Enpro Inc.
NPO · Gaskets, Packg & Sealg Devices & Rubber & Plastics Hose · 21.1M shares · +0%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$4M (gross $5M, SBC $10M)
Reference price $265.15 · est. market cap ~$5.6B — last insider sale, 2026-03-02 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C67High-quality, aftermarket-heavy industrial-tech franchise but weak headline current-year returns.
Strengths
- Differentiated, high-barrier sealing/surface-technology products with ~two-thirds recurring aftermarket revenue and secular semiconductor tailwinds
- Sound balance sheet (current ratio 2.3, moderate D/E 0.42) and recent accretive bolt-ons (AMI, AlpHa, Overlook)
Risks
- Low reported returns — ROE 2.6% (46th pct), ROA 1.5% — weighed down by amortization and acquisition costs
- Customer concentration (one customer ~24% of sales) and semiconductor/industrial cyclicality
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Customer concentration~41% of revenue from one customer/distributor — Solutions are offered to a broad range of global customers, with approximately 41% of 2025 sales delivered to customers outside the United States
- Strong balance sheetStrong balance sheet — $115M cash & investments
- Insider sellingInsider selling — 5 open-market sale(s) by 4 insider(s) (cluster of 4 insiders, ~$3M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Return on equity
2.6%
Return on assets
1.5%
ROIC
5.8%
Revenue growth (QoQ)
-3.6%
Net-income growth
-44.4%
Debt / equity
0.4×
Net debt / EBITDA
2.0×
Current ratio
2.3×
EBITDA
$264M
Tangible book value
$479M
Cash & investments
$115M
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-03-02 | Bower Steven R. | Option exercise | 1.6K | $53.78 |
| 2026-03-02 | Bower Steven R. | Sell | 507 | $265.15 |
| 2026-02-25 | Humphrey John | Sell | 1.3K | $268.69 |
| 2026-02-24 | McLean Robert Savage | Sell | 2.0K | $277.50 |
| 2026-02-23 | Brueck Felix M. | Sell | 1.0K | $276.52 |
| 2026-02-23 | Brueck Felix M. | Sell | 4.8K | $275.69 |
| 2026-02-16 | Joiner Larisa R. | Option exercise | 256 | — |
| 2026-02-16 | Vaillancourt Eric A. | Grant | 13K | — |
| 2026-02-16 | Vaillancourt Eric A. | Option exercise | 4.0K | — |
| 2026-02-16 | Vaillancourt Eric A. | Tax withheld | 7.5K | $272.63 |
| 2026-02-16 | McLean Robert Savage | Grant | 2.6K | — |
| 2026-02-16 | McLean Robert Savage | Option exercise | 774 | — |
| 2026-02-16 | McLean Robert Savage | Tax withheld | 1.3K | $272.63 |
| 2026-02-16 | Joiner Larisa R. | Grant | 854 | — |
| 2026-02-16 | Joiner Larisa R. | Tax withheld | 473 | $272.63 |
| 2026-02-16 | Bower Steven R. | Grant | 935 | — |
| 2026-02-16 | Bower Steven R. | Option exercise | 280 | — |
| 2026-02-16 | Bower Steven R. | Tax withheld | 365 | $272.63 |
| 2026-02-15 | Joiner Larisa R. | Tax withheld | 120 | $272.63 |
| 2026-02-15 | Vaillancourt Eric A. | Option exercise | 3.2K | — |
| 2026-02-15 | Bower Steven R. | Option exercise | 217 | — |
| 2026-02-15 | Bower Steven R. | Tax withheld | 57 | $272.63 |
| 2026-02-15 | Bruderek Joseph F Jr. | Option exercise | 616 | — |
| 2026-02-15 | Vaillancourt Eric A. | Tax withheld | 1.3K | $272.63 |
| 2026-02-15 | Bruderek Joseph F Jr. | Tax withheld | 176 | $272.63 |
| 2026-02-15 | McLean Robert Savage | Option exercise | 601 | — |
| 2026-02-15 | McLean Robert Savage | Tax withheld | 217 | $272.63 |
| 2026-02-15 | Joiner Larisa R. | Option exercise | 249 | — |
| 2026-02-13 | Joiner Larisa R. | Tax withheld | 105 | $271.21 |
| 2026-02-13 | Bower Steven R. | Option exercise | 191 | — |
| 2026-02-13 | Bruderek Joseph F Jr. | Option exercise | 656 | — |
| 2026-02-13 | Bower Steven R. | Tax withheld | 50 | $271.21 |
| 2026-02-13 | McLean Robert Savage | Option exercise | 534 | — |
| 2026-02-13 | Bruderek Joseph F Jr. | Tax withheld | 211 | $271.21 |
| 2026-02-13 | Vaillancourt Eric A. | Option exercise | 3.1K | — |
| 2026-02-13 | Vaillancourt Eric A. | Tax withheld | 1.3K | $271.21 |
| 2026-02-13 | McLean Robert Savage | Tax withheld | 193 | $271.21 |
| 2026-02-13 | Joiner Larisa R. | Option exercise | 219 | — |
| 2026-02-12 | Abbey William | Grant | 567 | $246.91 |
| 2026-02-12 | Reinsdorf Judith A | Grant | 567 | $246.91 |
| 2026-02-12 | Humphrey John | Grant | 567 | $246.91 |
