AI-extracted from the 10-Q filed 2026-08-04 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
EnPro Inc. reported Q2 2026 net sales of $338.8M, up 17.6% YoY, with net income of $27.1M; Adjusted Segment EBITDA grew 21.6% to $101.1M driven by strong semiconductor and aerospace demand.
Biggest Revenue Drivers
Sealing Technologies$216.2M+15.3% YoY
Organic growth of 5.0% including pricing gains and aerospace/general industrial strength, plus $16.4M from acquisitions; commercial vehicle weakness partially offset gains.
Advanced Surface Technologies$122.9M+21.8% YoY
Strong precision cleaning solutions, increased demand for critical semiconductor tools and assemblies, and optical coatings growth.
Biggest Revenue Drivers
Total revenue: $338.8M+17.6% YoY
Sealing Technologies$216.2M+15.3% YoY
Organic growth of 5.0% including pricing gains and aerospace/general industrial strength, plus $16.4M from acquisitions; commercial vehicle weakness partially offset gains.
Advanced Surface Technologies$122.9M+21.8% YoY
Strong precision cleaning solutions, increased demand for critical semiconductor tools and assemblies, and optical coatings growth.
Largest Expense Items
Cost of sales$189.8M+16.1% YoY
Increased proportionally with sales growth; includes amortization of acquisition-date inventory fair value adjustment.
Selling, general and administrative$89.8M+13.5% YoY
Higher headcount and personnel costs supporting growth initiatives and increased incentive compensation accruals.
Interest expense$8.7M-3.3% YoY
Higher average debt balance offset by favorable debt refinancing and redemption of 2026 notes.
Watch Items from the Filing
Environmental reserve increased $22.2M to $64.4M at June 30, 2026, primarily Arizona uranium mines ($36.4M), reflecting EPA preference for off-site waste disposal over capping; $12.7M expected reimbursement from U.S. government.
Water Valley facility litigation: 635 alleged former employees filed claims in Mississippi state court; workers' compensation petitions ongoing; no reserves accrued as proceedings in early stages and outcomes not estimable.
Commercial vehicle OEM market experiencing continued demand weakness, partially offset by aerospace and nuclear strength; European general industrial and food/pharma demand tepid.
Completed acquisitions of Overlook Industries and AlpHa Measurement Holdings in Q4 2025 for $273.9M contributed $22.2M organic growth equivalent in Q2 2026; $159.2M goodwill recorded with 32% tax deductibility.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
About Enpro Inc. (NPO): stock profile, AI score and financials
Enpro Inc. (NPO) stock profile, AI quality score, and SEC EDGAR financial data, a Materials sector company. 13F Pro's AI-powered ranking engine scores NPO at 54.3/100 on a composite quality score built from its SEC filings, placing it at rank #1,334 of 2,925 stocks — the top half of the AI-ranked universe. NPO scores in the top quartile across earnings quality (89.8). Areas of concern include profitability (33.1) and institutional flow (38.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 48.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Enpro Inc. reports quarterly revenue of $338.8M, net income of $27.1M, an operating margin of 17.0%. Top institutional holders of NPO by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, FMR, based on the most recent SEC filings. NPO trades on the NYSE exchange and files with the SEC under CIK 1164863. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate NPO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Enpro Inc. directly from SEC EDGAR.