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Enpro
(NYSE:NPO)
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Rating:68Neutral
Price Target:
$365.00
▲(9.32% Upside)
Action:Reiterated
Date:08/05/26
The score is driven by solid financial stability and cash generation (deleveraging balance sheet and strong free cash flow) plus a notably upbeat earnings update with raised guidance and strong segment momentum (especially AST). These positives are offset by expensive valuation (very high P/E with low yield) and only neutral-to-mixed technical momentum.
Positive Factors
AST Growth and Visibility
AST is showing strong demand, expanding margins and improving order visibility. Its exposure to advanced manufacturing and management’s long-term growth target support a durable expansion opportunity beyond a single quarter.
Negative Factors
Thin and Volatile Profitability
Low net profitability and weak returns on equity limit the conversion of healthy gross margins into shareholder earnings. Continued volatility could constrain reinvestment capacity and make results more sensitive to costs, mix and financing expenses.
Read all positive and negative factors
Positive Factors
Negative Factors
AST Growth and Visibility
AST is showing strong demand, expanding margins and improving order visibility. Its exposure to advanced manufacturing and management’s long-term growth target support a durable expansion opportunity beyond a single quarter.
Read all positive factors
Enpro Key Performance Indicators (KPIs)
Any
Revenue by Geography
Breaks down sales by region to show where Enpro generates its revenue and where growth or risk is concentrated. Highlights exposure to regional economic slowdowns, currency headwinds, supply-chain constraints, and opportunities from faster-growing markets.
Breaks down sales by region to show where Enpro generates its revenue and where growth or risk is concentrated. Highlights exposure to regional economic slowdowns, currency headwinds, supply-chain constraints, and opportunities from faster-growing markets.
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The Fly
The FlyEnpro (NPO) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$6.76B
Dividend Yield0.4%
Average Volume (3M)179.20K
Price to Earnings (P/E)150.4
Beta (1Y)1.31
Revenue Growth13.25%
EPS Growth-48.12%
CountryUS
Employees4,000
SectorIndustrials
Sector Strength72
IndustryIndustrial - Machinery
Share Statistics
EPS (TTM)2.08
Shares Outstanding21,167,680
10 Day Avg. Volume204,234
30 Day Avg. Volume179,204
Financial Highlights & Ratios
PEG Ratio-2.49
Price to Book (P/B)2.91
Price to Sales (P/S)3.93
P/FCF Ratio28.25
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$400.00Price Target Upside19.80% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)9.22
Revenue Forecast (FY)$1.29B
Enpro Business Overview & Revenue Model
Company Description
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 b...
How the Company Makes Money
Enpro makes money primarily by selling engineered industrial products and solutions through its operating businesses to OEMs and industrial end users. Revenue is generated from (1) product sales of high-performance components (including sealing an...
Enpro Earnings Call Summary
Earnings Call Date:Aug 04, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Nov 03, 2026
Earnings Call Sentiment Positive
The call conveyed strong operational momentum: meaningful top-line growth, notable margin expansion (particularly in AST), raised full-year guidance, solid free cash flow and successful integration of recent acquisitions. Headwinds were limited but material—commercial vehicle softness, regional pockets of weakness in Europe and increased legacy environmental reserves and corporate expenses. Overall the positives (strong revenue, EBITDA growth, raised guidance, AST backlog and healthy balance sheet) substantially outweigh the identified lowlights.Positive Updates
Strong Top-Line Growth
Total company sales of $338.8M in Q2 2026, up 17.6% year-over-year, driven by broad-based demand and recent acquisitions.
Negative Updates
Commercial Vehicle Weakness
Commercial vehicle end market—primarily trailer exposure—remained soft in Q2; management does not expect a meaningful improvement in commercial vehicle markets within the 2026 guidance and characterized recovery as still early.
Read all updates
Q2-2026 Updates
Positive
Negative
Strong Top-Line Growth
Total company sales of $338.8M in Q2 2026, up 17.6% year-over-year, driven by broad-based demand and recent acquisitions.