| 2026-02-12 | HAUSER DAVID L | Grant | 184 | $246.91 |
| 2026-02-12 | Gulfo Adele M. | Grant | 567 | $246.91 |
| 2026-02-12 | Brueck Felix M. | Grant | 567 | $246.91 |
| 2026-02-12 | Botts Thomas M. | Grant | 567 | $246.91 |
| 2026-02-12 | ADEN ALLISON | Grant | 567 | $246.91 |
| 2025-11-07 | Vaillancourt Eric A. | Gift | 442 | — |
| 2025-11-06 | Vaillancourt Eric A. | Sell | 2.3K | $227.00 |
| 2025-08-22 | Bower Steven R. | Option exercise | 2.5K | $53.78 |
| 2025-08-20 | McLean Robert Savage | Sell | 2.5K | $223.77 |
| 2025-08-12 | McLean Robert Savage | Gift | 230 | — |
| 2025-08-07 | Vaillancourt Eric A. | Option exercise | 938 | $106.54 |
| 2025-08-07 | Vaillancourt Eric A. | Tax withheld | 2.3K | $215.50 |
| 2025-08-07 | McLean Robert Savage | Option exercise | 3.7K | $53.78 |
| 2025-08-07 | McLean Robert Savage | Tax withheld | 924 | $215.50 |
| 2025-08-07 | Vaillancourt Eric A. | Option exercise | 5.6K | $53.78 |
| 2025-08-07 | Vaillancourt Eric A. | Option exercise | 1.2K | $80.00 |
| 2025-02-25 | Bower Steven R. | Sell | 997 | $199.66 |
| 2025-02-24 | Vaillancourt Eric A. | Gift | 499 | — |
| 2025-02-16 | Bower Steven R. | Tax withheld | 74 | $192.96 |
| 2025-02-16 | Joiner Larisa R. | Option exercise | 254 | — |
| 2025-02-16 | McLean Robert Savage | Tax withheld | 299 | $192.96 |
| 2025-02-16 | Joiner Larisa R. | Tax withheld | 113 | $192.96 |
| 2025-02-16 | Vaillancourt Eric A. | Tax withheld | 1.7K | $192.96 |
| 2025-02-16 | Vaillancourt Eric A. | Option exercise | 4.0K | — |
| 2025-02-16 | McLean Robert Savage | Option exercise | 772 | — |
| 2025-02-16 | Bower Steven R. | Option exercise | 278 | — |
| 2025-02-15 | Joiner Larisa R. | Tax withheld | 252 | $192.96 |
| 2025-02-15 | Bruderek Joseph F Jr. | Option exercise | 616 | — |
| 2025-02-15 | Bruderek Joseph F Jr. | Tax withheld | 205 | $192.96 |
| 2025-02-15 | Vaillancourt Eric A. | Option exercise | 3.8K | — |
| 2025-02-15 | Vaillancourt Eric A. | Option exercise | 3.2K | — |
| 2025-02-15 | Vaillancourt Eric A. | Tax withheld | 3.0K | $192.96 |
| 2025-02-15 | McLean Robert Savage | Option exercise | 942 | — |
| 2025-02-15 | McLean Robert Savage | Option exercise | 601 | — |
| 2025-02-15 | McLean Robert Savage | Tax withheld | 610 | $192.96 |
| 2025-02-15 | Joiner Larisa R. | Option exercise | 273 | — |
| 2025-02-15 | Joiner Larisa R. | Option exercise | 248 | — |
| 2025-02-15 | Bower Steven R. | Option exercise | 294 | — |
| 2025-02-15 | Bower Steven R. | Option exercise | 217 | — |
| 2025-02-15 | Bower Steven R. | Tax withheld | 145 | $192.96 |
| 2025-02-13 | Reinsdorf Judith A | Grant | 685 | $182.27 |
| 2025-02-13 | Humphrey John | Grant | 685 | $182.27 |
| 2025-02-13 | HAUSER DAVID L | Grant | 685 | $182.27 |
| 2025-02-13 | Brueck Felix M. | Grant | 685 | $182.27 |
| 2025-02-13 | Botts Thomas M. | Grant | 685 | $182.27 |
| 2025-02-13 | ADEN ALLISON | Grant | 685 | $182.27 |
| 2025-02-13 | Abbey William | Grant | 685 | $182.27 |
| 2025-01-02 | Bower Steven R. | Option exercise | 342 | — |
| 2025-01-02 | Bower Steven R. | Tax withheld | 45 | $172.45 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-05 | ResultsExhibits | filing ↗ |
| 2026-04-29 | Shareholder vote | filing ↗ |
| 2026-04-20 | Exec/director change | filing ↗ |
| 2026-02-18 | ResultsExhibits | filing ↗ |
| 2026-01-08 | Exec/director change | filing ↗ |
| 2025-11-04 | ResultsExhibits | filing ↗ |
| 2025-08-05 | ResultsExhibits | filing ↗ |
| 2025-05-29 | 1.02Debt obligationOtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-05 | 2026-05-05 | 0001628280-26-030116 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0001628280-26-030295 ↗ |
| 8-K | 2026-04-29 | 2026-04-29 | 0001140361-26-017817 ↗ |
| 8-K | 2026-04-20 | 2026-04-20 | 0001140361-26-015660 ↗ |
| 10-K | 2026-02-19 | 2025-12-31 | 0001628280-26-009798 ↗ |
| 8-K | 2026-02-18 | 2026-02-18 | 0001628280-26-008793 ↗ |
| 8-K | 2026-01-08 | 2026-01-06 | 0001140361-26-000570 ↗ |
| 8-K | 2025-11-04 | 2025-11-04 | 0001628280-25-048529 ↗ |
| 10-Q | 2025-11-04 | 2025-09-30 | 0001628280-25-048610 ↗ |
| 10-Q | 2025-08-05 | 2025-06-30 | 0001164863-25-000030 ↗ |
| 8-K | 2025-08-05 | 2025-08-05 | 0001164863-25-000025 ↗ |
| 8-K | 2025-05-29 | 2025-05-29 | 0001140361-25-020773 ↗ |