Tearsheet

Enpro (NPO)


Market Price (12/4/2025): $223.88 | Market Cap: $4.7 Bil
Sector: Industrials | Industry: Industrial Machinery & Supplies & Components

Enpro (NPO)


Market Price (12/4/2025): $223.88
Market Cap: $4.7 Bil
Sector: Industrials
Industry: Industrial Machinery & Supplies & Components

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow


0 Attractive cash flow generation
CFO/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%
Trading close to highs
Dist 52W High is -3.6%, Dist 3Y High is -3.6%
Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 55x
1 Low stock price volatility
Vol 12M is 38%
  
2 Megatrend and thematic drivers
Megatrends include Advanced Materials, Hydrogen Economy, and Water Infrastructure. Themes include Specialty Chemicals for Performance, Show more.
  
0 Attractive cash flow generation
CFO/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%
1 Low stock price volatility
Vol 12M is 38%
2 Megatrend and thematic drivers
Megatrends include Advanced Materials, Hydrogen Economy, and Water Infrastructure. Themes include Specialty Chemicals for Performance, Show more.
3 Trading close to highs
Dist 52W High is -3.6%, Dist 3Y High is -3.6%
4 Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 55x

Valuation, Metrics & Events

NPO Stock


Why The Stock Moved


Qualitative Assessment

AI Generated Analysis | Feedback

Here are the key points for Enpro's (NPO) stock movement from approximately August 31, 2025, to December 4, 2025: 1. Strong Third Quarter 2025 Earnings Report.

On November 4, 2025, Enpro announced robust financial results for the third quarter ended September 30, 2025, surpassing analyst expectations for both earnings per share (EPS) and revenue. The company reported a nearly 10% increase in sales, with the Advanced Surface Technologies (AST) segment achieving double-digit growth and the Sealing Technologies segment growing by 5.7%. Adjusted diluted EPS also saw a significant increase of over 14% compared to the prior year. 2. Raised Full-Year 2025 Guidance.

Following the strong Q3 performance, Enpro raised its full-year 2025 guidance for adjusted earnings and revenue growth. This updated outlook factored in the anticipated contributions from recently completed acquisitions, indicating a confident business trajectory.

Show more

Stock Movement Drivers

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
NPO Return15%47%-0%46%11%28%251%
Peers Return19%12%-20%37%-11%-12%14%
S&P 500 Return16%27%-19%24%23%16%112%

Monthly Win Rates [3]
NPO Win Rate50%75%42%50%50%70% 
Peers Win Rate55%50%42%57%42%48% 
S&P 500 Win Rate58%75%42%67%75%70% 

Max Drawdowns [4]
NPO Max Drawdown-53%-4%-30%-15%-9%-20% 
Peers Max Drawdown-42%-10%-41%-13%-20%-32% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: TEX, LNN, ASTE, HY, CMCO. 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 12/3/2025 (YTD)

How Low Can It Go

Unique KeyEventNPOS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-34.2%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven51.9%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven120 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-53.9%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven117.1%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven235 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-41.1%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven69.8%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven872 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-69.9%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven232.1%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven839 days1480 days

Compare to TEX, LNN, ASTE, HY, CMCO


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.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Enpro (NPO)

Better Bets than Enpro (NPO)

Trade Ideas

Select past ideas related to NPO. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
CNM_11212025_Dip_Buyer_FCFYield11212025CNMCore & MainDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
7.3%7.3%-1.6%
VRRM_11212025_Dip_Buyer_FCFYield11212025VRRMVerra MobilityDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
2.3%2.3%-1.2%
LII_11212025_Dip_Buyer_ValueBuy11212025LIILennox InternationalDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
4.8%4.8%0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025ADPAutomatic Data ProcessingMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
1.6%1.6%-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%11212025CWCurtiss-WrightQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
2.2%2.2%0.0%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
CNM_11212025_Dip_Buyer_FCFYield11212025CNMCore & MainDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
7.3%7.3%-1.6%
VRRM_11212025_Dip_Buyer_FCFYield11212025VRRMVerra MobilityDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
2.3%2.3%-1.2%
LII_11212025_Dip_Buyer_ValueBuy11212025LIILennox InternationalDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
4.8%4.8%0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025ADPAutomatic Data ProcessingMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
1.6%1.6%-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%11212025CWCurtiss-WrightQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
2.2%2.2%0.0%

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for Enpro

Peers to compare with:

Financials

NPOTEXLNNASTEHYCMCOMedian
NameEnpro Terex Lindsay Astec In.Hyster Y.Columbus. 
Mkt Price225.2849.68118.5545.7234.4017.0347.70
Mkt Cap4.83.31.31.00.60.51.2
Rev LTM1,1065,3446761,3693,9149781,238
Op Inc LTM1673918878864087
FCF LTM1522799045542972
FCF 3Y Avg13226686-7754381
CFO LTM1984121336211047122
CFO 3Y Avg1723921162011964118

