Sidoti Has Positive Forecast for Enpro Q4 Earnings

Key Points

• Sidoti raised its Q4 2026 EPS estimate for Enpro to $2.50 from $2.38, above the current full-year consensus of $9.53 per share, while also issuing 2027 quarterly estimates.
• Enpro’s latest quarter exceeded expectations, reporting $2.50 EPS versus $2.32 expected and $338.8 million in revenue versus $323.7 million expected. Revenue increased 17.6% year over year, and full-year 2026 EPS guidance remains $9.30–$9.80.
• Analyst sentiment is broadly positive, with Enpro carrying a consensus “Buy” rating and a $358.33 target price. However, its valuation is elevated at roughly 163.6 times earnings, while the company pays a $0.32 quarterly dividend yielding about 0.4%.

Enpro Inc. (NYSE:NPO - Free Report) - Analysts at Sidoti lifted their Q4 2026 EPS estimates for Enpro in a note issued to investors on Wednesday, August 5th. Sidoti analyst S. Ferazani now anticipates that the industrial products company will earn $2.50 per share for the quarter, up from their prior estimate of $2.38. The consensus estimate for Enpro's current full-year earnings is $9.53 per share. Sidoti also issued estimates for Enpro's Q1 2027 earnings at $2.50 EPS, Q3 2027 earnings at $2.95 EPS and Q4 2027 earnings at $2.87 EPS.

Enpro (NYSE:NPO - Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $2.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.32 by $0.18. Enpro had a net margin of 3.60% and a return on equity of 11.83%. The firm had revenue of $338.80 million during the quarter, compared to analysts' expectations of $323.68 million. During the same period last year, the business earned $1.25 earnings per share. Enpro's revenue was up 17.6% compared to the same quarter last year. Enpro has set its FY 2026 guidance at 9.300-9.800 EPS.

A number of other analysts also recently issued reports on NPO. KeyCorp raised their price target on shares of Enpro from $345.00 to $370.00 and gave the stock an "overweight" rating in a report on Monday, July 13th. Zacks Research upgraded Enpro from a "hold" rating to a "strong-buy" rating in a research report on Wednesday. Weiss Ratings raised Enpro from a "hold (c)" rating to a "hold (c+)" rating in a research note on Wednesday, July 29th. Finally, JPMorgan Chase & Co. assumed coverage on Enpro in a research report on Monday, July 20th. They issued an "overweight" rating and a $420.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, Enpro has a consensus rating of "Buy" and a consensus target price of $358.33.

Enpro Stock Performance

NYSE:NPO opened at $335.36 on Friday. The company's 50-day moving average is $337.36 and its two-hundred day moving average is $294.06. Enpro has a 1-year low of $202.00 and a 1-year high of $390.42. The company has a debt-to-equity ratio of 0.36, a current ratio of 2.28 and a quick ratio of 1.40. The firm has a market capitalization of $7.09 billion, a price-to-earnings ratio of 163.59, a PEG ratio of 2.30 and a beta of 1.54.

Enpro Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Wednesday, September 2nd will be paid a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Wednesday, September 2nd. Enpro's payout ratio is 62.44%.

Hedge Funds Weigh In On Enpro

Hedge funds have recently made changes to their positions in the stock. Cedar Mountain Advisors LLC acquired a new stake in Enpro in the 1st quarter valued at approximately $25,000. Salomon & Ludwin LLC raised its position in Enpro by 55.4% in the fourth quarter. Salomon & Ludwin LLC now owns 129 shares of the industrial products company's stock valued at $29,000 after purchasing an additional 46 shares during the period. Caitong International Asset Management Co. Ltd purchased a new stake in Enpro in the fourth quarter valued at approximately $33,000. EverSource Wealth Advisors LLC lifted its stake in Enpro by 36.2% during the second quarter. EverSource Wealth Advisors LLC now owns 192 shares of the industrial products company's stock worth $37,000 after purchasing an additional 51 shares in the last quarter. Finally, Measured Wealth Private Client Group LLC acquired a new position in Enpro during the third quarter worth $62,000. Hedge funds and other institutional investors own 98.31% of the company's stock.

Key Enpro News

Here are the key news stories impacting Enpro this week:

• Positive Sentiment: Zacks upgraded Enpro from “hold” to “strong-buy,” providing a favorable technical and fundamental signal that may support investor demand. Zacks Research
• Positive Sentiment: Sidoti raised its FY2026 EPS estimate to $9.63 from $9.20 and its FY2027 estimate to $11.31 from $10.69. The upgrades imply stronger expected earnings growth and exceed the broader current-year consensus of approximately $9.53-$9.55 per share.
• Positive Sentiment: Sidoti also increased estimates for Q3 2026, Q4 2026 and Q2 2027, citing a more constructive outlook for Enpro’s operating performance.
• Positive Sentiment: Enpro’s latest quarterly results beat expectations, with EPS of $2.50 versus the $2.32 consensus and revenue of $338.8 million versus $323.7 million. Revenue rose 17.6% year over year, while full-year 2026 adjusted EPS guidance stands at $9.30-$9.80.
• Positive Sentiment: The company is raising 2026 capital expenditures to $60 million-$65 million because of demand for its AST semiconductor-related products. Coverage also points to semiconductor demand and acquisitions as drivers of the upbeat outlook. Enpro guidance and capital expenditure article
• Neutral Sentiment: Sidoti modestly lowered its Q1 2027 EPS estimate to $2.50 from $2.57, partially offsetting the multiple upward revisions elsewhere.
• Neutral Sentiment: At roughly 163.6 times earnings, Enpro carries a demanding valuation, meaning further gains may depend on the company converting its positive demand outlook into sustained earnings growth.

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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