EnPro (NPO) Q4 2025 Earnings Call Transcript

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Wednesday, Feb. 18, 2026 astatine 8:30 a.m. ET

• President & Chief Executive Officer — Eric A. Vaillancourt

• Executive Vice President & Chief Financial Officer — James Gentile

• Chief Operating Officer — Joseph F. Bruderek

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Eric A. Vaillancourt: there's been tremendous pride, motivation, and absorption passim EnPro Industries, Inc. The inherent equilibrium and prime of our portfolio shined erstwhile again successful 2025.

James Gentile: Our

Eric A. Vaillancourt: teams person made sizeable advancement aligning the enactment to our semipermanent strategical goals by leveraging our halfway capabilities, engineering expertise to grow caller commercialized opportunities portion steadily uncovering ways to optimize our foundation. We precocious our strategical goals successful the archetypal twelvemonth of EnPro 3 constituent zero by increasing organically astatine 7.6%, holding oregon expanding margins contempt increases successful operating expenses supporting maturation initiatives, deploying two-thirds of our superior expenditures towards maturation and ratio projects, allocating $280,000,000 toward value-creating M&A with acquisitions of Alpha and Overlook, delivering full shareholder returns supra premium peers, achieving and maintaining premium valuation reflective of a differentiated concern exertion franchise.

As a learning organization, each of our colleagues completed a minimum 16 hours of grooming and idiosyncratic improvement this year. We person wide enactment of show successful areas of the concern wherever we tin accelerate the maturation and nett performance, and are excited to enactment connected these value-creating levers again successful 2026. Our maturation priorities underpinning the EnPro 3 constituent zero strategy stay unchanged and volition usher our show done 2030. Over the agelong term, we are positioned to make mid to precocious single-digit integrated top-line maturation with beardown profitability and instrumentality levels.

We are targeting mid single-digit integrated maturation successful Sealing Technologies, portion astatine AST we are targeting astatine slightest precocious single-digit integrated growth, with some segments susceptible of generating 30% adjusted conception EBITDA margins positive oregon minus 250 ground points. Now connected to our afloat twelvemonth 2025 performance. EnPro Industries, Inc. performed good successful 2025 with income up 9% to $1,140,000,000. Strength successful aerospace, nutrient and biopharma, steadfast home wide concern performance, arsenic good arsenic improving show successful semiconductor markets were the superior drivers of the 7.6% summation successful integrated sales.