Carpenter Technology Corporation (CRS) Stock: Price, Forecast & Analyst Target
Carpenter Technology Corporation (CRS) — MoonshotScore 82/100 (Exceptional band), calculated Oct 4, 2026. Price $388.47 (+1.25%), as of the Oct 2, 2026 trading session; market cap $19.3B. Expected results Oct 22, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 49.07× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Oct 22, 2026
Carpenter Technology Corporation · CRS · NYSE · Basic Materials · Steel
Research dated 2026-09-12: Carpenter Technology makes high-performance alloys, powder metals, additives and custom-fabricated components for aerospace, defense, medical, energy, transportation and industrial customers; it is a specialty-materials producer, not a commodity steel proxy. The durability of rising profit and cash generation matters most because aerospace and defense dominate the revenue mix while valuation ratios already demand substantial performance.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Carpenter Technology (CRS)
ExceptionalWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
High quality, a fortress balance sheet and elite growth, but an expensive valuation. Business Quality: Elite; Financial Safety: Fortress; Valuation: Rich; Growth Durability: Compounding; Momentum: Quiet.
Enterprise value relative to EBITDA is the main valuation drag relative to sector peers.
- quarterly revenue $851M (Q4 FY2026, quarter ended Jun 2026)
- EPS beat 8 of 8
- Altman Z 9.78 · Piotroski F 9
Holding back: a rich price
Helping: business quality, balance-sheet strength, durable growth
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 82 | Exceptional | |
| 83 | Exceptional | |
| 82 | Exceptional | |
| 82 | Exceptional | |
| 82 | Exceptional | |
| 82 | Exceptional |
The score was 82 in the stored Oct 3, 2026 snapshot and remains 82 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Growth Durability +1 and Momentum -1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $388.47 | |
| Change on the day | +1.25% | |
| 52-week range | $233.78–$625.99 | |
| Market capitalisation | $19.3B | |
| Price / earnings (trailing) | 36.68 | |
| Shares traded on the day | 824.7K | |
| Beta (volatility vs the S&P 500) | 1.26 | |
| Dividends per share (last 12 months) | $0.80 | |
| Dividend yield (last 12 months) | 0.21% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
As we look ahead to our first quarter of fiscal year 2027, we anticipate SAO will generate operating income in the range of $218 million to $222 million.
Timothy Lain · Statement from
We currently anticipate the PEP segment's operating income for the upcoming first quarter to be between $6 million and $7 million.
Timothy Lain · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for Carpenter Technology (CRS): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
9-Factor Breakdown
Legends Council
6 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 11, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the CRS film — every key number, told as a short cinematic story
~2 min · open the film
What is Carpenter Technology (CRS), and what does it report?
Short answer · as of
Carpenter sells titanium, stainless, alloy and tool steels alongside powder metals, additives and fabricated components.
Research dated 2026-09-12.
Carpenter sells titanium, stainless, alloy and tool steels alongside powder metals, additives and fabricated components. Demand therefore reflects customer requirements for specialized metallic materials across critical applications, rather than undifferentiated steel volume.
Operations are organized around Specialty Alloys Operations and Performance Engineered Products, while reported market revenue shows aerospace and defense far ahead of medical, energy, industrial, consumer and transportation demand. The income statement captures the combined economics of this specialized materials portfolio.
What do the latest results show for Carpenter Technology (CRS)?
Short answer · as of
The most recent reported quarter, Q4 FY2026, carried revenue of $851M.
Research dated 2026-09-12.
The latest quarter extended a broad profit expansion: revenue, gross profit, operating income, net income and diluted earnings all increased from the preceding period. Across the annual series, net income has advanced far faster than revenue, showing that recent progress has come from stronger economics as well as higher sales.
