Enpro Inc.

NYSE:NPO Rapport sur les actions

Capitalisation boursière : US$6.6b

Enpro Gestion

Gestion contrôle des critères 4/4

Le PDG Enpro est Eric Vaillancourt, nommé en Aug2021, a un mandat de 4.75 ans. La rémunération annuelle totale est $ 7.46M, composée du salaire de 12.5% et des bonus 87.5%, y compris les actions et options de la société. détient directement 0.26% des actions de la société, d'une valeur de $ 16.96M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.5 ans et 6.4 ans.

Informations clés

Eric Vaillancourt

Directeur général

US$7.5m

Rémunération totale

Pourcentage du salaire du PDG12.53%
Durée du mandat du directeur général5yrs
Propriété du PDG0.3%
Durée moyenne d'occupation des postes de direction3.5yrs
Durée moyenne du mandat des membres du conseil d'administration6.4yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Aug 06

NPO: Advanced Surface Technologies Inflection And Leaner Costs Will Drive Future Returns

Analysts have raised the Enpro fair value estimate by $30.25 to $389.50, reflecting updated assumptions on revenue growth, profit margins, and future P/E that are consistent with recent positive research commentary and higher price targets on the stock. Analyst Commentary Recent research on Enpro has focused on the company’s role in industrial technology and the potential impact of its Advanced Surface Technologies business on growth and valuation.
Seeking Alpha Jul 22

Enpro: AST Growth And Sealing Durability Can Justify The Premium

Summary I rate Enpro Inc. (NPO) a buy, favoring its durable Sealing segment and fast-growing semiconductor-focused AST segment. NPO’s mission-critical, engineered components command pricing power and high retention, supporting robust margins—Sealing >30% EBITDA margin for nine quarters, AST at 23.3% in Q1 2026. Sealing’s aftermarket-driven, recurring revenue base remains resilient through cycles, while AST leverages semiconductor upcycle and lifecycle services for accelerated growth. Valuation at ~21.6x forward EBITDA appears justified; margin expansion and AST’s growth underpin a credible path to higher earnings and share price upside. Read the full article on Seeking Alpha
Mise à jour du récit Jul 20

NPO: Advanced Surface Technologies Momentum And Leaner Costs Will Shape Future Returns

Analysts have adjusted the fair value estimate for Enpro to $359.25 from $327, reflecting higher price targets based on views that Advanced Surface Technologies and leaner cost structures could support the company’s long term earnings power. Analyst Commentary Recent research on Enpro highlights a mix of enthusiasm around Advanced Surface Technologies and cost efficiency, alongside some caution tied to broader macro issues such as tariffs and geopolitical risk.
Mise à jour du récit Jun 25

NPO: Elevated Expectations Around 2026 Earnings Guidance Will Constrain Future Returns

Analysts have lifted their price target on Enpro by $35, citing updated assumptions around discount rates, profitability and future P/E expectations that support a higher valuation framework for the stock. What's in the News for Enpro Institutional shareholding in Enpro Inc is reported at 119.13%, with a quarter over quarter change of 15.84%.
Article d’analyse Jun 19

Enpro (NPO) Stock Could Be 16.1% Overvalued After Zacks Buy Upgrade

A recent upgrade to a Zacks Rank #2 for Enpro (NPO), tied to rising earnings estimates, has drawn fresh attention to the stock’s fundamentals and helped explain the company’s recent share price strength. See our latest analysis for Enpro. Enpro’s recent analyst upgrade arrives alongside strong momentum, with the share price up 27.06% over 30 days and a year-to-date share price return of 73.19%. The 1 year total shareholder return of 105.31% and 5 year total shareholder return of 302.87%...
Mise à jour du récit Jun 08

NPO: Future Returns Will Hinge On Raised Earnings Outlook And Execution

Analysts have lifted Enpro's fair value estimate from $300 to $327, citing updated assumptions around revenue growth, profit margins, and a lower forward P/E multiple that are reflected in recent Street research, including the latest KeyBanc price target increase. What's in the News Enpro raised its full-year 2026 earnings guidance, signaling updated expectations for the business.
Article d’analyse May 13

