Enpro Inc. (NPO) FY2025 10-K Annual Report

Filed: Feb 19, 2026
Materials
Gaskets, Packg & Sealg Devices & Rubber & Plastics HoseSEC EDGAR

Enpro Inc. (NPO) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 19, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Enpro Inc. FY2025 10-K Analysis

Business Overview

  • Core business model: Industrial technology company providing proprietary products for critical applications across diverse growing end markets including semiconductor and life sciences
  • New acquisitions in 2025: Overlook Industries ($273.9M) for single-use biopharmaceutical tech, and AlpHa Measurement ($273.9M) for liquid analytical sensing technologies
  • Strategic shift: Expanded Sealing Technologies segment with acquisitions focused on process monitoring and biopharmaceutical production
  • Revenue growth to $1.143B in 2025, up from $1.049B in 2024, driven by U.S. sales increasing from $602M to $647M
  • Full ownership acquired of Alluxa subsidiary in 2024 via $17.9M purchase of non-controlling interests, consolidating control without change in company control

Management Discussion & Analysis

  • Operating cash flow $201.2M in 2025 vs $162.9M in 2024 and $208.4M in 2023, increase driven by revenue and operating income growth
  • Investing cash use $316.9M in 2025 including $273.9M acquisitions and $42.0M capex, up from $241.5M in 2024 and $7.4M in 2023
  • Financing cash used $17.4M in 2025; dividends $26.2M; issued $450M Senior Notes at 6.125%, repaid $350M 5.75% Senior Notes
  • Dividends increased to $0.31/share in 2025 and $0.32/share in 2026; share repurchase program authorized up to $50M starting Oct 2024
  • No goodwill impairment in 2025; largest impairment $60.8M in 2023 related to Alluxa; semiconductor segment fair value > carrying value as of Nov 2025

Risk Factors

  • Regulatory risk from higher effective tax rate 29.6% in 2025 vs 22.8% in 2024 due to foreign jurisdiction tax rates impacting net $3.7 million expense
  • Geopolitical exposure via 15 manufacturing facilities in 8 countries, including adverse foreign exchange impacts of $3.4 million sales and $3.7 million costs in 2025
  • Operational vulnerability from rising material costs and mix headwinds reducing Segment AEBITDA by $3.8 million in Sealing Technologies in 2025
  • Competitive threat from semiconductor market volatility impacting Advanced Surface Technologies’ sales, with 13.6% growth driven by choppy semiconductor capital equipment demand
  • Financial risk from $67.2 million noncash pension settlement loss in Q4 2025 following U.S. defined benefit pension plan termination

Enpro Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$1.1B

+9.0% YoY

Net Income

$41M

-44.4% YoY

Gross Margin

42.6%

+23bp YoY

Operating Margin

14.1%

+57bp YoY

Net Margin

3.5%

-341bp YoY

ROE

2.6%

-248bp YoY

Total Assets

$2.7B

+6.9% YoY

EPS (Diluted)

$1.91

-44.6% YoY

Operating Cash Flow

$201M

+23.5% YoY

Source: XBRL data from Enpro Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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