NPO Earnings Prediction
The chart below shows how NPO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, NPO sees a +2.50% change in stock price 10 days leading up to the earnings, and a +2.22% change 10 days following the report. On the earnings day itself, the stock moves by -1.28%. This data can give you a slight idea of what to expect for the next quarter's release.
NPO Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
258.40M
3.73%
-0.96%
Gross Margin
42.30%
9.42%
0.05%
Operating Margin
14.28%
21.43%
-5.18%
Net Margin
5.38%
397.24%
-29.12%
EPS
0.66
386.96%
-29.79%
No Data Available
NPO Earnings Analysis
Enpro Inc Corporation (NPO.N) Earnings Conference Call
Positive
Earnings Per Share Beat: EnPro Industries, Inc. reported an EPS of $1.57, exceeding expectations of $1.47, indicating strong financial performance.
Adjusted EBITDA Growth: The company generated approximately $255 million in adjusted EBITDA for 2024, reflecting a 7% year-over-year increase, showcasing effective cost management and operational efficiency.
Strong Profitability Achievement: The Sealing Technologies segment achieved an adjusted segment EBITDA margin over 32% for the year, demonstrating strong profitability and operational excellence.
Net Leverage Ratio Stability: EnPro Industries, Inc. ended 2024 with a net leverage ratio of 1.6 times, indicating a strong balance sheet and financial stability.
Free Cash Flow Generation: The company generated $130 million in free cash flow in 2024, providing ample resources for strategic investments and growth opportunities.
Long-Term Growth Strategy: EnPro Industries, Inc. plans to target mid to high single-digit top-line growth over the long term, with both segments capable of generating 30% adjusted segment EBITDA margins.
Safety Commitment and Performance: The company has a strong commitment to safety, with results for total reportable case rate and lost time case rate significantly better than industry averages, reflecting a robust safety culture.
Dividend Increase Commitment: EnPro Industries, Inc. has increased its quarterly dividend to $0.31 per share, marking the tenth consecutive annual dividend increase since 2015, demonstrating a commitment to returning capital to shareholders.
Negative
Semiconductor Equipment Demand Decline: Weakness in semiconductor capital equipment demand persisted, impacting overall performance in the Advanced Surface Technologies (AST) segment.
Decline in OEM Sales: Commercial vehicle OEM sales experienced a sharp decline, negatively affecting revenue.
Revenue Decline Analysis: AST revenue ended the year down roughly 10%, indicating a significant drop in demand in that segment.
Demand Environment Challenges: Despite a strong performance in Sealing Technologies, the overall demand environment remained soft, suggesting challenges in other areas of the business.
Flat EBITDA Margins: Adjusted segment EBITDA margins for AST were flat year over year, indicating a lack of improvement despite efforts to optimize performance.
Semiconductor Spending Weakness: The company expects continued weakness in semiconductor capital equipment spending throughout 2025, which could hinder growth prospects.
Sales Growth Outlook: While the Sealing Technologies segment showed growth, the overall sales growth for EnPro Industries, Inc. is expected to be in the low to mid-single-digit range for 2025, reflecting a cautious outlook.
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NPO Earning Call Sentiment
EnPro Industries, Inc. (NYSE:NPO) Q4 2024 Earnings Call Transcript
NPO.N
3.71%Positive
The earnings call presents a mixed outlook. Positive elements include a 32% YoY EPS increase, strong financial metrics, and a dividend hike. However, reduced guidance for sales, EBITDA, and EPS, along with management's vague responses on tariffs and market outlook, create uncertainties. Despite strong financial health, the lack of strong growth projections and cautious market sentiment suggest a neutral stock price movement. Given the market cap, the stock may not experience significant volatility, leading to a neutral prediction of -2% to 2% over the next two weeks.
