Enpro (NPO)
Market Price (4/22/2026): $281.99 | Market Cap: $5.9 BilSector: Industrials | Industry: Industrial Machinery & Supplies & Components
Enpro (NPO)
Market Price (4/22/2026): $281.99Market Cap: $5.9 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 13% Low stock price volatilityVol 12M is 35% Megatrend and thematic driversMegatrends include Advanced Materials, Hydrogen Economy, and Water Infrastructure. Themes include Specialty Chemicals for Performance, Show more. | Trading close to highsDist 52W High is -1.1%, Dist 3Y High is -1.1% | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 65x, P/EPrice/Earnings or Price/(Net Income) is 146x Stock price has recently run up significantly12M Rtn12 month market price return is 106% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.1% Key risksNPO key risks include [1] its dependence on cyclical end-markets, 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 13% |
| Low stock price volatilityVol 12M is 35% |
| Megatrend and thematic driversMegatrends include Advanced Materials, Hydrogen Economy, and Water Infrastructure. Themes include Specialty Chemicals for Performance, Show more. |
| Trading close to highsDist 52W High is -1.1%, Dist 3Y High is -1.1% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 65x, P/EPrice/Earnings or Price/(Net Income) is 146x |
| Stock price has recently run up significantly12M Rtn12 month market price return is 106% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.1% |
| Key risksNPO key risks include [1] its dependence on cyclical end-markets, Show more. |
Qualitative Assessment
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Enpro (NPO) stock has gained about 30% since 12/31/2025 because of the following key factors:
1. Enpro reported strong fourth-quarter 2025 financial results, surpassing analyst expectations for both earnings and revenue. The company announced an adjusted diluted earnings per share (EPS) of $1.99, exceeding the consensus estimate of $1.91 by $0.08. Additionally, quarterly revenue grew 14.3% year-over-year to $295.4 million, beating analysts' expectations of $280.5 million.
2. The company provided robust financial guidance for the full-year 2026, signaling continued growth. Enpro introduced guidance expecting revenue growth in the range of 8% to 12% and adjusted diluted earnings per share between $8.50 and $9.20 for 2026.
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1. Enpro reported strong fourth-quarter 2025 financial results, surpassing analyst expectations for both earnings and revenue. The company announced an adjusted diluted earnings per share (EPS) of $1.99, exceeding the consensus estimate of $1.91 by $0.08. Additionally, quarterly revenue grew 14.3% year-over-year to $295.4 million, beating analysts' expectations of $280.5 million.
2. The company provided robust financial guidance for the full-year 2026, signaling continued growth. Enpro introduced guidance expecting revenue growth in the range of 8% to 12% and adjusted diluted earnings per share between $8.50 and $9.20 for 2026.
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Stock Movement Drivers
Fundamental Drivers
The 31.9% change in NPO stock from 12/31/2025 to 4/21/2026 was primarily driven by a 180.0% change in the company's P/E Multiple.| (LTM values as of) | 12312025 | 4212026 | Change |
|---|---|---|---|
| Stock Price ($) | 213.86 | 282.00 | 31.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,106 | 1,143 | 3.3% |
| Net Income Margin (%) | 7.8% | 3.5% | -54.6% |
| P/E Multiple | 52.2 | 146.2 | 180.0% |
| Shares Outstanding (Mil) | 21 | 21 | 0.5% |
| Cumulative Contribution | 31.9% |
Market Drivers
12/31/2025 to 4/21/2026| Return | Correlation | |
|---|---|---|
| NPO | 31.9% | |
| Market (SPY) | -5.4% | 58.7% |
| Sector (XLI) | 10.5% | 78.1% |
Fundamental Drivers
The 25.1% change in NPO stock from 9/30/2025 to 4/21/2026 was primarily driven by a 161.3% change in the company's P/E Multiple.| (LTM values as of) | 9302025 | 4212026 | Change |
|---|---|---|---|
| Stock Price ($) | 225.40 | 282.00 | 25.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,081 | 1,143 | 5.8% |
