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Enpro (NPO)
NYSE:NPO
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Enpro (NPO) Price & Analysis

120 Followers

NPO Stock Chart & Stats

$281.67
-$3.84(-2.28%)
At close: 4:00 PM EST
$281.67
-$3.84(-2.28%)

Bulls Say, Bears Say

Bulls Say
Strong Free Cash FlowConsistent, growing free cash flow (~$173M TTM, +9.4%) gives Enpro durable financial flexibility to fund capex for capacity, repay debt, and pursue share repurchases/dividends without relying on volatile net income. FCF resilience supports multi‑year investment and capital return plans.
High Sealing Segment MarginsSustained Sealing margins (above 30% for nine quarters) and a large aftermarket mix (~60%) indicate strong pricing power, recurring revenue, and durable competitive advantage. High-margin aftermarket sales make earnings less cyclical and support long‑term cash conversion and return on invested capital.
Raised Guidance & AST MomentumManagement's guidance raise, driven by AST momentum and projected mid‑teens AST growth with a ~25% run‑rate margin, reflects structural demand from semiconductor-related markets. Coupled with targeted capacity expansions, this supports multi‑period revenue scaling and sustainable segment margin expansion.
Bears Say
Low Net Margin / ROEModest net margin (≈3.7%) and low ROE (~2.8%) limit the company's ability to convert operating performance into shareholder returns. This structural earnings weakness reduces buffer against downturns and constrains long‑term capacity to increase dividends or accelerate buybacks without stronger profitability.
Ongoing Integration & Capacity Execution RiskContinuous qualification work and capacity buildouts for advanced semiconductor nodes, plus acquisition integrations, require sustained capex and execution. Delays or higher costs could compress margins and defer revenue realization, creating multi‑quarter operational risk despite long‑term upside.
Cyclical End-market ExposureMaterial exposure to commercial vehicles and international industrial end markets creates revenue cyclicality. Management explicitly notes CV softness and slower international demand; such structural cyclicality can produce uneven top‑line and margin outcomes across multi‑quarter windows despite strength in other segments.

Enpro News

NPO FAQ

What was Enpro’s price range in the past 12 months?
Enpro lowest stock price was $197.87 and its highest was $390.42 in the past 12 months.
    What is Enpro’s market cap?
    Enpro’s market cap is $7.09B.
      When is Enpro’s upcoming earnings report date?
      Enpro’s upcoming earnings report date is Aug 11, 2026 which is in 38 days.
        How were Enpro’s earnings last quarter?
        Enpro released its earnings results on May 05, 2026. The company reported $2.14 earnings per share for the quarter, beating the consensus estimate of $2.083 by $0.057.
          Is Enpro overvalued?
          According to Wall Street analysts Enpro’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Enpro pay dividends?
            Enpro pays a Quarterly dividend of $0.32 which represents an annual dividend yield of 0.56%. See more information on Enpro dividends here
              What is Enpro’s EPS estimate?
              Enpro’s EPS estimate is 2.32.
                How many shares outstanding does Enpro have?
                Enpro has 21,126,663 shares outstanding.
                  What happened to Enpro’s price movement after its last earnings report?
                  Enpro reported an EPS of $2.14 in its last earnings report, beating expectations of $2.083. Following the earnings report the stock price went up 3.658%.
                    Which hedge fund is a major shareholder of Enpro?
                    Currently, no hedge funds are holding shares in NPO
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Enpro

                      EnPro Industries, Inc. is a global enterprise focused on the development, manufacturing, sales, and support of advanced industrial components. Its operations span the United States, Europe, and numerous other international regions. The company's business activities are structured into three primary divisions: Sealing Technologies, Advanced Surface Technologies, and Engineered Materials. The Sealing Technologies segment delivers a wide array of sealing solutions. These include hygienic seals, tubing, and complete assemblies for single-use applications; various gaskets fabricated from metallic, non-metallic, or composite materials; compression packing; hydraulic parts; expansion joints; and products for wall penetration. It also supplies an extensive selection of mechanical seals, such as dynamic, flange, resilient metal, elastomeric, and custom-designed types. These essential products cater to a multitude of heavy industries, including chemical and petrochemical processing, pulp and paper production, power generation, food and pharmaceutical manufacturing, primary metal production, mining, water and waste management, heavy-duty transportation, aerospace, medical equipment, filtration, and semiconductor fabrication. This segment further provides sterile fluid transfer products specifically for the pharmaceutical and biopharmaceutical industries. The Advanced Surface Technologies division offers specialized services like cleaning, precision coating, thorough testing, refurbishment, and validation for crucial components and assemblies. These services are predominantly applied to equipment utilized in semiconductor manufacturing, as well as critical systems in the space, aerospace, and defense sectors. Additionally, this segment crafts custom optical filters and innovative thin-film coatings, which are employed across industrial technology, life sciences, and semiconductor markets. Lastly, the Engineered Materials segment is dedicated to producing a range of high-performance bearing products. This encompasses self-lubricating, non-rolling, metal polymer, engineered plastics, and fiber-reinforced composite bearings. These components are vital for diverse applications in industries such as automotive, pharmaceutical, pulp and paper, natural gas, healthcare, power generation, machine tools, air treatment, refining, petrochemical, and general industrial markets. EnPro Industries, Inc. was established in 2002 and maintains its corporate headquarters in Charlotte, North Carolina.

                      Enpro (NPO) Earnings & Revenues

                      NPO Company Deck

                      NPO Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed strong operational and financial momentum: double-digit revenue growth, meaningful adjusted EBITDA expansion, raised full-year guidance, accelerating AST order trends tied to semiconductor demand, solid Sealing profitability, improving free cash flow and successful integration of recent acquisitions. Negative elements were limited to softer commercial vehicle demand, some international industrial softness, and higher near-term expenses tied to growth and integration. Overall, positives materially outweigh the challenges, supporting confidence in execution and the raised outlook.View all NPO earnings summaries

                      NPO Stock 12 Month Forecast

                      Average Price Target

                      $345.00
                      ▲(22.48% Upside)
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                      Ownership Overview

                      0.67%44.73%0.18%27.42%
                      0.18% Other Institutional Investors
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