Reported earnings exceeded the consensus estimate again even though revenue finished below its estimate, separating profit execution from sales expectations. Management’s forward statement is narrower than an explanation of the past change: it expects Specialty Alloys Operations to produce most of the upcoming segment operating income, with a smaller positive contribution from Performance Engineered Products and consolidated operating income above the comparable opening-period record.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $851.00M Jun 30, 2026
- Latest quarter · SG&A
- $62.00M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $207.00M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $851.00M | Not available | $62.00M | $207.00M |
| Mar 31, 2026 | $811.50M | Not available | $65.30M | $186.50M |
| Dec 31, 2025 | $728.00M | Not available | $63.10M | $155.20M |
| Sep 30, 2025 | $733.70M | Not available | $63.10M | $153.30M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $851.00M Jul 30, 2026
- Latest report · revenue estimate
- $863.33M Jul 30, 2026
- Latest report · revenue vs estimate
- Below estimate Jul 30, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 30, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 30, 2026 | $851.00M | $863.33M | $3.2300 | $3.0900 |
| Apr 29, 2026 | $811.50M | $797.00M | $2.7700 | $2.6300 |
| Jan 29, 2026 | $728.00M | $690.90M | $2.3300 | $2.2200 |
| Oct 23, 2025 | $733.70M | $717.92M | $2.4300 | $2.1300 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q4 FY2026 | $851M | $162M | $3.23 (diluted) |
| Q3 FY2026 | $812M | $140M | $2.77 (diluted) |
| Q2 FY2026 | $728M | $105M | $2.09 (diluted) |
| Q1 FY2026 | $734M | $123M | $2.43 (diluted) |
What are the financial strengths and risks for Carpenter Technology (CRS)?
Short answer
Cash and short-term investments were $393.30M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $240.10M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
Liquidity is substantial and has risen across the recent quarterly sequence, but cash and short-term investments remain below total debt. Strong current and quick ratios, moderate debt relative to equity and favorable distress and accounting-quality screens reduce near-term balance-sheet concern without making the company debt-free.
Operating cash flow strengthened sharply after a weak opening to the latest annual cycle, and the latest period generated ample coverage of capital spending. Capital expenditure has also climbed, so continued cash conversion matters more than earnings growth alone.
Aerospace and defense concentration is the clearest operating vulnerability: weakness in that customer group would reach the dominant revenue pool rather than a peripheral business. Rich earnings, sales and book-value multiples add another sensitivity because modest execution disappointments would confront demanding embedded expectations.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $240.10M Jun 30, 2026
- Previous quarter · operating cash flow
- $193.50M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $240.10M | −$85.10M |
| Mar 31, 2026 | $193.50M | −$68.70M |
| Dec 31, 2025 | $132.20M | −$46.30M |
| Sep 30, 2025 | $39.20M | −$42.60M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Carpenter Technology (CRS)?
Short answer · as of
The next earnings report is expected on Oct 22, 2026.
Research dated 2026-09-12.
Specialty Alloys Operations should be watched against management’s operating-income range, while Performance Engineered Products needs to remain profitable and contribute near its stated range. Consolidated operating income is the cleanest check on whether segment delivery survives corporate-level costs.
Consensus revenue anticipates a sequential retreat at the upcoming release even as management expects operating income above the prior comparable record. That combination makes margin resilience especially important. Earnings have exceeded estimates throughout the displayed history, but revenue misses have recurred, so another earnings beat would be less informative without the sales and cash-flow composition behind it.
Cash conversion also deserves scrutiny after operating cash flow accelerated alongside rising capital spending. Stable or improving cash after investment would reinforce the income-statement progress; renewed divergence would weaken it.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
As we look ahead to our first quarter of fiscal year 2027, we anticipate SAO will generate operating income in the range of $218 million to $222 million.
Timothy Lain ·
We currently anticipate the PEP segment's operating income for the upcoming first quarter to be between $6 million and $7 million.
Timothy Lain ·
Before we move to cash flow, I want to pull together the pieces that make up our outlook for operating income for the first quarter of fiscal year 2027. We anticipate total operating income of $195 million to $200 million.
Timothy Lain ·
Our guidance for the first quarter of fiscal year 2027 implies delivering operating income that would be 27% to 30% higher than last year's first fiscal quarter, which was then a record best first quarter.
Timothy Lain ·
How does Carpenter Technology compare with its peers?
