•
May 31, 2024

Enerpac Q3 2024 Earnings Report

Enerpac Tool Group reported a decrease in net sales but an increase in organic sales, along with significant margin expansion and improved profitability.

Key Takeaways

Enerpac Tool Group reported a decrease in net sales by 3.8% to $150.4 million, but organic sales increased by 1.2%. The company experienced margin expansion, with gross margin up 200 basis points to 51.8%. Operating profit increased by 31% to $33.4 million, and net earnings rose to $22.6 million, or $0.41 per diluted share.

Consolidated net sales decreased by 3.8% year-over-year to $150.4 million.

Organic sales increased by 1.2% year-over-year.

Gross margin expanded by 200 basis points to 51.8%.

Operating profit increased by 31% year-over-year to $33.4 million.

Total Revenue
$150M
Previous year: $156M
-3.8%
EPS
$0.47
Previous year: $0.39
+20.5%
Adj. EBITDA Margin
26.4%
Previous year: 24%
+10.0%
Gross Profit
$77.9M
Previous year: $77.9M
+0.1%
Cash and Equivalents
$63.3M
Previous year: $142M
-55.4%
Free Cash Flow
$29.9M
Total Assets
$749M
Previous year: $793M
-5.5%

Enerpac

Enerpac

Forward Guidance

The Company is narrowing its fiscal 2024 guidance, projecting organic sales growth of approximately 2% to 3%. With a $5 million headwind from new foreign exchange rate assumptions, that translates to a net sales range of $585 million to $590 million. Projecting a range of $147 million to $150 million based on better-than-expected margin performance. Free cash flow guidance is unchanged at $60 million to $70 million.

Positive Outlook

  • Organic sales growth projected at approximately 2% to 3%.
  • Adjusted EBITDA guidance range increased to $147 million to $150 million
  • Free cash flow guidance is unchanged at $60 million to $70 million.
  • Better-than-expected margin performance.
  • Strong balance sheet.

Challenges Ahead

  • Net sales range of $585 million to $590 million due to a $5 million headwind from new foreign exchange rate assumptions.
  • General economic uncertainty.
  • Market conditions in various industries.
  • Impact of geopolitical activity.
  • Supply chain risk.