财务数据和关键指标变化 - 第二季度净销售额约为1.42亿美元，核心销售额较2022年第二季度增长6%，工具产品核心销售额增长10%，服务核心销售额下降4%，科特兰核心销售额增长4% [34] - 调整后的息税折旧摊销前利润率为22.7%，较2022年第二季度增加近1100个基点，调整后的税率为18%，与去年第二季度持平，调整后每股收益为0.35美元，较2022财年第二季度增长0.21美元 [35] - 第二季度调整后的息税折旧摊销前利润超过3200万美元，较去年同期增长约1600万美元 [40] - 本季度使用了约1000万美元的自由现金流，而2022年第二季度为800万美元正现金流，资本支出约为240万美元，杠杆率为0.9倍，低于1.5 - 2.5倍的目标范围 [48][49] 各条业务线数据和关键指标变化 - 工具产品核心销售额增长10%，服务核心销售额下降4%，科特兰核心销售额增长4% [34] - 在服务业务方面，亚太地区和中东地区的下降导致服务核心销售额较2022年第二季度下降4%，但欧洲和美洲地区的增长部分抵消了这一下降 [38] - 科特兰业务的医疗销售组合增强和工业生产率提高，使其息税折旧摊销前利润提高了40万美元 [44] 各个市场数据和关键指标变化 - 美洲地区第二季度核心销售额实现低双位数增长，产品和服务同比均有改善，基础设施和铁路垂直领域表现良好，重型起重技术业务有几个大型项目转化为订单，原始设备制造商客户表现强劲 [24] - 拉丁美洲地区核心产品销售受铜矿开采和铁路车辆制造推动，石油和天然气市场服务方面活动活跃，需求稳定，经销商态度谨慎 [25] - 欧洲地区核心销售额实现中双位数的同比增长，产品和服务全面改善，垂直市场受益于政府投资，服务方面石油和天然气维护支出增加，泄漏密封服务需求高，重型起重技术业务订单量大，经销商谨慎 [26][27] - 亚太地区核心销售额实现低个位数的同比增长，采矿行业形势较好，澳大利亚基础设施强劲，韩国和日本造船业积极 [28] - 中东地区核心销售额同比下降低双位数，服务项目报价更具选择性，服务活动依然强劲，石油和天然气行业形势较好，基础设施和发电投资持续 [29][30] 公司战略和发展方向和行业竞争 - 公司的ASCEND转型计划进展良好，将调整后的息税折旧摊销前利润预期从4000 - 5000万美元提高到5000 - 6000万美元，本财年预期从1200 - 1800万美元提高到3200 - 3800万美元，该计划包括有机增长、卓越运营改进、提高销售总务管理费用效率等方面的数百项举措 [9][10] - 在商业增长方面，在铁路垂直领域建立新的营销和工程能力，针对关键客户账户，工程团队为欧洲市场设计了新的铁路应力器并获得约100万美元的合同，在美国基础设施领域与大型桥梁建筑终端用户建立关系，赢得核心产品订单并创造了未来机会，在重型起重技术领域赢得约100万美元的机会 [12][13] - 在足迹合理化方面，开始对全球生产的所有产品和零件的成本结构和制造地点进行审查，已确定并宣布整合欧洲的一个设施，预计每年受益约100万美元，并在进一步分析整体足迹以寻找更多机会 [14] - 在战略计划增长举措方面，在风能垂直领域建立了全球团队并取得了一些成果，在数字营销方面扩大团队，优化网站，网站流量和电子商务收入显著增长 [18][21] - 公司继续看到各地区的稳定需求，特别是美洲和欧洲，尽管宏观经济存在不确定性，但本季度总体订单率保持稳定，定价行动对营收和利润贡献显著 [22][23] 管理层对经营环境和未来前景的评论 - 尽管宏观经济存在不确定性，但本季度总体订单率保持稳定，这种情况延续到了第三季度的前几周，ASCEND计划推动了调整后的息税折旧摊销前利润率的大幅提高，管理层对公司发展感到兴奋并相信能为股东创造价值 [23] - 尽管看到了供应链挑战缓解的迹象，如零部件供应改善、运费成本降低等，但仍需警惕，因为劳动力和商品成本仍在通胀，尽管通胀速度在下降，公司将继续监控并积极调整以适应不断变化的商业环境 [46][47] - 根据上半年的业绩、当前汇率和对本财年剩余时间的看法，公司预计全年净销售额为5.8 - 6亿美元，调整后的息税折旧摊销前利润为1.18 - 1.28亿美元，包括ASCEND计划带来的3200 - 3800万美元收益，这基于当前汇率且假设不会发生广泛的经济衰退 [50] 其他重要信息 - 公司将在第三季度推出包括心血管和骨科产品在内的更多商业产品 [31] - 科特兰工业业务受益于联邦政府对相关项目的资助，在航空航天、国防和海洋学市场表现活跃，交货时间的显著改善使其能更好地满足客户需求并获得更多订单 [32] - 公司近期宣布取消首席战略官一职，现任首席战略官将于4月1日离职，公司对其过去近五年的领导和贡献表示感谢 [53] 问答环节所有的提问和回答 由于文档未提供问答环节内容，无法总结。

