Enerpac Tool (EPAC) Return on Invested Capital [ROIC] (2009 - 2026)
Enerpac Tool (EPAC) reported Return on Invested Capital [ROIC] of 16.96% for fiscal Q3 2026 (quarter ended May 31, 2026), up 0.93 percentage points from 16.03% a year earlier and up 1.34 percentage points from the prior quarter.
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Analysis
Enerpac Tool (EPAC) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025 (ended Aug 31, 2025), Enerpac Tool posted Return on Invested Capital [ROIC] of 16.95%, up 0.14 percentage points from FY2024.
- Return on Invested Capital [ROIC] has increased for three consecutive fiscal years, with a five-year change of +14.46 percentage points (FY2020 to FY2025).
- By fiscal year, Return on Invested Capital [ROIC] came in at 16.81% in FY2024 (+4.52 pp), 12.29% in FY2023 (+7.78 pp), 4.51% in FY2022 (-3.27 pp) and 7.78% in FY2021 (+5.29 pp).
- The fiscal Q3 2026 figure ranks as the highest quarterly Return on Invested Capital [ROIC] in data going back to fiscal Q1 2011.
- Year over year, Return on Invested Capital [ROIC] gained in four of the last eight quarters, with an average year-over-year change of +0.88 percentage points.
- The high point for year-over-year Return on Invested Capital [ROIC] in five years was fiscal Q2 2024 (a gain of 8.67 percentage points); the low point was fiscal Q3 2022 (a drop of 3.44 percentage points).
- Per Business Quant data, the three fiscal quarters before Q3 2026 came in at 15.62% (Q2 2026), 16.03% (Q1 2026) and 16.37% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 267.46 Bn | 238.77 Bn | 7.35 Bn | 16.80% |
| 2 | Amphenol | 197.37 Bn | 192.21 Bn | 4.02 Bn | 18.53% |
| 3 | Deere | 185.36 Bn | 194.13 Bn | 4.66 Bn | 5.47% |
| 4 | Eaton | 137.64 Bn | 134.62 Bn | 3.11 Bn | 10.72% |
| 5 | Parker-Hannifin | 121.80 Bn | 119.79 Bn | 2.26 Bn | 13.34% |
| 6 | 3M | 97.84 Bn | 80.25 Bn | 2.78 Bn | 22.04% |
| 7 | Emerson Electric | 93.37 Bn | 85.86 Bn | 2.74 Bn | 11.23% |
| 8 | Illinois Tool Works | 81.86 Bn | 78.53 Bn | 1.91 Bn | 27.11% |
| 9 | Vertiv Holdings | 74.77 Bn | 63.62 Bn | 1.64 Bn | 26.27% |
| 10 | Enerpac Tool | 2.04 Bn | 1.51 Bn | 87.42 Mn | 15.85% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 15.85% |
| May 31, 2026 | 16.96% |
| Feb 28, 2026 | 15.62% |
| Nov 30, 2025 | 16.03% |
| Aug 31, 2025 | 16.37% |
| May 31, 2025 | 16.03% |
| Feb 28, 2025 | 16.71% |
| Nov 30, 2024 | 16.49% |
| Aug 31, 2024 | 16.51% |
| May 31, 2024 | 16.57% |
| Feb 29, 2024 | 15.51% |
| Nov 30, 2023 | 14.12% |
| Aug 31, 2023 | 11.75% |
| May 31, 2023 | 9.29% |
| Feb 28, 2023 | 6.84% |
| Nov 30, 2022 | 5.66% |
| Aug 31, 2022 | 4.72% |
| May 31, 2022 | 3.34% |
| Feb 28, 2022 | 7.16% |
| Nov 30, 2021 | 7.62% |
API Access
Enerpac Tool Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=EPAC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "EPAC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=EPAC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();