| Net Income Margin (%) | 7.8% | 3.5% | -54.8% |
| P/E Multiple | 56.0 | 146.2 | 161.3% |
| Shares Outstanding (Mil) | 21 | 21 | 0.0% |
| Cumulative Contribution | 25.1% |
Market Drivers
9/30/2025 to 4/21/2026| Return | Correlation | |
|---|---|---|
| NPO | 25.1% | |
| Market (SPY) | -2.9% | 60.3% |
| Sector (XLI) | 11.5% | 74.0% |
Fundamental Drivers
The 75.3% change in NPO stock from 3/31/2025 to 4/21/2026 was primarily driven by a 215.6% change in the company's P/E Multiple.| (LTM values as of) | 3312025 | 4212026 | Change |
|---|---|---|---|
| Stock Price ($) | 160.86 | 282.00 | 75.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,049 | 1,143 | 9.0% |
| Net Income Margin (%) | 7.0% | 3.5% | -49.0% |
| P/E Multiple | 46.3 | 146.2 | 215.6% |
| Shares Outstanding (Mil) | 21 | 21 | 0.0% |
| Cumulative Contribution | 75.3% |
Market Drivers
3/31/2025 to 4/21/2026| Return | Correlation | |
|---|---|---|
| NPO | 75.3% | |
| Market (SPY) | 16.3% | 68.6% |
| Sector (XLI) | 32.2% | 75.8% |
Fundamental Drivers
The 177.6% change in NPO stock from 3/31/2023 to 4/21/2026 was primarily driven by a 1319.1% change in the company's P/E Multiple.| (LTM values as of) | 3312023 | 4212026 | Change |
|---|---|---|---|
| Stock Price ($) | 101.60 | 282.00 | 177.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,099 | 1,143 | 4.0% |
| Net Income Margin (%) | 18.7% | 3.5% | -81.0% |
| P/E Multiple | 10.3 | 146.2 | 1319.1% |
| Shares Outstanding (Mil) | 21 | 21 | -1.0% |
| Cumulative Contribution | 177.6% |
Market Drivers
3/31/2023 to 4/21/2026| Return | Correlation | |
|---|---|---|
| NPO | 177.6% | |
| Market (SPY) | 63.3% | 60.1% |
| Sector (XLI) | 76.7% | 69.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| NPO Return | 47% | -0% | 46% | 11% | 25% | 33% | 293% |
| Peers Return | 21% | -10% | 32% | 25% | 15% | 18% | 143% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 4% | 89% |
Monthly Win Rates [3] | |||||||
| NPO Win Rate | 75% | 42% | 50% | 50% | 58% | 75% | |
| Peers Win Rate | 58% | 37% | 57% | 62% | 58% | 75% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| NPO Max Drawdown | -4% | -30% | -15% | -9% | -20% | 0% | |
| Peers Max Drawdown | -9% | -28% | -6% | -6% | -23% | -0% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: PH, FLS, DOV, ITT, IEX. 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] 2026 data is for the year up to 4/21/2026 (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 PH, FLS, DOV, ITT, IEX
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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About Enpro (NPO)
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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Like a specialized 3M, focused on high-performance seals, bearings, and advanced surface technologies for industrial equipment.
The 'Intel Inside' for industrial machinery, providing critical components like seals, bearings, and specialized coatings.
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Here are the major products and services offered by Enpro (NPO):
- Industrial Seals and Gaskets: Offers a wide range of metallic, non-metallic, and composite material gaskets, compression packing, hydraulic components, expansion joints, wall penetration products, and various mechanical seals for diverse industrial applications.
- Aseptic Fluid Transfer Products: Provides single-use hygienic seals, tubing, components, and assemblies specifically for the pharmaceutical and biopharmaceutical industries.
- Critical Component Services: Delivers cleaning, coating, testing, refurbishment, and verification services for critical components in semiconductor manufacturing, space, aerospace, and defense markets.
- Optical Filters and Thin-Film Coatings: Manufactures specialized optical filters and thin-film coatings for industrial technology, life sciences, and semiconductor applications.
- Engineered Bearing Products: Produces self-lubricating, non-rolling, metal polymer, engineered plastics, and fiber reinforced composite bearing products for various industrial markets.
