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    Ross Staurenblack

    Research Analyst at William Blair & Company

    Ross Staurenblack's questions to ENERPAC TOOL GROUP (EPAC) leadership

    Ross Staurenblack's questions to ENERPAC TOOL GROUP (EPAC) leadership • Q3 2025

    Question

    Representing William Blair, Sam Karlov questioned the net impact of tariffs for Q4 and FY2026, the performance of the acquired DTA business against its revenue guidance, and how US tariffs might affect DTA's cross-selling into the American market.

    Answer

    CFO Darren Kozik stated the company's goal is to remain price-cost neutral on tariffs. CEO Paul Sternlieb acknowledged DTA revenue might be slightly below guidance for the year but highlighted that orders are very strong, tracking above €20 million. He added that despite tariffs, demand for DTA and HLT products in the US remains robust.

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    Ross Staurenblack's questions to ENERPAC TOOL GROUP (EPAC) leadership • Q3 2025

    Question

    Representing Ross Staurenblack of William Blair, Sam Karlov asked for the expected net impact of tariffs for Q4 and fiscal 2026, an update on the DTA acquisition's performance against its €20 million guidance, and how US tariffs on European goods might affect DTA's cross-selling efforts in the United States.

    Answer

    CFO Darren Kozik stated that Enerpac's goal is to remain price-cost neutral on tariffs, using surcharges for flexibility. CEO Paul Sternlieb acknowledged DTA's revenue would likely be slightly below initial guidance for the year but highlighted that orders are tracking to exceed €20 million due to strong cross-selling. He added that while DTA products will be subject to tariffs, the company has not seen diminished US demand for its other European-made HLT products and remains optimistic.

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    Ross Staurenblack's questions to ENERPAC TOOL GROUP (EPAC) leadership • Q3 2025

    Question

    Representing Ross Staurenblack of William Blair, Sam Karlov asked for the expected net impact of tariffs for Q4 and fiscal 2026, questioned if the €20 million revenue guidance for the DTA acquisition had changed, and inquired how U.S. tariffs on European goods might affect DTA's cross-selling efforts in the U.S.

    Answer

    CFO Darren Kozik stated the company's goal is to remain price-cost neutral on tariffs. CEO Paul Sternlieb acknowledged DTA revenue might be slightly below initial guidance for the year but highlighted that orders are tracking above €20 million due to strong cross-selling. He added that while DTA products will be subject to tariffs, the company has not seen diminished demand for its other European-made products and remains optimistic.

    Ask Fintool Equity Research AI

    Ross Staurenblack's questions to ENERPAC TOOL GROUP (EPAC) leadership • Q3 2025

    Question

    Representing Ross Staurenblack of William Blair, Sam Karlov asked for the expected net impact of tariffs in Q4 and fiscal 2026. He also questioned if the company's €20 million revenue guidance for the acquired DTA business had changed and how US tariffs on European goods might affect DTA's cross-selling efforts in the United States.

    Answer

    CFO Darren Kozik stated that Enerpac's goal is to remain price-cost neutral regarding tariffs, utilizing surcharges for flexibility. CEO Paul Sternlieb acknowledged DTA revenue might come in slightly below the initial guidance but highlighted that orders are tracking above €20 million due to strong cross-selling. He noted that while DTA products from Spain are subject to tariffs, they have not seen diminishing demand from US customers and remain optimistic about the US market.

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