The guidance raise combined with strong Q1 execution and accelerating semiconductor demand creates a positive catalyst. Monitor the Q2 earnings call for AST order momentum and Sealing Technologies organic growth trajectory. The stock may re-rate higher given the raised guidance and improving free cash flow generation.
Price Chart
Executive Summary
Enpro reported Q1 2026 results with revenue of $303.0M (+10.9% YoY) and GAAP diluted EPS of $1.29 (+12.2% YoY). Adjusted diluted EPS of $2.14 beat consensus of $2.08 by 2.9%. The company raised full-year 2026 guidance across all metrics, now expecting revenue growth of 10-14%, adjusted EBITDA of $315-330M, and adjusted EPS of $8.85-9.50. Strong semiconductor demand and steady Sealing Technologies performance drove the beat and guidance raise.
Key Financial Metrics
Key Facts
- Q1 2026 revenue $303.0M, up 10.9% YoY ($273.2M)
- GAAP diluted EPS $1.29 vs $1.15 YoY, up 12.2%
- Adjusted diluted EPS $2.14 vs consensus $2.08, a 2.9% beat
- Adjusted EBITDA $76.4M, up 12.7% YoY; margin expanded to 25.2% from 24.8%
- AST segment sales up 11.1% organically; adjusted segment EBITDA up 18.5%
- Sealing Technologies sales up 10.8% (0.4% organic decline excluding acquisitions)
- Free cash flow $26.5M, more than double $11.6M in prior-year period
- Full-year 2026 guidance raised: revenue growth 10-14% (from 8-12%), adjusted EBITDA $315-330M (from $305-320M), adjusted EPS $8.85-9.50 (from $8.50-9.20)
- Net leverage ratio improved to 1.9x from 2.0x; reduced revolver debt by $50M in Q1
Financial Impact
Q1 adjusted EPS beat consensus by $0.06 (2.9%); full-year guidance midpoint raised by $0.33 on EPS and $10M on EBITDA
Risk Factors
- Sealing Technologies organic sales declined 0.4% excluding acquisitions, indicating underlying softness in commercial vehicle and international industrial markets
- AST segment relies on semiconductor capital equipment cycle, which could slow
- Corporate expenses increased to $13.7M from $11.3M due to higher incentive compensation and restructuring costs
- Tariff and geopolitical risks cited in forward-looking statements
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-030116 |
| Document: npo-20260505.htm | 0001628280-26-030116 |
| Document: 0001628280-26-030116-index-headers.html | 0001628280-26-030116 |
| Document: 0001628280-26-030116-index.html | 0001628280-26-030116 |
| Document: 0001628280-26-030116.txt | 0001628280-26-030116 |
| 8-K Data (Synthetic) | 0001628280-26-030116 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
May 5, 2026 24w ago | 8-K | $300.10 $316.20 | ▲ +5.36% | ▲ +0.41% | $274.76 (−8.44%) |
Apr 20, 2026 26w ago | 8-K | $282.00 $306.67 | ▲ +8.75% | ▲ +3.83% | $274.76 (−2.57%) |
Feb 23, 2026 35w ago | Insider Cluster | $275.03 $253.45 | ▲ +7.85% | ▲ +3.90% | $274.76 (+0.10%) |
Feb 23, 2026 35w ago | Insider Cluster | $275.03 $253.45 | ▲ +7.85% | ▲ +3.90% | $274.76 (+0.10%) |
US Market Status
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