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Major Customers of Enpro (NPO)
Enpro Industries, Inc. primarily sells engineered industrial products and services to other companies (Business-to-Business or B2B) across a wide array of industrial sectors. The provided background description details the industries and markets Enpro serves, rather than listing specific customer company names.
Based on the company description, Enpro's major customers are other companies operating within the following broad categories of industries:
- Heavy Industrial and Process Industries: This category includes companies involved in chemical and petrochemical processing, pulp and paper processing, power generation, primary metal manufacturing, mining, water and waste treatment, natural gas, refining, automotive, heavy-duty trucking, machine tools, air treatment, and general industrial manufacturing.
- High-Technology and Specialized Applications: This encompasses companies in semiconductor manufacturing (equipment and fabrication), aerospace, space, defense, industrial technology, and filtration.
- Life Sciences and Health: This category serves companies in pharmaceutical and biopharmaceutical processing, food processing, and the broader health industry.
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Eric Vaillancourt, President and Chief Executive Officer
Eric Vaillancourt has served as President and Chief Executive Officer of Enpro since November 28, 2021, having previously served as Interim President and Chief Executive Officer since August 2, 2021. He has spent 12 years in various leadership positions within Enpro, most recently as President of Enpro's Sealing Technologies segment. Prior to joining Enpro in 2009, Mr. Vaillancourt held positions of increasing responsibility with Bluelinx Corporation, where he ultimately served as Regional Vice President North-Sales and Distribution.
Joe Bruderek, Executive Vice President and Chief Financial Officer
Joe Bruderek is currently Executive Vice President and Chief Financial Officer, a position he has held since April 2024. Prior to joining Enpro, he served as Vice President, Commodities and Corporate Strategy of Momentive Performance Materials Inc. from April 2022 to June 2023. Momentive Performance Materials Inc. was formerly a division of General Electric Company. Mr. Bruderek served in various financial roles of increasing responsibility at Momentive and General Electric from 2000 to 2006. While at Momentive, he led the company's Vision 2025 efforts, including strategic portfolio transformation initiatives that repositioned the company toward specialty businesses and drove substantial profitability enhancements.
Larisa Joiner, Senior Vice President and Chief Information Officer
Larisa Joiner has been Senior Vice President and Chief Information Officer since December 2024, and previously served as Vice President and Chief Information Officer since March 2017. She joined Enpro in 2013, holding various Information Technology positions, including Director, Global Project Management Office from 2014 to 2017. Before her time at Enpro, Ms. Joiner led an application development team for BlueLinx Corporation from 2011 to 2013 and held multiple system analyst and project management roles at Georgia Pacific, LLC.
Robert S. McLean, Executive Vice President, General Counsel and Chief Administrative Officer
Robert S. McLean is Executive Vice President, a position he has held since July 2017. He has also served as Chief Administrative Officer since January 2016, and General Counsel of Enpro since May 2012. Prior to these roles, Mr. McLean was Vice President, Legal and Assistant Secretary from April 2010 to May 2012.
Michael Faulkner, President, Sealing Technologies
Michael Faulkner is currently President of Enpro's Sealing Technologies division. He previously served as President and CEO at Weco Manufacturing Group. From 2005 to 2021, Mr. Faulkner held various leadership positions across Enpro, including Vice President/General Manager for GPT, Vice President, Americas for Garlock, and Division President for Garlock.
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Key Business Risks for Enpro (NPO)
- Reliance on Key Customers and Semiconductor Market Volatility: Enpro faces a concentration risk, particularly within its Advanced Surface Technologies segment, which is highly dependent on a small number of significant customers in the semiconductor manufacturing equipment industry. The consolidation in this industry means a few companies control a significant majority of global production. A loss of one or more of these key customers or adverse changes in these relationships could materially impact Enpro's business. Additionally, this segment is vulnerable to "choppy demand" in the broader semiconductor market, especially for capital equipment.
- Exposure to Cyclical Industrial End-Markets: Enpro's various segments serve a range of industrial end-markets, many of which are cyclical. This exposure makes the company susceptible to economic downturns or periods of reduced industrial demand. For instance, the Sealing Technologies segment has experienced "continued softness" in the commercial vehicle Original Equipment Manufacturer (OEM) market.
