Investors interested in Technology Services stocks are likely familiar with V2X (VVX) and Enpro (NPO) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores h ...

Enpro Industries provides engineered components and materials for critical applications in global industrial and technology sectors.On January 27, Nebraska-based Tributary Capital Management disclosed in a Securities and Exchange Commission (SEC) filing that it sold 31,471 shares of Enpro (NPO 1.87%) in the fourth quarter, an estimated $6.96 million transaction based on average quarterly pricing.What happenedAccording to a filing with the Securities and Exchange Commission dated January 27, Tributary Capita ...

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Core Insights - The article compares two companies, JBT Marel (JBTM) and Enpro (NPO), to determine which is a better option for investors seeking undervalued stocks [1] Valuation Metrics - JBTM has a forward P/E ratio of 24.66, while NPO has a forward P/E of 27.91, indicating that JBTM may be more attractively priced [5] - JBTM's PEG ratio is 1.79, compared to NPO's PEG ratio of 1.86, suggesting JBTM offers better value relative to its expected earnings growth [5] - JBTM has a P/B ratio of 1.8, while NPO's P/B ratio is 3.03, further indicating that JBTM is undervalued compared to NPO [6] Analyst Outlook - JBTM holds a Zacks Rank of 2 (Buy), indicating a more favorable analyst outlook due to stronger earnings estimate revision activity compared to NPO, which has a Zacks Rank of 3 (Hold) [3][7] - The Value grade for JBTM is B, while NPO has a Value grade of C, reinforcing the notion that JBTM is the superior option for value investors at this time [6][7]

Core Points - Enpro Inc. has completed the acquisition of AlpHa Measurement Solutions, which was previously announced [1] Company Summary - The acquisition is part of Enpro Inc.'s strategy to enhance its capabilities and expand its market presence [1]

Core Insights - Ingram Micro (INGM) is currently viewed as a more attractive investment compared to Enpro (NPO) based on valuation metrics and earnings outlook [3][7] Valuation Metrics - INGM has a forward P/E ratio of 8.00, significantly lower than NPO's forward P/E of 30.41, indicating that INGM may be undervalued [5] - The PEG ratio for INGM is 0.89, while NPO's PEG ratio stands at 2.34, suggesting that INGM offers better value relative to its expected earnings growth [5] - INGM's P/B ratio is 1.3, compared to NPO's P/B of 3.29, further supporting the notion that INGM is a more favorable investment option [6] Analyst Outlook - INGM has a Zacks Rank of 2 (Buy), reflecting an improving earnings estimate revision activity, while NPO holds a Zacks Rank of 3 (Hold) [3][7] - The positive earnings outlook for INGM enhances its attractiveness as a value investment [7]

