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Adjusted Segment EBITDA Breakdown
Details profit contribution and adjusted earnings margin for each segment, highlighting which businesses are most efficient and cash-generative. Useful for spotting margin improvement opportunities, identifying cost or pricing pressures, and evaluating where returns on capital are highest.Sealing Technologies is the stable cash-and-margin engine—consistent, rising adjusted EBITDA and sustained >30% segment margins that underpin the raised guidance, buybacks and dividend. Advanced Surface Technologies is the growth inflection: after a 2023 trough it has re-accelerated EBITDA and margin expansion tied to semiconductor demand, inventory build and new capacity, and management now targets mid‑teens revenue growth with a ~25% run‑rate margin—making AST the primary upside, albeit dependent on qualification/capacity execution. Engineered Materials dropped to zero contribution after 2022, simplifying the portfolio but reducing diversification.
Date | Sealing Technologies | Advanced Surface Technologies | Engineered Materials |
|---|---|---|---|
Jun 30, 2026 | $71.70M | $29.40M | $0.00 |
Mar 31, 2026 | $64.60M | $24.30M | $0.00 |
Dec 31, 2025 | $61.30M | $21.80M | $0.00 |
Sep 30, 2025 | $57.40M | $21.80M | $0.00 |
Jun 30, 2025 | $63.30M | $19.80M | $0.00 |
Mar 31, 2025 | $58.70M | $20.50M | $0.00 |
Dec 31, 2024 | $50.60M | $21.10M | $0.00 |
Sep 30, 2024 | $55.10M | $19.20M | $0.00 |
Jun 30, 2024 | $65.40M | $19.10M | $0.00 |
Mar 31, 2024 | $53.00M | $17.30M | $0.00 |