Enpro (NPO)
Market Price (12/30/2025): $220.4 | Market Cap: $4.7 BilSector: Industrials | Industry: Industrial Machinery & Supplies & Components
Enpro (NPO)
Market Price (12/30/2025): $220.4Market Cap: $4.7 BilSector: IndustrialsIndustry: Industrial Machinery & Supplies & Components
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14% | Weak multi-year price returns2Y Excs Rtn is -1.4% | Expensive valuation multiplesP/EPrice/Earnings or Price/(Net Income) is 54x |
| Low stock price volatilityVol 12M is 38% | Key risksNPO key risks include [1] its dependence on cyclical end-markets, Show more. | |
| Megatrend and thematic driversMegatrends include Advanced Materials, Hydrogen Economy, and Water Infrastructure. Themes include Specialty Chemicals for Performance, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14% |
| Low stock price volatilityVol 12M is 38% |
| Megatrend and thematic driversMegatrends include Advanced Materials, Hydrogen Economy, and Water Infrastructure. Themes include Specialty Chemicals for Performance, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -1.4% |
| Expensive valuation multiplesP/EPrice/Earnings or Price/(Net Income) is 54x |
| Key risksNPO key risks include [1] its dependence on cyclical end-markets, Show more. |
Why The Stock Moved
Qualitative Assessment
AI Analysis | Feedback
Here are the key points for why Enpro (NPO) stock moved by approximately 1% from August 31, 2025, to today:
1. Strong Third Quarter 2025 Earnings and Raised Full-Year Guidance: Enpro reported robust financial results for the third quarter ended September 30, 2025, surpassing analyst expectations for both revenue and earnings. Sales increased by 9.9% year-over-year to $286.6 million, and adjusted diluted earnings per share (EPS) reached $1.99, both exceeding consensus estimates. The company also raised its full-year 2025 guidance for revenue growth and adjusted EPS, signaling management's confidence in continued demand, particularly in the semiconductor and aerospace markets.
2. Strategic Acquisitions to Advance Growth: During October 2025, Enpro announced and completed the acquisition of Overlook Industries and planned to close the acquisition of AlpHa Measurement Solutions in the fourth quarter. These strategic moves are intended to further Enpro's "3.0 strategy" by expanding its capabilities in key growth areas such as biopharmaceutical manufacturing and liquid analytical sensing, which could be viewed positively by investors.
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1. Strong Third Quarter 2025 Earnings and Raised Full-Year Guidance: Enpro reported robust financial results for the third quarter ended September 30, 2025, surpassing analyst expectations for both revenue and earnings. Sales increased by 9.9% year-over-year to $286.6 million, and adjusted diluted earnings per share (EPS) reached $1.99, both exceeding consensus estimates. The company also raised its full-year 2025 guidance for revenue growth and adjusted EPS, signaling management's confidence in continued demand, particularly in the semiconductor and aerospace markets.
2. Strategic Acquisitions to Advance Growth: During October 2025, Enpro announced and completed the acquisition of Overlook Industries and planned to close the acquisition of AlpHa Measurement Solutions in the fourth quarter. These strategic moves are intended to further Enpro's "3.0 strategy" by expanding its capabilities in key growth areas such as biopharmaceutical manufacturing and liquid analytical sensing, which could be viewed positively by investors.
