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Enpro Has Continued To Pivot Toward Less Cyclical, More Profitable Business

Apr. 05, 2022 5:15 AM ETEnPro Industries, Inc. (NPO)2 Comments
Stephen Simpson profile picture
Stephen Simpson


  • Enpro has continued to shift its business mix more toward the semiconductor industry; an industry that offers attractive long-term volume growth in the mid-single-digits and good margins.
  • The company's more cyclical businesses should perform well in 2022, with healthy ongoing demand in general industry and improving production rates in heavy trucks and autos.
  • Mid-single-digit long-term revenue growth and improving margins can drive a double-digit move from here and this under-followed company has some attractive GARP attributes.

Silicon Wafers and Microcircuits with Automation system control application on automate robot arm

kynny/iStock via Getty Images

At a point in the cycle where the market really isn’t fond of short-cycle industrial exposure, Enpro’s (NYSE:NPO) decision to shift toward faster-growing, higher-margin, and less typically cyclical business is looking better and better. Since my

This article was written by

Stephen Simpson profile picture
Stephen Simpson is a freelance financial writer and investor. Spent close to 15 years on the Street (sell-side, buy-side, equities, bonds); now a semi-retired raccoon rancher. That last part isn't entirely true. Probably.

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Comments (2)

Good analysis but the chart looks broken to me.
Stephen Simpson profile picture
@mt57 I'll defer to you on that, but it looks like it's testing support to me (my knowledge of TA is superficial at best).
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