Slide 1: Second Quarter 2026 Earnings Review
Second Quarter 2026 Earnings Review August 4, 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements Statements in this presentation that express a belief, expectation, or intention, including increased 2026 guidance and other statements that are not historical fact, are forward-looking statements under the Private Securities Litigation Reform Act of 1995. They involve a
Slide 3: Second Quarter 2026 Highlights
Second Quarter 2026 Highlights Eric Vaillancourt President & Chief Executive Officer
Slide 4: Enpro 3.0 Strategy Update
Enpro 3.0 Strategy Update Enpro 3.0 Goals Strong 2Q:26 Results Strategic Focus Organic revenue growth of 10.9%, above high-end of long- 17.6% Organic sales up 10.9% Remain focused on leading- edge critical products and term range solutions, with high-margins, strong cash flow and Strong profitabilit
Slide 5: Overview of Financial Results
Overview of Financial Results Joe Bruderek Executive Vice President & Chief Financial Officer
Slide 6: Second Quarter 2026 Financial Performance
Second Quarter 2026 Financial Performance $ in millions, except per share data Sales Gross Profit & Margin Adjusted EBITDA* & Margin* Adjusted Diluted EPS* +17.6% +19.4% +22.2% +23.2% • Strong demand for semiconductor • Gross margin expansion driven primarily • Adjusted EBITDA* of $86.9 million • Ad
Slide 7: Sealing Technologies – Second Quarter 2026 Performance
Sealing Technologies – Second Quarter 2026 Performance $ in millions Sales Adjusted EBITDA & Margin +15.3% +13.3% • Sales increase driven by strength in aerospace solutions, • Adjusted segment EBITDA of $71.7 million increased 13.3% double-digit growth in domestic general industrial markets, solid c
Slide 8: Advanced Surface Technologies – Second Quarter 2026 Performance
Advanced Surface Technologies – Second Quarter 2026 Performance $ in millions Sales Adjusted EBITDA & Margin +21.8% +48.5% • Sales increase driven primarily by strong performance in • Adjusted segment EBITDA increase driven primarily by strong leading-edge precision cleaning solutions and healthy de
Slide 9: Balance Sheet, Cash Flow & Capital Allocation
Balance Sheet, Cash Flow & Capital Allocation $ in millions Net Leverage Commentary Reported June 30, 2026 • Strong balance sheet; ample liquidity consisting of Revolver $ 130 $77.0M in cash and $660.2M2 available under revolver Senior Notes1 $ 450 • Free cash flow* for the six months ended June 30,
Slide 10: 2026 Guidance Increase
2026 Guidance Increase 2026 Guidance Prior 2026 Guidance (as of August 4, 2026) (as of May 5, 2026) Revenue ~$109M-$111M 14% to 16% 10% to 14% Growth(1) Depreciation and Amortization(2) ~$60-65M Adjusted Capital Expenditures $330M – $340M $315M – $330M EBITDA*(1) (~$50M previously) ~$32M-$34M Net In
Slide 11: Closing Comments
Closing Comments Eric Vaillancourt President & Chief Executive Officer
Slide 12: Q&A
Q&A
Slide 13: Appendix
Appendix
Slide 14: Enpro (NYSE: NPO) | Attractive Portfolio of Businesses
Enpro (NYSE: NPO) | Attractive Portfolio of Businesses Company Overview LTM Revenue Contribution as of June 30, 2026 Sales by Segment Sales by Channel Sales by Geography Sales by Market Headquarters Charlotte, NC Primary Manufacturing 15 Facilities Global Employees ~4,200 Financial Overview Market-C
Slide 15: Reconciliation of LTM Results
Reconciliation of LTM Results Enpro Inc. Adjusted Adjusted ($ in millions) Revenue EBITDA EBITDA Margin Six Months Ended June 30, 2026 $ 641.8 $ 163.3 25.4% Plus: Year Ended December 31, 2025 1,143.3 277.6 24.3% Less: Six Months Ended June 30, 2025 561.3 138.9 24.7% LTM Ended June 30, 2026 $ 1,223.8
Slide 16: Consolidated Adjusted EBITDA (1/2)
Consolidated Adjusted EBITDA (1/2) For the Year Ended December 31, 2025 (In Millions) 2025 Net income $ 40.5 Adjustments to arrive at earnings before interest, income taxes, depreciation, amortization, and other selected items ("Adjusted EBITDA"): Interest expense, net 28.2 Income tax expense 17.1 D
Slide 17: Consolidated Adjusted EBITDA (2/2)
Consolidated Adjusted EBITDA (2/2) n connection with the acquisition of LeanTeq in 2019, we recognized a liability for uncertain tax positions and a related indemnification asset for the portion of that liability recoverable from 1I the seller. We determined the statute of limitations expired on som
Slide 18: Segment Information (1/2)
Segment Information (1/2) For the Quarters and Six Months Ended June 30, 2026 and 2025 (In Millions) Reconciliation of Income, Net of Tax to Adjusted Segment EBITDA Quarters Ended June 30, Six Months Ended June 30, Sales 2026 2025 2026 2025 Quarters Ended Six Months Ended Net income $ 27.1 $ 26.4 $
Slide 19: Segment Information (2/2)
Segment Information (2/2) Second Quarter 2026 Earnings Review 19
Slide 20: Consolidated Adjusted Net Income
Consolidated Adjusted Net Income Management of the Company believes that it would be helpful to the readers of the financial statements to understand the impact of certain selected items on the Company's reported income and diluted earnings per share, including items that may recur from time to time
Slide 21: Free Cash Flow
Free Cash Flow (In Millions) Free Cash Flow - Six Months Ended June 30, 2026 Net cash provided by operating activities $ 90.9 Purchases of property, plant, and equipment (27.8) Payments for capitalized internal-use software (1.7) $ 61.4 Free Cash Flow - Six Months Ended June 30, 2025 Net cash provid