Enpro (NYSE:NPO) Announces Earnings Results

Enpro (NYSE:NPO) posted its earnings results on Tuesday. The industrial products company reported $2.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.08 by $0.06, FiscalAI reports. The company had revenue of $303.00 million for the quarter, compared to analysts’ expectations of $303.90 million. Enpro had a return on equity of 11.16% and a net margin of 3.54%.The firm’s quarterly revenue was up 10.9% compared to the same quarter last year. During the same period last year, the business posted $1.90 earnings per share. Enpro updated its FY 2026 guidance to 8.850-9.500 EPS.

Here are the key takeaways from Enpro’s conference call:

• Enpro raised full?year 2026 guidance, now expecting 10%–14% sales growth, adjusted EBITDA of $315M–$330M, and adjusted diluted EPS of $8.85–$9.50.
• Strong Q1 results — sales of $303M (+~11%), adjusted EBITDA $76.4M (+~13%) with company margin of 25.2%, free cash flow of $26.5M (more than doubled), and net leverage reduced to 1.9x after repaying $50M of revolver debt.
• Advanced Surface Technologies (AST) is seeing accelerating semiconductor demand (precision cleaning and in?chamber tools); inventory builds added ~150 bps to margins and management now expects AST mid?teens revenue growth with an exit run?rate near 25% margin.
• Sealing Technologies grew 10.8% in Q1 driven by the AlpHa and Overlook acquisitions, recovery in nuclear solutions, and strategic pricing, delivering a strong 32.5% adjusted segment EBITDA margin and double?digit order growth while integrations progress well.
• Commercial vehicle end markets remain soft and management did not assume a recovery in CV demand in the updated guidance, leaving guidance upside exposed to an uncertain CV rebound.

Enpro Price Performance

NYSE:NPO traded up $14.19 during midday trading on Tuesday, hitting $303.70. 192,973 shares of the stock were exchanged, compared to its average volume of 231,631. Enpro has a one year low of $152.95 and a one year high of $303.28. The company has a market capitalization of $6.41 billion, a price-to-earnings ratio of 160.85, a P/E/G ratio of 2.15 and a beta of 1.56. The business has a 50-day moving average price of $264.20 and a two-hundred day moving average price of $242.36. The company has a current ratio of 2.32, a quick ratio of 1.50 and a debt-to-equity ratio of 0.42.

Enpro Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 17th. Investors of record on Wednesday, June 3rd will be paid a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date is Wednesday, June 3rd. Enpro’s payout ratio is currently 67.72%.

Wall Street Analyst Weigh In

A number of research firms have issued reports on NPO. Wall Street Zen cut Enpro from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. KeyCorp lifted their price target on Enpro from $260.00 to $310.00 and gave the company an “overweight” rating in a report on Thursday, February 19th. Finally, Oppenheimer lifted their price target on Enpro from $240.00 to $285.00 and gave the company an “outperform” rating in a report on Thursday, February 19th. Two investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $297.50.

Insider Transactions at Enpro

In related news, CAO Steven R. Bower sold 507 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $265.15, for a total transaction of $134,431.05. Following the sale, the chief accounting officer owned 4,695 shares of the company’s stock, valued at $1,244,879.25. The trade was a 9.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Felix M. Brueck sold 5,853 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $275.84, for a total value of $1,614,491.52. Following the sale, the director directly owned 1,567 shares in the company, valued at approximately $432,241.28. The trade was a 78.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 9,660 shares of company stock worth $2,653,220 in the last three months. 1.60% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Enpro

Several hedge funds and other institutional investors have recently bought and sold shares of NPO. AQR Capital Management LLC raised its position in Enpro by 67.2% in the first quarter. AQR Capital Management LLC now owns 3,287 shares of the industrial products company’s stock worth $532,000 after acquiring an additional 1,321 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in Enpro by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 12,506 shares of the industrial products company’s stock worth $2,023,000 after acquiring an additional 552 shares in the last quarter. Jones Financial Companies Lllp bought a new stake in Enpro in the first quarter worth about $247,000. United Services Automobile Association bought a new position in shares of Enpro in the first quarter valued at $220,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Enpro by 17.3% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 68,906 shares of the industrial products company’s stock valued at $11,148,000 after buying an additional 10,162 shares in the last quarter. 98.31% of the stock is currently owned by institutional investors.

Enpro Company Profile

Enpro Group, Inc (NYSE: NPO) is a global industrial technology company specializing in engineered products designed to perform in critical and harsh environments. The company’s product portfolio spans proprietary bearing materials and surface enhancement technologies, high-performance sealing solutions, and fluid handling components. Enpro’s offerings are tailored for markets such as semiconductor manufacturing, aerospace, energy, chemical processing, life sciences and general industrial applications.

Formed in December 2002 as a spin-off from the aerospace and defense supplier Goodrich Corporation, Enpro has grown through a combination of targeted acquisitions and focused organic investment in research and development.