Enpro (NPO)
NYSE:NPO
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.32Last Year’s EPS
2.03Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
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.Company Guidance
Total Company Revenue Growth
Reported sales of $303 million, up nearly 11% year-over-year in Q1 2026.
Adjusted EBITDA and Margin Expansion
Adjusted EBITDA of $76.4 million, up nearly 13% YoY; adjusted EBITDA margin expanded to 25.2%, up ~40 basis points year-over-year.
Advanced Surface Technologies (AST) Momentum
AST sales up over 11% YoY; adjusted segment EBITDA up ~18.5% (near 20% referenced), with segment margin expanding 140 basis points to 23.3%; orders inflected and AST now expected to deliver mid-teens revenue growth for 2026 and a run-rate margin close to 25% by year-end.
Sealing Technologies Performance
Sealing sales increased 10.8% to $199 million; adjusted segment EBITDA up over 10% with margin at 32.5% (above 30% for the ninth consecutive quarter); segment orders were up double digits and aftermarket sales represented ~60% of segment revenue.
Raised Full-Year Guidance
2026 guidance raised: total sales growth now 10%–14% (up from 8%–12%); adjusted EBITDA $315M–$330M (up from $305M–$320M); adjusted diluted EPS $8.85–$9.50 (up from $8.50–$9.20).
Strong Free Cash Flow and Balance Sheet Actions
Free cash flow of $26.5 million in Q1 (more than doubled YoY); repaid $50 million of revolver debt; net leverage 1.9x; capital expenditure in Q1 $13.1 million (up nearly 40%) supporting growth projects.
Successful M&A Integration and Portfolio Wins
Integrations of AlpHa and Overlook progressing well with immediate revenue contributions; AMI continues to outperform; capacity expansions in Taiwan, California and Arizona to support semiconductor demand.
Shareholder Returns
Quarterly dividend of $0.32 per share ($6.9 million) paid; $50 million share repurchase authorization remains outstanding.
NPO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NPO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $289.51 | $300.10 | +3.66% |
Feb 18, 2026 | $269.04 | $270.92 | +0.70% |
Nov 04, 2025 | $233.25 | $219.24 | -6.01% |
Aug 05, 2025 | $214.00 | $223.16 | +4.28% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Enpro (NPO) report earnings?
Enpro (NPO) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Enpro (NPO) earnings time?
Enpro (NPO) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NPO EPS forecast?
NPO EPS forecast for the fiscal quarter 2026 (Q2) is 2.32.