EnPro Industries Q4 sales beat estimates, driven by strength in aerospace, food, domestic industrial markets

Overview

• Industrial technology firm's Q4 sales rose 14.3%, beating analyst expectations

• Adjusted EPS for Q4 beat analyst expectations

• Company reported GAAP net loss due to pension plan termination

Outlook

• EnPro forecasts 2026 revenue growth of 8% to 12%

• Company expects 2026 adjusted EBITDA of $305 mln to $320 mln

• EnPro anticipates 2026 adjusted EPS of $8.50 to $9.20

Result Drivers

• SALES GROWTH - Q4 sales increased 14.3%, driven by strong demand in aerospace, food, biopharma, and domestic industrial markets

• SEALING TECHNOLOGIES - Strong performance in Sealing Technologies segment contributed to 19.2% rise in adjusted EBITDA

• PENSION PLAN TERMINATION - GAAP net loss due to $67.2 million non-cash settlement loss from pension plan termination

Key Details

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 is $257.00, about 4.6% below its February 17 closing price of $269.38

• The stock recently traded at 31 times the next 12-month earnings vs. a P/E of 27 three months ago

Press Release: ID:nBw2X9R3Pa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.