Short answer
Carpenter Technology's score ranks 2nd of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
Carpenter is better compared through specialty-material exposure than through commodity steel tonnage. Its portfolio spans advanced alloys, powder metals, additives and fabricated components, and its market mix is anchored by aerospace and defense rather than broad construction or commodity demand.
The operating structure also separates the core specialty-alloy platform from Performance Engineered Products. That distinction matters because management’s outlook assigns the overwhelming share of segment operating income to Specialty Alloys Operations, making the smaller engineered-products contribution strategically relevant but not the primary earnings engine.
| Company | Price | Market value | Score |
|---|---|---|---|
| $400.31 Oct 2, 2026 | $20.4B | 83 5-pillar Oct 4, 2026 | |
| Carpenter Technology (CRS) — this page | $388.47 | $19.3B | 82 |
| $231.99 Oct 2, 2026 | $33.3B | 78 5-pillar Oct 4, 2026 | |
| $240.39 Oct 2, 2026 | $54.8B | 76 5-pillar Oct 4, 2026 | |
| $42.47 Oct 2, 2026 | $20.8B | 75 5-pillar Oct 4, 2026 | |
| $234.20 Oct 2, 2026 | $22.0B | 70 5-pillar Oct 4, 2026 | |
| $192.42 Oct 2, 2026 | $26.3B | 70 5-pillar Oct 4, 2026 | |
| $331.62 Oct 2, 2026 | $19.8B | 69 5-pillar Oct 4, 2026 | |
| $5.01 Oct 2, 2026 | $9.90B | 69 5-pillar Oct 4, 2026 | |
| $56.61 Oct 2, 2026 | $11.1B | 67 5-pillar Oct 4, 2026 | |
| $64.51 Oct 2, 2026 | $49.1B | 63 5-pillar Oct 4, 2026 | |
| $63.58 Oct 2, 2026 | $7.03B | 62 5-pillar Oct 4, 2026 | |
| $36.97 Oct 2, 2026 | $1.88B | 60 5-pillar Oct 4, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $425.00 – $620.00
- Consensus target
- $550.60
- Median target
- $600.00
Consensus record · Captured .
Measured against a quoted price of $388.47 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Sep 30, 2026
- Transactions
- 59
- Identified insiders
- 12
- Purchases
- 0
- Sales
- 24
- Other transactions
- 35
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 94.3% Period end Jun 30, 2026
- Previous quarter · ownership
- 94.5% Prior to period end Jun 30, 2026
- Reporting holders
- 910 Period end Jun 30, 2026
- Previous quarter · holders
- 728 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 6,216,560 |
| Fmr LLC | 4,184,698 |
| Vanguard Capital Management LLC | 2,161,324 |
| Vanguard Portfolio Management LLC | 2,113,945 |
| State Street Corp | 1,907,172 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
Common Questions About CRS (Basic Materials)
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
What does Carpenter Technology supply to aerospace and defense customers?
Carpenter supplies high-performance metallic materials and components drawn from titanium, stainless and alloy steels, powder metals, additives and custom-fabricated products. Aerospace and defense represent the dominant reported end-market revenue pool.
How do Specialty Alloys Operations and Performance Engineered Products differ in Carpenter Technology’s outlook?
Specialty Alloys Operations is expected to generate nearly all stated segment operating income, while Performance Engineered Products is expected to remain profitable at a much smaller scale. The consolidated outlook reflects those contributions after corporate-level effects.
Why has Carpenter Technology profit grown faster than revenue?
Recent statements show gross profit and operating income expanding faster than sales, while selling and administrative expense stayed within a comparatively narrow band. The annual record confirms that net income has accelerated much more sharply than revenue, indicating substantial operating leverage in the reported results.
Is Carpenter Technology mainly exposed to aerospace and defense demand?
Aerospace and defense account for the clear majority of reported market revenue. Medical, energy, industrial, consumer and transportation customers provide diversification, but none approaches the scale of the dominant market.
What is the CRS stock price today?
The last price recorded on this page for Carpenter Technology Corporation (CRS) is $388.47, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the CRS price target?
