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
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 65.6% |
| Our one-year growth estimate | diamond | 37.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 28.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 63 industry peers · Company calendar date is not available
NPO — CIO transition
Dated 2026-04-20
Senior Vice President and Chief Information Officer — Larisa R. Joiner: Ms. Joiner is stepping down from her role as Senior Vice President and Chief Information Officer.
Why it matters: Slower revenue growth may show weaker demand. This is especially true in the semiconductor sector.
Worry ifQ2 revenue growth reported below 10% year over year.
Less concerning ifQ2 revenue growth reported at or above 10% year over year.
Why it matters: An increase in operating income shows good cost management. This matches management's goal to make more money.
Supportive ifOperating income goes up by more than 5% compared to Q1.
Worry ifOperating income declines or grows less than 2%.
Why it matters: A gross profit margin above 45% shows good pricing strategies. This helps management focus on making more money.
Supportive ifGross profit margin exceeds 45% in Q2.
Worry ifGross profit margin falls below 40%.
Why it matters: A new CIO could change technology plans and how well the company runs. Quick solutions are important for stability.
Watch forA new CIO is appointed by the end of Q2.
Also watch forNo new CIO is appointed by the end of Q2.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$177 on $10,000 · ±1.8% | How much price usually moves either way. |
| Bad day | $419 loss on $10,000 · 4.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,580 loss on $10,000 · 25.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: A margin drop could indicate rising costs or weakening pricing power.
Worry ifEBITDA margin is under 25%.
Less concerning ifAdjusted EBITDA margin is at or above 25%.
Why it matters: Strong cash flow supports growth initiatives and strategic acquisitions. It shows financial health.
Supportive ifFree cash flow exceeds $70 million in Q3.
Worry ifFree cash flow falls below $50 million in Q3.
Why it matters: A drop in free cash flow may limit the company's ability to invest in growth.
Worry ifFree cash flow reported below $25 million for Q2.
Less concerning ifFree cash flow reported at or above $25 million for Q2.
Why it matters: Earnings below this level may show problems in making money.
Worry ifAdjusted diluted earnings per share are below $2.14.
Less concerning ifAdjusted diluted earnings per share are at or above $2.14.
Why it matters: Semiconductor demand is a key driver for EnPro's growth. Trends will impact future performance.
Watch forQ2 shows good trends in semiconductor demand.
Also watch forQ2 shows bad trends in semiconductor demand.
Why it matters: AST sales grew 21.8% in Q2. Continued growth supports the segment's strong demand outlook.
Supportive ifAST segment sales growth exceeds 20% year over year in Q3.
Worry ifAST segment sales growth falls below 10% year over year in Q3.
Why it matters: Adjusted EBITDA margin rose to 25.6% in Q2. This shows better cost management.
Supportive ifAdjusted EBITDA margin is over 26% in Q3.
Worry ifAdjusted EBITDA margin drops below 25% in Q3.
Why it matters: Management raised full-year revenue guidance to 14%-16%. This shows strong demand continues.
Supportive ifQ3 revenue growth guidance remains within the 14%-16% range.
Worry ifQ3 revenue guidance is lowered below 14%.