Enpro's (NYSE:NPO) Soft Earnings Are Actually Better Than They Appear

Enpro Inc.'s ( NYSE:NPO ) stock was strong despite it releasing a soft earnings report last week. Our analysis suggests...
Mise à jour du récit Apr 21

NPO: Future Returns Will Depend On Sustained Sealings And Cleaning Demand Execution

Analysts have raised their price target on Enpro to $285, up from $240, citing stronger than expected Q4 2025 sales of $295M, supported by continued momentum in AST cleaning solutions and steady demand across the Sealings businesses. Analyst Commentary Recent Street research focuses on the raised price target to $285 and the Q4 2025 sales figure of $295M, which compared with internal and Street estimates of $279M and $281M.
Mise à jour du récit Apr 05

NPO: Future Returns Will Rely On Sustained Sealings And Cleaning Strength

Analysts lifted their price target on Enpro to $285, up from $240, citing stronger than expected Q4 2025 sales of $295 million, particularly in AST cleaning solutions, as well as resilient demand across Sealings end markets. Analyst Commentary Bullish Takeaways Bullish analysts point to Q4 2025 sales of $295 million versus firm and Street estimates of $279 million and $281 million as evidence that the company is executing ahead of expectations, which supports a higher valuation framework.
Mise à jour du récit Mar 20

NPO: Future Returns Will Rely On Sustained End Market Strength

Narrative Update on Enpro Analysts have lifted their price target for Enpro to $285, citing Q4 2025 sales of $295M, which were stronger than expected, driven by AST cleaning solutions and resilient demand across Sealings end markets. Analyst Commentary Recent research highlights how Enpro's latest quarterly performance and updated targets are shaping analyst views on valuation, execution, and growth prospects.
Mise à jour du récit Mar 05

NPO: Raised Fair Value Will Rely On Sustained End Market Demand

Analysts have lifted their price target on Enpro to $300 from $252, citing recent Street research that highlights stronger than expected Q4 2025 sales and resilient demand across key end markets. Analyst Commentary Analysts are reacting to Enpro's updated outlook with a mix of optimism about execution and some caution around how sustainable current trends may be for valuation.
Mise à jour du récit Feb 18

NPO: Updated Discount Rate And P/E Assumptions Will Frame Future Earnings Profile

Analysts have lifted their price target on Enpro by $10, reflecting slightly adjusted assumptions around the discount rate, revenue growth, margins and future P/E in recent research updates. Analyst Commentary Recent Street research around the revised price target focuses on how updated modeling of the discount rate, revenue trajectory, margins and future P/E could affect Enpro's risk and reward balance.
Mise à jour du récit Feb 04

NPO: Updated Profit Assumptions And P/E Framework Will Shape Future Earnings Power

Analysts have nudged their fair value estimate for Enpro higher, with the target moving by about US$3 to roughly US$252. This reflects updated views on discount rates, long term profit assumptions, and future P/E potential following recent research.
Article d’analyse Jan 22

If EPS Growth Is Important To You, Enpro (NYSE:NPO) Presents An Opportunity

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Mise à jour du récit Jan 21

NPO: Steady Fair Value And Higher 2025 Guidance Will Shape Earnings Power

Analysts have kept their price target for Enpro steady at about $249.00, reflecting updated assumptions for a slightly lower discount rate, stable revenue growth near 9.22%, a profit margin around 13.02%, and a future P/E of roughly 35.65x. What's in the News Enpro reported no share repurchases from July 1, 2025 to September 30, 2025 under its previously announced buyback program, with 0 shares repurchased for $0 million in that period (Key Developments).
Mise à jour du récit Jan 06

