Pulling SEC filings + quote and writing the call…

Enpro Inc.
Next earnings Aug 3, 2026 · consensus $2.35 EPS, $325M rev
Last earnings +3.7% on 2026-05-05
Quality industrial-sealing/semiconductor compounder with rising operating income and cash flow, but richly valued and cyclical.
Sources: SEC EDGAR (CIK 0001164863, latest 10-Q filed 2026-05-05) · EODHD · analysis by claude-code · as of 6/21/2026, 8:52:51 PM.
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Middling fundamentals and a rich price (~96% above fair value) leave little margin of safety — a wait-and-see.
Enpro is a specialty industrial company making sealing products and semiconductor-related solutions. The operating performance in FY2025 was solid: revenue grew 9.0% to $1.14B, gross profit rose 9.6% to $488M (a healthy 42.6% gross margin), operating income increased 13.6% to $162M (14.1% operating margin), and operating cash flow grew 23.5% to $201M. The balance sheet is sound, with liabilities/equity of just 0.72x and $655M of long-term debt against $1.54B equity.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $840M | $1.10B | $1.06B | $1.05B | $1.14B |
| Gross profit | $328M | $423M | $427M | $445M | $488M |
| Operating income | $65.4M | $72.2M | $76.8M | $142M | $162M |
| Net income | $178M | $205M | $22.2M | $72.9M | $40.5M |
| Diluted EPS | $8.57 | $9.83 | $1.05 | $3.45 | $1.91 |
| Net margin | 21.2% | 18.7% | 2.1% | 7.0% | 3.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1046 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.