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Makes sealing products and engineered materials for industrial, semiconductor and aerospace customers.
Makes sealing products and engineered materials for industrial, semiconductor and aerospace customers.
Sells specialised parts, such as seals for trucks, aircraft and chemical plants, and cleaning and coating services for chipmaking equipment, so it earns per part and per service, with replacement demand giving repeat business. The 2021 purchase of NxEdge made semiconductors a larger share, while older industrial units were sold.
Moat: narrow (IP / patents, customer qualification, process know-how). Specialized sealing/materials qualified into critical industrial and semiconductor-equipment applications.
Headquarters: Charlotte, North Carolina, US · Founded: 1907 · Employees: 4,000
Size Enpro (NPO) is a United States Industrials company (Industrial Machinery) with a market value of $5.47B, the 1122nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $258.30 on 6 Nov 2026.
Performance Over six months the shares fell 16.5%, against -3.9% for the median peer and -1.1% for the United States market (cap-weighted) — 9th lowest of 20 in its peer set.
Growth Revenue grew 16.4% over the last twelve months (peer median +13.1%); the operating margin is 16.2% (peer median 14.3%).
Valuation It trades at 23.2× forward earnings against a peer median of 19.9× (9th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 26% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is +25 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 4.4 points below its cost of capital (12.4% WACC).
Short interest Short interest is 2.4% of the free float (15 Oct 2026).
Next results Next results expected around 23 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.29B | $1.14B | $1.05B | $1.06B | $1.10B |
| Revenue growth | — | +9% | -1% | -4% | — |
| Gross profit | $556M | $488M | $445M | $427M | $423M |
| EBITDA | $318M | $275M | $253M | $237M | $241M |
| Net income | $62.8M | $40.5M | $72.9M | $11.0M | $205M |
| Free cash flow | $183M | $159M | $134M | $174M | $76.7M |
| Capital expenditure | $58.1M | $48.1M | $32.9M | $33.9M | $29.4M |
| Total debt | $534M | $721M | $695M | $697M | $838M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Enpro NPO | $5.47B | -16% | +16% | 16% | 23.2× | 26.1% |
| Parker Hannifin PH | $116B | +4% | +8% | 22% | 24.4× | 19.0% |
| Trelleborg TREL-B.ST | $10.1B | +19% | +2% | 19% | 22.9× | 9.6% |
| SKF SKF-A.ST | $12.7B | +18% | -10% | 12% | 16.4× | 5.8% |
| Flowserve FLS | $10.2B | +13% | 0% | 14% | 17.8× | 15.0% |
| Entegris ENTG | $19.6B | -14% | +9% | 19% | 23.7× | 26.3% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | NPO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -16.1% | -5.6% | 7th lowest of 21 |
| 6-month return | -16.5% | -3.9% | 9th lowest of 20 |
| Distance from 52-week high | -33.8% | -23.6% | 9th lowest of 21 |
| Revenue growth (TTM) | +16.4% | +13.1% | 9th highest of 21 |
| Operating margin | 16.2% | 14.3% | 10th highest of 21 |
| Forward P/E | 23.2× | 19.9× | 9th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 26.1% | 11.1% | 5th most demanding of 17 |
| Growth delivered (Del g) | +1.3% | +12.3% | 2nd lowest of 17 |
| Hurdle (Req g minus delivered) | +24.8 pp | +0.5 pp | 3rd most demanding of 17 |
| ROIC minus cost of capital | -4.4 pp | +5.5 pp | 3rd lowest of 21 |
| EV / EBITDA | 18.6× | 12.6× | 5th most expensive of 15 |
| Net debt / EBITDA | 1.4× | -0.1× | 7th most indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Enpro NPO | United States | $5.47B | -16% | +16% | 16% | 23.2× | 26.1% | +1.3% |
| Zhejiang Shuanghuan Driveline 002472.SZ | China | $5.46B | +9% | +15% | 15% | 26.9× | 11.0% | +20.0% |
| Rotork ROR.L | United Kingdom | $5.40B | +65% | +2% | 24% | 27.9× | 27.6% | +5.2% |
| LandMark Optoelectronics 3081.TWO | Taiwan | $5.38B | -32% | +105% | 38% | 54.3× | n/a | n/a |
| Mycronic MYCR.ST | Sweden | $5.57B | -4% | +17% | 29% | 24.9× | 10.1% | +15.6% |
| Georg Fischer GF.SW | Switzerland | $5.65B | +32% | -20% | 3% | 19.9× | 29.2% | -1.2% |
| ESAB ESAB | United States | $5.15B | -18% | +11% | 13% | 14.0× | 12.7% | +7.8% |
| Kion KGX.DE | Germany | $5.05B | -25% | +3% | 6% | 10.4× | n/a | n/a |
| Valmet VALMT.HE | Finland | $5.97B | +30% | +3% | 10% | 13.8× | 2.1% | +6.8% |
| HOSHIZAKI 6465.T | Japan | $4.93B | +5% | +12% | 10% | 17.8× | -4.5% | +15.3% |
| Airtac International 1590.TW | Taiwan | $6.11B | -30% | +23% | 33% | 15.8× | 5.0% | +12.4% |
| Welspun WELCORP.NS | India | $6.13B | +70% | +14% | 12% | 25.5× | 24.9% | +19.0% |
| Shanghai BOCHU Electronic Technology 688188.SS | China | $6.16B | 0% | +20% | 44% | 29.6× | 18.0% | +30.9% |
| Middleby MIDD | United States | $6.17B | +3% | -7% | 17% | 18.5× | 6.9% | +5.0% |
| Horiba 6856.T | Japan | $4.79B | -17% | +12% | 17% | 14.4× | 11.2% | +12.2% |
| MISUMI 9962.T | Japan | $6.25B | +3% | +24% | 13% | 17.9× | 9.3% | +7.3% |
| UBTECH ROBOTICS 9880.HK | Hong Kong | $4.73B | -41% | +90% | -21% | n/a | n/a | n/a |
| AAON AAON | United States | $4.72B | -59% | +54% | 11% | 20.7× | n/a | n/a |
| Hangcha 603298.SS | China | $4.71B | -12% | +7% | 12% | 13.3× | 2.9% | +9.1% |
| Wuhan DR Laser Technology 300776.SZ | China | $4.69B | -24% | -23% | 19% | 37.9× | 51.8% | +13.6% |
| INDO-MIM INDOMIM.NS | India | $6.39B | n/a | +26% | 20% | 60.8× | 30.3% | +15.8% |