Question · Q4 2025
Thomas Lloyd Hayes inquired about the primary drivers of weakness in the EMEA market, specifically if it was concentrated in Europe, and asked for management's outlook on market conditions for the upcoming year. He also asked for an update on Enerpac's strong e-commerce performance, inquiring about its geographic rollout and future investment plans. Lastly, he questioned the progress of the DTA integration, asking where the company was seeing good traction, particularly regarding cross-sells, and opportunities for further expansion.
Answer
Paul Sternlieb, President and CEO, confirmed that EMEA weakness was primarily in Central and Southern Europe due to macro softening and a tough Q4 fiscal 2024 service business comparable. He stated that e-commerce is global, rolled out in the U.S., Europe, and Australia, with continued investment driving marginally accretive growth. For DTA, Mr. Sternlieb expressed satisfaction with integration and commercial synergies, noting robust orders, expanded backlog, and significant growth opportunities in the U.S. market, attributing success to efficient manufacturing and supply chain expertise.