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Sep 30
Enpro Q3 2025 Earnings Report
Enpro reported strong third-quarter 2025 results with significant sales growth and solid profitability, driven by robust performance in Advanced Surface Technologies and Sealing Technologies.
Key Takeaways
Enpro delivered a strong third quarter in 2025, with net sales increasing by 9.9% to $286.6 million and adjusted diluted EPS rising by 14.4% to $1.99. The growth was primarily fueled by double-digit expansion in Advanced Surface Technologies due to strong demand in precision cleaning and semiconductor solutions, complemented by a solid 6% sales increase in Sealing Technologies. Despite increased investments in growth initiatives and unfavorable product mix in AST, the company maintained solid profitability and is confident in its strategic execution.
Net sales increased by 9.9% to $286.6 million, demonstrating strong overall growth.
Adjusted diluted earnings per share rose by 14.4% to $1.99, reflecting enhanced profitability.
Advanced Surface Technologies segment achieved double-digit sales growth, driven by strong demand in precision cleaning and semiconductor tools.
Sealing Technologies segment reported a 5.7% sales increase and maintained strong profitability.
Adjusted EBITDA increased by 8.1% to $69.3 million, with an adjusted EBITDA margin of 24.2%.
Enpro
Enpro
Enpro Revenue by Segment
Revenue by Segment
Sealing Technologies Revenue
CapyFin.comAdvanced Surface Technologies Revenue
CapyFin.com Forward Guidance
Enpro updated its full-year 2025 guidance, reflecting anticipated partial-quarter contributions from the acquisitions of AlpHa and Overlook, with increased revenue growth expectations and a refined range for adjusted EBITDA and adjusted diluted EPS.
Positive Outlook
- Revenue growth guidance increased to 7%-8% from the previous 5%-7%.
- Adjusted EBITDA guidance maintained a strong range of $275 million to $280 million.
- Adjusted diluted EPS guidance narrowed to $7.75 to $8.05, with the lower end increasing from previous guidance.
- Acquisitions of Overlook Industries and AlpHa Measurement Solutions are expected to contribute positively.
- These acquisitions will extend critical capabilities in biopharmaceutical manufacturing and compositional analysis, accelerating profitable growth.
Challenges Ahead
- The updated guidance includes only partial-quarter contributions from recent acquisitions, not full impact.
- Guidance excludes changes in shares outstanding, future acquisitions/dispositions, restructuring costs, and foreign exchange rate impacts.
- Excludes any incremental impact on demands and costs from tariffs or trade tensions arising after November 3, 2025.
- The completion of the AlpHa acquisition is subject to customary closing conditions, including regulatory approvals, which could cause delays.
- Risks associated with the ultimate outcome, benefits, and synergies of the acquisitions, including unexpected costs or difficulties in integration.
Revenue & Expenses
Visualization of income flow from segment revenue to net income