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EnPro Industries(NPO) - 2025 Q2 - Earnings Call Presentation

Financial Performance - Sales increased by 6% year-over-year, driving an increase in gross profit[11] - Organic sales increased 5.6% year-over-year[13] - Adjusted EBITDA decreased 3.9% to $71.1 million, primarily due to increased operating expenses and transactional foreign exchange headwinds[11, 13] - Adjusted EBITDA margin was 24.7%[13] - Adjusted diluted earnings per share (EPS) decreased slightly to $2.03 due to factors impacting adjusted EBITDA[12] Segment Performance - Sealing Technologies sales increased 1.9% year-over-year[15] - Sealing Technologies adjusted EBITDA decreased 3.2% to $63.3 million, with a margin of 33.8%, a contraction of 170 bps[19] - Advanced Surface Technologies sales increased 14.5% year-over-year[21] - Advanced Surface Technologies adjusted EBITDA increased 3.7%[22] Capital Structure and Cash Flow - Upsized senior notes to $450 million (2033) and doubled revolving credit facility to $800 million (2030)[24] - Free cash flow for the six months ended June 30, 2025, was $52.8 million, up from $35.5 million in the prior year[24] 2025 Guidance - Revenue growth is projected to be 5% to 7%[26] - Adjusted EBITDA is projected to be $270 million to $280 million[26] - Adjusted diluted EPS is projected to be $7.60 to $8.10[26]