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Side-by-side financial comparison of Enpro Inc. (NPO) and Palomar Holdings, Inc. (PLMR). Click either name above to swap in a different company.
Enpro Inc. is the larger business by last-quarter revenue ($295.4M vs $253.4M, roughly 1.2× Palomar Holdings, Inc.). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs 14.3%). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% CAGR vs 7.1%).
Enpro is a US-based industrial technology company that designs and manufactures products and materials for technology-intensive sectors. The company serves industries such as semiconductors, aerospace, power generation, heavy-duty trucking, agricultural machinery, chemical processing, pulp and paper, and life sciences from 61 primary manufacturing facilities located in 12 countries, worldwide. It is organized under three segments: Sealing Technologies, Advanced Surface Technologies, and Engin...
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
NPO vs PLMR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $295.4M | $253.4M |
| Net Profit | $-32.0M | — |
| Gross Margin | 42.1% | — |
| Operating Margin | 11.2% | 28.7% |
| Net Margin | -10.8% | — |
| Revenue YoY | 14.3% | 62.7% |
| Net Profit YoY | -330.2% | — |
| EPS (diluted) | $-1.50 | $2.05 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $295.4M | $253.4M | ||
| Q3 25 | $286.6M | $244.7M | ||
| Q2 25 | $288.1M | $203.3M | ||
| Q1 25 | $273.2M | $174.6M | ||
| Q4 24 | $258.4M | $155.8M | ||
| Q3 24 | $260.9M | $148.5M | ||
| Q2 24 | $271.9M | $131.1M | ||
| Q1 24 | $257.5M | $118.5M |
| Q4 25 | $-32.0M | — | ||
| Q3 25 | $21.6M | $51.5M | ||
| Q2 25 | $26.4M | $46.5M | ||
| Q1 25 | $24.5M | $42.9M | ||
| Q4 24 | $13.9M | — | ||
| Q3 24 | $19.8M | $30.5M | ||
| Q2 24 | $26.7M | $25.7M | ||
| Q1 24 | $12.5M | $26.4M |
| Q4 25 | 42.1% | — | ||
| Q3 25 | 41.9% | — | ||
| Q2 25 | 43.3% | — | ||
| Q1 25 | 43.3% | — | ||
| Q4 24 | 42.3% | — | ||
| Q3 24 | 42.3% | — | ||
| Q2 24 | 43.8% | — | ||
| Q1 24 | 41.2% | — |
| Q4 25 | 11.2% | 28.7% | ||
| Q3 25 | 14.3% | 27.4% | ||
| Q2 25 | 15.9% | 29.5% | ||
| Q1 25 | 15.3% | 30.8% | ||
| Q4 24 | 12.5% | 28.9% | ||
| Q3 24 | 13.1% | 25.9% | ||
| Q2 24 | 17.7% | 25.5% | ||
| Q1 24 | 10.9% | 29.0% |
| Q4 25 | -10.8% | — | ||
| Q3 25 | 7.5% | 21.0% | ||
| Q2 25 | 9.2% | 22.9% | ||
| Q1 25 | 9.0% | 24.6% | ||
| Q4 24 | 5.4% | — | ||
| Q3 24 | 7.6% | 20.5% | ||
| Q2 24 | 9.8% | 19.6% | ||
| Q1 24 | 4.9% | 22.3% |
| Q4 25 | $-1.50 | $2.05 | ||
| Q3 25 | $1.01 | $1.87 | ||
| Q2 25 | $1.25 | $1.68 | ||
| Q1 25 | $1.15 | $1.57 | ||
| Q4 24 | $0.65 | $1.29 | ||
| Q3 24 | $0.94 | $1.15 | ||
| Q2 24 | $1.27 | $1.00 | ||
| Q1 24 | $0.59 | $1.04 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $114.7M | $106.9M |
| Total DebtLower is stronger | $655.3M | — |
