Enpro Inc.

Enpro Inc. is an industrial technology company built around critical-application components that protect demanding operating environments. It designs and manufactures proprietary sealing, surface-treatment, and wheel-end solutions used in semiconductor, industrial process, commercial vehicle, aerospace, food, and life sciences markets.

23,1 %

42,6 %

3,5 %

+9,0 %

2.32

1.50

— Enpro Inc.
%
Sealing products65% Gaskets, seals, packing, elastomeric parts and related components for critical environments.
Hygienic and process fluid handling15% Sanitary gaskets, hoses, fittings and fluid transfer products for regulated process industries.
Commercial vehicle solutions10% Wheel-end and suspension products sold into medium- and heavy-duty truck and trailer markets.
Advanced surface technologies10% Cleaning, coating and refurbishing services for advanced semiconductor manufacturing equipment.

Enpro sells to industrial OEMs, distributors, engineering and construction firms, and end users that need highly...

  • Semiconductor equipment OEMsprimary

    Buy cleaning, coating and refurbishing services and related components for advanced-node semiconductor manufacturing equipment; Enpro depends on a small number of large customers here.

  • Industrial process and OEM customersprimary

    Buy sealing products, mechanical seals and engineered components for demanding process environments where uptime and reliability matter.

  • Commercial vehicle fleets and distributorsprimary

    Buy STEMCO wheel-end and suspension products, largely through distribution and replacement channels, to reduce failure risk and maintenance downtime.

  • Food, pharmaceutical and biopharmaceutical customerssecondary

    Buy sanitary gaskets, hoses and fluid transfer products to meet hygiene and contamination-control requirements.

  • Aerospace, energy and life sciences customerssecondary

    Buy high-reliability engineered solutions for critical applications where performance and certification are important.

Enpro operates a global manufacturing and service footprint with 15 primary facilities in 8 countries, including the...

  • United States was the largest market at $647.1 million in 2025
  • Asia Pacific was the second-largest region at $247.3 million in 2025
  • Europe contributed $162.4 million in 2025
  • Rest of World contributed $86.5 million in 2025
  • 15 primary facilities across 8 countries support local manufacturing and service

Enpro is repositioning its portfolio toward proprietary, high-barrier industrial technologies with recurring...

01
Shift portfolio toward critical-application industrial technologymedium-term

Higher-spec products and specified positions support pricing power, margins and customer stickiness.

02
Grow recurring aftermarket and replacement revenuemedium-term

Replacement demand reduces cyclicality and improves cash flow visibility.

03
Invest in new platforms and customer relationshipsshort-term

New platforms support long-term growth in semiconductor and adjacent markets.

04
Pursue acquisitions and portfolio optimizationmedium-term

M&A can add capabilities, broaden end markets and deepen technology content.

Enpro is exposed to customer concentration in semiconductor-related surface technologies, where a small number of...

high

Customer concentration in Advanced Surface Technologies

A small number of semiconductor equipment customers control much of the market, and one customer represented about 24% of consolidated net sales in 2025.

Scope
Advanced Surface Technologies; Taiwan, Singapore and U.S. customer base
Materiality
high
high

Raw material inflation and tariffs

Higher input costs may not be fully passed through without losing customers, compressing margins.

Scope
Sealing Technologies and manufacturing operations
Materiality
high
high

Supply-chain disruption and supplier dependence

Limited sources for certain materials increase the risk of production interruptions and missed deliveries.

Scope
Global manufacturing footprint
Materiality
high
medium

Product liability and warranty claims

Products are used in critical applications such as nuclear, oil and gas, automotive, aerospace and pharma.

Scope
Sealing Technologies and STEMCO
Materiality
high
medium

Cybersecurity and IT disruption

Attacks could halt production, corrupt data or impair customer service and create remediation costs.

Scope
Enterprise systems and manufacturing operations
Materiality
medium
Goodwill and intangible asset impairment
Could materially affect earnings and equity if assumptions weaken
Restructuring and impairment charges
Affects operating income and adjusted earnings reconciliation
Warranty, contingencies and litigation reserves
Can change SG&A and liabilities materially
Adjusted segment EBITDA presentation
Important for comparing operating trends to GAAP results

: 28.4.2026