EPAC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

EPAC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Financial Health Debt, liquidity, solvency — balance sheet strength

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Institutional owners (13F) 287 filers · $2.0B total · As of Sept. 30, 2026

Activists & 5%+ owners 6 positions

Company insiders 64 insiders · 40 officers · 26 directors

ETF ownership Held by 49 ETFs

EPAC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

12-Month Price Target

Peer comparison (GICS sub-industry) Key metrics vs sector peers

My Metrics Your personal watchlist — selected rows from Full Fundamentals