Start here if you're new
what it is
Enpro makes critical parts and cleaning tools for semiconductors, aerospace, food, biopharma, and other factories.
how it gets paid
Last year Enpro made $1.0B in revenue.
what just happened
Enpro beat by 8.74%, with EPS at $1.99 vs. $1.83.
At a glance
B++ balance sheet — above average — nothing keeping you up at night
30/100 earnings predictability — expect surprises
28.2x trailing p/e — priced about right
0.7% dividend yield — cash in your pocket every quarter
12.0% return on capital — nothing to write home about
xvary composite: 59/100 — below average
What they do
Enpro makes critical parts and cleaning tools for semiconductors, aerospace, food, biopharma, and other factories.
It runs 15 manufacturing facilities in 8 countries, with 3,500 employees. That is a lot of physical sprawl for a niche business, and replacement is annoying. Distributors are middlemen, so your customer keeps buying when equipment keeps running.
How they make money
$1.0B
annual revenue
total revenue
$1.0B
n/a
The products that matter
semiconductor-facing industrial components
specialized industrial components
$1.0B revenue base
It drives the full $1.0B business, and about 80% of that revenue is tied to semiconductor demand. That's leverage when chip spending is strong and concentration when it is not.
80% semi exposure
precision cleaning and tools
advanced surface technologies
9.9% sales growth
This arm helped drive sales growth of 9.9% compared to last year through stronger demand for precision cleaning solutions and semiconductor tools. That's where the current cycle is doing the heavy lifting.
demand driver
engineered sealing solutions
sealing technologies
end-market support
Aerospace plus food and pharma receipts were called out as sources of strength. The snapshot does not give you a revenue split here, which is its own signal: this business matters, but the semiconductor side still sets the tone.
diversifier, not anchor
Key numbers
$270
18-mo target
The $270 target sits 23% above $218.77, so you are not paying peak math yet.
15.4%
op margin
That margin means Enpro keeps 15.4 cents from each sales dollar before interest and taxes.
12.0%
roc
You get 12.0% return on the money tied up in the business, which is solid for an industrial name.
0.7%
yield
The payout is tiny, so you own this for growth, not income.
Financial health
B++
strength
- balance sheet grade B++ — above average financial health
- risk rank 3 — safer than 50% of stocks
- price stability 50 / 100
- long-term debt $445M (9% of capital)
- net profit margin 18.9% — keeps 19 cents of every dollar in revenue
- return on equity 14% — $0.14 profit for every $1 investors have put in
B++ — functional but not a standout on the balance sheet.
Total return vs. market
You invested $10,000 in NPO 3 years ago → it's now worth $20,090.
The index would have given you $13,920.
source: institutional data · total return
What just happened
beat estimates
Enpro beat by 8.74%, with EPS at $1.99 vs. $1.83.
Quarterly EPS rose from $1.83 to $1.99. Sales also grew 9.9% vs. prior year on precision cleaning solutions and semiconductor tools.
$1.0B
revenue
$1.99
eps
46.5%
gross margin
the number that mattered
EPS beat estimates by 8.74%, which tells you demand was better than the market expected.
-
we are looking for 12% earnings growth from enpro in 2025.
-
the company’s third-quarter showing was a strong one.
-
sales grew 9.9% vs. prior year, powered by heightened demand for precision cleaning solutions and semiconductor tools at its advanced surface technologies arm.
-
the sealing technologies unit was no slouch.
-
here, gains in aerospace and food and pharma receipts were evident.
source: Yahoo Finance consensus and EDGAR, 2025
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What could go wrong
the #1 risk is a semiconductor capex slowdown hitting an 80%-exposed revenue base.
med
semiconductor demand slowdown
About 80% of Enpro's $1.0B revenue base is tied to semiconductor demand. If wafer-fab equipment spending cools, the pressure shows up in orders fast.
This risk reaches most of the business. The top line is exposed first, and a 28.2x trailing multiple can compress with it.
med
multiple too rich for the volatility
The stock trades at 28.2x trailing earnings while earnings predictability sits at 30/100. That's a valuation built for clean execution, not messy quarters.
If results stop moving from $7.75 toward the $8.70 estimate, the premium can disappear even without a balance-sheet problem.
med
diversification is thinner than it looks
Aerospace, food and pharma, and biopharma help, but the snapshot does not show a segment mix large enough to offset semiconductor weakness. The label says industrial tech. The numbers say concentrated supplier.
With a 15.3% net margin, Enpro has a healthy cushion — just not an infinite one if the main cycle turns down.
With 80% of revenue tied to semiconductor demand, the risk picture is not abstract — one industry cycle influences most of the $1.0B business.
source: institutional data · regulatory filings · risk analysis
Pay attention to
calendar
next full-year guide
The next guidance reset matters because the stock already reflects an earnings rebound. You want to see management support the path from $7.75 toward the $8.70 estimate.
trend
semiconductor tool demand
Advanced surface technologies benefited from stronger precision cleaning and semiconductor tool demand. If that cools, the core growth engine cools with it.
metric
net margin durability
A 15.3% net margin is solid. You want to see Enpro hold near that level while it chases the next leg of earnings growth.
risk
whether non-semi end markets get louder
Aerospace plus food and pharma were bright spots. If they remain footnotes while semiconductor exposure stays near 80%, the diversification story is still more promise than protection.
Analyst rankings
short-term outlook
average
Momentum score 3. In human-speak, analysts do not see a strong short-term edge either way.
risk profile
average
Stability score 3 means the risk profile is middle of the pack — not especially safe, not a chaos stock.
chart momentum
average
Technical score 3 says the chart is not giving you a loud signal. The fundamentals still have to do the persuasion.
earnings predictability
30 / 100
Low predictability means the quarterly path can get messy. For a premium multiple, that is a real issue, not a footnote.
source: institutional data
Institutional activity
institutions have been net buying for 3 consecutive quarters — 140 buyers vs. 139 sellers in 3q2025. total institutional holdings: 21.6M shares. net buying for 3 quarters.
source: institutional data
Price targets
3-5 year target range
$171
$368
$219
current price
$270
target midpoint · +23% from current · 3-5yr high: $285 (+30% · 8% ann'l return)
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