Growth & Margins

NPOTEXLNNASTEHYCMCOMedian
NameEnpro Terex Lindsay Astec In.Hyster Y.Columbus. 
Rev Chg LTM6.4%4.6%11.4%6.7%-8.3%-2.4%5.5%
Rev Chg 3Y Avg2.2%8.9%-3.7%5.0%5.5%2.1%3.6%
Rev Chg Q9.9%14.4%-0.9%20.1%-3.6%7.7%8.8%
QoQ Delta Rev Chg LTM2.4%3.4%-0.2%4.5%-0.9%2.0%2.2%
Op Mgn LTM15.1%7.3%13.0%5.7%2.2%4.1%6.5%
Op Mgn 3Y Avg13.9%10.4%13.6%3.9%4.2%7.7%9.1%
QoQ Delta Op Mgn LTM0.3%0.1%-0.3%-0.3%-0.8%0.1%-0.1%
CFO/Rev LTM17.9%7.7%19.7%4.5%2.8%4.8%6.3%
CFO/Rev 3Y Avg16.0%7.5%17.7%1.5%2.9%6.4%7.0%
FCF/Rev LTM13.7%5.2%13.4%3.3%1.4%3.0%4.3%
FCF/Rev 3Y Avg12.2%5.1%13.1%-0.5%1.8%4.4%4.8%

Valuation

NPOTEXLNNASTEHYCMCOMedian
NameEnpro Terex Lindsay Astec In.Hyster Y.Columbus. 
Mkt Cap4.83.31.31.00.60.51.2
P/S4.30.62.30.80.20.40.7
P/EBIT30.98.815.813.412.011.112.7
P/E55.221.620.623.0241.9103.739.1
P/CFO24.18.211.517.85.98.710.1
Total Yield2.2%6.0%5.9%5.4%4.2%2.9%4.8%
Dividend Yield0.4%1.4%1.0%1.1%3.8%1.9%1.2%
FCF Yield 3Y Avg3.9%7.4%6.2%-0.6%9.0%5.7%6.0%
D/E0.10.80.10.30.71.10.5
Net D/E0.10.6-0.10.30.61.00.4

Returns

NPOTEXLNNASTEHYCMCOMedian
NameEnpro Terex Lindsay Astec In.Hyster Y.Columbus. 
1M Rtn-3.5%7.8%6.0%-2.0%-2.2%6.4%2.0%
3M Rtn6.5%1.2%-12.8%0.3%-4.4%19.4%0.7%
6M Rtn19.6%9.7%-12.7%15.7%-13.9%15.5%12.6%
12M Rtn18.5%-8.6%-7.4%19.1%-36.6%-55.6%-8.0%
3Y Rtn92.5%12.2%-30.8%8.6%21.4%-46.2%10.4%
1M Excs Rtn-3.5%7.9%6.1%-2.0%-2.2%6.4%2.0%
3M Excs Rtn-1.3%-8.7%-19.5%-7.7%-11.5%9.5%-8.2%
6M Excs Rtn4.9%-5.0%-27.4%1.0%-28.6%0.8%-2.1%
12M Excs Rtn6.5%-21.5%-23.2%6.4%-50.1%-69.5%-22.4%
3Y Excs Rtn26.2%-56.4%-102.8%-62.9%-40.5%-116.3%-59.7%

Financials

Segment Financials

Assets by Segment

$ Mil20242023202220212020
Advanced Surface Technologies1,3861,5201,686768434
Sealing Technologies687690698742882
Corporate426423426328205
Discontinued operations 16  254
Engineered Materials  160246259
Total2,5002,6482,9702,0842,035


Price Behavior

Short Interest

Short Interest: As Of Date11142025
Short Interest: Shares Quantity497,522
Short Interest: % Change Since 1031202529.0%
Average Daily Volume213,550
Days-to-Cover Short Interest2.33
Basic Shares Quantity21,100,000
Short % of Basic Shares2.4%

SEC Filings

Expand for More

Report DateFiling DateFiling
93020251104202510-Q 9/30/2025
6302025805202510-Q 6/30/2025
3312025506202510-Q 3/31/2025
12312024221202510-K 12/31/2024
93020241105202410-Q 9/30/2024
6302024806202410-Q 6/30/2024
3312024508202410-Q 3/31/2024
12312023227202410-K 12/31/2023
93020231031202310-Q 9/30/2023
6302023809202310-Q 6/30/2023
3312023502202310-Q 3/31/2023
12312022301202310-K 12/31/2022
93020221107202210-Q 9/30/2022
6302022802202210-Q 6/30/2022
3312022502202210-Q 3/31/2022
12312021301202210-K 12/31/2021