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Stock Movement Drivers
Fundamental Drivers
The 0.1% change in NPO stock from 9/29/2025 to 12/29/2025 was primarily driven by a 2.4% change in the company's Total Revenues ($ Mil).| 9292025 | 12292025 | Change | |
|---|---|---|---|
| Stock Price ($) | 220.09 | 220.37 | 0.13% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1080.60 | 1106.30 | 2.38% |
| Net Income Margin (%) | 7.83% | 7.81% | -0.24% |
| P/E Multiple | 54.63 | 53.82 | -1.49% |
| Shares Outstanding (Mil) | 21.00 | 21.10 | -0.48% |
| Cumulative Contribution | 0.12% |
Market Drivers
9/29/2025 to 12/29/2025| Return | Correlation | |
|---|---|---|
| NPO | 0.1% | |
| Market (SPY) | 3.6% | 63.3% |
| Sector (XLI) | 2.5% | 68.0% |
Fundamental Drivers
The 15.4% change in NPO stock from 6/30/2025 to 12/29/2025 was primarily driven by a 13.9% change in the company's P/E Multiple.| 6302025 | 12292025 | Change | |
|---|---|---|---|
| Stock Price ($) | 191.00 | 220.37 | 15.37% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1064.40 | 1106.30 | 3.94% |
| Net Income Margin (%) | 7.98% | 7.81% | -2.09% |
| P/E Multiple | 47.25 | 53.82 | 13.91% |
| Shares Outstanding (Mil) | 21.00 | 21.10 | -0.48% |
| Cumulative Contribution | 15.37% |
Market Drivers
6/30/2025 to 12/29/2025| Return | Correlation | |
|---|---|---|
| NPO | 15.4% | |
| Market (SPY) | 11.6% | 57.8% |
| Sector (XLI) | 6.8% | 66.4% |
Fundamental Drivers
The 27.8% change in NPO stock from 12/29/2024 to 12/29/2025 was primarily driven by a 50.0% change in the company's Net Income Margin (%).| 12292024 | 12292025 | Change | |
|---|---|---|---|
| Stock Price ($) | 172.45 | 220.37 | 27.79% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1039.40 | 1106.30 | 6.44% |
| Net Income Margin (%) | 5.20% | 7.81% | 50.05% |
| P/E Multiple | 66.94 | 53.82 | -19.61% |
| Shares Outstanding (Mil) | 21.00 | 21.10 | -0.48% |
| Cumulative Contribution | 27.78% |
Market Drivers
12/29/2024 to 12/29/2025| Return | Correlation | |
|---|---|---|
| NPO | 27.8% | |
| Market (SPY) | 16.6% | 71.2% |
| Sector (XLI) | 18.9% | 72.9% |
Fundamental Drivers
The 107.6% change in NPO stock from 12/30/2022 to 12/29/2025 was primarily driven by a 340.2% change in the company's P/E Multiple.| 12302022 | 12292025 | Change | |
|---|---|---|---|
| Stock Price ($) | 106.15 | 220.37 | 107.60% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1040.00 | 1106.30 | 6.37% |
| Net Income Margin (%) | 17.37% | 7.81% | -55.03% |
| P/E Multiple | 12.23 | 53.82 | 340.19% |
| Shares Outstanding (Mil) | 20.80 | 21.10 | -1.44% |
| Cumulative Contribution | 107.55% |
Market Drivers
12/30/2023 to 12/29/2025| Return | Correlation | |
|---|---|---|
| NPO | 42.6% | |
| Market (SPY) | 47.9% | 65.4% |
| Sector (XLI) | 41.1% | 72.3% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| NPO Return | 15% | 47% | -0% | 46% | 11% | 31% | 257% |
| Peers Return | 16% | 38% | -12% | 21% | 26% | 16% | 151% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 17% | 114% |
Monthly Win Rates [3] | |||||||
| NPO Win Rate | 50% | 75% | 42% | 50% | 50% | 67% | |
| Peers Win Rate | 52% | 65% | 42% | 68% | 57% | 52% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| NPO Max Drawdown | -53% | -4% | -30% | -15% | -9% | -20% | |
| Peers Max Drawdown | -34% | -5% | -26% | -7% | -9% | -23% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL. See NPO Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/29/2025 (YTD)
How Low Can It Go
| Event | NPO | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -34.2% | -25.4% |
| % Gain to Breakeven | 51.9% | 34.1% |
| Time to Breakeven | 120 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -53.9% | -33.9% |
| % Gain to Breakeven | 117.1% | 51.3% |
| Time to Breakeven | 235 days | 148 days |
| 2018 Correction | ||
| % Loss | -41.1% | -19.8% |
| % Gain to Breakeven | 69.8% | 24.7% |
| Time to Breakeven | 872 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -69.9% | -56.8% |
| % Gain to Breakeven | 232.1% | 131.3% |
| Time to Breakeven | 839 days | 1,480 days |
Compare to HPQ, HPE, IBM, CSCO, AAPL
In The Past
Enpro's stock fell -34.2% during the 2022 Inflation Shock from a high on 1/13/2022. A -34.2% loss requires a 51.9% gain to breakeven.
