EnPro beats Q3 sales and profit estimates on semiconductor demand, raises outlook
NPO•EnPro reported Q3 sales of $350.8 million and adjusted EPS of $2.66, beating analyst estimates of $334.0 million and $2.42. It raised its 2026 revenue, adjusted EBITDA and adjusted diluted EPS guidance.
1. Q3 results
EnPro’s Q3 sales rose 22% to $350.8 million, beating the $334.0 million analyst estimate. Adjusted EPS increased to $2.66, above the $2.42 estimate; adjusted net income was $57 million and adjusted EBITDA was $91.3 million.
2. Higher 2026 guidance
EnPro raised its 2026 revenue outlook to $1.33 billion-$1.34 billion from $1.31 billion-$1.33 billion. It now expects adjusted EBITDA of $340 million-$345 million, versus $330 million-$340 million previously, and adjusted diluted EPS of $9.70-$9.95, up from $9.30-$9.80.
3. Drivers of growth
CEO Eric Vaillancourt said increased semiconductor-industry demand drove AST sales up nearly 26%. Acquisitions of AlpHa Measurement Solutions and Overlook Industries boosted Sealing Technologies sales, while strategic pricing contributed to increases that offset slow demand in some European and food and biopharmaceutical markets.
