Enpro (NPO) Investor presentation summary

Business profile

• LTM revenue was $1.224B and adjusted EBITDA was $302.0M, with a 24.7% adjusted EBITDA margin, as of June 30, 2026.

• Sales mix: Sealing Technologies 64%, Advanced Surface Technologies 36%; aftermarket 53% and OE 47%.

• Geographic sales mix was U.S. 57%, Asia Pacific 22%, Europe 14% and ROW 7%; semiconductor was the largest market at 33%.

• The portfolio has 15 primary manufacturing facilities and approximately 4,200 global employees.

Segment performance

• Sealing Technologies 2Q 2026 sales were $216.2M, up from $187.5M YoY; adjusted segment EBITDA margin was 33.2% versus 33.8%.

• Advanced Surface Technologies 2Q 2026 sales were $122.9M, up from $100.9M YoY; adjusted segment EBITDA margin was 23.9% versus 19.6%.

• Sealing Technologies includes Garlock, STEMCO and Technetics; its portfolio spans seals, gaskets, wheel-end products, analyzers and sensors.

• Advanced Surface Technologies serves semiconductor production with precision-engineered tools, cleaning, coating, refurbishment and optical solutions.

Growth strategy and acquisitions

• The 2025+ strategy targets mid- to high-single-digit organic growth, strong free cash flow, selective acquisitions and adjusted EBITDA margins above 25%.

• Overlook Industries, acquired October 8, 2025, adds single-use biopharma manufacturing technologies; Alpha Measurement Solutions, acquired November 14, 2025, adds liquid sensing and instrumentation.

• Growth priorities include recurring-revenue markets, applied engineering, innovation and products with high barriers to entry, switching costs and stringent customer qualifications.