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

Enpro

18/02/2026 11:38

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.)