Enpro Inc. (NYSE:NPO) Analysts Are Pretty Bullish On The Stock After Recent Results

It's been a good week for Enpro Inc. (NYSE:NPO) shareholders, because the company has just released its latest annual results, and the shares gained 3.8% to US$200. It looks like the results were a bit of a negative overall. While revenues of US$1.0b were in line with analyst predictions, statutory earnings were less than expected, missing estimates by 3.1% to hit US$3.45 per share. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Enpro after the latest results.

Check out our latest analysis for Enpro

Taking into account the latest results, the consensus forecast from Enpro's three analysts is for revenues of US$1.09b in 2025. This reflects a modest 3.8% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to shoot up 36% to US$4.72. In the lead-up to this report, the analysts had been modelling revenues of US$1.08b and earnings per share (EPS) of US$4.91 in 2025. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a small dip in their earnings per share forecasts.

Despite cutting their earnings forecasts,the analysts have lifted their price target 6.2% to US$230, suggesting that these impacts are not expected to weigh on the stock's value in the long term. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on Enpro, with the most bullish analyst valuing it at US$245 and the most bearish at US$215 per share. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. For example, we noticed that Enpro's rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 3.8% growth to the end of 2025 on an annualised basis. That is well above its historical decline of 0.2% a year over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenue grow 3.4% per year. So it looks like Enpro is expected to grow at about the same rate as the wider industry.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Enpro. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Enpro going out to 2026, and you can see them free on our platform here..

You can also see whether Enpro is carrying too much debt, and whether its balance sheet is healthy, for free on our platform here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.