NPO: Rising 2025 Guidance And Acquisition Synergies Will Support Earnings Power

Analysts have kept their price target for Enpro steady at US$249, citing only minor fine tuning to assumptions such as the discount rate and future P/E outlook, rather than any shift in their core view on the company. What's in the News Enpro updated its full year 2025 earnings guidance, now expecting revenue growth of 7% to 8%, compared with its previous expectation of 5% to 7% (Key Developments).
Mise à jour du récit Dec 23

NPO: Future Synergies From Recent Acquisitions Will Support Earnings Power

Narrative Update on Enpro Analysts have modestly raised their price target on Enpro to approximately 249 dollars per share, reflecting slightly higher long term revenue growth assumptions that more than offset a marginal uptick in the discount rate and a small downward revision to profit margins. What's in the News Enpro raised its full year 2025 revenue growth guidance to 7% to 8%, up from 5% to 7%, reflecting anticipated partial quarter contributions from the AlpHa and Overlook acquisitions (company guidance).
Article d’analyse Nov 26

Is It Time To Consider Buying Enpro Inc. (NYSE:NPO)?

Enpro Inc. ( NYSE:NPO ), is not the largest company out there, but it saw a decent share price growth of 11% on the...
Mise à jour du récit Nov 21

NPO: Recent Acquisitions Will Drive Revenue Expansion And Margin Stability Ahead

Narrative Update on Enpro Analysts have maintained Enpro's fair value estimate at $249.00 per share. This reflects stability in their outlook despite recent minor adjustments to key financial assumptions.
Mise à jour du récit Nov 05

NPO: Revenue Outlook And Recent Acquisitions Will Drive Measured Performance Ahead

Narrative Update on Enpro: Analyst Price Target Revision Analysts have raised their price target for Enpro from $241 to $249. This change reflects optimism about increased revenue growth, despite slightly lower profit margin projections.
Article d’analyse Oct 31

Enpro Inc.'s (NYSE:NPO) Price In Tune With Earnings

Enpro Inc.'s ( NYSE:NPO ) price-to-earnings (or "P/E") ratio of 56.2x might make it look like a strong sell right now...
Article d’analyse Oct 05

Is Enpro (NYSE:NPO) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse Sep 09

Enpro Inc. (NYSE:NPO) Shares Could Be 22% Above Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Enpro fair value estimate is US$181 Enpro is estimated to be...
Mise à jour du récit Aug 07

Automation And Engineering Expertise Will Transform Aerospace And Semiconductor Sectors

With no notable changes in Enpro's discount rate or net profit margin, the consensus analyst price target remains stable at $241.00. What's in the News Enpro Inc.
Seeking Alpha Apr 07

Enpro: Better Positioned, But Not Necessarily Better Performing

Summary Enpro Inc.'s 2024 performance fell short of expectations after the company actively worked to improve its positioning in recent years. Despite generating $1 billion in high-margin sales, Enpro's revenue base in 2024 looked soft compared to pre-pandemic levels. The company saw mixed results in its segments, with sealing technologies growing but advanced surface technologies declining, impacting overall margins. While NPO shares are down and appeal is increasing, they still trade at a premium, making it too risky to buy the dip as much is uncertain at this point. Read the full article on Seeking Alpha
Seeking Alpha Jan 31

Enpro Inc.: Well Positioned With A Best-In-Class Margins Playbook

Summary Enpro Inc. has transformed since 2017, divesting $1 billion in assets and acquiring $1.5 billion to focus on high-growth, high-margin businesses. The Sealing Technologies segment excels with high margins due to its industry-leading brand, pricing power, and continuous innovation. The Advanced Surface Technologies segment targets the semiconductor market, offering unique vertical integration, reducing costs and lead times for customers. Enpro is poised for mid to high single-digit organic revenue growth and EBITDA margin expansion, driven by strategic acquisitions and operational excellence. Read the full article on Seeking Alpha

Analyse de la rémunération des PDG

Comment la rémunération de Eric Vaillancourt a-t-elle évolué par rapport aux bénéfices de Enpro?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jun 30 2026n/an/a