Financial Performance - Net sales for Q3 2025 were $286.6 million, a 9.9% increase from $260.9 million in Q3 2024[133] - Net income for Q3 2025 was $21.6 million, compared to $19.8 million in Q3 2024, reflecting a 9.1% growth[133] - Adjusted diluted earnings per share for Q3 2025 increased to $1.99, up from $1.74 in Q3 2024, representing a 14.4% rise[133] - Total adjusted segment EBITDA for Q3 2025 was $79.2 million, a 6.6% increase from $74.3 million in Q3 2024[135] - Adjusted Segment EBITDA for the third quarter of 2025 was $57.4 million, a 4.2% increase from $55.1 million in the same quarter of 2024, with a margin of 32.2%[140] - Adjusted net income for the quarter ended September 30, 2025, was $42.4 million, or $1.99 per diluted share, compared to $36.7 million, or $1.74 per diluted share for the same period in 2024[181] - For the nine months ended September 30, 2025, adjusted net income was $125.8 million, or $5.92 per diluted share, compared to $113.7 million, or $5.39 per diluted share for the same period in 2024[182] - Adjusted EBITDA for Q3 2025 reached $69.3 million, up 8.1% from $64.1 million in Q3 2024[183] - Adjusted EBITDA for the nine months ended September 30, 2025, was $208.3 million, an increase of 5.9% from $196.6 million in the same period of 2024[183] Segment Performance - The Sealing Technologies segment reported sales of $178.2 million in Q3 2025, up from $168.6 million in Q3 2024, a growth of 9.5%[135] - The Advanced Surface Technologies segment achieved sales of $108.5 million in Q3 2025, compared to $92.5 million in Q3 2024, marking a 17.3% increase[135] - Sealing Technologies segment sales increased to $178.2 million, up 5.7% from $168.6 million year-over-year, driven by strong demand in aerospace and food and pharmaceuticals[139] - Advanced Surface Technologies segment sales rose 17.3% to $108.5 million, compared to $92.5 million in the prior year, fueled by growth in precision cleaning solutions and semiconductor tools[141] Cash Flow and Backlog - Operating activities generated $138.5 million in cash for the first nine months of 2025, up from $103.5 million in the same period of 2024[159] - As of September 30, 2025, the backlog of remaining performance obligations was $249.4 million, with approximately 96% expected to be satisfied within one year[156] Acquisitions and Strategic Initiatives - Enpro acquired Advanced Micro Instruments, Inc. on January 29, 2024, enhancing its capabilities in application-specific analyzers and sensing technologies[131] - Subsequent to September 30, 2025, Enpro announced acquisitions of Overlook Industries, Inc. and AlpHa Measurement Holdings, LLC for approximately $280 million in cash[132] - Enpro's strategic initiatives have focused on high-margin, proprietary industrial technology-related products with strong cash flow and recurring revenue[126] Debt and Financing - Enpro Inc. completed the offering of $450 million in aggregate principal amount of 6.125% Senior Notes due 2033, with interest payable semi-annually starting December 1, 2025[169] - The maximum consolidated total net leverage ratio is set at 4.0 to 1.0, which can be increased to 4.5 to 1.0 for four quarters following a significant acquisition[166] - The company has a minimum consolidated interest coverage ratio requirement of at least 2.5 to 1.0[166] - The company applied a portion of the net proceeds from the Senior Notes to redeem all outstanding 5.75% Senior Notes due 2026, totaling $350 million[172] Tax and Expenses - The effective tax rate for the first nine months of 2025 was 27.4%, compared to 21.0% in the same period of 2024, primarily due to higher tax rates in foreign jurisdictions[154] - Interest expense decreased to $6.4 million in Q3 2025 from $9.0 million in Q3 2024, reflecting a reduction of 29%[183] - Income tax expense increased significantly to $10.5 million in Q3 2025, compared to $4.2 million in Q3 2024, marking a 150% rise[183] - The company recorded a restructuring and impairment expense of $0.4 million in Q3 2025, down from $4.5 million in Q3 2024[183] Foreign Exchange and Commodity Risks - The company has a notional amount of $103.7 million in foreign exchange contracts as of December 31, 2024, related to a 95 million Euro exposure[185] - Cross-currency swap agreements with a notional amount of $100 million were established to manage foreign currency risk, maturing on October 15, 2026[187] - Commodity price fluctuations for materials like steel and copper could negatively impact results, with no hedging strategies in place for commodity risk[189] - The company aims to control foreign currency risks through normal operating activities and derivative instruments[185] Shareholder Actions - A share repurchase program was authorized for up to $50.0 million, which may be executed in open market and privately negotiated transactions[173]

