Enpro (NPO)
NYSE:NPO
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Enpro
(NYSE:NPO)
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Rating:71Outperform
Price Target:
$266.00
▲(3.43% Upside)
Action:UpgradedDate:02/20/26
The score is driven primarily by solid underlying financial performance (strong and improving free cash flow, better operating profitability) and bullish technical momentum. These positives are balanced by a very expensive valuation (high P/E, low yield) and financial-quality watch items such as volatile net profitability and lower recent ROE, despite upbeat 2026 guidance.
Positive Factors
Free Cash Flow
Sustained, material free cash flow (> $150M in 2025) that tracks closely to net income provides durable internal funding for dividends, bolt-on M&A and reinvestment. Reliable FCF reduces reliance on equity issuance and supports capital allocation over the next 2–6 months and beyond.
Negative Factors
Volatile Net Profitability
Sharp swings in net margin and materially lower ROE indicate inconsistent conversion of revenue into shareholder returns. This reduces visibility on sustainable earnings and increases execution risk for the company’s return targets and long-term capital allocation plans.
Read all positive and negative factors
Positive Factors
Negative Factors
Free Cash Flow
Sustained, material free cash flow (> $150M in 2025) that tracks closely to net income provides durable internal funding for dividends, bolt-on M&A and reinvestment. Reliable FCF reduces reliance on equity issuance and supports capital allocation over the next 2–6 months and beyond.
Read all positive factors
Enpro (NPO) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$5.39B
Dividend Yield0.56%
Average Volume (3M)179.20K
Price to Earnings (P/E)111.0
Beta (1Y)1.36
Revenue Growth6.44%
EPS Growth101.24%
CountryUS
Employees3,500
SectorIndustrials
Sector Strength72
IndustryIndustrial - Machinery
Share Statistics
EPS (TTM)1.99
Shares Outstanding21,248,001
10 Day Avg. Volume204,234
30 Day Avg. Volume179,204
Financial Highlights & Ratios
PEG Ratio-2.48
Price to Book (P/B)2.91
Price to Sales (P/S)3.93
P/FCF Ratio28.25
Enterprise Value/Market Cap1.12
Enterprise Value/Revenue5.25
Enterprise Value/Gross Profit12.32
Enterprise Value/Ebitda30.89
Forecast
1Y Price Target
$297.50Price Target Upside15.68% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)8.77
Revenue Forecast (FY)$1.24B
Enpro Business Overview & Revenue Model
Company Description
EnPro Industries, Inc. engages in the design, development, manufacture, marketing, and service of engineered industrial products in the United States, Europe, and internationally. It operates through three segments: Sealing Technologies, Advanced ...
How the Company Makes Money
Enpro makes money primarily by selling engineered industrial products and solutions through its operating businesses to OEMs and end users. Revenue is generated from (a) product sales of engineered components and systems used in customers’ equipme...
Enpro Earnings Call Summary
Earnings Call Date:Feb 18, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:May 06, 2026
Earnings Call Sentiment Positive
The call was broadly positive: the company reported strong top-line growth (FY sales +9%, Q4 sales +14.3%), solid margin and EBITDA expansion, robust free cash flow, a healthy balance sheet (2.0x net leverage) and a clear M&A and growth strategy with optimistic 2026 guidance. Notable near-term headwinds include a large non-cash pension settlement loss, elevated AST operating investments that pressure near-term margins, persistent weakness in select end markets (commercial vehicle OEM and some semiconductor pockets), and some nonrecurring 2025 items that complicate year-over-year comparisons. Overall, the positives — organic growth, margin resilience (especially in Sealing Technologies), free cash flow generation, and a constructive outlook for 2026 — outweigh the limited but material lowlights.Positive Updates
Full-Year Sales Growth
Sales increased 9% in FY2025 to $1,140,000,000, driven by aerospace, food & biopharma, domestic general industrial strength and improving semiconductor markets; organic sales growth was 7.6% for the year.
Negative Updates
Pension Plan Settlement Non-Cash Loss
Substantial completion and settlement of the U.S. defined benefit pension plan triggered a non-cash settlement loss of $67,200,000 recorded to other non-operating expense, reflecting recognition of life-to-date actuarial losses (cash settlement obligations were satisfied by plan assets).
Read all updates
Q4-2025 Updates
Positive
Negative
Full-Year Sales Growth
Sales increased 9% in FY2025 to $1,140,000,000, driven by aerospace, food & biopharma, domestic general industrial strength and improving semiconductor markets; organic sales growth was 7.6% for the year.