- Competitive Pressures and Technological Advancements: Enpro operates in highly competitive environments across its segments, where technological advancements are rapid and constant. Intense competition exists, particularly in the Advanced Surface Technologies segment for optical coatings and precision cleaning. Competitors introducing new products or services could erode Enpro's market share if the company fails to maintain its pace of innovation and continuously invest in research and development.
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Enpro (NPO) operates in several industrial markets, providing engineered products and services. The addressable markets for its main product and service categories are outlined below:
Sealing Technologies
- Mechanical Seals: The global market for mechanical seals was valued at approximately USD 5.2 billion in 2024 and is projected to reach USD 6.5 billion by 2030, growing at a Compound Annual Growth Rate (CAGR) of 3.9% from 2024 to 2030.
- Industrial Gaskets and Seals: The global gaskets and seals market size was valued at USD 61.57 billion in 2025. It is projected to grow to USD 91.39 billion by 2034, with a CAGR of 4.5% during 2026-2034. Specifically, the global industrial gaskets market was valued at USD 11.87 billion in 2023 and is expected to reach USD 19.48 billion by 2032, with a CAGR of 5.66% during 2024-2032. The U.S. industrial gaskets market is projected to grow from USD 1.91 billion in 2023 to USD 3.23 billion by 2032, at a CAGR of 6.04%. The Europe industrial gaskets market was valued at USD 2.8 billion in 2024 and is projected to reach USD 3.9 billion by 2030, exhibiting a CAGR of 5.7%.
- Hygienic Seals and Aseptic Fluid Transfer Products (Pharmaceutical and Biopharmaceutical): The global pharmaceutical processing seals market was estimated at USD 2.52 billion in 2023 and is projected to reach USD 5.40 billion by 2030, growing at a CAGR of 10.2% from 2024 to 2030. The global pharmaceutical fluid handling market is expected to reach US$ 18.74 billion by 2034 from US$ 12.37 billion in 2025, registering a CAGR of 4.72% during 2026–2034. The Single Use Products in Biopharmaceuticals Market is estimated to be valued at USD 21.7 billion in 2026 and is expected to reach USD 34.4 billion by 2033, exhibiting a CAGR of 11.7% from 2026 to 2033.
Advanced Surface Technologies
- Cleaning, Coating, Testing, Refurbishment, and Verification Services for Semiconductor Manufacturing Equipment: The global semiconductor equipment cleaning service market was valued at USD 1.01 billion in 2025 and is projected to reach USD 2.05 billion by 2035, with a CAGR of 7.3% during 2026-2035. The Cleaning & Coating for Semiconductor Equipment Parts market was valued at approximately USD 1.6 billion in 2024 and is anticipated to reach around USD 2.6 billion by 2033, reflecting a CAGR of 6.6% from 2025 to 2033.
- Specialized Optical Filters and Thin-Film Coatings: The global optical coatings market was valued at USD 23.81 billion in 2025 and is predicted to increase to approximately USD 50.37 billion by 2035, with a CAGR of 7.78% from 2026 to 2035. The global optical filters market size was valued at USD 1.21 billion in 2022 and is estimated to reach USD 2.22 billion by 2031, growing at a CAGR of 7.01% during the forecast period (2023–2031).
Engineered Materials
- Self-Lubricating Bearing Products: The global self-lubricating bearings market size was valued at USD 5630.8 million (USD 5.63 billion) in 2025 and is expected to reach USD 8797.6 million (USD 8.80 billion) by 2034, growing at a CAGR of 4.5% from 2025 to 2034. Another estimate placed the global self-lubricating bearings market at USD 3.76 billion in 2024, projected to grow with a CAGR of 5.3% from 2025 to 2034.
