EnPro Industries, Inc. (NPO)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-05
$257.26-7.28%
Close 2026-11-05 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-05
QuarterlyIQ Insights · NPO
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks NPO against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Our strong third quarter performance reflects our disciplined execution and success of Enpro 3.0 as we continue to accelerate profitable growth across the organization," said Eric Vaillancourt, Pres…
Stated in 4 of 4 supplied quarters. Management reported: “2026 Guidance Increase Enpro is raising guidance for full-year 2026 and now expects revenue to be in the range of $1.33 billion to $1.34 billion, or a 16% to 17% increase year over year, adjusted EBITDA* in the range of $340 million to $345 million and adjusted diluted earnings per share* in the range of $9.70 to $9.95.” “2026 Guidance Increase Enpro is raising guidance for full-year 2026 and now expects revenue growth in the range of 14%-16%, adjusted EBITDA* in the range of $330 million to $340 million and adjusted diluted earnings per share* in the range of $9.30 to $9.80.” Revenue was $350.800 million in 2026-Q3.
““Our strong third quarter performance reflects our disciplined execution and success of Enpro 3.0 as we continue to accelerate profitable growth across the organization," said Eric Vaillancourt, Pres…”
“Reflecting our robust performance and positive momentum in key growth areas of the portfolio, we are raising our full-year 2026 guidance."”
“In light of this positive momentum, our solid first quarter performance and improving order trends that we believe will sustain through the year, we are raising our 2026 guidance ranges."”
“"Strong execution and an enhanced focus on driving long-term, high-margin revenue growth will continue again this year, and we are encouraged by the improved order activity in AST which will begin to…”
2026 Guidance Increase Enpro is raising guidance for full-year 2026 and now expects revenue to be in the range of $1.33 billion to $1.34 billion, or a 16% to 17% increase year over year, adjusted EBI…
Stated in 4 of 4 supplied quarters. Management reported: “2026 Guidance Increase Enpro is raising guidance for full-year 2026 and now expects revenue to be in the range of $1.33 billion to $1.34 billion, or a 16% to 17% increase year over year, adjusted EBITDA* in the range of $340 million to $345 million and adjusted diluted earnings per share* in the range of $9.70 to $9.95.” “2026 Guidance Increase Enpro is raising guidance for full-year 2026 and now expects revenue growth in the range of 14%-16%, adjusted EBITDA* in the range of $330 million to $340 million and adjusted diluted earnings per share* in the range of $9.30 to $9.80.” Operating income was $63.300 million in 2026-Q3.
"Demand for our products and solutions supporting leading-edge chip production remains healthy, and we expect AST sales growth to accelerate in the second half of 2026 as a result.
Stated in 3 of 4 supplied quarters. Management reported: “"Demand for our products and solutions supporting leading-edge chip production remains healthy, and we expect AST sales growth to accelerate in the second half of 2026 as a result.” “"Strong execution and an enhanced focus on driving long-term, high-margin revenue growth will continue again this year, and we are encouraged by the improved order activity in AST which will begin to be realized in the second half of this year.”
Strong cash generation and a healthy balance sheet provide us with significant flexibility to invest in areas of the portfolio with higher growth rates and superior profitability and pursue strategic…
Stated in 4 of 4 supplied quarters. Management reported: “Strong cash generation and a healthy balance sheet provide us with significant flexibility to invest in areas of the portfolio with higher growth rates and superior profitability and pursue strategic acquisitions that expand our capabilities and align with our disciplined financial criteria," Mr. Vaillancourt continued.” “Mr. Vaillancourt continued, "As we look ahead in 2026, we will continue to pursue organic growth opportunities that leverage our engineering and technical capabilities, complemented by acquisitions that meet our stringent strategic and financial criteria.”
2026 Guidance Increase Enpro is raising guidance for full-year 2026 and now expects revenue growth in the range of 14%-16%, adjusted EBITDA* in the range of $330 million to $340 million and adjusted…
Over the trailing year it converted 0.92x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=6652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.
“2026 Guidance Increase Enpro is raising guidance for full-year 2026 and now expects revenue to be in the range of $1.33 billion to $1.34 billion, or a 16% to 17% increase year over year, adjusted EBI…”
“2026 Guidance Increase Enpro is raising guidance for full-year 2026 and now expects revenue growth in the range of 14%-16%, adjusted EBITDA* in the range of $330 million to $340 million and adjusted…”
“2026 Guidance Increase Enpro is raising guidance for full-year 2026 and now expects revenue growth in the range of 10%-14%, adjusted EBITDA* in the range of $315 million to $330 million and adjusted…”
“2026 Guidance Enpro introduces guidance for full-year 2026 and currently expects revenue growth to be in 8% to 12% range, adjusted EBITDA* to be in the range of $305 million to $320 million and adjus…”
“"Demand for our products and solutions supporting leading-edge chip production remains healthy, and we expect AST sales growth to accelerate in the second half of 2026 as a result.”
“Document . Exhibit 99.1 News Release Enpro Reports First Quarter 2026 Results; Raises Full-Year Guidance First Quarter 2026 Highlights (All results reflect comparisons to prior-year period, unless ot…”
“"Strong execution and an enhanced focus on driving long-term, high-margin revenue growth will continue again this year, and we are encouraged by the improved order activity in AST which will begin to…”
“Strong cash generation and a healthy balance sheet provide us with significant flexibility to invest in areas of the portfolio with higher growth rates and superior profitability and pursue strategic…”
“At the same time, we continue to selectively pursue strategic acquisitions with our strong balance sheet," Mr. Vaillancourt continued.”
“"Growth investments continue throughout the organization, and our colleagues are motivated to execute on our strategic roadmap in the second year of Enpro 3.0."”
“Mr. Vaillancourt continued, "As we look ahead in 2026, we will continue to pursue organic growth opportunities that leverage our engineering and technical capabilities, complemented by acquisitions t…”