EnPro Industries, Inc. (NPO) AI Stock Analysis

EnPro Industries, Inc., headquartered in Charlotte, North Carolina, designs, develops, manufactures, markets, and services engineered industrial products worldwide. It operates through three segments: Sealing Technologies, Advanced Surface Technologies, and Engineered Materials. Sealing Technologies provides single-use hygienic seals, tubing, gaskets, compression packings, hydraulic components, expansion joints, dynamic mechanical seals, and fluid transfer items for sectors like petrochemicals, power, aerospace, and pharma. Advanced Surface Technologies provides cleaning, coating, testing, refurbishment, and optical filters for semiconductor, defense, and life sciences equipment. Engineered Materials manufactures self-lubricating bearings, metal polymers, engineered plastics, and composite bearing products.

Between FY2020 and FY2025, EnPro posted a 5-year revenue CAGR of 7.4%. Revenue expanded to $1.10B in FY2022 before minor contractions of 3.6% in FY2023 to $1.06B and 1.0% in FY2024 to $1.05B. In FY2025, revenue rebounded 9.0% to $1.14B, while gross margin reached 42.6% and operating margin widened to 14.1%. Net income in FY2025 was $40.5M with EPS of $7.91, down from $177.9M in FY2021. For the trailing twelve months ended June 30, 2026, revenue stood at $1.22B with an operating margin of 17.1% and EPS of $2.06. In the latest quarter, revenue grew 17.6% year-over-year while earnings rose 1.6%.

As of June 30, 2026, EnPro held $77.0M in cash and short-term investments against total debt of $588.5M, leaving net debt at $511.5M. Total assets were $2.66B and shareholders' equity was $1.59B, yielding a debt-to-equity ratio of 0.37 and a current ratio of 2.28. Cash generation remained positive, with operating cash flow reaching $201.2M and free cash flow totaling $159.2M in FY2025. During FY2025, cash deployment included $42.0M in capital expenditures and $26.2M in dividends paid, while the share count rose 1.4% over 5 years.

EnPro trades at a trailing P/E of 136.4x, well above the 24.8x median of its US-listed Industrials peers. Its forward P/E stands at 28.1x compared to the peer median of 17.2x, while EV/EBITDA is 35.3x versus the peer median of 13.9x. The company carries an enterprise value of $6.98B and a market cap of $5.95B, translating to a price-to-sales ratio of 4.9x against the peer median of 1.5x. Over the past year, NPO gained 23.3%, outperforming the S&P 500 (SPY) return of 16.8%, and delivered a 5-year gain of 234.9% compared to 83.0% for SPY.

EnPro pays a quarterly dividend with an annualized forward rate of $1.28 per share, representing a dividend yield of 0.46%. The payout ratio is 14.7%. The company has paid dividends for 12 consecutive years, delivering a 5-year annualized dividend growth rate of 3.6%. Its last ex-dividend date was September 2, 2026.

Wall Street coverage includes 2 Strong Buy ratings and 1 Buy rating, with no Hold, Sell, or Strong Sell recommendations. The mean price target is $389.50, implying 38.6% upside from the last close of $281.07. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $9.59 on revenue of $1.32B. For the following fiscal year, 4 analysts estimate EPS of $10.89 on revenue of $1.42B. EnPro beat EPS estimates in each of the last 4 quarters, with the next earnings report scheduled for November 3, 2026.

This page is an AI-written research summary of EnPro Industries, Inc. (NPO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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