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Here are 4-5 expected drivers of future revenue growth for Enpro (NPO) over the next 2-3 years:
- Strategic Acquisitions: Enpro is actively pursuing and integrating strategic acquisitions to bolster its revenue. Recent examples include the AMI acquisition in late 2024, and the Alpha Measurement Solutions and Overlook Industries acquisitions completed in 2025. These acquisitions are anticipated to contribute significantly to total sales growth in the coming years, with an estimated $60 million from Alpha and Overlook expected in 2026 alone. The company aims for disciplined, high-quality M&A that adds complementary talent, technology, and process expertise, expanding its capabilities and market reach.
- Recovery and Growth in Advanced Surface Technologies (AST) Segment: The Advanced Surface Technologies segment is poised for revenue growth driven by an expected recovery in the semiconductor market. Enpro anticipates sequential improvement in AST sales through late 2024 and 2025, fueled by continued growth in its advanced node cleaning business, a better outlook for coatings and refurbishment, and improving demand for critical in-chamber tools. Management projects high single-digit sales growth for AST in 2026, with a stronger second half. Strategic investments, including capacity expansion in Arizona and Asia, are underway to capitalize on long-term growth opportunities in this segment. The Enpro 3.0 strategy specifically targets at least high single-digit organic growth for AST.
- Sustained Performance and Organic Growth in Sealing Technologies: The Sealing Technologies segment consistently demonstrates strong performance and contributes significantly to profitability. Future revenue growth in this segment is expected to come from continued strength in key end markets such as aerospace, food and biopharma, nuclear, and domestic general industrial applications. Enpro aims for mid-single-digit organic growth in Sealing Technologies for 2026. The segment's strong aftermarket positions, strategic pricing actions, and continuous improvement initiatives also contribute to stable and increasing revenue.
- Enpro 3.0 Strategy and Targeted Organic Growth Investments: Enpro's overarching "Enpro 3.0" strategy is designed to accelerate profitable growth through 2030, targeting mid-to-high single-digit organic top-line growth. The company is committed to generating substantial free cash flow and allocating a significant portion of its capital expenditures to strategic organic growth opportunities and efficiency projects. This includes focused investments in leading-edge platforms and differentiated products across its segments, aiming for sustainable, high-margin revenue growth.
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Share Repurchases
- Enpro had an outstanding $50 million share repurchase authorization expiring in October 2026.
- A new share repurchase authorization, for up to $50.0 million, was approved in October 2024, replacing a prior expired authorization under which no shares were purchased.
Share Issuance
- Enpro's shares outstanding were approximately 21 million from 2022 through 2024, with a slight annual increase of 0.48% from 2021 to 2024.
- In February 2025, stock options for approximately 32,000 common shares were issued to certain key executives.
Outbound Investments
- In October 2025, Enpro entered into agreements to acquire AlpHa Measurement Solutions and Overlook Industries for approximately $280 million in cash to enhance its Sealing Technologies segment.
- In January 2024, Enpro completed the acquisition of Advanced Micro Instruments, Inc. (AMI) for $210 million.
- Enpro is pursuing acquisitions as part of its "Enpro 3.0" strategy, focusing on new growth areas and capabilities to drive long-term shareholder value.
Capital Expenditures
- Capital expenditures were $48.1 million in 2025, $32.9 million in 2024, and $33.9 million in 2023.
- The company expects capital expenditures of around $50 million for 2025 to support future growth opportunities.