Read all positive updates
Company Guidance
EnPro guided 2026 sales growth of 8–12% (including roughly $60M from the Alpha and Overlook acquisitions), adjusted EBITDA of about $320M–$350M (including $16M–$17M from those acquisitions) and adjusted diluted EPS of $8.50–$9.20 (using a 25% normalized tax rate and ~21.3M fully diluted shares). Capital expenditures are expected to be roughly $50M (~4% of sales); the company finished 2025 with net leverage of ~2x, >$580M of revolver capacity, generated >$150M of free cash flow in 2025 (net of $48M capex), and deployed $280M on acquisitions in 2025. By segment, Sealing Technologies is expected to approach ~15% revenue growth in 2026 (mid-single-digit organic) with adjusted segment EBITDA margin again above 30%, while AST is expected to grow high single digits (noting $12M of 2025 equipment sales that will not recur) with margins expanding through the year and materially stronger in H2. Long‑term targets remain mid‑to‑high single‑digit organic top‑line growth and segment adjusted EBITDA margins of ~30% ±250 bps; the board also raised the quarterly dividend to $0.32 per share (from $0.31), after $26.2M of dividends paid in 2025.Enpro Financial Statement Overview
Summary
Income Statement
63
Positive
Balance Sheet
70
Positive
Cash Flow
74
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 1.14B | 1.05B | 1.06B | 1.10B | 840.40M |
| Gross Profit | 487.50M | 444.80M | 426.80M | 423.30M | 328.10M |
| EBITDA | 194.40M | 235.60M | 177.20M | 167.00M | 146.00M |
| Net Income | 40.50M | 72.90M | 22.20M | 205.10M | 177.90M |
Balance Sheet | |||||
| Total Assets | 2.66B | 2.49B | 2.50B | 2.65B | 2.97B |
| Cash, Cash Equivalents and Short-Term Investments | 114.70M | 236.30M | 369.80M | 334.40M | 338.10M |
| Total Debt | 655.30M | 694.70M | 656.80M | 799.90M | 1.14B |
| Total Liabilities | 1.12B | 1.06B | 1.07B | 1.23B | 1.65B |
| Stockholders Equity | 1.54B | 1.43B | 1.41B | 1.40B | 1.27B |
Cash Flow | |||||
| Free Cash Flow | 159.20M | 130.00M | 173.90M | 97.60M | 127.00M |
| Operating Cash Flow | 201.20M | 162.90M | 207.80M | 127.40M | 141.90M |
| Investing Cash Flow | -316.90M | -241.50M | -7.40M | 297.60M | -651.20M |
| Financing Cash Flow | -17.40M | -50.50M | -170.90M | -402.10M | 618.20M |
Enpro Technical Analysis
Positive
257.18
Price Trends
253.26
Positive
235.96
Positive
224.64
Positive
Market Momentum
-1.22
Positive
52.88
Neutral
69.93
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For NPO, the sentiment is Positive. The current price of 257.18 is above the 20-day moving average (MA) of 253.69, above the 50-day MA of 253.26, and above the 200-day MA of 224.64, indicating a bullish trend. The MACD of -1.22 indicates Positive momentum. The RSI at 52.88 is Neutral, neither overbought nor oversold. The STOCH value of 69.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NPO.
Enpro Risk Analysis
Enpro disclosed 27 risk factors in its most recent earnings report. Enpro reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Enpro Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | $4.41B | 21.55 | 21.00% | 1.09% | 8.75% | 64.82% | |
71 Outperform | $5.39B | 111.03 | 5.80% | 0.56% | 6.44% | 101.24% | |
70 Outperform | $4.13B | 29.38 | 11.30% | 1.06% | 5.06% | -22.73% | |
69 Neutral | $3.82B | 33.07 | 11.32% | 0.46% | -0.96% | -11.55% | |
66 Neutral | $4.39B | 118.57 | 11.59% | 0.26% | 14.87% | 15.63% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
63 Neutral | $4.84B | 187.00 | 1.73% | ― | 7.81% | ― |
* Industrials Sector Average
NPO
Enpro
257.18
78.73
44.12%
FELE
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93.38
-3.34
-3.46%
KAI
Kadant
323.82
-21.65
-6.27%
MWA
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28.19
1.87
7.11%
CSW
CSW Industrials
266.59
-39.02
-12.77%
MIR
Mirion Technologies
19.25
3.68
23.64%
Enpro Corporate Events
Executive/Board Changes
Enpro Announces Non-Contentious Board Transition as Director Departs
Neutral
Jan 8, 2026
On January 6, 2026, Enpro Inc. announced that director Ronald C. Keating has chosen not to stand for reelection to the board at the company’s 2026 annual meeting of shareholders. The company noted that Keating’s decision was not due to...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.