Enpro Inc. · NYSE:NPO

Enpro — Q4 2025 Earnings Presentation

20 slides from Enpro's earnings presentation, Feb 18, 2026

  1. Slide 1: Fourth Quarter and Full Year 2025 Earnings Review

    Fourth Quarter and Full Year 2025 Earnings Review February 18, 2026

  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 2026 guidance and other statements that are not historical fact, are forward-looking statements under the Private Securities Litigation Reform Act of 1995. They i

  3. Slide 3: 2025 Highlights

    2025 Highlights Eric Vaillancourt President & Chief Executive Officer

  4. Slide 4: Enpro 3.0 Strategy Update

    Enpro 3.0 Strategy Update Enpro 3.0 – Year One Strong Full-Year Results Strategic Focus Organic revenue growth of 7.6% toward high-end of range 9% Organic sales up 7.6% Remain focused on leading- edge critical products and solutions, with high-margins, Strong profitability, 24.3% strong cash flow an

  5. Slide 5: Full-Year 2025 Performance

    Full-Year 2025 Performance $ in millions Sales Adjusted EBITDA* & Margin* +9.0% +8.9% • Sales increased 9.0%. Organic sales grew 7.6% year-over-year • Adjusted EBITDA* increased 8.9% compared to 2024 • Strength in aerospace, food and biopharma, firm domestic • Margin* of 24.3% even with last year as

  6. Slide 6: Overview of Fourth Quarter 2025 Financial Results

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

  7. Slide 7: Fourth Quarter 2025 Financial Performance

    Fourth Quarter 2025 Financial Performance $ in millions, except per share data Sales Gross Profit & Margin Adjusted EBITDA* & Margin* Adjusted Diluted EPS* +14.3% +13.7% +19.2% 26.8% • Organic sales increased 9.9% year over • Gross profit up 13.7% driven by strong • Adjusted EBITDA margin* of 23.5%

  8. Slide 8: Sealing Technologies – Fourth Quarter 2025 Performance

    Sealing Technologies – Fourth Quarter 2025 Performance $ in millions Sales Adjusted Segment EBITDA & Margin +14.8% +21.1% • Strong demand in aerospace and food and biopharma • Strategic pricing initiatives, improved volume, and the additions of markets, strategic pricing actions, firm domestic gener

  9. Slide 9: Advanced Surface Technologies – Fourth Quarter 2025 Performance

    Advanced Surface Technologies – Fourth Quarter 2025 Performance $ in millions Sales Adjusted Segment EBITDA & Margin +13.4% +3.3% • Continued strength in precision cleaning solutions tied to • Operating leverage on sales growth was offset primarily by leading-edge applications, pockets of strength i

  10. Slide 10: Balance Sheet, Cash Flow & Capital Allocation

    Balance Sheet, Cash Flow & Capital Allocation $ in millions Net Leverage Commentary Reported December 31, 2025 • Strong balance sheet; ample liquidity consisting of $800M Revolving Credit Facility1 $ 210 $114.7M in cash and $580.6M1 available under revolver Senior Notes2 $ 450 • Free cash flow* up 1

  11. Slide 11: 2026 Guidance

    2026 Guidance 2026 Guidance (as of February 18, 2026) 8% to 12% ~$107-109M Depreciation Revenue Growth(1) Sealing Technologies: MSD Organic AST: HSD Organic and Amortization(2) Acquisitions: >$60M ~$50M Capital Expenditures Adjusted EBITDA*(1) $305M – $320M ~$32-34M Net Interest Expense Adjusted Dil

  12. Slide 12: Closing Comments

    Closing Comments Eric Vaillancourt President & Chief Executive Officer

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  14. Slide 14: Appendix

    Appendix ©

  15. Slide 15: Enpro (NYSE: NPO) | Attractive Portfolio of Businesses

    Enpro (NYSE: NPO) | Attractive Portfolio of Businesses Company Overview 2025 Revenue Mix Sales by Segment Sales by Channel Sales by Geography Sales by Market Headquarters Charlotte, NC Primary Manufacturing 15 Facilities Global Employees ~4,000 Financial Overview Market-Cap1 $5.7B 2025 Revenue3 $1.1

  16. Slide 16: Consolidated Adjusted EBITDA

    Consolidated Adjusted EBITDA For the Quarters and Years Ended December 31, 2025 and 2024 (In Millions) Quarters Ended Years Ended December 31, December 31, 2025 2024 2025 2024 Net income (loss) $ (32.0) $ 13.9 $ 40.5 $ 72.9 Adjustments to arrive at earnings before interest, income taxes, depreciatio

  17. Slide 17: Segment Information (1/2)

    Segment Information (1/2) For the Quarters and Years Ended December 31, 2025 and 2024 Reconciliation of Adjusted Segment EBITDA to Net Income (In Millions) Quarters Ended Years Ended December 31, December 31, Sales 2025 2024 2025 2024 Quarters Ended Years Ended $ (32.0) $ 13.9 $ 40.5 $ 72.9 Net inco

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

    Segment Information (2/2) For the Quarters and Years Ended December 31, 2025 and 2024 (In Millions) Quarter Ended December 31, 2025 Quarter Ended December 31, 2024 Advanced Advanced Sealing Surface Total Sealing Surface Total Technologies Technologies Segments Technologies Technologies Segments Acqu

  19. Slide 19: Consolidated Adjusted Net Income

    Consolidated Adjusted Net Income (In Millions, Except Per Share Data) Quarters Ended December 31, Years Ended December 31, 2025 2024 2025 2024 Average Average Average Average common common common common shares shared shares shares outstanding, Per outstanding, Per outstanding, Per outstanding, Per $

  20. Slide 20: Free Cash Flow

    Free Cash Flow (In Millions) Free Cash Flow - Year Ended December 31, 2025 Net cash provided by operating activities $ 201.2 Purchases of property, plant, and equipment (42.0) Payments for capitalized internal-use software (6.1) Free cash flow $ 153.1 Free Cash Flow - Year Ended December 31, 2024 Ne

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