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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. The Sealing Technologies segment offers single-use hygienic seals, tubing, components and assemblies; metallic, non-metallic, and composite material gaskets; compression packing products; hydraulic components; expansion joints; wall penetration products; and dynamic, flange, resilient metal, elastomeric, and custom-engineered mechanical seals for chemical and petrochemical processing, pulp and paper processing, power generation, food and pharmaceutical processing, primary metal manufacturing, mining, water and waste treatment, heavy-duty trucking, aerospace, medical, filtration, and semiconductor fabrication industries. This segment also provides aseptic fluid transfer products for the pharmaceutical and biopharmaceutical industries. The Advanced Surface Technologies segment offers cleaning, coating, testing, refurbishment, and verification services for critical components and assemblies used in semiconductor manufacturing equipment, as well as for critical applications in the space, aerospace, and defense markets; and specialized optical filters and thin-film coatings for various applications in the industrial technology, life sciences, and semiconductor markets. The Engineered Materials segment provides self-lubricating, non-rolling, metal polymer, engineered plastics, and fiber reinforced composite bearing products for various applications in the automotive, pharmaceutical, pulp and paper, natural gas, health, power generation, machine tools, air treatment, refining, petrochemical, and general industrial markets. The company was incorporated in 2002 and is headquartered in Charlotte, North Carolina.
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Here are 1-3 brief analogies for Enpro (NPO):
- Parker-Hannifin (PH) for high-performance sealing and critical industrial parts.
- A diversified industrial company like Illinois Tool Works (ITW), specializing in highly engineered components for critical applications.
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- Industrial Sealing Products: These include gaskets, mechanical seals, and compression packing used to prevent leaks and maintain integrity across various industrial applications.
- Engineered Industrial Bearings: Specialized self-lubricating bearings and bushing solutions designed for high performance in demanding industrial environments.
- Advanced Surface Technologies: High-performance engineered materials, coatings, and precision-machined components primarily for the semiconductor, aerospace, and general industrial markets.
- Truck Wheel-End and Suspension Products: Critical components for commercial vehicle systems, such as hub seals, bearings, and specialized suspension parts.
AI Analysis | Feedback
Enpro (NPO) is a global industrial technology company that sells highly engineered products and solutions primarily to other businesses (B2B).
Due to the diversified nature of its customer base and the fact that no single customer accounts for more than 10% of its consolidated net sales (as reported in their SEC filings), Enpro does not publicly disclose the names of its individual major customer companies. Instead, their customers are primarily businesses operating within a broad range of industrial sectors globally. Enpro's products and services are critical components for companies in the following major industries:
- Process Industries & Power Generation: This segment includes companies in the chemical, petrochemical, refining, oil & gas, and power generation (both traditional and renewable) sectors. These customers require high-performance sealing, fluid handling, and advanced materials for demanding and often critical applications.
- Aerospace & Defense: Manufacturers, suppliers, and operators within the aerospace and defense sectors utilize Enpro's advanced sealing solutions, engineered components, and surface technologies for demanding applications in aircraft, engines, and defense systems.
- Semiconductor Manufacturing & Advanced Technology: Companies involved in the production of semiconductors and related equipment, as well as those requiring specialized cleanroom services and advanced surface technologies for high-precision, contamination-sensitive applications.
- Commercial Vehicle, Off-Highway & General Industrial: This diverse group includes manufacturers of heavy-duty trucks, buses, construction equipment, agricultural machinery, and a wide array of general industrial equipment that rely on Enpro's engineered bearings, sealing solutions, and other critical components.
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Eric Vaillancourt President and Chief Executive Officer
Mr. Vaillancourt has served as President and Chief Executive Officer of Enpro since November 2021, having previously been Interim President and Chief Executive Officer since August 2021. Prior to this, he served as President of Enpro's Sealing Technologies segment. He also held positions as President of the STEMCO division and President of the Garlock division. Before joining Enpro in 2009, Mr. Vaillancourt held positions of increasing responsibility with Bluelinx Corporation.
