NPO Enpro Inc.
Price Chart
Executive Summary
Enpro reported Q1 2026 results with revenue of $303.0M (+10.9% YoY) and GAAP diluted EPS of $1.29 (+12.2% YoY). Adjusted diluted EPS of $2.14 beat consensus of $2.08 by 2.9%. The company raised full-year 2026 guidance across all metrics, now expecting revenue growth of 10-14%, adjusted EBITDA of $315-330M, and adjusted EPS of $8.85-9.50. Strong semiconductor demand and steady Sealing Technologies performance drove the beat and guidance raise.
Key Financial Metrics
Actionable Insight
The guidance raise combined with strong Q1 execution and accelerating semiconductor demand creates a positive catalyst. Monitor the Q2 earnings call for AST order momentum and Sealing Technologies organic growth trajectory. The stock may re-rate higher given the raised guidance and improving free cash flow generation.
Key Facts
- Q1 2026 revenue $303.0M, up 10.9% YoY ($273.2M)
- GAAP diluted EPS $1.29 vs $1.15 YoY, up 12.2%
- Adjusted diluted EPS $2.14 vs consensus $2.08, a 2.9% beat
- Adjusted EBITDA $76.4M, up 12.7% YoY; margin expanded to 25.2% from 24.8%
- AST segment sales up 11.1% organically; adjusted segment EBITDA up 18.5%
- Sealing Technologies sales up 10.8% (0.4% organic decline excluding acquisitions)
- Free cash flow $26.5M, more than double $11.6M in prior-year period
- Full-year 2026 guidance raised: revenue growth 10-14% (from 8-12%), adjusted EBITDA $315-330M (from $305-320M), adjusted EPS $8.85-9.50 (from $8.50-9.20)
- Net leverage ratio improved to 1.9x from 2.0x; reduced revolver debt by $50M in Q1
Financial Impact
Q1 adjusted EPS beat consensus by $0.06 (2.9%); full-year guidance midpoint raised by $0.33 on EPS and $10M on EBITDA
Risk Factors
- Sealing Technologies organic sales declined 0.4% excluding acquisitions, indicating underlying softness in commercial vehicle and international industrial markets
- AST segment relies on semiconductor capital equipment cycle, which could slow
- Corporate expenses increased to $13.7M from $11.3M due to higher incentive compensation and restructuring costs
- Tariff and geopolitical risks cited in forward-looking statements
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-030116 |
| Document: npo-20260505.htm | 0001628280-26-030116 |
| Document: 0001628280-26-030116-index-headers.html | 0001628280-26-030116 |
| Document: 0001628280-26-030116-index.html | 0001628280-26-030116 |
| Document: 0001628280-26-030116.txt | 0001628280-26-030116 |
| 8-K Data (Synthetic) | 0001628280-26-030116 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 5, 2026
5w ago
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8-K
| $300.10 $316.20 | ▲ +5.36% | ▲ +0.41% | $322.82 (+7.57%) |
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Apr 20, 2026
7w ago
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8-K
| $282.00 $306.67 | ▲ +8.75% | ▲ +3.83% | $322.82 (+14.48%) |
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Feb 23, 2026
15w ago
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Insider Cluster
| $275.03 $253.45 | ▲ +7.85% | ▲ +3.90% | $322.82 (−17.38%) |
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Feb 23, 2026
15w ago
|
Insider Cluster
| $275.03 $253.45 | ▲ +7.85% | ▲ +3.90% | $322.82 (−17.38%) |
US Market Status
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