Enpro has delivered strong cash generation with a Piotroski F-Score of 9/9 and free cash flow at 308% of net income, but its valuation has moved ahead of fundamentals with a negative asymmetry ratio and the stock trading above its analyst price target, limiting near-term upside.
Thesis pillars
- Exceptional Cash Conversion→Stable
- Earnings Beat Consistency↑Improving
- Elevated Options Market Risk↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Feb 19, 2026· older than 90 days
Enpro Inc. (NPO) Stock Analysis
Range Bound setup
Industrials · Specialty Industrial Machinery
Sell if holding. Engine flags exit at $285.27. Sector modifier (Industrials): -0.7.
Enpro Inc. designs and manufactures sealing and advanced surface technology products across two segments—Sealing Technologies and Advanced Surface Technologies—serving semiconductor, industrial, aerospace, and other end markets from 15 primary facilities in 8 countries. The... Read more
Sell if holding. Engine flags exit at $285.27. Sector modifier (Industrials): -0.7. Chart setup: RSI 46 mid-range, Bollinger mid-band. Score 5.2/10, moderate confidence.
Passes 7/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, news boost earnings 0.60, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.
Recent developments
updated Oct 28, 2026Recent Developments — Enpro Inc.
Latest news
- NEWS Enpro Keeps Quarterly Dividend at $0.32 a Share, Payable Dec. 16 to Shareholders of Record on Dec. 2 - marketscreener.co — marketscreener.com Oct 28, 2026 neutral
- NEWS Enpro declares $0.32 dividend - TradingView — TradingView Oct 28, 2026 positive
- NEWS Enpro Declares Regular Quarterly Dividend - FinancialContent — FinancialContent Oct 28, 2026 neutral
- NEWS Enpro Inc. Declares Regular Quarterly Dividend, Payable on December 16, 2026 - www.marketscreener.com — www.marketscreener.com Oct 28, 2026 positive
- NEWS NPO Q3'26 Earnings: revenue estimate is 334.04M USD - TradingView — TradingView Oct 27, 2026 neutral
Latest item Oct 28, 2026 · Generated 2026-11-04T11:59:36Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- LOWCustomersingle AST customer (~24% of net sales)24%10-K Item 1A: 'a customer that accounted for approximately 24% of our 2025 consolidated net sales'
- MEDIUMSupplierChina rare earth minerals10-K Item 1A: 'Some of AST's operations rely upon sourcing certain rare earth minerals that historically have been sourced indirectly from China'
Material Events(8-K, last 90d)
- 2026-04-20Item 5.02LOWCIO Larisa R. Joiner to step down April 23, 2026; company conducting search for replacement. Joiner remains as employee at current salary through July 31, 2026 to facilitate transition; eligible for severance under Senior Officer Severance Plan upon termination.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Analyst Consensus
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine flags exit at $285.27. Sector modifier (Industrials): -0.7. Chart setup: RSI 46 mid-range, Bollinger mid-band. Prior stop was $265.30. Score 5.2/10, moderate confidence.
Analyst target: $331.07 (+16.1% upside). Prior stop was $265.30. Stop-loss: $265.30.
Sector modifier (Industrials): -0.7.
Enpro Inc. trades at a P/E of 97.0 (forward 25.9). TrendMatrix value score: 4.2/10. Verdict: Sell.
8 analysts rate NPO, with a consensus score of 4.1/5. 4 analysts publish price targets averaging $390.
What does Enpro Inc. do?Enpro Inc. designs and manufactures sealing and advanced surface technology products across two segments—Sealing...
Enpro Inc. designs and manufactures sealing and advanced surface technology products across two segments—Sealing Technologies and Advanced Surface Technologies—serving semiconductor, industrial, aerospace, and other end markets from 15 primary facilities in 8 countries. The company generated $1.14 billion in sales in 2025, with semiconductor representing 32.1% of revenue; roughly two-thirds of Sealing Technologies revenue comes from recurring aftermarket sales.