Joe Bruderek Executive Vice President and Chief Financial Officer
Mr. Bruderek has been Executive Vice President and Chief Financial Officer since April 2024. He joined Enpro in January 2024 as Executive Vice President, Finance. Before Enpro, he served as Vice President, Commodities and Corporate Strategy of Momentive Performance Materials Inc., a global provider of silicones and specialty materials, from April 2022 to June 2023.
Robert S. McLean Executive Vice President, General Counsel and Chief Administrative Officer
Mr. McLean has served as Executive Vice President since July 2017, Chief Administrative Officer since January 2016, and General Counsel of Enpro since May 2012. He was previously Vice President, Legal and Assistant Secretary from April 2010 to May 2012.
Larisa Joiner Senior Vice President and Chief Information Officer
Ms. Joiner has been Senior Vice President and Chief Information Officer since December 2024, having served as Vice President and Chief Information Officer since March 2017. She joined Enpro in 2013 and held various Information Technology positions, including Director, Global Project Management Office. Prior to Enpro, Ms. Joiner led an application development team for BlueLinx Corporation.
Michael Faulkner President, Sealing Technologies
Mr. Faulkner is currently President, Sealing Technologies division. He previously served as President and CEO at Weco Manufacturing Group. Before joining Weco, he held various leadership positions across Enpro from 2005 to 2021, including Vice President/General Manager, GPT; Vice President, Americas, Garlock; and Division President, Garlock.
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The key risks to Enpro's business (NPO) include its significant exposure to cyclical end-markets and customer concentration, vulnerabilities to geopolitical instabilities and raw material price fluctuations, and intense competitive pressures coupled with rapid technological advancements.
- Dependence on Cyclical End-Markets and Customer Concentration: Enpro faces a substantial risk due to its reliance on cyclical end-markets, particularly within its Advanced Surface Technologies (AST) segment and the commercial vehicle Original Equipment Manufacturer (OEM) market. The AST segment, for instance, experiences "choppy demand" in the broader semiconductor market, specifically in capital equipment, a challenge expected to persist into the first half of 2026. Similarly, the Sealing Technologies segment continues to grapple with "continued softness" in the commercial vehicle OEM market. This market cyclicality, combined with a concentration of significant customers in its Advanced Surface Technologies segment, can lead to volatility in revenue and profitability if key clients alter purchasing patterns or face operational difficulties.
- Geopolitical Instabilities and Raw Material Price Volatility: Enpro's operations are susceptible to the impacts of geopolitical instabilities and fluctuations in the prices of raw materials. The imposition of tariffs and trade sanctions, alongside the inherent volatility in raw material costs, can significantly affect the company's cost structure and profit margins. While the company has demonstrated an ability to manage these challenges, sustained exposure to such risks could strain its financial resources and operational flexibility.
- Competitive Pressures and Rapid Technological Advancements: Enpro operates within a highly competitive landscape characterized by constant and rapid technological advancements. The emergence of new products or services from competitors could potentially erode Enpro's market share if the company fails to maintain its pace of innovation. To remain competitive, continuous investment in research and development and staying ahead of industry trends are crucial.
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The increasing maturation and adoption of industrial additive manufacturing (3D printing) for specialized, high-performance components represents an emerging threat. As this technology becomes more cost-effective and reliable for producing complex seals, bearings, and engineered materials, it could enable customers to manufacture these parts in-house or source them from local, on-demand printing services, potentially reducing the demand for traditionally manufactured components supplied by companies like Enpro.
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Enpro (NPO) operates in several key markets through its segments: Sealing Technologies and Advanced Surface Technologies. The addressable market sizes for their main products and services are as follows:
Sealing Technologies
- Industrial Seals and Gaskets: The global gaskets and seals market was valued at approximately USD 74.00 billion in 2024 and is projected to reach USD 117.06 billion by 2032, with a compound annual growth rate (CAGR) of 5.9%. Specifically for industrial seals, the global market size was estimated at USD 15.05 billion in 2024 and is projected to grow to USD 22.62 billion by 2032, exhibiting a CAGR of 5.49%. North America is the largest market for industrial seals, holding approximately 40% of the global market share, with a projected value of USD 3.37 billion in 2025. The Asia-Pacific region dominated the global industrial seals market with a 38.74% share in 2024.