| Stockholders' EquityBook value | $1.5B | $942.7M |
| Total Assets | $2.7B | $3.1B |
| Debt / EquityLower = less leverage | 0.42× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $114.7M | $106.9M | ||
| Q3 25 | $132.9M | $111.7M | ||
| Q2 25 | $107.1M | $81.3M | ||
| Q1 25 | $240.3M | $119.3M | ||
| Q4 24 | $236.3M | $80.4M | ||
| Q3 24 | $206.9M | $86.5M | ||
| Q2 24 | $175.9M | $47.8M | ||
| Q1 24 | $163.9M | $61.4M |
| Q4 25 | $655.3M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $640.1M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $644.9M | — |
| Q4 25 | $1.5B | $942.7M | ||
| Q3 25 | $1.5B | $878.1M | ||
| Q2 25 | $1.5B | $847.2M | ||
| Q1 25 | $1.5B | $790.4M | ||
| Q4 24 | $1.4B | $729.0M | ||
| Q3 24 | $1.5B | $703.3M | ||
| Q2 24 | $1.4B | $532.6M | ||
| Q1 24 | $1.4B | $501.7M |
| Q4 25 | $2.7B | $3.1B | ||
| Q3 25 | $2.4B | $2.9B | ||
| Q2 25 | $2.4B | $2.8B | ||
| Q1 25 | $2.5B | $2.4B | ||
| Q4 24 | $2.5B | $2.3B | ||
| Q3 24 | $2.5B | $2.3B | ||
| Q2 24 | $2.5B | $2.0B | ||
| Q1 24 | $2.5B | $1.9B |
| Q4 25 | 0.42× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.46× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $409.1M |
| Free Cash FlowOCF − Capex | — | $409.0M |
| FCF MarginFCF / Revenue | — | 161.4% |
| Capex IntensityCapex / Revenue | 4.1% | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $700.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $409.1M | ||
| Q3 25 | $65.3M | $83.6M | ||
| Q2 25 | $52.2M | $120.9M | ||
| Q1 25 | $21.0M | $87.2M | ||
| Q4 24 | $59.4M | $261.2M | ||
| Q3 24 | $54.0M | $100.3M | ||
| Q2 24 | $43.2M | $55.1M | ||
| Q1 24 | $6.3M | $33.1M |
| Q4 25 | — | $409.0M | ||
| Q3 25 | $53.4M | $83.6M | ||
| Q2 25 | $42.3M | $120.8M | ||
| Q1 25 | $13.0M | $87.1M | ||
| Q4 24 | $49.1M | $260.9M | ||
| Q3 24 | $48.3M | $100.1M | ||
| Q2 24 | $38.3M | — | ||
| Q1 24 | $-1.9M | — |
| Q4 25 | — | 161.4% | ||
| Q3 25 | 18.6% | 34.2% | ||
| Q2 25 | 14.7% | 59.4% | ||
| Q1 25 | 4.8% | 49.9% | ||
| Q4 24 | 19.0% | 167.5% | ||
| Q3 24 | 18.5% | 67.4% | ||
| Q2 24 | 14.1% | — | ||
| Q1 24 | -0.7% | — |
| Q4 25 | 4.1% | 0.1% | ||
| Q3 25 | 4.2% | 0.0% | ||
| Q2 25 | 3.4% | 0.0% | ||
| Q1 25 | 2.9% | 0.0% | ||
| Q4 24 | 4.0% | 0.2% | ||
| Q3 24 | 2.2% | 0.1% | ||
| Q2 24 | 1.8% | 0.0% | ||
| Q1 24 | 3.2% | 0.0% |
| Q4 25 | — | — | ||
| Q3 25 | 3.02× | 1.63× | ||
| Q2 25 | 1.98× | 2.60× | ||
| Q1 25 | 0.86× | 2.03× | ||
| Q4 24 | 4.27× | — | ||
| Q3 24 | 2.73× | 3.29× | ||
| Q2 24 | 1.62× | 2.14× | ||
| Q1 24 | 0.50× | 1.26× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NPO
| Sealing Technologies Segment | $187.0M | 63% |
| General Industrial | $71.3M | 24% |
| Power Generation | $19.9M | 7% |
| Oiland Gas Market | $15.0M | 5% |
| Semiconductors | $2.2M | 1% |
PLMR
Segment breakdown not available.
