Earnings summary

Enpro Inc. Q2 2025 results

Reported 2025-08-05Full transcript →

Snapshot

Enpro Inc. reported $288M of revenue in Q2 2025, up 6.0% year over year, with diluted EPS of $1.25 and an operating margin of 15.9%.

Revenue
$288M
YoY growth
+6.0%
Diluted EPS
$1.25
Operating margin
15.9%
$288M
Revenue
+6.0%
YoY growth
$1.25
Diluted EPS
15.9%
Operating margin
01 Key takeaways

What management said

  • Also note that during this call, we will be providing full-year 2025 guidance, which excludes unforeseen impacts from these risks and uncertainties.
  • We appreciate your interest in Enpro as we discuss second quarter financial results and our improved sales and earnings outlook for the full year 2025.
  • After my overview, Joe will provide a more detailed discussion of our quarterly results and perspectives driving our improved outlook for the balance of 2025.
  • Enpro delivered another strong quarter, demonstrating the resilience of our business while continuing to invest in growth with discipline.
  • We continue to identify opportunities for incremental growth throughout the sealing technologies segment and are focused on expanding our market reach by leveraging our differentiated technological capabilities and applied engineering expertise.
  • We are focused on capturing opportunities in key markets such as aerospace, sustainable power generation, including nuclear, food and pharma, and compositional analysis, where our differentiated capabilities can drive long-term profitable growth.
  • We continue to invest in incremental capacity expansion, supporting new platforms and enhanced strategic marketing and engineering capabilities to position the segment to deliver on our targeted mid-single-digit organic revenue growth rate.
  • More than 60% of the segment's revenue is tied to the aftermarket, with specified positions providing critical process and safety functions for our customers.
  • We continue to be delighted with the best-in-class performance of the sealing technologies segment, which we expect to perform well in a variety of macroeconomic environments.
  • In the advanced surface technologies segment, sales increased more than 14%, led by growth in leading-edge precision cleaning solutions, optical coatings, and improved demand for in-chamber semiconductor tools and assemblies.
  • Operating expenses supporting growth in new platforms and transactional foreign exchange headwinds crimped operating leverage during Q2, which Joe will discuss later.
  • We continue to make targeted organic investments at AST and expect execution of our growth and optimization plans to drive high single to low double-digit revenue growth with improved profitability over time.
Read the full Q2 2025 transcript
SourcesCompany financials · earnings call Last updated

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