Enpro (NYSE:NPO) Issues Quarterly Earnings Results, Beats Estimates By $0.18 EPS

Enpro (NYSE:NPO) posted its quarterly earnings data on Tuesday. The industrial products company reported $2.50 EPS for the quarter, beating the consensus estimate of $2.32 by $0.18, FiscalAI reports. Enpro had a return on equity of 11.83% and a net margin of 3.60%.The firm had revenue of $338.80 million during the quarter, compared to the consensus estimate of $323.68 million. During the same period in the prior year, the business earned $1.25 EPS. The firm’s revenue was up 17.6% compared to the same quarter last year. Enpro updated its FY 2026 guidance to 9.300-9.800 EPS.

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

• Enpro raised its 2026 outlook, now expecting sales growth of 14%-16%, adjusted EBITDA of $330 million-$340 million, and adjusted diluted EPS of $9.30-$9.80.
• Second-quarter sales rose 17.6% year over year to $338.8 million, while adjusted EBITDA increased more than 22% to $86.9 million; the adjusted EBITDA margin expanded 90 basis points to 25.6%.
• Advanced Surface Technologies is benefiting from accelerating semiconductor investment tied to AI, advanced computing, and communications infrastructure, with customer visibility extending through 2027. Enpro expects AST revenue to grow 20% in the second half and margins to approach 25% by year-end.
• Enpro is increasing 2026 capital expenditure expectations to $60 million-$65 million, primarily to expand AST precision-cleaning capacity in Arizona, California, and Taiwan in response to customer demand.
• Commercial vehicle markets, particularly trailers, remain soft but showed early signs of stabilization; management believes the business may be at a bottom and expects a more meaningful recovery next year, while noting that the 2026 guidance does not assume significant improvement.

Enpro Price Performance

NPO traded up $5.29 on Thursday, hitting $333.82. 64,081 shares of the company were exchanged, compared to its average volume of 243,929. Enpro has a fifty-two week low of $202.00 and a fifty-two week high of $390.42. The company has a debt-to-equity ratio of 0.36, a quick ratio of 1.40 and a current ratio of 2.28. The firm has a market capitalization of $7.05 billion, a P/E ratio of 162.40, a price-to-earnings-growth ratio of 2.34 and a beta of 1.54. The business’s fifty day moving average is $336.94 and its 200 day moving average is $293.41.

Enpro Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Investors of record on Wednesday, September 2nd will be issued a dividend of $0.32 per share. The ex-dividend date of this dividend is Wednesday, September 2nd. This represents a $1.28 dividend on an annualized basis and a yield of 0.4%. Enpro’s payout ratio is currently 63.05%.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the company. JPMorgan Chase & Co. began coverage on Enpro in a report on Monday, July 20th. They set an “overweight” rating and a $420.00 price target for the company. Weiss Ratings upgraded shares of Enpro from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, July 29th. Finally, KeyCorp lifted their price objective on Enpro from $345.00 to $370.00 and gave the company an “overweight” rating in a report on Monday, July 13th. Three investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $358.33.

Hedge Funds Weigh In On Enpro

Several hedge funds have recently bought and sold shares of the company. Lido Advisors LLC boosted its stake in Enpro by 2.6% during the 4th quarter. Lido Advisors LLC now owns 1,799 shares of the industrial products company’s stock valued at $402,000 after purchasing an additional 45 shares in the last quarter. Maryland State Retirement & Pension System raised its stake in shares of Enpro by 1.6% in the 4th quarter. Maryland State Retirement & Pension System now owns 3,076 shares of the industrial products company’s stock worth $659,000 after buying an additional 49 shares in the last quarter. EverSource Wealth Advisors LLC lifted its holdings in shares of Enpro by 36.2% in the second quarter. EverSource Wealth Advisors LLC now owns 192 shares of the industrial products company’s stock valued at $37,000 after buying an additional 51 shares during the period. Corient Private Wealth LLC boosted its stake in 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 buying an additional 54 shares in the last quarter. Finally, CIBC Private Wealth Group LLC boosted its stake in Enpro by 6.1% during the third quarter. CIBC Private Wealth Group LLC now owns 1,063 shares of the industrial products company’s stock valued at $240,000 after buying an additional 61 shares in the last quarter. 98.31% of the stock is owned by hedge funds and other institutional investors.

About Enpro

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.