- Wheel-End Components & Systems (Automotive Wheels and Wheel Hub Assemblies): The global automotive wheel market was valued at USD 38.3 billion in 2024 and is expected to grow at a CAGR of 5.5% between 2025 and 2034. The wheel hub assembly market, a component of the automotive sector, was estimated at USD 4.71 billion in 2024 and is anticipated to reach USD 11.99 billion in 2031, with a CAGR of 10.93%. The Asia-Pacific region is a significant contributor to the global automotive wheel market.
- Specialized Single-Use Technologies for Biopharmaceutical Production: The global single-use bioprocessing market size was estimated at USD 31.71 billion in 2024 and is projected to reach USD 74.09 billion by 2030, growing at a CAGR of 15.44%. North America held the largest revenue share of over 34.96% in 2024 in this market, with the North American market size reaching USD 11.38 billion in 2024.
Advanced Surface Technologies
- Wafer Processing Sub-Systems & Precision Cleaning for Semiconductor Equipment: The global precision semiconductor equipment parts cleaning market is projected to grow from USD 7.35 billion in 2025 to USD 14.63 billion by 2033, at a CAGR of 9.4%. Another estimate places the global semiconductor equipment precision cleaning service market at US$ 948 million in 2024, projected to reach US$ 1481 million by 2031, with a CAGR of 6.7%. A broader category, the global wafer processing equipment market, was estimated at USD 9.83 billion in 2024 and is expected to register a CAGR of 5.5% from 2025 to 2034. The Asia Pacific region is expected to be the largest market for precision semiconductor equipment parts cleaning in 2025 and dominated the wafer processing equipment market with a 47.58% revenue share in 2023.
- Thin-Film Coatings: The global thin film coatings market size was valued at USD 13.82 billion in 2024 and is expected to reach USD 16.83 billion by 2032, at a CAGR of 2.50%. Another assessment states the thin film coatings market is projected to grow from USD 38.9 billion in 2025 to USD 63.0 billion by 2035, at a CAGR of 4.9%. North America dominates the thin film coatings market with the largest revenue share of 25.05% in 2024, while Asia-Pacific is poised to grow at the fastest CAGR of 24% from 2025 to 2032.
- Optical Filters: The global optical filters market size was valued at USD 1.82 billion in 2024 and is projected to reach USD 3.14 billion by 2031, growing at a CAGR of 7.81%. North America is a dominant region in the optical filters market and is also the fastest-growing region with a 36.4% share.
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Enpro (NPO) is expected to drive future revenue growth over the next 2-3 years through several key strategies:- Strategic Acquisitions: Enpro's "Enpro 3.0" strategy emphasizes disciplined, high-quality mergers and acquisitions to expand into high-growth markets. Recent examples include the acquisition of Overlook Industries, which adds proprietary single-use technologies for biopharma manufacturing, and the planned acquisition of AlpHa Measurement Solutions, which will broaden Enpro's compositional analysis strategy with liquid sensing and instrumentation technologies. These acquisitions are anticipated to contribute over $60 million in revenue in 2026.
- Organic Growth in Advanced Surface Technologies (AST): The Advanced Surface Technologies segment has demonstrated strong organic sales growth, driven by robust demand for precision cleaning solutions and improved semiconductor demand. Enpro continues to invest in growth initiatives and market expansion within this segment.
- Expansion into High-Growth End Markets: Enpro is strategically focusing on high-growth markets with favorable secular tailwinds, such as semiconductor, life sciences, biopharma manufacturing, sustainable power generation, and photonics. This market expansion aims to diversify revenue streams and capitalize on evolving industry trends.
- Product Innovation and Technology Leadership: The company emphasizes developing and introducing new, proprietary engineered industrial products and technologies to meet changing customer needs and maintain a competitive edge. This commitment to innovation spans both its Sealing Technologies and Advanced Surface Technologies segments.
- Growth in Aftermarket and Recurring Revenue: A significant portion of Enpro's revenue comes from its aftermarket business, particularly within its Sealing Technologies segment. The company focuses on critical applications that generate recurring revenues, enhancing the stability and predictability of its top line.