The analyst consensus price target for Carpenter Technology Corporation (CRS) is $550.60 (range $425.00 to $620.00, median $600.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Does CRS pay a dividend?
Yes. Carpenter Technology Corporation (CRS) shows a trailing 12-month dividend yield of 0.21%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (82 figures)
The 82 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Timothy Lain (Jul 30, 2026): As we look ahead to our first quarter of fiscal year 2027, we anticipate SAO will generate operating income in the range of $218 million to $222 million. Timothy Lain (Jul 30, 2026): We currently anticipate the PEP segment's operating income for the upcoming first quarter to be between $6 million and $7 million. Timothy Lain (Jul 30, 2026): Before we move to cash flow, I want to pull together the pieces that make up our outlook for operating income for the first quarter of fiscal year 2027. We anticipate total operating income of $195 million to $200 million. Timothy Lain (Jul 30, 2026): Our guidance for the first quarter of fiscal year 2027 implies delivering operating income that would be 27% to 30% higher than last year's first fiscal quarter, which was then a record best first quarter. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | BNY Mellon Building, 1735 Market Street, 15TH FL, Philadelphia, PA, 19103 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "1735 Market Street, Philadelphia, PA, 19103, US". |
FMP — 70 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 22, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $388.47 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T18:14:40.460Z. | |
px.change | Change on the day | +1.25% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $19.3B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:02.000Z. Captured from FMP at 2026-10-04T18:14:38.626Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$4.78 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q4 FY2026 | $851M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $233.78–$625.99 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 36.68 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 824.7K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.26 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Brian J. Malloy | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 4,500 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2022 through FY2026: FY2022 revenue $1.84B, net result −$49.10M; FY2023 revenue $2.55B, net result $56.40M; FY2024 revenue $2.76B, net result $186.50M; FY2025 revenue $2.88B, net result $376.00M; FY2026 revenue $3.12B, net result $529.80M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Energy Market $230.60M · Medical Market $278.40M · Transportation Market $100.40M · Aerospace And Defense Markets $2.04B · Industrial And Consumer Markets $401.80M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 30.6% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $851.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $62.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $207.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $811.50M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $65.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $186.50M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $728.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $63.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $155.20M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $733.70M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $63.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $153.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-30.revenue_actual | Revenue · reported — report date 2026-07-30 | $851.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.revenue_estimated | Revenue · estimate — report date 2026-07-30 | $863.33M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_actual | EPS · reported — report date 2026-07-30 | $3.2300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_estimated | EPS · estimate — report date 2026-07-30 | $3.0900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.revenue_actual | Revenue · reported — report date 2026-04-29 | $811.50M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.revenue_estimated | Revenue · estimate — report date 2026-04-29 | $797.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.eps_actual | EPS · reported — report date 2026-04-29 | $2.7700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.eps_estimated | EPS · estimate — report date 2026-04-29 | $2.6300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-29.revenue_actual | Revenue · reported — report date 2026-01-29 | $728.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-29.revenue_estimated | Revenue · estimate — report date 2026-01-29 | $690.90M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-29.eps_actual | EPS · reported — report date 2026-01-29 | $2.3300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-29.eps_estimated | EPS · estimate — report date 2026-01-29 | $2.2200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-23.revenue_actual | Revenue · reported — report date 2025-10-23 | $733.70M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-23.revenue_estimated | Revenue · estimate — report date 2025-10-23 | $717.92M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-23.eps_actual | EPS · reported — report date 2025-10-23 | $2.4300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-23.eps_estimated | EPS · estimate — report date 2025-10-23 | $2.1300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q4 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $393.30M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $240.10M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $690.70M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 8.72× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $240.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $193.50M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$85.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$68.70M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $132.20M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$46.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $39.20M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$42.60M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $425.00 – $620.