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    Tom Hayes

    Managing Director and Senior Research Analyst at Roth Capital Partners

    Tom Hayes is a Managing Director and Senior Research Analyst at Roth Capital Partners, specializing in Industrial Growth and Special Situation companies. As part of Roth's Industrial Growth research team, he focuses on high-growth public companies across diversified industrials, though specific company names and precise performance metrics are not publicly disclosed. Hayes joined Roth in June 2025 after building a career in equity research and investment analysis, with prior roles not specified in available public records. He holds professional securities licenses as indicated by FINRA registration, underscoring his credentials as a trusted equity analyst.

    Tom Hayes's questions to ENERPAC TOOL GROUP (EPAC) leadership

    Tom Hayes's questions to ENERPAC TOOL GROUP (EPAC) leadership • Q3 2025

    Question

    Tom Hayes from Roth Capital Partners asked about the implementation and impact of recent pricing actions, the specific drivers of North American growth, the outlook for the wind energy market, and any changes in the M&A environment.

    Answer

    CFO Darren Kozik clarified that the full impact of pricing actions will be seen in Q4. CEO Paul Sternlieb highlighted the strength of diversified end markets in North America, expressed a continued positive outlook for the wind sector, and affirmed that the company's M&A strategy remains active and disciplined despite market conditions.

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    Tom Hayes's questions to ENERPAC TOOL GROUP (EPAC) leadership • Q3 2025

    Question

    Tom Hayes from Roth Capital Partners asked about the timing and impact of recent pricing actions, the specific segments driving North American growth, the outlook for the wind business amid potential policy changes, and whether the M&A appetite has shifted in the current environment.

    Answer

    CFO Darren Kozik clarified that pricing actions were implemented in March and May, with the full impact expected in Q4. CEO Paul Sternlieb attributed North American strength to a diverse set of end markets, which is a key competitive advantage. He expressed a continued positive outlook for the wind market, especially in EMEA, and affirmed that the company's M&A strategy remains active and disciplined, with no change in appetite from either buyers or potential sellers.

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    Tom Hayes's questions to ENERPAC TOOL GROUP (EPAC) leadership • Q3 2025

    Question

    Tom Hayes from Roth Capital Partners asked about the timing and impact of recent pricing actions, the specific segments driving North American growth, the outlook for the wind energy business, and whether the M&A environment has changed due to tariffs and a sluggish industrial market.

    Answer

    CFO Darren Kozik clarified that pricing actions taken in March and May will see their full impact in Q4. CEO Paul Sternlieb attributed North American strength to diversified end markets and expressed a continued positive outlook on wind projects, particularly in EMEA. He also affirmed that the company's M&A strategy remains unchanged, with an active but disciplined approach to opportunities.

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    Tom Hayes's questions to ENERPAC TOOL GROUP (EPAC) leadership • Q3 2025

    Question

    Tom Hayes from Roth Capital Partners asked about the implementation timing and impact of recent pricing actions. He also sought more detail on the specific segments driving the strong North American performance, the outlook for the wind energy business, and whether the current economic climate has altered the company's appetite for M&A.

    Answer

    CFO Darren Kozik clarified that pricing actions occurred in March and May, with the full impact expected in Q4. CEO Paul Sternlieb attributed strong performance to a diversified end-market strategy, highlighting aerospace, infrastructure, and nuclear services in the Americas. He expressed a continued positive outlook for the wind market, especially in EMEA, and affirmed that the company's M&A strategy remains unchanged, emphasizing a disciplined approach to acquisitions.

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    Tom Hayes's questions to ENERPAC TOOL GROUP (EPAC) leadership • Q3 2025

    Question

    Tom Hayes from Roth Capital Partners asked for clarification on the implementation and impact timing of recent pricing actions. He also sought more detail on the specific segments driving the high single-digit growth in North America, the outlook for the wind energy business, and whether the current economic environment has altered the company's appetite for M&A.

    Answer

    CFO Darren Kozik stated that pricing actions occurred in March and May, with the full financial impact expected in Q4. CEO Paul Sternlieb highlighted aerospace and infrastructure as strong performers in North America, noting the benefit of diversified end markets. He expressed a continued positive outlook for wind projects, particularly in EMEA, and affirmed that the M&A strategy remains active and unchanged, though the company will maintain strict discipline on valuation.

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