EnPro Industries, Inc. (NPO)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
$296.95+0.57%
Close 2026-09-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
Warn: Primary pillar under pressure — Revenue growth of at least 10% YoY: FY26 guidance +14.0% to +16.0% vs 10% target.
EnPro grew revenue 10.9% from 2025-Q1 to 2026-Q1. Profit rose with gross profit up 10% and operating income up 4.1%. The company raised 2026 EPS guidance to $8.85-$9.50. It is on track to grow with good cost control.
The stock is down 16.6% from its high. Valuation is high with a PE near 40. Revenue growth could slow from the current pace. Cost pressures could hurt profit gains.
The price is about 51% above our fair value near $216. Analysts expect 34% revenue growth, but we see risks to that pace.
Breaks if: EPS guidance falls below $8.50 for 2026
Breaks if: gross profit growth falls below 5% next year
Breaks if: operating income growth falls below 2% next year
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on growth and profitability. The current thesis is intact, as recent financial performance has been strong, but the elevated risk level and expensive valuation are noteworthy.
The market appears to be pricing in a premium compared to peers, reflecting expectations for continued growth. However, the valuation is considered expensive, suggesting that the current price may not fully justify the risks involved.
NPO's fundamentals are likely to continue showing robust growth, as management has consistently raised revenue and profitability guidance. However, there is a low probability of missing earnings, which could impact credibility if it occurs.
The thesis hinges on the performance of sector bellwethers like GEV, PH, and TT. If these companies continue to perform well, it could support NPO's growth. Conversely, any negative guidance from these peers could pose risks to NPO's momentum.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports this improved outlook. There are no current threats impacting the thesis.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: YoY revenue growth falls below 7% next year
Overall, NPO is navigating a strong growth trajectory but must manage elevated risks in a tough sector environment. Not investment advice.