Enpro (NYSE:NPO) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsEric Vaillancourt - President and CEOIsaac Sellhausen - Associate in Equity ResearchJames Gentile - VP of Investor RelationsJoe Bruderek - EVP and CFOConference Call ParticipantsJeff Hammond - Managing Director and Equity Research AnalystSteve Ferazani - Equity Research AnalystOperatorIt's now my pleasure to turn the call over to your host, James Gentile, Vice President of Investor Relations for Enpro. Please go ahead, ...

Company Overview - Enpro's market capitalization is $3.3 billion as of May 2, 2025[11] - The company's Last Twelve Months (LTM) revenue was $1.1 billion as of March 31, 2025[11] - LTM Adjusted EBITDA was $264 million, representing a 24.8% margin as of March 31, 2025[11] - Aftermarket revenue accounted for 54% of LTM revenue as of March 31, 2025[11] Financial Performance & Guidance - First quarter 2025 Adjusted EBITDA was $67.8 million, representing a 24.8% margin[29] - Free cash flow for the quarter ended March 31, 2025, was $11.6 million, an increase from $(2.0) million in the previous year[24, 41, 42] - The company paid $6.6 million in dividends for the three months ended March 31, 2025[24] - 2025 revenue is expected to grow at a low to mid-single-digit rate[25] - Adjusted EBITDA for 2025 is projected to be between $262 million and $277 million[25] - Adjusted Diluted EPS for 2025 is expected to be between $7.00 and $7.70[25] Debt & Capital Allocation - Net debt was $398 million as of March 31, 2025[22] - A revolving credit facility was increased to $800 million, with $230 million outstanding as of May 1, 2025[22, 24]