Enpro (NYSE:NPO) Releases Earnings Results, Beats Expectations By $0.06 EPS

Key Points

• Enpro beat Q1 expectations with EPS of $2.14 (vs. $2.08) and revenue up 10.9% to $303M, and it raised FY2026 guidance to $8.85–$9.50 EPS with expected 10%–14% sales growth.
• Q1 operational strength included adjusted EBITDA of $76.4M (+13%) and a 25.2% margin, free cash flow of $26.5M (more than doubled), and net leverage reduced to 1.9x after repaying $50M of revolver debt.
• Management noted commercial vehicle end markets remain soft and did not assume a CV recovery in the guidance, leaving upside contingent on an uncertain rebound.

Enpro (NYSE:NPO - Get Free Report) announced its quarterly 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 the consensus estimate of $303.90 million. Enpro had a return on equity of 11.16% and a net margin of 3.54%.Enpro's revenue was up 10.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.90 EPS. 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 Stock Up 0.1%

NYSE NPO traded up $0.40 during trading hours on Tuesday, reaching $289.91. 82,485 shares of the company's stock traded hands, compared to its average volume of 229,692. Enpro has a 52-week low of $152.95 and a 52-week high of $300.67. The company has a debt-to-equity ratio of 0.42, a current ratio of 2.32 and a quick ratio of 1.50. The firm has a 50-day simple moving average of $264.20 and a 200 day simple moving average of $242.36. The firm has a market cap of $6.12 billion, a PE ratio of 152.71, a PEG ratio of 2.15 and a beta of 1.56.

Enpro Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 17th. Investors of record on Wednesday, June 3rd will be given a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend is Wednesday, June 3rd. Enpro's dividend payout ratio (DPR) is 67.72%.

Analyst Ratings Changes

A number of brokerages have recently weighed in on NPO. KeyCorp lifted their price objective on Enpro from $260.00 to $310.00 and gave the stock an "overweight" rating in a research report on Thursday, February 19th. Oppenheimer boosted their price objective on shares of Enpro from $240.00 to $285.00 and gave the company an "outperform" rating in a research report on Thursday, February 19th. Finally, Wall Street Zen lowered shares of Enpro from a "buy" rating to a "hold" rating in a report on Saturday, February 21st. Two analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, Enpro currently has an average rating of "Moderate Buy" and a consensus price target of $297.50.

Insider Buying and Selling at Enpro

In other Enpro news, Director John Humphrey sold 1,300 shares of the firm's stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $268.69, for a total transaction of $349,297.00. Following the completion of the transaction, the director owned 3,200 shares of the company's stock, valued at approximately $859,808. This trade represents a 28.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Felix M. Brueck sold 5,853 shares of Enpro stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $275.84, for a total transaction of $1,614,491.52. Following the transaction, the director owned 1,567 shares of the company's stock, valued at $432,241.28. The trade was a 78.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 9,660 shares of company stock worth $2,653,220 in the last ninety days. 1.60% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in NPO. Virtu Financial LLC bought a new stake in Enpro in the fourth quarter worth $228,000. Invesco Ltd. increased its holdings in shares of Enpro by 7.4% during the fourth quarter. Invesco Ltd. now owns 886,043 shares of the industrial products company's stock valued at $189,728,000 after acquiring an additional 60,704 shares in the last quarter. Corient Private Wealth LLC increased its holdings in shares of Enpro by 3.5% during the fourth quarter. Corient Private Wealth LLC now owns 1,604 shares of the industrial products company's stock valued at $347,000 after acquiring an additional 54 shares in the last quarter. Mercer Global Advisors Inc. ADV purchased a new position in shares of Enpro in the 4th quarter worth about $212,000. Finally, Empowered Funds LLC raised its position in shares of Enpro by 29.7% in the 4th quarter. Empowered Funds LLC now owns 4,170 shares of the industrial products company's stock worth $893,000 after purchasing an additional 954 shares during the last quarter. Hedge funds and other institutional investors own 98.31% of the company's stock.

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.

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