Enpro (NPO)
NYSE:NPO
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Enpro
(NYSE:NPO)
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Rating:76Outperform
Price Target:
$349.00
▲(23.90% Upside)
Action:Reiterated
Date:05/09/26
The score is driven primarily by improving fundamentals and execution: strong free cash flow and better leverage, reinforced by a guidance raise and strong Q1 momentum. Technicals also support the outlook with a sustained uptrend. These positives are partially offset by a rich valuation (high P/E with a low dividend yield) and still-modest underlying profitability/returns.
Positive Factors
Cash generation
Sustained operating cash flow (~$220M TTM) and free cash flow (~$173M TTM, +9.4%) provide durable internal funding for capex, debt paydown, buybacks and the dividend. Reliable FCF reduces reliance on external financing and supports multi-year investment and shareholder return plans.
Negative Factors
Modest overall profitability/returns
Despite solid EBITDA margins, weak net margin (~3.7%) and low ROE (~2.8%) highlight limited conversion to bottom-line returns. This constrains long-term shareholder returns and suggests either elevated non-operating costs, tax/interest drag, or one-time items that reduce durable earnings power unless structural improvement occurs.
Read all positive and negative factors
Positive Factors
Negative Factors
Cash generation
Sustained operating cash flow (~$220M TTM) and free cash flow (~$173M TTM, +9.4%) provide durable internal funding for capex, debt paydown, buybacks and the dividend. Reliable FCF reduces reliance on external financing and supports multi-year investment and shareholder return plans.
Read all positive factors
Enpro (NPO) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$6.59B
Dividend Yield0.56%
Average Volume (3M)179.20K
Price to Earnings (P/E)48.3
Beta (1Y)1.32
Revenue Growth10.21%
EPS Growth-48.98%
CountryUS
Employees3,500
SectorIndustrials
Sector Strength72
IndustryIndustrial - Machinery
Share Statistics
EPS (TTM)2.06
Shares Outstanding21,126,663
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 Cap1.06
Enterprise Value/Revenue5.97
Enterprise Value/Gross Profit14.03
Enterprise Value/Ebitda34.87
Forecast
1Y Price Target
$315.00Price Target Upside11.83% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)8.92
Revenue Forecast (FY)$1.27B
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:May 05, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 11, 2026
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.Positive Updates
Total Company Revenue Growth
Reported sales of $303 million, up nearly 11% year-over-year in Q1 2026.
Negative Updates
Commercial Vehicle (CV) Weakness
Commercial vehicle sales were down year-over-year and below expectations; company does not assume a CV recovery in its raised 2026 guidance (though management is cautiously optimistic about a rebound later).
Read all updates
Q1-2026 Updates
Positive
Negative
Total Company Revenue Growth
Reported sales of $303 million, up nearly 11% year-over-year in Q1 2026.
Read all positive updates
Company Guidance
Enpro raised its 2026 guidance, now expecting total sales to increase 10%–14% (previously 8%–12%), adjusted EBITDA of $315M–$330M (vs. $305M–$320M) and adjusted diluted EPS of $8.85–$9.50 (vs. $8.50–$9.20), using a 25% normalized tax rate and ~21.3M fully diluted shares. The upgrade is driven by strong Q1 results—sales of $303M (+~11% YoY), adjusted EBITDA $76.4M (+~13%) and a company adjusted EBITDA margin of 25.2% (+40 bps)—and by AST momentum, where Q1 sales rose >11%, segment EBITDA grew ~18.5% with a 23.3% margin (+140 bps) (inventory build contributed ~150 bps) and management now expects mid‑teens AST revenue growth and a run‑rate margin near 25% by year‑end. Sealing Technologies posted $199M in sales (+10.8%), a 32.5% segment margin (above 30% for nine quarters) with mid‑single‑digit organic revenue target ex‑acquisitions, and total company targets remain mid‑ to high‑single‑digit organic top‑line growth long‑term with segments capable of ~30% adjusted segment EBITDA ±250 bps through 2030. Balance‑sheet and cash metrics include Q1 free cash flow of $26.5M (more than doubled YoY), Q1 capex $13.1M (capex budget ~$50M for 2026), repayment of $50M revolver, net leverage ~1.9x, a $0.32 quarterly dividend ($6.9M) and a $50M share repurchase authorization.Enpro Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