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $550.60 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $600.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 59 transactions · 0 purchases, 24 sales, 35 other transactions · 12 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Sep 30, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 94.3% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 94.5% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 910 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 728 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 6,216,560 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Fmr LLC — shares in provider snapshot | 4,184,698 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Vanguard Capital Management LLC — shares in provider snapshot | 2,161,324 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 2,113,945 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | State Street Corp — shares in provider snapshot | 1,907,172 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 8 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-27 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 9.78 · Piotroski F 9 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-03 · Expired observation |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 49.07× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $393.30M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $0.80 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-04, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 0.21% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-30.revenue_actual.comparison | Latest report · revenue vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($851.00M) with the recorded estimate ($863.33M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-30.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($3.2300) with the recorded estimate ($3.0900) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 3 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 82 of 100 · Exceptional · pillars 84 / 95 / 21 / 91 / 46 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.valuation_driver | Recorded valuation score driver | Enterprise value relative to EBITDA is the main valuation drag relative to sector peers. | OURS | Stock Expert AI MoonshotScore v2 engine · stored factor contributions | |
ours.moonshot_change | MoonshotScore movement | 82 (stored snapshot Oct 3, 2026) → 82 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-07-30. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-30.revenue_actual,earn.history.depth.2026-07-30.revenue_estimated,earn.history.depth.2026-07-30.revenue_actual.comparison,earn.history.depth.2026-07-30.eps_actual.comparison,earn.history.depth.2026-07-30.eps_actual,earn.history.depth.2026-07-30.eps_estimated,earn.history.depth.2026-04-29.revenue_actual,earn.history.depth.2026-04-29.revenue_estimated,earn.history.depth.2026-04-29.eps_actual,earn.history.depth.2026-04-29.eps_estimated,earn.history.depth.2026-01-29.revenue_actual,earn.history.depth.2026-01-29.revenue_estimated,earn.history.depth.2026-01-29.eps_actual,earn.history.depth.2026-01-29.eps_estimated,earn.history.depth.2025-10-23.revenue_actual,earn.history.depth.2025-10-23.revenue_estimated,earn.history.depth.2025-10-23.eps_actual,earn.history.depth.2025-10-23.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
- Published
- Research standards
- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Carpenter Technology Corporation is a global leader in the production and supply of high-performance metallic materials, serving markets across the United States, Europe, Asia Pacific, Mexico, and Canada. The company's operations are structured into two primary divisions: Specialty Alloys Operations and Performance Engineered Products. Its diverse product portfolio encompasses advanced alloys like titanium, stainless, alloy, and tool steels, alongside various powder metals, additives, and custom-fabricated metal components. These specialized materials are critical to numerous industries, including aerospace, defense, medical devices, transportation, energy generation, general manufacturing, and consumer goods. Established in 1889, Carpenter Technology maintains its corporate headquarters in Philadelphia, Pennsylvania. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Basic Materials / Steel The company's SEC filings classify it under SIC 3312 — Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens). | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Energy Market: $230.60M; Medical Market: $278.40M; Transportation Market: $100.40M; Aerospace And Defense Markets: $2.04B; Industrial And Consumer Markets: $401.80M | 2026-06-30 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Trailing twelve-month ratio set | Quick ratio: 2.23; Current ratio: 3.81; Debt to equity: 0.31; Net margin: 17%; Gross margin: 30.6%; Operating margin: 22.5%; Return on assets: 13.8%; Return on equity: 25.9% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-30 | FMP | Financial Modeling Prep (FMP) earnings |
| Management outlook — dated call excerpts | Captured record · 4 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-30 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Cash, investments and debt | Total debt: $690.70M; Liquidity basis: cash and short-term investments; Total liabilities: $1.61B; Cash and short-term investments: $393.30M; Cash and investments: $393.30M; Long-term investments: $0; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $393.30M; Cash and short-term investments: $393.30M; Long-term investments: $0; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$297.40M; Total debt: $690.70M; Cash and investments: $393.30M Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Distress and quality screens | Altman Z-score: 10.87; Piotroski F-score: 9 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-10-22; EPS estimate: $3 per share; Revenue estimate: $828.70M The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
Data provided for informational purposes only.
ETFs that hold CRS
Funds in our ETF coverage that list CRS among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| TSCM ETF | 3.47% | |
| Invesco S&P MidCap Quality ETF (XMHQ) | 2.50% |