Enerpac Tool Group Corp. (NYSE:EPAC) Q1 2023 Earnings Conference Call November 21, 2022 11:00 AM ET Company Participants Bobbi Belstner - Senior Director, IR and Strategy Paul Sternlieb - President and CEO Anthony Colucci - EVP and CFO Conference Call Participants Operator Ladies and gentlemen, thank you for standing by. Welcome to Enerpac Tool Group's First Quarter Earnings Conference Call. As a reminder, this conference is being recorded, December 21, 2022. It is now my pleasure to turn the conference ove ...

ENERPAC. @ 1 Fiscal 2023 First Quarter Earnings D e c e m b e r 2 1 , 2 0 2 2 Forward-Looking Statements/Non-GAAP Measures Statements made in this presentation that are not historical are forward-looking statements made pursuant to the provisions of the Private Securities Litigation Reform Act of 1995. The terms "may," "should, ""could," "anticipate," "believe," "estimate," "expect," "objective," "plan," "project" and similar expressions are intended to identify forward-looking statements. Such forward-look ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ——————————— FORM 10-Q ———————————— (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File No. 1-11288 ———————————— ENERPAC TOOL GROUP CORP. (Exact name of registrant as specified in its charter) ———————————— Wisconsin 39-0168610 (State ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended August 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition period from to to Commission File No. 1-11288 ENERPAC TOOL GROUP CORP. (Exact name of Registrant as specified in its charter) Wisconsin 39-0168610 (State or other jurisdiction o ...

Enerpac Tool Group Corp. (NYSE:EPAC) Q4 2022 Earnings Conference Call September 29, 2022 11:00 AM ET Company Participants Bobbi Belstner - Senior Director, IR and Strategy Paul Sternlieb - President and CEO Anthony Colucci - EVP and CFO Conference Call Participants Jeff Hammond - KeyBank Capital Markets Operator Ladies and gentlemen, thank you for standing by. Welcome to the Enerpac Tool Group's Fourth Quarter Earnings Conference Call. During the presentation all participants will be in a listen-only mode. ...

ENERPAC. @ 1 Fiscal 2022 Fourth Quarter Earnings S e p t e m b e r 2 9 , 2 0 2 2 Forward-Looking Statements Statements in this presentation that are not historical are considered "forward-looking statements" and are subject to change based on various factors and uncertainties that may cause actual results to differ significantly from expectations. Those factors are contained in Enerpac Tool Group's Securities and Exchange Commission filings. All estimates of future performance are as of September 28, 2022. ...

| --- | --- | |-------|-------| | | | | | | | | | Forward-Looking Statements Statements in this presentation that are not historical are considered "forward-looking statements" and are subject to change based on various factors and uncertainties that may cause actual results to differ significantly from expectations. Those factors are contained in Enerpac Tool Group's Securities and Exchange Commission filings. All estimates of future performance are as of June 28, 2022. Enerpac Tool Group's inclusion of th ...

Enerpac Tool Group Corp. (NYSE:EPAC) Q3 2022 Earnings Conference Call June 28, 2022 11:00 AM ET Company Participants Bobbi Belstner - Senior Director, IR and Strategy Paul Sternlieb - President and Chief Executive Officer Anthony Colucci - Executive Vice President and Chief Financial Officer Conference Call Participants Deane Dray - RBC Capital Markets Jeffrey Hammond - KeyBank Capital Markets Operator Ladies and gentlemen, thank you for standing by. Welcome to Enerpac Tool Group's Third Quarter Earnings Co ...

ENERPAC. @ 1 Fiscal 2022 Third Quarter Earnings J u n e 2 8 , 2 0 2 2 Forward-Looking Statements Statements in this presentation that are not historical are considered "forward-looking statements" and are subject to change based on various factors and uncertainties that may cause actual results to differ significantly from expectations. Those factors are contained in Enerpac Tool Group's Securities and Exchange Commission filings. All estimates of future performance are as of June 28, 2022. Enerpac Tool Gro ...