Earnings summary

Enpro Inc. Q4 2025 results

Reported 2026-02-18Full transcript →

Snapshot

Enpro Inc. reported $295M of revenue in Q4 2025, up 14.3% year over year, with diluted EPS of $-1.52 and an operating margin of 11.2%.

Revenue
$295M
YoY growth
+14.3%
Diluted EPS
$-1.52
Operating margin
11.2%
$295M
Revenue
+14.3%
YoY growth
$-1.52
Diluted EPS
11.2%
Operating margin
01 Key takeaways

What management said

  • Also, a friendly reminder that we will be making statements on this call, including our current perspectives for full year 2026 guidance, that are not historical facts and that are considered forward-looking in nature.
  • We have clear line of sight in areas of the business where we can accelerate the growth and profit performance, and are excited to work on these value-creating levers again in 2026.
  • Our growth priorities underpinning the Enpro 3.0 strategy remain unchanged and will guide our performance through 2030.
  • Over the long term, we are positioned to generate mid- to high single-digit organic top line growth at strong profitability and return levels.
  • Strength in aerospace, food and biopharma, firm domestic general industrial performance, as well as improving performance in semiconductor markets, were the primary drivers of the 7.6% increase in organic sales.
  • Complementing our strong organic results were the powerful quarter contributions from the acquisitions of Alpha Measurement Solutions and Overlook Industries, completed in the fourth quarter of 2025.
  • We continue to be pleased with this best-in-class performance for our Sealing Technologies segment.
  • As well, I'm encouraged by AST's steady performance during the choppiness we experienced in semiconductor capital equipment spending over the last two years.
  • In Sealing Technologies, disciplined execution and efficient operations drove an Adjusted segment EBITDA margin of over 32% for the second year in a row.
  • At AST, revenue increased nearly 14%, with strength in solutions serving leading-edge applications and pockets of recovery in semiconductor capital equipment demand.
  • We continue to proactively invest capital and operating resources throughout 2025 in preparation for new platforms in anticipation of a recovery in semiconductor capital equipment spending.
  • We remain well positioned to participate in a stronger semiconductor market in coming periods, while also seeking 80/20 improvements and cost realignment opportunities to drive incremental improvement in segment profitability over time.
Read the full Q4 2025 transcript
SourcesCompany financials · earnings call Last updated

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