📊 NPO Key Takeaways
Is NPO a Good Investment? Thesis Analysis
Enpro demonstrates solid operational performance with 9% revenue growth and healthy free cash flow generation of $96.5M, supported by a conservative capital structure and strong interest coverage. However, the 44.6% decline in diluted EPS coupled with flat net income growth and low ROE/ROA suggest profitability challenges that warrant caution despite improving top-line momentum.
Why Buy NPO? Key Strengths
- Revenue growth of 9% YoY demonstrates market expansion in the industrial sealing devices sector
- Strong free cash flow of $96.5M (8.4% FCF margin) indicates solid operational cash generation and sustainability
- Conservative leverage with 0.42x debt/equity ratio and robust 15.7x interest coverage ratio provides financial flexibility
- Healthy liquidity position with 2.32x current ratio and 1.50x quick ratio indicating operational stability
- Gross margin of 42.6% reflects reasonable pricing power and cost structure management
NPO Investment Risks to Consider
- Diluted EPS collapsed 44.6% despite flat net income, suggesting significant share dilution or unfavorable capital allocation
- Depressed returns on equity (2.6%) and assets (1.5%) indicate inefficient capital utilization and value destruction
- Net margin of only 3.5% limits profitability despite 14.1% operating margin, suggesting elevated non-operating expenses or tax burden
- Operating income growth not keeping pace with revenue growth indicates potential operational leverage deterioration
- High insider activity (45 Form 4 filings in 90 days) warrants monitoring for potential value concerns or changes in management confidence
Key Metrics to Watch
- Net income growth trajectory and operating margin expansion to validate profitability sustainability
- Share dilution and diluted EPS recovery to assess capital allocation decisions and shareholder value creation
- Free cash flow conversion and capital expenditure trends to ensure reinvestment supports future growth
- Return on equity and return on assets improvement to confirm better capital efficiency
NPO Financial Metrics
💡 AI Analyst Insight
Strong liquidity with a 2.32x current ratio provides a solid financial cushion.
NPO Profitability Ratios
NPO vs Energy Sector
How Enpro Inc. compares to Energy sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is NPO Overvalued or Undervalued?
Based on fundamental analysis, Enpro Inc. shows some fundamental concerns relative to the Energy sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
NPO Balance Sheet & Liquidity
NPO 5-Year Financial Trend & Growth Analysis
5-Year Trend Summary: Enpro Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.05 reflects profitable operations.
NPO Growth Metrics (YoY)
NPO Quarterly Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $260.9M | $12.5M | $0.94 |
| Q2 2025 | $271.9M | $12.5M | $1.25 |
| Q1 2025 | $257.5M | $12.5M | $0.59 |
| Q3 2024 | $250.7M | $8.3M | $0.39 |
| Q2 2024 | $271.9M | $12.5M | $-0.89 |
| Q1 2024 | $257.5M | $12.5M | $0.59 |
| Q3 2023 | $250.7M | $8.3M | $0.39 |
| Q2 2023 | $276.9M | $16.8M | $-0.89 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
NPO Capital Allocation
NPO SEC 10-K & 10-Q Filing Analysis
Access official SEC EDGAR filings for Enpro Inc. (CIK: 0001164863)
📋 Recent SEC Filings
❓ Frequently Asked Questions about NPO
What is the AI rating for NPO?
Enpro Inc. (NPO) has an AI rating of BUY with 72% confidence, based on fundamental analysis of SEC EDGAR filings.
What are NPO's key strengths?
Claude: Revenue growth of 9% YoY demonstrates market expansion in the industrial sealing devices sector. Strong free cash flow of $96.5M (8.4% FCF margin) indicates solid operational cash generation and sustainability.
What are the risks of investing in NPO?
Claude: Diluted EPS collapsed 44.6% despite flat net income, suggesting significant share dilution or unfavorable capital allocation. Depressed returns on equity (2.6%) and assets (1.5%) indicate inefficient capital utilization and value destruction.
What is NPO's revenue and growth?
Enpro Inc. reported revenue of $1.1B.
Does NPO pay dividends?
Enpro Inc. pays dividends, with $26.2M distributed to shareholders in the trailing twelve months.
Where can I find NPO SEC filings?
Official SEC filings for Enpro Inc. (CIK: 0001164863) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is NPO's EPS?
Enpro Inc. has a diluted EPS of $1.91.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is NPO a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Enpro Inc. has a BUY rating with 72% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is NPO stock overvalued or undervalued?
Valuation metrics for NPO: ROE of 2.6% (sector avg: 14%), net margin of 3.5% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.
Should I buy NPO stock in 2026?
Our dual AI analysis gives Enpro Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is NPO's free cash flow?
Enpro Inc.'s operating cash flow is $138.5M, with capital expenditures of $42.0M. FCF margin is 8.4%.
How does NPO compare to other Energy stocks?
Vs Energy sector averages: Net margin 3.5% (avg: 12%), ROE 2.6% (avg: 14%), current ratio 2.32 (avg: 1.3).