Read all positive updates
Company Guidance
Enpro raised full‑year 2026 guidance, now expecting total sales growth of 14%–16% (up from 10%–14%), adjusted EBITDA of $330M–$340M (up from $315M–$330M) and adjusted diluted EPS of $9.30–$9.80 (up from $8.85–$9.50), using a 25% normalized tax rate and 21.4M fully diluted shares; Q2 revenue was $338.8M (+17.6% YoY) with adjusted EBITDA $86.9M (25.6% margin). Management said the majority of the raise is AST‑driven, with AST now expecting ~20% YoY growth in H2 and segment revenue growth and adjusted EBITDA margin approaching 25% exiting the year (AST long‑term target: high single‑ to low double‑digit organic growth and ~30% adjusted EBITDA margin ±250 bps by 2030). Sealing Technologies is expected to deliver high‑single‑digit organic growth in H2 excluding AlpHa/Overlook (the two acquisitions are forecast to contribute $60M–$65M in 2026), with Sealing margins at the high end of its long‑term 30% ±250 bps target. Balance sheet and cash metrics include >$60M YTD free cash flow, YTD capex + capitalized software ~ $30M (2026 capex guidance raised to $60M–$65M from ~ $50M), $80M revolver paydown bringing trailing‑12m net leverage to ~1.6x, net debt ~ $500M, a $0.32/share Q2 dividend ($6.9M) and a $50M repurchase authorization.Enpro Financial Statement Overview
Summary
Income Statement
61
Positive
Balance Sheet
72
Positive
Cash Flow
75
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.22B | 1.14B | 1.05B | 1.06B | 1.10B | 840.40M |
| Gross Profit | 523.50M | 487.50M | 444.80M | 426.80M | 423.30M | 328.10M |
| EBITDA | 199.90M | 194.40M | 235.60M | 177.20M | 167.00M | 146.00M |
| Net Income | 44.10M | 40.50M | 72.90M | 22.20M | 205.10M | 177.90M |
Balance Sheet | ||||||
| Total Assets | 2.66B | 2.66B | 2.49B | 2.50B | 2.65B | 2.97B |
| Cash, Cash Equivalents and Short-Term Investments | 77.00M | 114.70M | 236.30M | 369.80M | 334.40M | 338.10M |
| Total Debt | 588.50M | 668.00M | 694.70M | 656.80M | 799.90M | 1.14B |
| Total Liabilities | 1.07B | 1.12B | 1.06B | 1.07B | 1.23B | 1.65B |
| Stockholders Equity | 1.59B | 1.54B | 1.43B | 1.41B | 1.40B | 1.27B |
Cash Flow | ||||||
| Free Cash Flow | 163.40M | 159.20M | 130.00M | 173.90M | 97.60M | 127.00M |
| Operating Cash Flow | 218.90M | 201.20M | 162.90M | 207.80M | 127.40M | 141.90M |
| Investing Cash Flow | -323.30M | -316.90M | -241.50M | -7.40M | 297.60M | -651.20M |
| Financing Cash Flow | 75.50M | -17.40M | -50.50M | -170.90M | -402.10M | 618.20M |
Enpro Technical Analysis
Negative
333.88
Price Trends
338.99
Negative
316.09
Negative
276.26
Positive
Market Momentum
-1.28
Positive
40.53
Neutral
14.33
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For NPO, the sentiment is Negative. The current price of 333.88 is above the 20-day moving average (MA) of 328.21, below the 50-day MA of 338.99, and above the 200-day MA of 276.26, indicating a neutral trend. The MACD of -1.28 indicates Positive momentum. The RSI at 40.53 is Neutral, neither overbought nor oversold. The STOCH value of 14.33 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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 |
|---|---|---|---|---|---|---|---|
77 Outperform | $3.95B | 17.57 | 21.21% | 1.10% | 5.88% | 49.15% | |
76 Outperform | $3.71B | 33.77 | 11.12% | 0.45% | 12.50% | 3.37% | |
75 Outperform | $4.60B | 29.50 | 11.59% | 1.03% | 7.38% | -10.43% | |
68 Neutral | $6.76B | 150.36 | 2.84% | 0.38% | 13.25% | -48.12% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
63 Neutral | $5.35B | 43.89 | 11.19% | 0.38% | 27.71% | -12.90% | |
59 Neutral | $3.88B | 153.84 | 1.33% | ― | 15.68% | 133.41% |
* Industrials Sector Average
NPO
Enpro
312.59
86.26
38.11%
FELE
Franklin Electric Co
104.10
5.57
5.65%
KAI
Kadant
313.41
-25.94
-7.64%
MWA
Mueller Water Products
24.94
-1.99
-7.40%
CSW
CSW Industrials
330.09
58.52
21.55%
MIR
Mirion Technologies
14.82
-6.00
-28.82%
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.