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Share Repurchases
- In October 2024, Enpro's Board of Directors approved a new share repurchase authorization of up to $50 million, replacing a previous authorization that had expired. No shares were purchased under the prior program.
- A similar share repurchase program, also for up to $50 million, was approved in October 2022, replacing an earlier expired authorization, under which no shares were purchased.
- Quarterly share repurchases, although small in dollar value (in the thousands), were reported throughout 2021, 2022, 2023, and 2024.
Share Issuance
- Enpro issued approximately 21,150,833 shares in 2024 and 21,086,678 shares in 2023.
- As of February 22, 2022, there were 20,948,894 shares of common stock outstanding.
- In February 2024, approximately 50,000 common shares were issued to certain key executives as stock options.
Outbound Investments
- In late January 2024, Enpro completed the acquisition of Advanced Micro Instruments, Inc. (AMI) for $210 million in cash.
- In February 2024, Enpro acquired all remaining outstanding equity interests in Alluxa for $17.9 million, becoming the sole owner.
- Enpro acquired NxEdge in December 2021.
Capital Expenditures
- Capital expenditures and capitalized software for the year ended December 31, 2024, totaled $32.9 million.
- For the year ended December 31, 2023, capital expenditures were $33.9 million.
- In 2022, capital expenditures amounted to $29.4 million.
Latest Trefis Analyses
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|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to NPO. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11212025 | CNM | Core & Main | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 17.6% | 17.6% | -1.6% |
| 11212025 | VRRM | Verra Mobility | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 6.6% | 6.6% | -1.2% |
| 11212025 | LII | Lennox International | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 6.8% | 6.8% | 0.0% |
| 11212025 | ADP | Automatic Data Processing | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 3.2% | 3.2% | -1.2% |
| 11212025 | CW | Curtiss-Wright | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 4.9% | 4.9% | -0.4% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Enpro
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 149.08 |
| Mkt Cap | 159.0 |
| Rev LTM | 56,496 |
| Op Inc LTM | 7,584 |
| FCF LTM | 7,327 |
| FCF 3Y Avg | 7,366 |
| CFO LTM | 8,590 |
| CFO 3Y Avg | 8,697 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.2% |
| Rev Chg 3Y Avg | 2.4% |
| Rev Chg Q | 9.4% |
| QoQ Delta Rev Chg LTM | 2.1% |
| Op Mgn LTM | 16.4% |
| Op Mgn 3Y Avg | 15.1% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 19.3% |
| CFO/Rev 3Y Avg | 18.7% |
| FCF/Rev LTM | 15.9% |
| FCF/Rev 3Y Avg | 15.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 159.0 |
| P/S | 4.3 |
| P/EBIT | 23.7 |
| P/E | 38.6 |
| P/CFO | 21.8 |
| Total Yield | 3.9% |
| Dividend Yield | 2.1% |
| FCF Yield 3Y Avg | 5.7% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -0.9% |
| 3M Rtn | 4.5% |
| 6M Rtn | 14.4% |
| 12M Rtn | 21.6% |
| 3Y Rtn | 92.9% |
| 1M Excs Rtn | -1.5% |
| 3M Excs Rtn | 0.9% |
| 6M Excs Rtn | 3.1% |
| 12M Excs Rtn | 6.2% |
| 3Y Excs Rtn | 10.9% |
Comparison Analyses
Price Behavior
Price Behavior
| Market Price | $220.37 | |
| Market Cap ($ Bil) | 4.6 | |
| First Trading Date | 05/24/2002 | |
| Distance from 52W High | -5.7% | |
| 50 Days | 200 Days | |
| DMA Price | $220.09 | $200.61 |
| DMA Trend | up | down |
| Distance from DMA | 0.1% | 9.9% |
