Enpro jumps as Q1 beats and raised 2026 guidance cite stronger semiconductor demand
Enpro shares are higher after the company reported Q1 2026 results and raised full-year 2026 guidance. The company posted $303.0 million in Q1 sales (+10.9% y/y) and lifted its outlook to 10%–14% revenue growth and $8.85–$9.50 adjusted EPS.
1) What’s moving the stock
Enpro (NPO) is up after reporting first-quarter 2026 results and raising its full-year 2026 guidance, a combination that typically draws incremental buying interest when the outlook moves higher. Management pointed to stronger semiconductor industry demand, steady performance in Sealing Technologies, and contribution from recent acquisitions as key drivers of the quarter’s growth.
2) The key numbers investors are reacting to
For the quarter ended March 31, 2026, Enpro reported sales of $303.0 million, up 10.9% year over year, and adjusted EBITDA of $76.4 million versus $67.8 million a year ago. GAAP diluted EPS was $1.29 (vs. $1.15), while adjusted diluted EPS was $2.14 (vs. $1.90).
3) Guidance raised: the catalyst behind today’s bid
Enpro raised full-year 2026 guidance to revenue growth of 10% to 14%, adjusted EBITDA of $315 million to $330 million, and adjusted diluted EPS of $8.85 to $9.50. The guidance lift is reinforcing the view that semiconductor-driven demand is improving and that recent acquisition contributions are showing up in results, helping explain the stock’s move higher today.