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Enpro (NPO)
NYSE:NPO
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.08Last Year’s EPS
1.9Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
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.Company Guidance
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.
Fourth Quarter Momentum
Q4 2025 sales rose 14.3% to $295,400,000 with organic sales up ~10%; strong contributions from Sealing Technologies and improved AST order flow; partial-quarter contributions from Alpha and Overlook acquisitions.
Profitability and EBITDA Expansion
Q4 adjusted EBITDA was $69,400,000, up 19.2% year-over-year, with an adjusted EBITDA margin of 23.5% (up 100 bps). Full-year adjusted metrics show maintenance of premium profitability.
Sealing Technologies Outperformance
Sealing Technologies delivered Q4 sales of $187,100,000 (almost +15% YoY) with organic sales up nearly 8% and adjusted segment EBITDA margin expanding 180 bps to 32.8%; segment margin exceeded 32% for the second consecutive year and management expects ~mid single-digit organic growth and margin >30% in 2026.
Advanced Surface Technologies (AST) Recovery Signs
AST Q4 sales increased 13.4% to $108,400,000; adjusted segment EBITDA rose ~3% with margins above 20%. Management reports accelerating order patterns and expects high-single-digit sales growth for 2026, stronger second-half performance, and margin expansion through the year.
Strong Free Cash Flow and Balance Sheet
Generated >$150,000,000 of free cash flow in 2025 (net of $48,000,000 capex), an 18% increase from $130,000,000 in 2024; exited 2025 with net leverage ratio of 2.0x and >$580,000,000 available on an expanded $800,000,000 revolver.
Strategic M&A and Capital Allocation
Deployed $280,000,000 to acquire Alpha Measurement Solutions and Overlook Industries (2025) and completed AMI acquisition in late 2024; management targets $250,000,000–$300,000,000 (or more) for strategic M&A and reports a robust pipeline of targets.
Guidance and Forward Outlook
2026 guidance: total sales growth expected 8%–12% (including ~$60,000,000 from Alpha/Overlook), adjusted diluted EPS $8.50–$9.20, adjusted EBITDA indicated in the range disclosed, and capex expected around $50,000,000 (~4% of sales) focused on growth.
Operational & Safety Achievements
World-class safety results in 2025 with total recordable incident rate of 0.64 and lost time case rate of 0.09; enterprise-wide training commitment (minimum 16 hours per colleague) and two-thirds of capex targeted to growth/efficiency projects.
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 |
|---|---|---|---|
Feb 18, 2026 | $269.38 | $271.26 | +0.70% |
Nov 04, 2025 | $233.54 | $219.51 | -6.01% |
Aug 05, 2025 | $214.27 | $223.44 | +4.28% |
May 06, 2025 | $155.07 | $165.70 | +6.86% |
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 May 06, 2026, After Close (Confirmed).
What is Enpro (NPO) earnings time?
Enpro (NPO) earnings time is at May 06, 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 (Q1) is 2.08.