- Enpro aims to allocate about 3.5% to 4% of its revenue to capital expenditures, with two-thirds directed towards high-margin growth projects.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Enpro Earnings Notes | 12/27/2025 | |
| How Low Can Enpro Stock Really Go? | 10/17/2025 | |
| Better Bet Than NPO Stock: Pay Less Than Enpro To Get More From SPXC | 08/15/2025 | |
| NPO Dip Buy Analysis | 07/10/2025 | |
| Enpro Total Shareholder Return (TSR): 11.4% in 2024 and 17.9% 3-yr compounded annual returns (above peer average) | 03/07/2025 | |
| Enpro (NPO) Operating Cash Flow Comparison | 02/17/2025 | |
| Enpro (NPO) Net Income Comparison | 02/16/2025 | |
| Enpro (NPO) Operating Income Comparison | 02/15/2025 | |
| ARTICLES | ||
| Better Bet Than Enpro Stock: Pay Less To Get More From SPXC | 08/15/2025 |
Trade Ideas
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| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 03312026 | NSP | Insperity | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 03312026 | TNC | Tennant | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 03272026 | ADP | Automatic Data Processing | 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 | 1.0% | 1.0% | 0.0% |
| 03272026 | HURN | Huron Consulting | 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 | 4.0% | 4.0% | 0.0% |
| 03272026 | TRU | TransUnion | 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 | 5.2% | 5.2% | 0.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 219.80 |
| Mkt Cap | 16.4 |
| Rev LTM | 4,334 |
| Op Inc LTM | 702 |
| FCF LTM | 582 |
| FCF 3Y Avg | 544 |
| CFO LTM | 674 |
| CFO 3Y Avg | 639 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.1% |
| Rev Chg 3Y Avg | 4.5% |
| Rev Chg Q | 8.9% |
| QoQ Delta Rev Chg LTM | 2.1% |
| Op Inc Chg LTM | 10.0% |
| Op Inc Chg 3Y Avg | 10.2% |
| Op Mgn LTM | 17.2% |
| Op Mgn 3Y Avg | 16.6% |
| QoQ Delta Op Mgn LTM | 0.3% |
| CFO/Rev LTM | 17.3% |
| CFO/Rev 3Y Avg | 16.9% |
| FCF/Rev LTM | 13.8% |
| FCF/Rev 3Y Avg | 13.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 16.4 |
| P/S | 4.4 |
| P/Op Inc | 23.6 |
| P/EBIT | 23.5 |
| P/E | 33.2 |
| P/CFO | 24.3 |
| Total Yield | 3.7% |
| Dividend Yield | 0.7% |
| FCF Yield 3Y Avg | 4.1% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 12.5% |
| 3M Rtn | 9.1% |
| 6M Rtn | 27.0% |
| 12M Rtn | 77.9% |
| 3Y Rtn | 165.6% |
| 1M Excs Rtn | 3.9% |
| 3M Excs Rtn | 5.1% |
| 6M Excs Rtn | 24.1% |
| 12M Excs Rtn | 40.1% |
| 3Y Excs Rtn | 94.9% |
Comparison Analyses
Price Behavior
Price Behavior
| Market Price | $282.00 | |
| Market Cap ($ Bil) | 5.9 | |
| First Trading Date | 05/24/2002 | |
| Distance from 52W High | -1.1% | |
| 50 Days | 200 Days | |
| DMA Price | $262.36 | $231.72 |
| DMA Trend | up | up |
| Distance from DMA | 7.5% | 21.7% |
| 3M | 1YR | |
| Volatility | 37.2% | 34.8% |
| Downside Capture | 0.01 | 0.62 |
| Upside Capture | 147.86 | 181.78 |
| Correlation (SPY) | 47.0% | 55.7% |
NPO Betas & Captures as of 3/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.04 | 1.46 | 1.62 | 1.70 | 1.39 | 1.41 |
| Up Beta | 0.13 | 1.46 | 1.27 | 0.72 | 1.24 | 1.35 |
| Down Beta | 2.23 | 2.23 | 2.12 | 1.67 | 1.36 | 1.36 |
| Up Capture | 305% | 173% | 226% | 281% | 250% | 420% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 10 | 23 | 36 | 70 | 136 | 402 |
| Down Capture | 153% | 78% | 91% | 153% | 126% | 108% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 12 | 19 | 27 | 56 | 116 | 348 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with NPO | |
|---|---|---|---|---|
| NPO | 97.1% | 35.1% | 1.98 | - |
| Sector ETF (XLI) | 38.5% | 15.4% | 1.91 | 70.8% |
