Enpro Inc. · NYSE:NPO
Enpro — Q3 2026 Earnings Presentation
21 slides from Enpro's earnings presentation, Nov 3, 2026
Slide 1: Third Quarter 2026 Earnings Review
Third Quarter 2026 Earnings Review November 3, 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: Third Quarter 2026 Highlights
Third 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 Third Quarter Results Strategic Focus Organic revenue growth of 16.9%, above high-end of long- 22.4% Organic sales up 16.9% Remain focused on leading- edge critical products and term range solutions, with high-margins, strong cash flow and Strong prof
Slide 5: Overview of Financial Results
Overview of Financial Results Joe Bruderek Executive Vice President & Chief Financial Officer
Slide 6: Third Quarter 2026 Financial Performance
Third Quarter 2026 Financial Performance $ in millions, except per share data Sales Gross Profit & Margin Adjusted EBITDA* & Margin* Adjusted Diluted EPS* +22.4% +27.5% +31.7% +33.7% • Improved demand across AST for • Gross margin expansion driven primarily • Adjusted EBITDA* of $91.3 million • Adju
Slide 7: Sealing Technologies – Third Quarter 2026 Performance
Sealing Technologies – Third Quarter 2026 Performance $ in millions Sales Adjusted Segment EBITDA & Margin +20.5% +21.8% • Strength in aerospace, domestic general industrial and • Adjusted segment EBITDA of $69.9 million increased 21.8% compositional analysis applications, as well as strategic prici
Slide 8: Advanced Surface Technologies – Third Quarter 2026 Performance
Advanced Surface Technologies – Third Quarter 2026 Performance $ in millions Sales Adjusted Segment EBITDA & Margin +25.8% 57.3% • Sales increase driven by organic growth of leading-edge • Adjusted segment EBITDA increase driven primarily by precision cleaning solutions and increased demand for impr
Slide 9: Balance Sheet, Cash Flow & Capital Allocation
Balance Sheet, Cash Flow & Capital Allocation $ in millions Net Leverage Commentary Reported September 30, 2026 • Strong balance sheet; ample liquidity consisting of Revolver $ 75 $83.4M in cash and $715.2M2 available under revolver Senior Notes1 $ 450 • Free cash flow* for the nine months ended Sep
Slide 10: 2026 Guidance Increase
2026 Guidance Increase 2026 Guidance Prior 2026 Guidance (as of November 3, 2026) (as of August 4, 2026) Revenue $1.33B – $1.34B ~$109M-$111M 14% to 16% Growth(1) (Up 16% to 17%) Depreciation and Amortization(2) ~$60-65M Adjusted Capital Expenditures $340M – $345M $330M – $340M EBITDA*(1) ~$33M-$34M
Slide 11: Closing Comments
Closing Comments Eric Vaillancourt President & Chief Executive Officer
Slide 12: Q&A
Q&A
Slide 13: Appendix
Appendix
Slide 14: Enpro (NYSE: NPO) | Attractive Portfolio of Businesses
Enpro (NYSE: NPO) | Attractive Portfolio of Businesses Company Overview LTM Revenue Contribution as of September 30, 2026 Sales by Segment Sales by Channel Sales by Geography Sales by Market Headquarters Charlotte, NC Primary Manufacturing 15 Facilities Global Employees ~4,400 Financial Overview Mar
Slide 15: Reconciliation of LTM Results
Reconciliation of LTM Results Enpro Inc. Adjusted Adjusted ($ in millions) Revenue EBITDA EBITDA Margin Nine Months Ended September 30, 2026 $ 992.6 $ 254.6 25.6% Plus: Year Ended December 31, 2025 1,143.3 277.6 24.3% Less: Nine Months Ended September 30, 2025 847.9 208.3 24.6% LTM Ended September 3
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) For the Quarters and Nine Months Ended September 30, 2026 and 2025 (In Millions) Quarters Ended Nine Months Ended September 30, September 30, 2026 2025 2026 2025 Net income $ 40.3 $ 21.6 $ 94.8 $ 72.5 Adjustments to arrive at earnings before interest, income taxes,
Slide 18: Segment Information (1/2)
Segment Information (1/2) For the Quarters and Nine Months Ended September 30, 2026 and 2025 (In Millions) Reconciliation of Income, Net of Tax to Adjusted Segment EBITDA Quarters Ended Nine Months Ended Sales September 30, September 30, 2026 Quarters Ended Nine Months Ended 2026 2025 2026 2025 Sept
Slide 19: Segment Information (2/2)
Segment Information (2/2) For the Quarters and Nine Months Ended September 30, 2026 and 2025 (In Millions) Quarter Ended September 30, 2026 Quarter Ended September 30, 2025 2026 2025 Advanced Advanced Sealing Surface Total Sealing Surface Total Technologies Technologies Segments Technologies Technol
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, 2026 2025 2026 2025 Average Average Average Average common common common common shares shared shares shared outstanding, Per outstan
Slide 21: Free Cash Flow
Free Cash Flow (In Millions) Free Cash Flow - Nine Months Ended September 30, 2026 Net cash provided by operating activities $ 172.8 Purchases of property, plant, and equipment (39.9) Payments for capitalized internal-use software (3.7) $ 129.2 Free Cash Flow - Nine Months Ended September 30, 2025 N