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Enpro NPO Semiconductors — Total third-party sales

Other product segments

General industrial
$85.9M+16.7%
Food and biopharmaceutical
$76.3M
Commercial vehicle
$37M-8.0%
Aerospace
$22.5M-7.8%
Food and pharmaceutical
$22.4M+24.4%
Power generation
$20.4M+17.2%
Oil and gas
$17.8M+11.9%

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Other financials

Income statement

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Revenue$303.0M+10.9%
Gross profit$130.0M+10.0%
Operating income$43.5M+4.1%
Net income$27.4M+11.8%
EPS (diluted)$1.29+12.2%

Balance sheet

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Cash & equivalents$79.2M-67.0%
Total debt$617.8M-4.5%
Total equity$1.6B+6.9%
Total assets$2.6B+5.1%

Cash flow

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Operating cash flow$39.6M+88.6%
CapEx$12.2M+52.5%
Free cash flow$27.4M+111%

Valuation

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Market cap$6.95B+50.8%
Enterprise value$7.49B+50.4%
P/E69.6×
P/S5.9×+1.7×

Profitability

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Gross margin42.6%-0.4pp
Operating margin13.9%-0.7pp
Net margin7.8%
FCF margin14.8%+0.8pp

Returns & leverage

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Return on equity5.8%
Debt / equity0.4×0.0×
Current ratio2.2×-0.7×

Where this comes from

Reported directly by Enpro in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.

The source filing: Enpro’s 10-Q, filed May 5, 2026.

Filed
May 5, 2026, 12:38 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001628280-26-030295
(in millions)Sealing TechnologiesAdvanced Surface TechnologiesTotal
Aerospace$20.4$2.1$22.5
Commercial vehicle37.037.0
Food and pharmaceutical22.422.4
General industrial79.36.685.9
Oil and gas16.31.517.8
Power generation20.420.4
Semiconductors3.293.897.0
Total third-party sales$199.0$104.0$303.0

Item 1. Financial Statements

FAQ

What is Enpro's semiconductors — total third-party sales?
Enpro (NPO) reported semiconductors — total third-party sales of $97M in Q1 2026.
How has Enpro's semiconductors — total third-party sales changed year-over-year?
Enpro's semiconductors — total third-party sales increased by 15.9% year-over-year, from $83.7M to $97M.
What is the long-term trend for Enpro's semiconductors — total third-party sales?
Over 4 years (2021 to 2025), Enpro's semiconductors — total third-party sales has grown at a 13.9% compound annual growth rate (CAGR), from $218.2M to $367.1M.
What does semiconductors — total third-party sales mean?
This metric represents the total revenue generated from external customers by the business segment focused on semiconductor-related products and services. It captures the market demand for specialized wafer processing sub-systems, thin-film coatings, and associated refurbishment services provided to the semiconductor manufacturing industry. This figure serves as a primary indicator of the segment's commercial performance and its exposure to cyclical trends within the global semiconductor capital equipment market.

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