NYSE$NPO

Enpro Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Enpro reported a strong first quarter with sales up, driven by record performance in the Sealing Technologies segment.

Enpro Industries reported a strong start to 2023, with a 4.6% increase in sales to $282.6 million and a 16.3% increase in adjusted EBITDA to $68.6 million. The company's performance was driven by record profitability in the Sealing Technologies segment.

  • Sales increased by 4.6% to $282.6 million, with organic sales up 6.3%.
  • Adjusted EBITDA increased by 16.3% to $68.6 million, with adjusted EBITDA margin up over 240 bps to 24.3%.
  • Diluted earnings per share from continuing operations increased to $1.24, compared to $0.57 last year.
  • The company maintains its full-year 2023 guidance for revenue growth and adjusted EBITDA.

Headline financials

Total Revenue

$283M

Previous: $329M-14.0%
EPS (adj)

$1.95

Previous: $1.83+6.6%
Adjusted EBITDA

$68.6M

Previous: $67.9M+1.0%
Adjusted EBITDA Margin

24.3%

Previous: 20.7%+17.4%
Capital Expenditures

-$5M

Previous: -$3.8M-31.6%
Free Cash Flow

$32.4M

Previous: $12.4M+161.3%
Net Income

$37.4M

Previous: $16.2M+130.9%
Operating Income

$43.8M

Previous: $27.4M+59.9%
Gross Profit

$116M

Previous: $115M+1.3%
Cash & Equivalents

$336M

Previous: $293M+14.6%
Total Assets

$2.67B

Previous: $2.91B-8.3%
Stock-Based Comp

$2.4M

Previous: $1.5M+60.0%

Revenue & EPS history

Enpro · Revenue · Quarterly

$283M

Q1 2023-14%vs Q1 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Enpro · $283M total across 2 segments · Q1 2023

  • Sealing Technologies
    $173M+12.8%
  • Advanced Surface Tech
    $109M-6.3%

Forward guidance

EnPro Industries, Inc. continues to expect 2023 revenue growth in the flat-to-low single digits, adjusted EBITDA is in the range of $248 million to $260 million and adjusted diluted earnings per share in the range of $6.45 to $7.05 per share.

Tailwinds

  • Revenue growth in the flat-to-low single digits.
  • Adjusted EBITDA between $248 million and $260 million
  • Adjusted diluted earnings per share between $6.45 and $7.05

Headwinds

  • Changes in the number of shares outstanding
  • Impacts from future and pending acquisitions
  • Dispositions and related transaction costs
  • Restructuring costs
  • Incremental impacts of tariffs and trade tensions on market demand and costs subsequent to March 31, 2023

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.1%

Avg return

Earnings day

+1.8%

Avg return

5 days after

+1.6%

Avg return

30 days after

45%

29 / 65 earnings

Positive

+19.9%

Q4 2015

Best reaction

-16.5%

Q1 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.6%+6.9%+9.5%
Q4 2025-0.1%+2.2%-8.0%
Q3 2025-5.8%-8.9%-3.4%
Q1 2025+6.8%+12.0%+21.6%
Q4 2024+6.2%+1.6%-11.8%
Q3 2024+13.1%+11.5%+33.1%
Q2 2024+1.1%+2.4%+1.3%
Q1 2024-4.0%-0.9%-1.4%
Q4 2023-6.0%-4.2%-0.4%
Q3 2023+1.4%+3.1%+11.6%
Q2 2023-4.5%-2.8%-9.4%
Q1 2023+7.4%+5.5%+8.8%
Q4 2022-7.7%-8.0%-18.7%
Q3 2022+4.0%+13.5%+11.6%
Q2 2022+5.0%+6.3%-3.6%
Q1 2022-1.9%-1.7%+4.3%
Q4 2021-3.2%-1.7%-8.3%
Q3 2021+13.8%+17.7%+17.4%
Q2 2021-7.5%-6.2%-6.6%
Q1 2021+3.4%-1.3%+6.5%
Q4 2020+1.7%+1.4%+6.8%
Q3 2020+0.2%+2.9%+16.9%
Q2 2020+12.1%+19.5%+19.3%
Q1 2020-4.7%+2.9%+13.6%
Q4 2019-2.6%-7.3%-27.2%
Q3 2019-7.3%-5.9%-11.6%
Q2 2019+6.4%-0.3%-10.7%
Q1 2019-12.8%-9.7%-25.3%
Q4 2018+1.1%+4.2%-3.2%
Q3 2018+14.7%+17.9%+17.1%
Q2 2018-8.2%-2.3%-1.7%
Q1 2018-10.0%-5.7%-2.8%
Q4 2017-9.3%-7.4%-6.3%
Q3 2017+3.3%+4.1%+6.0%
Q2 2017+4.7%+1.7%-4.6%
Q1 2017+2.8%+3.3%-5.4%
Q4 2016-6.0%-7.7%-2.9%
Q3 2016-0.5%+3.9%+14.3%
Q2 2016+9.9%+8.6%+17.9%
Q1 2016-16.5%
Q4 2015+19.9%
Q3 2015+11.9%
Q2 2015-3.5%
Q1 2015-8.8%
Q4 2014+2.1%
Q3 2014+1.6%
Q2 2014-8.3%
Q1 2014-0.1%
Q4 2013-0.3%
Q3 2013-3.4%
Q2 2013+3.7%
Q1 2013-0.5%
Q1 2010+2.3%
Q4 2012+0.1%
Q3 2012+4.3%
Q2 2012-2.9%
Q1 2009-1.0%
Q1 2012-1.2%
Q4 2009-0.2%
Q4 2011-0.2%
Q3 2009-3.3%
Q3 2010-3.3%
Q4 2010-3.3%
Q2 2010-1.8%
Q2 2009-1.8%

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