Enpro (NPO) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 3, 2026 · Enpro (NPO) Q3 2026 earnings results →

Q3 2026 Revenue up 22% year over year to $351M · 11¢ of every $1 of revenue kept as net profit · operating margin 18.0%

Enpro made $351M in Q3 2026 (+22% Y/Y): Semiconductor $127M, General industrial $95.2M, Commercial vehicle $47.9M. Operating margin 18.0%, net earnings $40.3M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 3, 2026.

Revenue$351M

Year over year+22%

Operating margin18.0%

Net earnings$40.3M

Operating cash flow$81.9M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $350.8M in Q3 2026, up 22% year over year and up 4% from the previous quarter. Semiconductor was the largest line at 36% of revenue. Semiconductor added $31.1M year over year (up 32%), 48% of the total change. Power generation declined 6%.

Gross margin was 43.7%, up 1.7 points from Q3 2025. Operating profit was $63.3M, a 18.0% margin (up 3.8 points year over year). Of the extra revenue versus Q3 2025, 35% reached operating profit, above the 14% margin then. Operating expenses grew 13% against revenue growth of 22%. The fastest-growing cost line was Other operating costs (+25%). Net earnings were $40.3M, up 87% year over year. The effective tax rate was 26.1%.

Operating cash flow was $81.9M (up 25% year over year), 203% of net earnings. Non-cash charges added back $27.4M of depreciation and amortization and $4.0M of share-based compensation. Working capital and other items added $10.2M. Capital expenditures of $12.1M left free cash flow of $69.8M.

Quarterly history

Quarter	Form	Filed	Revenue	Y/Y	Op. margin	Net earnings	Op. cash flow
Q3 2026	10-Q	Nov 3, 2026	$351M	+22%	18.0%	$40.3M	$81.9M
Q2 2026	10-Q	Aug 4, 2026	$339M	+18%	17.0%	$27.1M	$51.3M
Q1 2026	10-Q	May 5, 2026	$303M	+11%	14.4%	$27.4M	$39.6M
Q4 2025	10-K	Feb 19, 2026	$295M	+14%	11.2%	−$32.0M	$62.7M
Q3 2025	10-Q	Nov 4, 2025	$287M	+10%	14.3%	$21.6M	$65.3M
Q2 2025	10-Q	Aug 5, 2025	$288M	+6%	15.9%	$26.4M	$52.2M
Q1 2025	10-Q	May 6, 2025	$273M	+6%	15.3%	$24.5M	$21.0M

Charts

Latest (Q3 2026): Y/Y +22%, Q/Q +4%.

From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.

Latest (Q3 2026): Net income $40.3M, Operating cash flow $81.9M.

+3.4% since FY2020: more shares outstanding (issuance, stock pay).

Cash $115M, short-term investments —, long-term debt $655M at 2025-12-31.