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
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Beat | $295.40 mln | $280.97 mln (3 Analysts) |
Q4 Adjusted EPS | Beat | $1.99 | $1.91 (3 Analysts) |
Q4 EPS | -$1.52 | ||
Q4 Adjusted Net Income | Beat | $42.30 mln | $40.65 mln (2 Analysts) |
Q4 Adjusted EBITDA | $69.40 mln | ||
Q4 Adjusted EBITDA Margin | 23.50% |
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
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(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.)