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
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 2026-09-04.
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 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 67% of the time over the next year (vs 52% for the rest of the cohort, n=6958).
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.
Focus on accelerating revenue growth across segments, supported by strong semiconductor demand and acquisitions, with raised 2026 guidance for revenue growth of 14%-16%.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $273.2 million in 2026-Q1 to $338.8 million in 2026-Q2, a 17.6% increase year-over-year. Management raised full-year 2026 revenue growth guidance from 8%-12% in 2025-Q4 to 14%-16% in 2026-Q2, reflecting accelerating demand and acquisitions. The trajectory is delivering with consistent revenue growth and upward guidance revisions.
“Raising full-year 2026 guidance: Revenue growth in the range of 14% to 16%”
“Raising full-year 2026 guidance: Revenue growth in the range of 10% to 14%”
“Introducing guidance for 2026: Total revenue growth in the 8% to 12% range”
Improve operating income and adjusted EBITDA through revenue growth, operating leverage, and strategic pricing, with raised 2026 adjusted EBITDA guidance to $330-$340 million.
Management emphasized this priority in 3 of last 3 quarters. Adjusted EBITDA grew from $69.4 million in 2025-Q4 to $86.9 million in 2026-Q2, a 22.2% increase year-over-year. Full-year 2026 adjusted EBITDA guidance was raised from $315-$330 million in 2026-Q1 to $330-$340 million in 2026-Q2. The trajectory shows delivering improved profitability and margin expansion.
Focus on organic growth and operating leverage in Advanced Surface Technologies, driven by semiconductor demand and innovation, with segment sales up 21.8% in 2026-Q2.
Management stated this priority in 2 of last 3 quarters. AST segment sales grew from $104.2 million in 2026-Q1 to $122.9 million in 2026-Q2, a 21.8% year-over-year increase. Adjusted segment EBITDA rose 48.5% in 2026-Q2, with margin expansion of 430 basis points. The trajectory is delivering strong growth and improved profitability in AST.
“AST sales up 21.8%; Adjusted segment EBITDA increased 48.5%”
Sustain growth and profitability in Sealing Technologies through strategic pricing and market demand, with sales up 15.3% and adjusted EBITDA margin stable at 33.2% in 2026-Q2.
Management emphasized this priority in 2 of last 3 quarters. Sealing Technologies sales grew from $199.0 million in 2026-Q1 to $216.2 million in 2026-Q2, a 15.3% year-over-year increase. Adjusted segment EBITDA margin remained strong and stable, improving slightly from 32.5% to 33.2%. The trajectory shows sustained segment performance and profitability.
“Sealing Technologies sales up 15.3%; Adjusted segment EBITDA margin 33.2%”
Continue paying regular quarterly dividends with incremental increases and manage leverage ratio through debt reduction and cash flow generation.
Management stated this priority in 3 of last 3 quarters. The company consistently paid quarterly dividends, increasing from $0.31 in 2025-Q4 to $0.32 in 2026-Q2. Net leverage ratio improved from approximately 2.0x in 2025-Q4 to 1.6x in 2026-Q2, reflecting disciplined debt management and strong cash flow. The trajectory is delivering consistent capital return and financial discipline.
Over the trailing year it converted 2.03x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 58% of the time over the next year (vs 54% for the rest of the cohort, n=4997).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (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 55% of the time over the next year (vs 58% for the rest of the cohort, n=2546).
Not investment advice. As of 2026-09-04.
“Adjusted EBITDA* of $86.9 million increased 22.2% year-over-year”
“Adjusted EBITDA* of $76.4 million increased 12.7% year-over-year”
“Adjusted EBITDA* increased 19.2% to $69.4 million”
“AST sales up 11.1%; Adjusted segment EBITDA increased 18.5%”
“Sealing Technologies sales up 10.8%; Adjusted segment EBITDA margin 32.5%”
“Declared quarterly dividend of $0.32 per share; net leverage ratio of 1.6x”
“Paid quarterly dividend of $0.32 per share; net leverage ratio of 1.9x”
“Paid quarterly dividend of $0.31 per share; net leverage ratio approximately 2.0x”