| Equity (SPY) | 23.7% | 12.7% | 1.52 | 59.0% |
| Gold (GLD) | 41.4% | 27.5% | 1.25 | 8.7% |
| Commodities (DBC) | 22.4% | 16.2% | 1.25 | 1.9% |
| Real Estate (VNQ) | 14.2% | 13.8% | 0.72 | 39.4% |
| Bitcoin (BTCUSD) | -10.4% | 42.7% | -0.14 | 25.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with NPO | |
|---|---|---|---|---|
| NPO | 27.7% | 34.7% | 0.78 | - |
| Sector ETF (XLI) | 12.9% | 17.3% | 0.59 | 69.5% |
| Equity (SPY) | 10.8% | 17.1% | 0.49 | 58.5% |
| Gold (GLD) | 21.6% | 17.8% | 0.99 | 9.6% |
| Commodities (DBC) | 10.9% | 18.8% | 0.47 | 17.6% |
| Real Estate (VNQ) | 4.1% | 18.8% | 0.12 | 45.7% |
| Bitcoin (BTCUSD) | 3.8% | 56.4% | 0.29 | 23.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with NPO | |
|---|---|---|---|---|
| NPO | 18.7% | 37.7% | 0.57 | - |
| Sector ETF (XLI) | 14.0% | 19.9% | 0.62 | 71.6% |
| Equity (SPY) | 13.9% | 17.9% | 0.67 | 63.1% |
| Gold (GLD) | 13.7% | 15.9% | 0.71 | 3.9% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | 25.2% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 49.5% |
| Bitcoin (BTCUSD) | 68.0% | 66.9% | 1.07 | 15.7% |
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 |
| 2/18/2026 | 0.7% | 3.2% | -6.9% |
| 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% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 14 | 12 |
| # Negative | 8 | 8 | 10 |
| Median Positive | 3.7% | 5.2% | 10.6% |
| Median Negative | -6.1% | -4.3% | -6.7% |
| Max Positive | 8.7% | 22.6% | 32.8% |
| Max Negative | -9.7% | -8.2% | -17.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/19/2026 | 10-K |
| 09/30/2025 | 11/04/2025 | 10-Q |
| 06/30/2025 | 08/05/2025 | 10-Q |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 02/21/2025 | 10-K |
| 09/30/2024 | 11/05/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 02/27/2024 | 10-K |
| 09/30/2023 | 10/31/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/02/2023 | 10-Q |
| 12/31/2022 | 03/01/2023 | 10-K |
| 09/30/2022 | 11/07/2022 | 10-Q |
| 06/30/2022 | 08/02/2022 | 10-Q |
| 03/31/2022 | 05/02/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q4 2025 Earnings Reported 2/18/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue Growth | 8.0% | 10.0% | 12.0% | 33.3% | 2.5% | Raised | Guidance: 7.5% for 2025 |
| 2026 Adjusted EBITDA | 305.00 Mil | 312.50 Mil | 320.00 Mil | 12.6% | Raised | Guidance: 277.50 Mil for 2025 | |
| 2026 Adjusted Diluted EPS | 8.5 | 8.85 | 9.2 | 12.0% | Raised | Guidance: 7.9 for 2025 | |
Prior: Q3 2025 Earnings Reported 11/4/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2025 Revenue Growth | 7.0% | 7.5% | 8.0% | 25.0% | 1.5% | Raised | Guidance: 6.0% for 2025 |
| 2025 Adjusted EBITDA | 275.00 Mil | 277.50 Mil | 280.00 Mil | 0.9% | Raised | Guidance: 275.00 Mil for 2025 | |
| 2025 Adjusted Diluted EPS | 7.75 | 7.9 | 8.05 | 0.6% | Raised | Guidance: 7.85 for 2025 | |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Vaillancourt, Eric A | President and CEO | Direct | Sell | 11072025 | 227.00 | 2,272 | 515,744 | 8,636,669 | Form |
| 2 | McLean, Robert Savage | EVP, GC, and CAO | Direct | Sell | 8202025 | 223.77 | 2,541 | 568,601 | 6,515,308 | Form |
| 3 | Bower, Steven R | SVP, Controller and CAO | Direct | Sell | 3022026 | 265.15 | 507 | 134,430 | 1,244,870 | Form |
| 4 | Humphrey, John | GRAT (Grantor Retained Annuity Trust) | Sell | 2252026 | 268.69 | 1,300 | 349,297 | 859,808 | Form | |
| 5 | Brueck, Felix M | Direct | Sell | 2252026 | 275.84 | 5,853 | 1,614,469 | 432,235 | Form |
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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