Enpro (NPO)
Engineers critical seals, process sensors, vehicle components, and semiconductor surface technologies.
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Sells engineered seals, hygienic fluid-handling products, process analyzers, commercial-vehicle components, and precision surface services for semiconductor equipment. Revenue spans recurring replacement demand and project-driven manufacturing, while semiconductor exposure brings customer concentration and cyclical equipment demand.
Designs engineered sealing, hygienic fluid-handling, process analyzers, and commercial-vehicle components through Sealing Technologies. Garlock covers industrial and biopharma sealing, Technetics combines high-performance seals with AMI and AlpHa analyzers, and STEMCO supplies wheel-end and suspension systems. Recurring replacement and aftermarket sales support much of the segment.
Applies precision machining, cleaning, coating, refurbishment, and optical-filter expertise through Advanced Surface Technologies businesses NxEdge, Technetics Semi, LeanTeq, and Alluxa. These capabilities support wafer-fabrication equipment, aerospace and defense hardware, life-sciences instruments, and other demanding applications. Operations span North America, Asia Pacific, and Europe.
Competes through application engineering, proprietary processes, qualification records, and reliability where component failure is costly. Demand remains exposed to cyclical semiconductor-equipment, commercial-vehicle, and industrial markets; Advanced Surface Technologies also depends on a small group of semiconductor-equipment customers and certain rare-earth inputs historically sourced indirectly from China.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 13, 2026 | KeyBanc | Reiterate | Rating: —Target: $345 | Target: $370 |
| May 6, 2026 | Keybanc | Reiterate | Rating: —Target: $310 | Target: $345 |
| Feb 19, 2026 | Oppenheimer | Reiterate | Rating: —Target: — | Target: $285 |
| Feb 19, 2026 | Keybanc | Reiterate | Rating: —Target: $260 | Target: $310 |
| Jan 26, 2026 | Keybanc | Reiterate | Rating: —Target: $250 | Target: $260 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $77.0M · Total debt $588.5M · Total assets $2.66B · Shareholders' equity $1.59B
- Revenue
- $338.8M
- Operating income
- $57.7M
- Net income
- $27.1M
HistoryDividendAnnual yield
| Institutions | ≈ 100.76% | 21.33M shares | |
|---|---|---|---|
| 420 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.63% | 133.4K shares | |
| 14 holders · as of Sep 16, 2026 | |||
| Adds to | 101.39% | ||
21.17M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 101.39%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.89% | 3.36M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.62% | 1.40M | as of Jun 30, 2026 |
FMR LLCInstitution | 6.02% | 1.27M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 4.52% | 957,221 | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.49% | 950,577 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 2, 2026 | Steven R. Bower | officer: SVP, Controller and CAO | −507 | $265.15 |
| Feb 23, 2026 | Felix M. Brueck | director | −5,853 | $275.84 |
| Feb 25, 2026 | John Humphrey | director | −1,300 | $268.69 |
| Feb 24, 2026 | Robert Savage McLean | officer: EVP, GC, and CAO | −2,000 | $277.50 |
| Nov 6, 2025 | Eric A. Vaillancourt | director, officer: President and CEO | −2,272 | $227.00 |
- Parker-Hannifin
Broad sealing and motion-control overlap across industrial end markets
- Flowserve
Direct mechanical-seal and process-flow rival
- Ichor
Semiconductor fluid-delivery and precision-component peer
- MKS
Semiconductor vacuum, photonics, optics, and process-control rival
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Enpro | $299.22 | +1.02% | $6.26B | 145.2 | 29.0 | 5.1 | +17.6% |
| Parker-Hannifin | $957.73 | −0.05% | $120.81B | 33.6 | 27.2 | 5.6 | +9.8% |
| Flowserve | $75.38 | +0.94% | $9.57B | 26.2 | 17.3 | 2.1 | −1.6% |
| Ichor | $56.50 | +0.64% | $1.96B | — | 22.0 | 1.9 | +22.7% |
| MKS | $253.62 | −1.28% | $17.35B | 41.0 | 16.2 | 4.0 | +28.3% |
| Median | 33.6 | 19.6 | 3.0 | +16.2% |