CRS · Carpenter Technology Corp

Track CRS — free

$509.31 -22.65 (-4.26%) At close · Aug 19

Market Cap

$25.46B

49.56M

Up next

Next earnings call

Oct 29, 2026 Est · unconfirmed · in 10 wks

FQ1-27 quarter ends

~Sep 30, 2026 Est

Latest filing: 10-K

filed Aug 12, 2026

AI Brief

TL;DR.

Bullish

Bearish

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Ask ALVIS about this →

Equibles Rating

blended score · not investment advice

Overall

Neutral

SellHoldBuy

Technical Neutral Momentum Strong Sentiment Neutral Fundamentals Strong Quant / Vol Very High

Market backdrop VIX 14.9 · calm Equity put/call 0.64

Technical

price trend

Neutral

50 / 200-day cross No cross

Price vs 200-day avg +26%

above

Price vs 50-day avg −6%

below

RSI (14) 44

neutral

MACD trend Negative

52-week position 77%

mid-range

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Strong

1-month return −10%

trailing

6-month return +34%

trailing

YTD return +69%

this year

Relative strength +24%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $567 › 200d $422 — 50d above 200d

Institutional flow Accumulating

+25% holders QoQ · +234 funds added

Insider flow Distributing

Net -$1.1M over 90 days · 100% sells

Short interest Rising

4.92% of float · ▲ +30.6% MoM · 3.1 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

877 holders — near 3-yr high, broad support

Squeeze score 60

elevated · 0–100

Fundamentals

Strong

Revenue growth +20%

Y/Y

Gross margin 44%

expanding

EPS growth +42%

Y/Y

Valuation P/E 48.8

rich

Buyback $1.0B

remaining

Balance sheet $297.4M

net debt

Quant / Vol

risk profile

Very High

Volatility 49%

annualized · 1-yr

Max drawdown −19%

past year

ATR 4.8%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Latest guidance · from the 8-K filed Jul 30, 2026

fiscal year 2027

Operating income Raised $850M – $880M

Oct 23, 2025 $765M – $800M Jul 30, 2026 $850M – $880M

Adjusted free cash flow Initiated $400M – $430M

fiscal year 2029

Operating income Initiated $1.2B – $1.3B

Prior guidance period ended · from the 8-K filed Apr 29, 2026

Adjusted free cash flow · fiscal year 2026 $350M

Capital expenditures · fiscal year 2026 $260M

SAO operating income · Q4-26 $224M – $228M

Operating income · fiscal year 2026 $700M – $705M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral

2 · 4 · 1

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+26% Bullish

Price vs 50-day avg

−6% Bearish

RSI (14)

44 Neutral

MACD trend

Negative Bearish

52-week position

77% Neutral

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Mixed

Trend (MA cross) No cross

50d $567 › 200d $422 — 50d above 200d

Institutional flow Accumulating

+25% holders QoQ · +234 funds added

Insider flow Distributing

Net -$1.1M over 90 days · 100% sells

Short interest Rising

4.92% of float · ▲ +30.6% MoM · 3.1 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

877 holders — near 3-yr high, broad support

Price context

position in its 52-week range

Range low $232 Now $532 · 77% Range high $619

vs 200-day avg +26% vs 50-day avg -6%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Adjusted operating income non-GAAP	$702M	fiscal 2026 filing	+33.6%

Adjusted operating margin excluding surcharge revenue non-GAAP	9.9%	fiscal year 2025 filing	—
Adjusted operating margin excluding surcharge revenue and special item non-GAAP	27.8%	fiscal year 2026 filing	+24.1%

Gross margin excluding surcharge revenue non-GAAP	32.8%	fiscal year 2025 filing	—
Intersegment pounds sold	-3.36M	fiscal year 2026 filing	—
Net sales excluding surcharge revenue non-GAAP	$2.53B	fiscal 2026 filing	—
Pounds sold - Performance Engineered Products	10.1M	fiscal year 2025 filing	—
Pounds sold - Specialty Alloys Operations	186.27M	fiscal year 2025 filing	—
Total pounds sold	207.87M	fiscal year 2026 filing	—
Adjusted earnings per diluted share non-GAAP	$10.76	Year Ended June 30, 2026	—

Adjusted free cash flow non-GAAP	$362.3M	FY26	—

Adjusted operating margin non-GAAP	37.8%	Q4 FY2026	—

Adjusted Operating Margin ex. Surcharge Revenue (SAO) non-GAAP	37.8%	Q4 FY26	—
Capital expenditures	$242.7M	FY26	—

Share repurchases	$179.1M	FY26	—

Specialty Alloys Operations operating income	$229.7M	Q4 FY26	—

Total case incident rate	1.4	FY26	—
Total liquidity	$892.4M	Q4 FY26	—

Adjusted operating margin (SAO segment) non-GAAP	35.6%	Q3 FY2026	—
Net sales excluding surcharge non-GAAP	$655.6M	Q3 FY2026	—

Pounds	53.47M	Q3 FY26	—
Performance Engineered Products operating income	$6.9M	Q2 FY2026	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Metal Fabrication — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
CRS Carpenter Technology Corp this stock	$25.46B	+69.0%	+20.0%	48.8	4.9%
ATI Ati Inc	$30.84B	+88.2%	-13.4%	66.2	2.7%
MLI Mueller Industries Inc	$14.74B	—	+10.9%	17.4	2.1%
CMC COMMERCIAL METALS Co	$7.85B	-1.5%	+25.6%	13.4	3.9%
ESAB ESAB Corp	$4.89B	-29.4%	+3.7%	—	8.3%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Reducing

Holders

877

% held: 95.6%
Net QoQ: -355.8K sh
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

602

View

Short & Settlement

Short Interest Rising

Shares short

2.4M

Days to cover: 3.1d
Change: +571.4K sh

View

Short Volume

Short vol %

46%

As of: Aug 19, 2026

Short Total

View

Fails to Deliver

FTD shares

1.4K

Value: $772.8K
As of: Jul 29, 2026

View

Off-Exchange

Off-exchange %

43.8%

Week of: Jul 13, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$1.1M

Buyers / Sellers: 0 / 2

Buyers Sellers

View

Congressional Trades Buy

Member

Markwayne Mullin

Amount: $15.0K–$50.0K
Traded: Feb 4, 2026

View

Financials

Revenue (FY)

$3.1B

Net income (FY): $529.8M
EPS diluted: $10.52

View

Buybacks

Remaining

$1.0B

View

Filings

SEC Filings

Latest

8-K

Filed: Aug 12, 2026
This year: 13

View

Proposed Sales

Value

$975.5K

Shares: 2.0K
Filed: Jun 1, 2026

View

Earnings & Events

Earnings Calls Upcoming

Next call

Sep 15, 2026

Last call: Jul 30, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
CRS	-1.0%	-9.7%	+34.5%	+2.4%	+69.0%
SPY	-0.4%	+2.6%	+10.7%	+2.7%	+12.5%
vs SPY	-0.6%	-12.2%	+23.8%	-0.4%	+56.4%

Capital returns

Latest dividend

$0.20 / share · ex Apr 28, 2026

Declared · upcoming

$0.20 / share · ex Aug 25, 2026

Paid (TTM)

$0.80 / share · 4 payouts

Dividend yield (TTM, derived)

0.15%

Buyback program · as of Aug 11, 2026

Authorized

—

Spent (derived)

—

Remaining

$1.00B

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 17843 CUSIP 144285103 13F (30d) 757 filings 751 filers Visit website Investor relations

CRS · Carpenter Technology Corp

Price & Indicators

Up next

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns