Overview

* EnPro ( NPO ) Q2 sales rise 6% to $288.1 mln, beating analysts' expectations

* Adjusted EPS of $2.03 misses analysts' estimates, per LSEG data

* Company raises full-year 2025 guidance on strong aerospace and industrial demand

Outlook

* EnPro ( NPO ) raises 2025 revenue growth guidance to 5%-7%

* Company expects 2025 adjusted EBITDA of $270 mln to $280 mln

* EnPro ( NPO ) sees 2025 adjusted EPS between $7.60 and $8.10

Result Drivers

* AST SALES - Advanced Surface Technologies sales increased by 14.5%, driven by growth in precision cleaning solutions and optical coatings

* SEALING TECHNOLOGIES - Sales in Sealing Technologies rose 1.9%, with strong demand in aerospace and food and pharma sectors

* FOREIGN EXCHANGE IMPACT - Operating leverage was impacted by foreign exchange headwinds, particularly affecting AST

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Sales Beat $288.10 $282.60

mln mln (3

Analysts

)

Q2 Miss $2.03 $2.1 (3

Adjusted Analysts

EPS )

Q2 EPS $1.25

Q2 Miss $43.10 $45.40

Adjusted mln mln (1

Net Analyst)

Income

Q2 $71.10

Adjusted mln

EBITDA

Q2 24.7%

Adjusted

EBITDA

Margin

Analyst Coverage

* The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the industrial machinery & equipment peer group is "buy."

* Wall Street's median 12-month price target for Enpro Inc ( NPO ) is $220.00, about 2.3% above its August 4 closing price of $214.88

* The stock recently traded at 28 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)