Financial Data and Key Metrics Changes - Enpro reported organic sales growth of nearly 10% during the third quarter, with total sales of $286.6 million, an increase of nearly 10% year-over-year [4][15] - Adjusted EBITDA for the third quarter was $69.3 million, an increase of 8% compared to the prior year, with an adjusted EBITDA margin of 24.2%, slightly down from last year [15][24] - Adjusted diluted earnings per share increased more than 14% to $1.99, driven by improved adjusted EBITDA and lower net interest expense [15][24] Business Line Data and Key Metrics Changes - In sealing technologies, sales increased 5.7% to $178.2 million, driven by strength in aerospace and food and biopharma applications, with adjusted segment EBITDA margin remaining strong at over 32% [8][16] - Advanced surface technologies (AST) segment sales increased more than 17% to $108.5 million, with adjusted segment EBITDA margin at 20.1% [8][18] Market Data and Key Metrics Changes - The sealing technologies segment saw firm aftermarket demand in general industrial and commercial vehicle markets, while the commercial vehicle OEM market remained weak [16][25] - In AST, demand for capital equipment was choppy, with some strength observed in lower margin semiconductor tools and assemblies [18][21] Company Strategy and Development Direction - Enpro is advancing its Enpro 3.0 strategy with acquisitions of Overlook Industries and Alpha Measurement Solutions, expected to enhance capabilities in critical growth areas [5][6] - The company aims to unlock compounding features of its business model and drive value creation, with expected mid-single digit revenue growth in sealing technologies and high single to low double digit growth in AST over time [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the sealing segment's ability to generate consistent profitability and expects continued strong performance in the fourth quarter, particularly in aerospace and food and pharma markets [12][25] - The AST segment is expected to experience a sequential deceleration in sales growth in the fourth quarter due to ongoing choppiness in semiconductor equipment spending [26] Other Important Information - Enpro's balance sheet remains strong, with a net leverage ratio of 1.2 times trailing 12-month adjusted EBITDA, expected to rise to around 2 times following the completion of recent acquisitions [22][23] - The company generated $105 million in free cash flow year to date, an increase from $83 million last year, and plans to continue investing in growth opportunities while returning capital to shareholders [23][24] Q&A Session Summary Question: Can you provide details on the acquisitions? - The combined revenue from both acquisitions is expected to be about $60 million in 2026, with high single to low double digit growth rates anticipated [30][31] Question: What is the expected revenue contribution from the acquisitions in Q4? - Approximately $10 million in revenue and $3 million in EBITDA are included in the Q4 guidance from both acquisitions [32] Question: When can we expect better incrementals in the AST business? - Incrementals are expected to normalize as investments begin to pay off, with historical incrementals around 40% [34][37] Question: How do you view the compositional analysis market? - The compositional analysis space is seen as a significant opportunity for innovation and growth, with expectations for further M&A opportunities in this area [40][41] Question: What is the outlook for the nuclear and commercial space markets? - The company remains optimistic about the nuclear market's development and is well-positioned to participate as it grows [44][50]

Core Viewpoint - Enpro (NPO) reported quarterly earnings of $1.99 per share, exceeding the Zacks Consensus Estimate of $1.93 per share, and showing an increase from $1.74 per share a year ago, indicating a positive earnings surprise of +3.11% [1] Financial Performance - Enpro's revenues for the quarter ended September 2025 were $286.6 million, surpassing the Zacks Consensus Estimate by 3.54% and up from $260.9 million year-over-year [2] - The company has exceeded consensus EPS estimates three times over the last four quarters and has topped consensus revenue estimates four times in the same period [2] Stock Performance - Enpro shares have appreciated approximately 35.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.5% [3] Future Outlook - The company's earnings outlook will be crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $1.83 on revenues of $274.95 million, and for the current fiscal year, it is $7.69 on revenues of $1.11 billion [7] Industry Context - The Technology Services industry, to which Enpro belongs, is currently ranked in the top 35% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

Third Quarter 2025 Earnings Review November 4, 2025 Forward-Looking Statements; Non-GAAP Measures Statements in this presentation that express a belief, expectation, or intention, including the 2025 guidance and other statements that are not historical fact, are forward-looking statements under the Private Securities Litigation Reform Act of 1995. They involve a number of risks and uncertainties that may cause actual events and results to differ materially from such forward-looking statements. These risks a ...