Ross Staurenblack's questions to Enerpac Tool Group Corp (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.