NYSE$NPO

Enpro Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Enpro's Q3 2024 performance was resilient, marked by sales growth and improved profitability, despite softness in some end-markets. The company updated its full-year 2024 guidance to reflect a more protracted recovery in semiconductor capital equipment spending.

Enpro Inc. reported a 4.1% increase in sales to $260.9 million for Q3 2024. Operating income increased by 7%, leading to an operating margin of 13.1%. Adjusted EBITDA rose by 11.1% to $64.1 million, with an adjusted EBITDA margin of 24.6%. The company has reduced its full-year guidance for adjusted EBITDA to $250 to $255 million and adjusted diluted earnings per share to $6.75 to $7.00.

  • Sales increased by 4.1% to $260.9 million; organic sales were up by 0.9%.
  • Operating income increased by 7%, with the operating margin up 40 basis points to 13.1%.
  • Adjusted EBITDA increased by 11.1% to $64.1 million; adjusted EBITDA margin increased by 160 bps to 24.6%.
  • GAAP diluted earnings per share from continuing operations was $0.94, compared to $0.39 in the prior year.

Headline financials

Total Revenue

$261M

Previous: $251M+4.1%
EPS

$0.94

Previous: $1.58-40.5%
Adjusted EBITDA

$64.1M

Previous: $57.7M+11.1%
Adjusted EBITDA Margin

24.6%

Previous: 23.0%+7.0%
Adj. EBITDA - Sealing

$55.1M

No prior period
Adj. Margin - Sealing

32.7%

No prior period
Adj. EBITDA - AST

$19.2M

No prior period
Adj. Margin - AST

20.8%

No prior period
Capital Expenditures

-$18.8M

Previous: -$20.7M+9.2%
Free Cash Flow

$1M

Previous: -$12.4M+108.1%
Net Income

$19.8M

Previous: $8.3M+138.6%
Operating Income

$34.1M

Previous: $31.9M+6.9%
Gross Profit

$110M

Previous: $99.6M+10.7%
Cash & Equivalents

$207M

Previous: $330M-37.3%
Total Assets

$2.53B

Previous: $2.5B+1.3%
Stock-Based Comp

$2.9M

Previous: $2.5M+16.0%

Revenue & EPS history

Enpro · Revenue · Quarterly

$261M

Q3 2024+4.1%vs Q3 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Enpro · $251M total across 2 segments · Q3 2023

  • Sealing Technologies
    $161M+2.2%
  • Advanced Surface Tech
    $89.4M-27.0%

Forward guidance

Enpro now expects 2024 revenue to be down low-single-digits compared with 2023. Expected adjusted EBITDA and adjusted diluted earnings per share for 2024 are now expected to be $250 million to $255 million and $6.75 to $7.00, respectively.

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 Q3 2024

Historical avgQ3 2024

+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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