📈 Price History

Ratio Health

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By Category

📊 Sector Averages

About

Enpro Inc., an industrial technology company, design, develops, manufactures, and markets proprietary, value-added products and solutions to safeguard critical environments in the United States, Europe, Asia Pacific, and internationally.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

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📊 Quick Scorecard

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⭐ Superinvestors Holding NPO

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Manager	Shares	Value	% of Fund	Period
Jim Simons Renaissance Technologies LLC	50.1K	$12.6M	0.02%	Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

🔍 Concall Decoded

🎙 Management Tone Tracker Confident Specific → Stable 4 quarters analysed

Q2 2025

Confident Specific

Management repeatedly highlighted strong performance with specific numbers: 6% organic sales growth, 14.5% AST growth, and raised guidance. They used phrases like 'best-in-class performance', 'excited about the second half', and 'life is good at Enpro'.

Q3 2025

Confident Specific

Management consistently used strong positive language such as 'very pleased', 'exciting time', 'strong quarterly performance', and provided specific figures like 'organic sales growth of nearly 10%' and 'adjusted EBITDA margin above 24%'.

Q4 2025

Confident Specific

Management consistently used specific figures (7.6% organic growth, 32.8% sealing margin, 8-12% 2026 revenue guidance) and positive language ('tremendous pride', 'shined once again', 'best-in-class performance') throughout prepared remarks and Q&A, reinforcing a confident and data-backed tone.

Q1 2026 latest

Confident Specific

Management consistently used positive language such as 'strong start', 'accelerating', 'momentum', 'excited', 'life is good', and provided specific numerical guidance increases, indicating high confidence in the outlook.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis is stronger after this call. Management raised full-year guidance significantly, citing a steep and earlier-than-expected inflection in semiconductor demand, which drives the AST segment. Strong free cash flow generation and a net leverage ratio of 1.9x provide balance sheet flexibility for further M&A or capital returns. Key watch items for next quarter: the pace of demand acceleration in AST and the timing of revenue from new capacity expansions; any signs of commercial vehicle recovery; and the continued integration and performance of the AlpHa and Overlook acquisitions. The raised guidance and optimistic tone suggest management sees upward momentum sustaining through 2026 and into 2027.

AI-generated concall tone analysis · Updated 2026-06-08 · Not investment advice

🎙 Management Tone Confident Specific → Stable 4 quarters Full tone analysis in Intelligence →

📊 MIXED Enpro Q1 2026 sales $303M, adj. EBITDA $76.4M, raises full-year guidance

Revenue & Profitability

First-quarter 2026 total sales were $303 million, up nearly 11% year-over-year. Adjusted EBITDA was $76.4 million, up nearly 13%, at a margin of 25.2% (up 40 bps). Adjusted diluted EPS was $2.14, up 13%. Sealing Technologies segment sales were $199 million (up 10.8%) with adjusted segment EBITDA margin of 32.5%. AST segment sales rose over 11% with adjusted segment EBITDA margin of 23.3% (up 140 bps). Free cash flow more than doubled to $26.5 million.

Outlook

Management raised full-year 2026 guidance: sales growth of 10-14%, adjusted EBITDA of $315-$330 million, and adjusted EPS of $8.85-$9.50. Semiconductor demand is inflecting sooner and stronger than expected, driving AST mid-teens growth. Sealing sees double-digit order growth but commercial vehicle remains soft (not factored into guidance). Management is cautiously optimistic that commercial vehicle markets are near a bottom.

Growth Drivers

AST growth is driven by accelerating demand for precision cleaning solutions tied to advanced-node chip production in Taiwan and the U.S., as well as improving semiconductor capital equipment spending. Sealing growth comes from acquisitions (AlpHa, Overlook, AMI performing above plan), recovery in nuclear solutions, strength in aerospace/space, compositional analysis, and strategic pricing. North America general industrial, food and biopharma, and data center infrastructure are also positive.

Balance Sheet & CapEx

Capital expenditure guidance for 2026 remains unchanged at approximately $50 million. In the first quarter, capex increased nearly 40% to $13.1 million, largely supporting growth and efficiency projects. AST capacity expansions in Taiwan, California, and Arizona are ongoing, and inventory was built in Q1 to proactively manage demand. Investments in the downturn are now bearing fruit.

Margins

Total company adjusted EBITDA margin was 25.2%, up 40 bps year-over-year. Sealing segment margin was 32.5% (ninth consecutive quarter above 30%) and expected to remain towards the high end of the 30% ±250 bps target for the year. AST segment margin improved 140 bps to 23.3%, with an exit run-rate target near 25% by year-end. An inventory build contributed about 150 bps to AST's first-quarter margin, with similar Q2 margins expected before sequential improvement in the second half.

Key Risks

Commercial vehicle demand remains soft and below expectations, with no recovery factored into guidance. Slower general industrial demand internationally and tepid European/Asian conditions were noted. Growth investments and capacity expansion costs offset some margin improvement. Potential supply chain and labor constraints as demand increases are being proactively managed through inventory builds.

Generated by AI · Q1 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (5)

Q2 2026 Q2 2026 2026-08-04

Second quarter sales rose 17.6% year-over-year, led by strong semiconductor and industrial demand, with adjusted EBITDA up 22% and EPS up 23%. Full-year 2026 guidance was raised for sales, EBITDA, and EPS, reflecting robust order visibility and ongoing capacity investments, especially in AST.

Q1 2026 Q1 2026 2026-05-05

Sales and adjusted EBITDA grew double digits year-over-year, driven by strong semiconductor demand and recent acquisitions. Guidance for 2026 was raised across all key metrics, with robust order momentum in both AST and Sealing Technologies segments.

Q4 2025 Q4 2025 2026-02-18

Sales grew 9% to $1.14B in 2025, driven by aerospace, biopharma, and semiconductor markets, with strong Q4 results and robust free cash flow. 2026 guidance calls for 8%-12% sales growth, margin expansion, and continued strategic M&A.

Q3 2025 Q3 2025 2025-11-04

Q3 2025 saw nearly 10% organic sales growth, strong segment margins, and robust free cash flow. Updated 2025 guidance reflects higher revenue and EBITDA, with recent acquisitions set to drive further growth and margin expansion in 2026.

Q2 2025 Q2 2025 2025-08-05

Q2 2025 saw 6% sales growth, led by AST and resilient sealing performance, despite FX headwinds. Full-year guidance was raised for sales, EBITDA, and EPS, with strong cash flow, expanded credit, and continued investment in growth and M&A opportunities.

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