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Side-by-side financial comparison of Enpro Inc. (NPO) and Strategic Education, Inc. (STRA). Click either name above to swap in a different company.
Strategic Education, Inc. is the larger business by last-quarter revenue ($305.9M vs $295.4M, roughly 1.0× Enpro Inc.). Strategic Education, Inc. runs the higher net margin — 10.7% vs -10.8%, a 21.6% gap on every dollar of revenue. On growth, Enpro Inc. posted the faster year-over-year revenue change (14.3% vs 0.8%). Over the past eight quarters, Enpro Inc.'s revenue compounded faster (7.1% CAGR vs -1.0%).
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...
Strategic Education, Inc. (SEI) is an education services holding company and is formerly known as Strayer Education, Inc. The company owns for-profit, online Capella University and Strayer University, as well as non-degree programs schools such as DevMountain, Hackbright Academy, and Sophia Learning.
NPO vs STRA — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $295.4M | $305.9M |
| Net Profit | $-32.0M | $32.8M |
| Gross Margin | 42.1% | — |
| Operating Margin | 11.2% | 13.4% |
| Net Margin | -10.8% | 10.7% |
| Revenue YoY | 14.3% | 0.8% |
| Net Profit YoY | -330.2% | 10.3% |
| EPS (diluted) | $-1.50 | $1.48 |
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.
| Q1 26 | — | $305.9M | ||
| Q4 25 | $295.4M | $323.2M | ||
| Q3 25 | $286.6M | $319.9M | ||
| Q2 25 | $288.1M | $321.5M | ||
| Q1 25 | $273.2M | $303.6M | ||
| Q4 24 | $258.4M | $311.5M | ||
| Q3 24 | $260.9M | $306.0M | ||
| Q2 24 | $271.9M | $312.3M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | $-32.0M | $37.9M | ||
| Q3 25 | $21.6M | $26.6M | ||
| Q2 25 | $26.4M | $32.3M | ||
| Q1 25 | $24.5M | $29.7M | ||
| Q4 24 | $13.9M | $25.3M | ||
| Q3 24 | $19.8M | $27.7M | ||
| Q2 24 | $26.7M | $29.9M |
| Q1 26 | — | — | ||
| 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 26 | — | 13.4% | ||
| Q4 25 | 11.2% | 16.0% | ||
| Q3 25 | 14.3% | 11.6% | ||
| Q2 25 | 15.9% | 14.2% | ||
| Q1 25 | 15.3% | 13.1% | ||
| Q4 24 | 12.5% | 11.6% | ||
| Q3 24 | 13.1% | 11.9% | ||
| Q2 24 | 17.7% | 13.4% |
| Q1 26 | — | 10.7% | ||
| Q4 25 | -10.8% | 11.7% | ||
| Q3 25 | 7.5% | 8.3% | ||
| Q2 25 | 9.2% | 10.1% | ||
| Q1 25 | 9.0% | 9.8% | ||
| Q4 24 | 5.4% | 8.1% | ||
| Q3 24 | 7.6% | 9.1% | ||
| Q2 24 | 9.8% | 9.6% |
| Q1 26 | — | $1.48 | ||
| Q4 25 | $-1.50 | $1.65 | ||
| Q3 25 | $1.01 | $1.15 | ||
| Q2 25 | $1.25 | $1.37 | ||
| Q1 25 | $1.15 | $1.24 | ||
| Q4 24 | $0.65 | $1.05 | ||
| Q3 24 | $0.94 | $1.15 | ||
| Q2 24 | $1.27 | $1.24 |
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 | $150.3M |
| Total DebtLower is stronger | $655.3M | — |
| Stockholders' EquityBook value | $1.5B | $1.6B |
| Total Assets | $2.7B | $2.1B |
| Debt / EquityLower = less leverage | 0.42× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $150.3M | ||
| Q4 25 | $114.7M | $148.1M | ||
| Q3 25 | $132.9M | $172.6M | ||
| Q2 25 | $107.1M | $164.9M | ||
| Q1 25 | $240.3M | $182.6M | ||
| Q4 24 | $236.3M | $184.0M | ||
| Q3 24 | $206.9M | $222.1M | ||
| Q2 24 | $175.9M | $256.2M |
| Q1 26 | — | — | ||
| Q4 25 | $655.3M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $640.1M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.5B | $1.6B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.5B | $1.7B | ||
| Q2 24 | $1.4B | $1.7B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.7B | $2.0B | ||
| Q3 25 | $2.4B | $2.1B | ||
| Q2 25 | $2.4B | $2.1B | ||
| Q1 25 | $2.5B | $2.1B | ||
| Q4 24 | $2.5B | $2.0B | ||
| Q3 24 | $2.5B | $2.2B | ||
| Q2 24 | $2.5B | $2.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.42× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $87.4M |
| Free Cash FlowOCF − Capex | — | $77.3M |
| FCF MarginFCF / Revenue | — | 25.3% |
| Capex IntensityCapex / Revenue | 4.1% | — |
| Cash ConversionOCF / Net Profit | — | 2.66× |
| TTM Free Cash FlowTrailing 4 quarters | — | $173.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $87.4M | ||
| Q4 25 | — | $39.2M | ||
| Q3 25 | $65.3M | $60.1M | ||
| Q2 25 | $52.2M | $31.2M | ||
| Q1 25 | $21.0M | $67.7M | ||
| Q4 24 | $59.4M | $15.9M | ||
| Q3 24 | $54.0M | $51.5M | ||
| Q2 24 | $43.2M | $24.3M |
| Q1 26 | — | $77.3M | ||
| Q4 25 | — | $27.0M | ||
| Q3 25 | $53.4M | $49.3M | ||
| Q2 25 | $42.3M | $20.4M | ||
| Q1 25 | $13.0M | $57.3M | ||
| Q4 24 | $49.1M | $4.7M | ||
| Q3 24 | $48.3M | $42.1M | ||
| Q2 24 | $38.3M | $13.6M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | — | 8.3% | ||
| Q3 25 | 18.6% | 15.4% | ||
| Q2 25 | 14.7% | 6.3% | ||
| Q1 25 | 4.8% | 18.9% | ||
| Q4 24 | 19.0% | 1.5% | ||
| Q3 24 | 18.5% | 13.8% | ||
| Q2 24 | 14.1% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 4.1% | 3.8% | ||
| Q3 25 | 4.2% | 3.4% | ||
| Q2 25 | 3.4% | 3.4% | ||
| Q1 25 | 2.9% | 3.4% | ||
| Q4 24 | 4.0% | 3.6% | ||
| Q3 24 | 2.2% | 3.1% | ||
| Q2 24 | 1.8% | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | — | 1.03× | ||
| Q3 25 | 3.02× | 2.26× | ||
| Q2 25 | 1.98× | 0.97× | ||
| Q1 25 | 0.86× | 2.27× | ||
| Q4 24 | 4.27× | 0.63× | ||
| Q3 24 | 2.73× | 1.86× | ||
| Q2 24 | 1.62× | 0.81× |
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% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