| 3M | 1YR | |
| Volatility | 36.9% | 38.2% |
| Downside Capture | 281.12 | 159.08 |
| Upside Capture | 235.01 | 159.80 |
| Correlation (SPY) | 62.8% | 71.3% |
NPO Betas & Captures as of 11/30/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.19 | 1.57 | 1.64 | 1.59 | 1.37 | 1.36 |
| Up Beta | 0.04 | 0.39 | 0.79 | 1.62 | 1.25 | 1.34 |
| Down Beta | 1.76 | 1.11 | 1.09 | 1.46 | 1.40 | 1.34 |
| Up Capture | 273% | 194% | 201% | 177% | 193% | 297% |
| Bmk +ve Days | 13 | 26 | 39 | 74 | 142 | 427 |
| Stock +ve Days | 10 | 22 | 34 | 65 | 130 | 401 |
| Down Capture | 274% | 210% | 215% | 159% | 125% | 107% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 10 | 20 | 29 | 61 | 119 | 349 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of NPO With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| NPO | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 29.8% | 19.1% | 16.7% | 65.4% | 7.5% | 4.2% | -7.3% |
| Annualized Volatility | 38.0% | 18.8% | 19.4% | 19.8% | 15.3% | 17.0% | 34.9% |
| Sharpe Ratio | 0.76 | 0.79 | 0.67 | 2.43 | 0.27 | 0.08 | -0.06 |
| Correlation With Other Assets | 72.9% | 71.3% | 8.2% | 23.3% | 49.7% | 35.1% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Comparison of NPO With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| NPO | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 24.8% | 13.8% | 14.8% | 17.7% | 11.2% | 5.1% | 30.2% |
| Annualized Volatility | 34.5% | 17.2% | 17.1% | 15.6% | 18.7% | 18.9% | 48.6% |
| Sharpe Ratio | 0.72 | 0.64 | 0.70 | 0.91 | 0.48 | 0.18 | 0.57 |
| Correlation With Other Assets | 69.3% | 58.2% | 8.2% | 17.7% | 45.2% | 26.2% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of NPO With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| NPO | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 19.0% | 13.7% | 15.0% | 14.6% | 6.9% | 5.4% | 69.0% |
| Annualized Volatility | 38.2% | 19.9% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.58 | 0.61 | 0.72 | 0.82 | 0.31 | 0.23 | 0.89 |
| Correlation With Other Assets | 70.4% | 62.5% | 2.5% | 25.8% | 49.5% | 16.8% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/4/2025 | -6.0% | -8.2% | -3.3% |
| 8/5/2025 | 4.3% | 1.5% | -1.3% |
| 5/6/2025 | 6.9% | 16.8% | 21.5% |
| 2/19/2025 | 6.2% | 2.2% | -9.9% |
| 11/5/2024 | 1.4% | 13.2% | 32.8% |
| 8/6/2024 | 4.4% | 0.3% | 1.5% |
| 5/7/2024 | -5.3% | -3.6% | -0.9% |
| 2/20/2024 | -8.7% | -4.1% | -5.7% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 13 | 12 |
| # Negative | 8 | 9 | 10 |
| Median Positive | 3.9% | 5.8% | 10.6% |
| Median Negative | -6.1% | -4.1% | -6.7% |
| Max Positive | 8.7% | 22.6% | 32.8% |
| Max Negative | -9.7% | -8.2% | -34.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/04/2025 | 10-Q (09/30/2025) |
| 06/30/2025 | 08/05/2025 | 10-Q (06/30/2025) |
| 03/31/2025 | 05/06/2025 | 10-Q (03/31/2025) |
| 12/31/2024 | 02/21/2025 | 10-K (12/31/2024) |
| 09/30/2024 | 11/05/2024 | 10-Q (09/30/2024) |
| 06/30/2024 | 08/06/2024 | 10-Q (06/30/2024) |
| 03/31/2024 | 05/08/2024 | 10-Q (03/31/2024) |
| 12/31/2023 | 02/27/2024 | 10-K (12/31/2023) |
| 09/30/2023 | 10/31/2023 | 10-Q (09/30/2023) |
| 06/30/2023 | 08/09/2023 | 10-Q (06/30/2023) |
| 03/31/2023 | 05/02/2023 | 10-Q (03/31/2023) |
| 12/31/2022 | 03/01/2023 | 10-K (12/31/2022) |
| 09/30/2022 | 11/07/2022 | 10-Q (09/30/2022) |
| 06/30/2022 | 08/02/2022 | 10-Q (06/30/2022) |
| 03/31/2022 | 05/02/2022 | 10-Q (03/31/2022) |
| 12/31/2021 | 03/01/2022 | 10-K (12/31/2021) |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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