Enpro Inc. · NYSE:NPO

Enpro — Q3 2025 Earnings Presentation

21 slides from Enpro's earnings presentation, Nov 4, 2025

  1. Slide 1: Third Quarter 2025 Earnings Review

    Third Quarter 2025 Earnings Review November 4, 2025

  2. Slide 2: Forward-Looking Statements; Non-GAAP Measures

    Forward-Looking Statements; Non-GAAP Measures Statements in this presentation that express a belief, expectation, or intention, including the 2025 guidance and other statements that are not historical fact, are forward-looking statements under the Private Securities Litigation Reform Act of 1995. Th

  3. Slide 3: Third Quarter 2025 Update

    Third Quarter 2025 Update Eric Vaillancourt President & Chief Executive Officer

  4. Slide 4: Enpro Advances 3.0 Strategy with Two Acquisitions

    Enpro Advances 3.0 Strategy with Two Acquisitions Headquartered in Easthampton, Massachusetts Headquartered in Houston, Texas • Manufacturer of single-use technologies Example Products • Provider of liquid analytical sensors and Example Products for biopharma manufacturing, specializing instrumentat

  5. Slide 5: Overview of Third Quarter 2025 Financial Results

    Overview of Third Quarter 2025 Financial Results Joe Bruderek Executive Vice President & Chief Financial Officer

  6. Slide 6: Third Quarter 2025 Financial Performance

    Third Quarter 2025 Financial Performance $ in millions, except per share data Sales Gross Profit & Margin Adjusted EBITDA* & Margin* Adjusted Diluted EPS* +9.9% +9.0% +8.1% +14.4% • Strength in aerospace and food and • Gross margin dollars increased year-over- • Adjusted EBITDA* of $69.3 million • A

  7. Slide 7: Sealing Technologies – Third Quarter 2025 Performance

    Sealing Technologies – Third Quarter 2025 Performance $ in millions Sales Adjusted EBITDA & Margin +5.7% +4.2% • Strength in aerospace and food and biopharma applications, firm • Adjusted segment EBITDA of $57.4 million increased 4.2% compared aftermarket demand in domestic general industrial and co

  8. Slide 8: Advanced Surface Technologies – Third Quarter 2025 Performance

    Advanced Surface Technologies – Third Quarter 2025 Performance $ in millions Sales Adjusted EBITDA & Margin +17.3% 13.5% • Sales increase driven by acceleration in precision cleaning • Adjusted segment EBITDA dollars increased year-over-year solutions tied to advanced node chip production supporting

  9. Slide 9: Balance Sheet, Cash Flow & Capital Allocation

    Balance Sheet, Cash Flow & Capital Allocation $ in millions Net Leverage Commentary Reported September 30, 2025 • Strong balance sheet; ample liquidity consisting of $800M Revolving Credit Facility1 $ 0 $132.9M in cash and $790.6M1 available under revolver • Free cash flow* for the nine months ended

  10. Slide 10: 2025 Guidance

    2025 Guidance 2025 Guidance Prior 2025 Guidance (as of November 4, 2025) (as of August 5, 2025) Revenue ~$100-101M 7% to 8% 5% to 7% Growth(1) Depreciation and Amortization(2) ~$50M Adjusted Capital Expenditures $275M – $280M $270M – $280M EBITDA*(1) ~$28-30M Net Interest Expense Adjusted Diluted $7

  11. Slide 11: Closing Comments

    Closing Comments Eric Vaillancourt President & Chief Executive Officer

  12. Slide 12: <{ CG ©

    <{ 03 CG ©

  13. Slide 13: Appendix

    Appendix ©

  14. Slide 14: Enpro (NYSE: NPO) | Attractive Portfolio of Businesses

    Enpro (NYSE: NPO) | Attractive Portfolio of Businesses Company Overview LTM Revenue Contribution as of September 30, 2025 Sales by Segment Sales by Channel Sales by Geography Sales by Market Headquarters Charlotte, NC Principal Manufacturing 15 Facilities Global Employees ~3,600 Financial Overview M

  15. Slide 15: Reconciliation of LTM Results

    Reconciliation of LTM Results Enpro Inc. Adjusted Adjusted ($ in millions) Revenue EBITDA EBITDA Margin Nine Months Ended September 30, 2025 $ 847.9 $ 208.3 24.6% Plus: Year Ended December 31, 2024 1,048.7 254.8 24.3% Less: Nine Months Ended September 30, 2024 790.3 196.6 24.9% LTM Ended September 3

  16. Slide 16: Consolidated Adjusted EBITDA (1/2)

    Consolidated Adjusted EBITDA (1/2) For the Year Ended December 31, 2024 (In Millions) 2024 Net income $ 72.9 Adjustments to arrive at earnings before interest, income taxes, depreciation, amortization, and other selected items ("Adjusted EBITDA"): Interest expense, net 34.5 Income tax expense 21.5 D

  17. Slide 17: Consolidated Adjusted EBITDA (2/2)

    Consolidated Adjusted EBITDA (2/2) For the Quarters and Nine Months Ended September 30, 2025 and 2024 Quarters Ended September 30, Nine Months Ended September 30, (In Millions) 2025 2024 2025 2024 Net income $ 21.6 $ 19.8 $ 72.5 $ 59.0 Adjustments to arrive at earnings before interest, income taxes,

  18. Slide 18: Segment Information (1/2)

    Segment Information (1/2) For the Quarters and Nine Months Ended September 30, 2025 and 2024 (In Millions) Reconciliation of Income, Net of Tax to Adjusted Segment EBITDA Quarters Ended September 30, Nine Months Ended September 30, Sales 2025 2024 2025 2024 Quarters Ended Nine Months Ended Net incom

  19. Slide 19: Segment Information (2/2)

    Segment Information (2/2) For the Quarters and Nine Months Ended September 30, 2025 and 2024 (In Millions) Quarter Ended September 30, 2024 Quarter Ended September 30, 2025 Advanced Advanced Sealing Surface Total Sealing Surface Total Technologies Technologies Segments Technologies Technologies Segm

  20. Slide 20: Consolidated Adjusted Net Income

    Consolidated Adjusted Net Income (In Millions, Except Per Share Data) Quarters Ended September 30, (In Millions, Except Per Share Data) Nine Months Ended September 30, 2025 2024 2025 2024 Average Average Average Average common common common common shares shared shares shared outstanding, Per outstan

  21. Slide 21: Free Cash Flow

    Free Cash Flow (In Millions) Free Cash Flow - Nine Months Ended September 30, 2025 Net cash provided by operating activities $ 138.5 Purchases of property, plant, and equipment (29.8) Payments for capitalized internal-use software (3.8) $ 104.9 Free Cash Flow - Nine Months Ended September 30, 2024 N

Enpro — Q3 2025 Earnings Presentation on 6ix