Lumida
/NPO
⌘K
Enpro Inc

Enpro Inc

NPO
$322.68USD↓-0.22%-0.71 today

MARKET CAP

6.8B

P/E (TTM)

39.6x

FWD P/E

31.8x

DAY RANGE

$308 – $324

52W RANGE

$200
$390

AI Summary

Stalk
Sell NowHigh

The stock is in a clear Stage 4 decline with confirmed lower highs and lower lows, driven by the primary Support Failure pattern and bearish EMA alignment. The medium-term bias remains bearish, disallowing long-side participation, and short-term momentum is downward with price below key EMAs, signaling favorable sell-side execution now on any minor rallies into the broken support and declining EMA cluster.

  • ↑Q1 revenue up 11% YoY to $303M; 2026 sales guidance lifted to 10-14%.
  • ↑Free cash flow from operations doubled to $26.5M in Q1.
  • ↓Adjusted EBITDA margin at 25.2% faces pressure from rising operational costs.
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

Enpro Industries, Inc. (NYSE: NPO) specializes in engineered products and solutions, particularly in sectors such as semiconductor technologies, sealing solutions, and aerospace. The company is strategically positioned to leverage its growth initiatives under the Enpro 3.0 framework, focusing on enhancing operational efficiencies and capturing demand within high-growth markets. As a player in the growing semiconductor sector, Enpro stands to benefit from increasing capital expenditures in advanced technologies as industries adapt to evolving needs.

Bull says

  • ↑Q1 revenue up 11% YoY to $303M; 2026 sales guidance lifted to 10-14%.
  • ↑Free cash flow from operations doubled to $26.5M in Q1.
  • ↑CapEx of ~$50M targeted at semiconductor and efficiency growth initiatives.
  • ↑Alpha and Overlook acquisitions to contribute ~$60M revenue in 2026.
  • ↑AST segment revenue growth expected in mid-teens as spending accelerates.
  • ↑Strong momentum and quality scores support resilience amid market fluctuations.

Bear says

  • ↓Adjusted EBITDA margin at 25.2% faces pressure from rising operational costs.
  • ↓Negative earnings yield flags valuation concerns amid limited return prospects.
  • ↓Weak commercial vehicle OEM demand; no significant recovery expected in 2026.
  • ↓High short interest and low 13F ownership signal investor skepticism.
  • ↓Semiconductor cyclical exposure risks revenue stability amid shifting legacy demand.

Earnings Call · Q1 2025 · Mgmt. Guidance

Updated 05-31-2026bullish

Transcript signals

Bull points

  • In the first quarter, sales of $273.2 million increased more than 6%, driven by continued strong performance in the ceiling technology segment and a 9.1% increase in AST.
  • First quarter adjusted EBITDA of $67.8 million increased more than 16% compared to the prior year period. Total company adjusted EBITDA margin of 24.8%, expanded 210 basis points year over year.
  • Corporate expenses of $11.3 million in the first quarter of 2025 decreased from $12.2 million a year ago, with lower restructuring costs and professional fees the primary drivers of the reduction.

Bear points

  • The weakness in that market, which continues today, was more pronounced for us in the second half of 2024.
  • we believe any direct cost impact to be minimal and manageable. And at this time, we are not seeing broad demand impacts on our business.
Read full transcript analysis ›