GICS Sector : Industrials
EnPro Industries, Inc.engages in the design, development, manufacture, marketing, and service of engineered industrial products in the United States, Europe, and internationally.It operates through three segments: Sealing Technologies, Advanced Surface Technologies, and Engineered Materials.
EnPro Industries reported a strong financial performance in 2025, with total sales growth and premium profitability. The company's Sealing Technologies segment saw sales increase 9% to $1,140,000,000, driven by strength in aerospace, food and biopharma, and improving performance in semiconductor markets. Adjusted segment EBITDA margin exceeded 32% for the second year in a row. However, the company's EPS came out at -$1.51659, missing estimates of $1.91. The Advanced Surface Technologies segment also reported a revenue increase of nearly 14%, driven by strength in solutions serving leading-edge applications.
Publication Date: Feb -19
The Sealing Technologies segment maintained premium profitability, free cash flow, and solid returns on invested capital despite persistent weakness in areas of semiconductor and commercial vehicle OEM demand. The Advanced Surface Technologies segment continued to invest in areas to support strength in the leading edge and expects lower sales growth in the first half followed by improved performance in the second half. For 2026, EnPro expects total sales growth to be in the range of 8% to 12%, including the contribution of approximately $60,000,000 from the acquisitions of Alpha and Overlook completed in 2025.
For 2026, EnPro expects adjusted EBITDA to be in the range of $350,000,000 to $320,000,000 and adjusted diluted earnings per share to be in the range of $8.50 to $9.20. The company's guidance implies a strong recovery in EPS, driven by growth in both segments. As Eric A. Vaillancourt noted, "Our growth priorities underpinning the EnPro three point zero strategy remain unchanged and will guide our performance through 2030." Analysts estimate next year's revenue growth at 8.6%, which is within the company's guidance range.
EnPro's current valuation metrics indicate a premium valuation. The stock trades at a P/E Ratio of 141.32, P/B Ratio of 3.76, and P/S Ratio of 5.0. The EV/EBITDA ratio is 25.83, indicating a relatively high valuation. However, the company's strong growth prospects and improving profitability may justify the premium valuation. The Net Debt / EBITDA ratio is 1.38, indicating a manageable debt burden.
Citigroup Inc. Reduces Stake in Enpro Inc. $NPO
Mar -09
JBTM or NPO: Which Is the Better Value Stock Right Now?
Feb -26
Are Business Services Stocks Lagging ENPRO INC (NPO) This Year?
Feb -23
Enpro to Present at Gabelli 36th Annual Pump, Valve & Water Systems Symposium
Feb -23
Enpro (NYSE:NPO) Hits New 12-Month High After Earnings Beat
Feb -19
Enpro Inc. (NPO) Q4 2025 Earnings Call Transcript
Feb -18
Enpro (NPO) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Feb -18
Enpro (NPO) Q4 Earnings and Revenues Top Estimates
Feb -18
Sealing Technologies' 5.5% growth is driven by increasing demand for energy-efficient solutions, growing adoption of renewable energy sources, and rising need for emission control in industrial processes. Additionally, EnPro Industries' strategic acquisitions and investments in R&D have enhanced the segment's product offerings and expanded its customer base.
Advanced Surface Technologies' 5.8% growth is driven by increasing demand for high-performance coatings in aerospace and industrial markets, coupled with EnPro Industries' strategic investments in R&D and expansion into new geographies, resulting in market share gains and improved operational efficiencies.
The 4.2% growth in Intersegment Sales from EnPro Industries, Inc. is driven by increased demand for sealing products in the aerospace and industrial markets, as well as the company's strategic acquisitions and expansion into new geographies, resulting in higher sales volumes and improved pricing power.
EnPro Industries' Sealing Technologies segment provides a range of sealing solutions, including mechanical seals, compression packings, and gasketing products, for various industries such as oil and gas, chemical processing, and power generation.
EnPro Industries' Bearings segment offers a variety of bearings and bushings for industrial, aerospace, and automotive applications, including ball bearings, roller bearings, and plain bearings.
EnPro Industries' Material Sciences segment provides a range of materials and components, including ceramic, metal, and composite materials, for use in various industries such as aerospace, industrial, and automotive.
EnPro Industries' Power Transmission segment offers a range of power transmission products, including gears, couplings, and universal joints, for use in industrial, aerospace, and automotive applications.
The threat of substitutes for EnPro Industries, Inc. is medium due to the availability of alternative products and services in the market.
The bargaining power of customers for EnPro Industries, Inc. is low due to the company's strong brand reputation and customer loyalty.
The bargaining power of suppliers for EnPro Industries, Inc. is medium due to the company's dependence on a few key suppliers.
The threat of new entrants for EnPro Industries, Inc. is high due to the relatively low barriers to entry in the industry.
The intensity of rivalry for EnPro Industries, Inc. is high due to the competitive nature of the industry and the presence of several established players.
| Value | |
|---|---|
| Debt Weight | 31.78% |
| Debt Cost | 11.68% |
| Equity Weight | 68.22% |
| Equity Cost | 11.68% |
| WACC | 11.68% |
| Leverage | 46.59% |
Value: 1.7
Growth: 6.0
Quality: 7.0
Yield: 0.0
Momentum: 8.0
Volatility: 6.0
1-Year Total Return ->
Value: 2.6
Growth: 4.6
Quality: 6.1
Yield: 2.0
Momentum: 7.0
Volatility: 6.0
1-Year Total Return ->
Value: 5.6
Growth: 6.8
Quality: 5.7
Yield: 0.0
Momentum: 3.5
Volatility: 5.7
1-Year Total Return ->
Value: 1.6
Growth: 5.4
Quality: 5.1
Yield: 0.0
Momentum: 9.0
Volatility: 3.3
1-Year Total Return ->
Value: 5.2
Growth: 4.0
Quality: 5.0
Yield: 2.0
Momentum: 3.0
Volatility: 4.7
1-Year Total Return ->
Value: 5.0
Growth: 6.1
Quality: 2.8
Yield: 0.0
Momentum: 3.5
Volatility: 5.7
1-Year Total Return ->