US$44m

Mar 31 2026n/an/a

US$43m

Dec 31 2025US$7mUS$935k

US$41m

Sep 30 2025n/an/a

US$86m

Jun 30 2025n/an/a

US$85m

Mar 31 2025n/an/a

US$85m

Dec 31 2024US$7mUS$886k

US$73m

Sep 30 2024n/an/a

US$54m

Jun 30 2024n/an/a

US$43m

Mar 31 2024n/an/a

-US$3m

Dec 31 2023US$6mUS$831k

US$11m

Sep 30 2023n/an/a

-US$42m

Jun 30 2023n/an/a

-US$24m

Mar 31 2023n/an/a

US$21m

Dec 31 2022US$6mUS$800k

US$7m

Sep 30 2022n/an/a

US$63m

Jun 30 2022n/an/a

US$60m

Mar 31 2022n/an/a

US$51m

Dec 31 2021US$3mUS$501k

US$57m

Rémunération vs marché: La rémunération totale de Eric ($USD 7.46M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 8.35M ).

Rémunération et revenus: La rémunération de Eric a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Eric Vaillancourt (63 yo)

5yrs
Titularisation
US$7,457,747
Compensation

Mr. Eric A. Vaillancourt is an Independent Director of Federal Signal Corporation from February 26, 2026. Mr. Vaillancourt has been President, Chief Executive Officer and Director at EnPro Industries, Inc....


Équipe de direction

NomPositionTitularisationCompensationPropriété
Eric Vaillancourt
President5yrsUS$7.46m0.26%
$ 17.0m
Joseph Bruderek
CFO & Executive VP of Finance2.3yrsUS$2.06m0.0062%
$ 404.9k
Steven Bower
Senior VP11.8yrsUS$956.14k0.053%
$ 3.5m
Robert McLean
Executive VP14.3yrsUS$1.86m0.14%
$ 9.3m
Rahul Sharma
Senior VP & Chief Information Officerless than a yearpas de donnéespas de données
James Gentile
Vice President of Investor Relationsno datapas de donnéespas de données
Amy Bianchi
Executive VP & Chief Human Resources Officerless than a yearpas de donnéespas de données
Michael Faulkner
President of Sealing Technologies4.6yrspas de donnéespas de données
Robert Fiordalice
President of Advanced Surface Technologies1.3yrspas de donnéespas de données
Christopher Ravenberg
VP & Treasurerno datapas de donnéespas de données
Thomas Price
Secretaryno datapas de donnéespas de données
3.5yrs
Durée moyenne de l'emploi
62yo
Âge moyen

Gestion expérimentée: L'équipe de direction de NPO est considérée comme expérimentée (ancienneté moyenne 3.5 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Eric Vaillancourt
President4.8yrsUS$7.46m0.26%
$ 17.0m
Judith Reinsdorf
Independent Director4.9yrsUS$240.45k0.019%
$ 1.3m
Allison Aden
Director1.8yrsUS$230.45k0.0066%
$ 431.2k
John Humphrey
Independent Director10.8yrsUS$261.55k0.036%
$ 2.4m
Adele M. Gulfo
Independent Director7.8yrsUS$235.52k0.023%
$ 1.5m
Thomas Botts
Independent Chairman14yrsUS$263.75k0.046%
$ 3.0m
Felix Brueck
Independent Director12.5yrsUS$245.25k0.0075%
$ 489.6k
William Abbey
Independent Director3.9yrsUS$230.45k0.016%
$ 1.1m
6.4yrs
Durée moyenne de l'emploi
63yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de NPO sont considérés comme expérimentés (ancienneté moyenne 6.4 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/24 20:59
Cours de l'action en fin de journée2026/08/21 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Enpro Inc. est couverte par 8 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Christopher BammanAscendiant Capital Markets LLC
Liam BurkeB. Riley Securities, Inc.
Gary FarberCL King & Associates, Inc.