71
Positive
Cash Flow
78
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.17B | 1.14B | 1.05B | 1.06B | 1.10B | 840.40M |
| Gross Profit | 499.30M | 487.50M | 444.80M | 426.80M | 423.30M | 328.10M |
| EBITDA | 200.90M | 194.40M | 235.60M | 177.20M | 167.00M | 146.00M |
| Net Income | 43.40M | 40.50M | 72.90M | 22.20M | 205.10M | 177.90M |
Balance Sheet | ||||||
| Total Assets | 2.64B | 2.66B | 2.49B | 2.50B | 2.65B | 2.97B |
| Cash, Cash Equivalents and Short-Term Investments | 79.20M | 114.70M | 236.30M | 369.80M | 334.40M | 338.10M |
| Total Debt | 605.40M | 655.30M | 694.70M | 656.80M | 799.90M | 1.14B |
| Total Liabilities | 1.07B | 1.12B | 1.06B | 1.07B | 1.23B | 1.65B |
| Stockholders Equity | 1.56B | 1.54B | 1.43B | 1.41B | 1.40B | 1.27B |
Cash Flow | ||||||
| Free Cash Flow | 172.70M | 159.20M | 130.00M | 173.90M | 97.60M | 127.00M |
| Operating Cash Flow | 219.80M | 201.20M | 162.90M | 207.80M | 127.40M | 141.90M |
| Investing Cash Flow | -316.10M | -316.90M | -241.50M | -7.40M | 297.60M | -651.20M |
| Financing Cash Flow | -70.30M | -17.40M | -50.50M | -170.90M | -402.10M | 618.20M |
Enpro Technical Analysis
Positive
281.67
Price Trends
261.50
Positive
243.93
Positive
230.91
Positive
Market Momentum
6.39
Negative
61.75
Neutral
68.53
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 281.67 is above the 20-day moving average (MA) of 261.56, above the 50-day MA of 261.50, and above the 200-day MA of 230.91, indicating a bullish trend. The MACD of 6.39 indicates Negative momentum. The RSI at 61.75 is Neutral, neither overbought nor oversold. The STOCH value of 68.53 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 28 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 |
|---|---|---|---|---|---|---|---|
76 Outperform | $6.59B | 48.25 | 2.83% | 0.56% | 10.21% | -48.98% | |
73 Outperform | $3.75B | 33.13 | 11.03% | 0.46% | 4.88% | -7.08% | |
71 Outperform | $3.99B | 18.19 | 20.74% | 1.09% | 6.57% | 43.96% | |
70 Outperform | $4.24B | 29.67 | 11.47% | 1.06% | 7.98% | -13.65% | |
66 Neutral | $4.22B | 118.57 | 11.59% | 0.26% | 16.95% | -10.01% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
57 Neutral | $4.55B | -334.43 | 1.43% | ― | 12.73% | ― |
* Industrials Sector Average
NPO
Enpro
306.67
122.76
66.75%
FELE
Franklin Electric Co
97.40
9.03
10.22%
KAI
Kadant
314.21
-4.66
-1.46%
MWA
Mueller Water Products
25.72
0.41
1.62%
CSW
CSW Industrials
260.20
-66.07
-20.25%
MIR
Mirion Technologies
18.03
0.49
2.79%
Enpro Corporate Events
Executive/Board ChangesShareholder Meetings
Enpro Shareholders Back Directors, Pay, and Auditor Choices
Positive
Apr 29, 2026
Enpro Inc. held its 2026 annual meeting of shareholders on April 29, 2026, at which shareholders elected eight director nominees, each receiving a strong majority of votes cast despite a modest number of votes withheld and broker non-votes. Invest...
Business Operations and StrategyExecutive/Board Changes
Enpro Announces Planned CIO Transition and Leadership Search
Neutral
Apr 20, 2026
On April 20, 2026, Enpro Inc. announced that Senior Vice President and Chief Information Officer Larisa R. Joiner will step down from her role effective April 23, 2026, as the company begins a search for her successor. She is expected to remain an...
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.