How did EPAC's Q3 2025 forecast compare to past performance?

Enerpac Tool Group's (NYSE: EPAC) Q3 2025 forecast reflects a cautious outlook amid macroeconomic uncertainties, yet the company's recent performance indicates resilience and growth potential. 1. **Comparison to Past Performance**: - EPAC's Q3 performance in past years is not available, as indicated by the lack of data in the search results. - However, the company's recent second-quarter fiscal 2025 results show revenue growth of 5.1% year-over-year, reaching $145.5 million, surpassing analyst estimates. - Adjusted earnings per share (EPS) was $0.38, an increase from $0.33 in the same quarter of the previous year, reflecting improved profitability. - Gross profit margin increased to 14%, up from 13% in the previous year's second quarter, driven by higher revenue. - Adjusted EBITDA stood at $33.8 million, with an adjusted EBITDA margin of 23.2%, indicating strong operational performance. 2. **Current Outlook and Forecasts**: - For Q3 2025, EPAC projects net sales between $610 million and $625 million, with organic sales growth expected to be between 0% and 2%. - The forecast for adjusted EBITDA is $150 million to $160 million, with free cash flow anticipated to be between $85 million and $95 million. - Despite a cautious view on the broader economic landscape and potential macroeconomic challenges, EPAC maintains its full-year guidance, indicating confidence in its growth trajectory. 3. **Insights and Analysis**: - EPAC's reaffirmation of guidance suggests steady operational performance and resilience amid an uncertain macroeconomic environment. - The company's strategic focus on organic growth and acquisitions, such as the addition of DTA, has positively impacted its revenue and profitability. - The strengthening of the U.S. dollar has negatively affected sales but has not significantly impacted the company's overall financial health. - Institutional investor activity has been mixed, with some increases and decreases in holdings, reflecting varying confidence among investors. In conclusion, while specific Q3 2025 performance data is not available, EPAC's recent performance and guidance suggest a company that is navigating macroeconomic challenges with a focus on steady growth and operational excellence.