CRS · Carpenter Technology Corp
$483.70
-2.39 (-0.49%)
At close · Aug 26
Market Cap
$24.09B
Shares
49.56M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$483.70
Open$490.49
Day$476.31–493.41
52W close$232.40–619.25
Avg vol 30d674K
Short int1.5M · 3.0% float · 2.6d
Short vol54%
Last earningsJul 30, 2026
DataJan 2020–Aug 2026
Filing10-K · Aug 12
Up next
Next earnings call
Oct 29, 2026
Est · unconfirmed
· in 9 wks
FQ1-27 quarter ends
~Sep 30, 2026
Est
filed Aug 12, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
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 adviceOverall
Neutral
SellHoldBuy
Technical
Neutral
Momentum
Strong
Sentiment
Bullish
Fundamentals
Strong
Quant / Vol
Very High
Market backdrop
VIX 15.2 · calm
Equity put/call 0.64
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+13%
above
Price vs 50-day avg
−14%
below
RSI (14)
35
neutral
MACD trend
Negative
52-week position
65%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−9%
trailing
6-month return
+22%
trailing
YTD return
+54%
this year
Relative strength
+10%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $561 › 200d $427 — 50d above 200d
Institutional flow
Accumulating
+25% holders QoQ · +234 funds added
Insider flow
Distributing
Net -$1.2M over 90 days · 100% sells
Short interest
Falling
3.02% of float · ▼ -38.6% MoM · 2.6 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
879 holders — near 3-yr high, broad support
Squeeze score
47
elevated · 0–100
Fundamentals
Revenue growth
+20%
Y/Y
Gross margin
44%
expanding
EPS growth
+42%
Y/Y
Valuation
P/E 46.2
rich
Buyback
$1.0B
remaining
Balance sheet
$297.4M
net debt
Quant / Vol
risk profile
Volatility
49%
annualized · 1-yr
Max drawdown
−23%
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
Latest guidance
· from the 8-K filed Jul 30, 2026
fiscal year 2027
Operating income
Raised
$850M – $880M
Oct 23, 2025
$765M – $800M
changed to
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
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+13%
Bullish
Price vs 50-day avg
−14%
Bearish
RSI (14)
35
Neutral
MACD trend
Negative
Bearish
52-week position
65%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross)
No cross
50d $561 › 200d $427 — 50d above 200d
Institutional flow
Accumulating
+25% holders QoQ · +234 funds added
Insider flow
Distributing
Net -$1.2M over 90 days · 100% sells
Short interest
Falling
3.02% of float · ▼ -38.6% MoM · 2.6 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
879 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $232
Now $484 · 65%
Range high $619
vs 200-day avg +13%
vs 50-day avg -14%
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 | — |
| Adjusted operating income excluding special item non-GAAP | $702M | fiscal year 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Operating income 702M
+0M Restructuring and asset impairment charges
= Adjusted operating income excluding special item 702M
|
|||
| Adjusted operating income excluding special items non-GAAP | $525.4M | fiscal year 2025 filing | — |
GAAP → non-GAAP reconciliationGAAP Operating income 521.8M
+0M Goodwill impairment charge
+3.6M Restructuring and asset impairment charges
= Adjusted operating income excluding special items 525.4M
|
|||
| Adjusted operating margin excluding surcharge revenue and special item non-GAAP | 27.8% | fiscal year 2026 filing | — |
| Adjusted operating margin excluding surcharge revenue and special items non-GAAP | 22.4% | fiscal year 2025 filing | — |
| 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 | — |
|
|
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| 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 | — |
|
|
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| 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 | — |
|
|
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| Total case incident rate | 1.4 | FY26 | — |
| Total liquidity | $892.4M | Q4 FY26 | — |
| Adjusted Earnings per Diluted Share ex. Special Item non-GAAP | $2.77 | Q3 FY2026 | — |
| Adjusted operating margin excluding surcharge revenue non-GAAP | 7.4% | Three Months Ended March 31, 2026 | — |
| Aerospace & Defense Net Sales ex. Surcharge | $435.6M | Q3 FY2026 | — |
| Consolidated pounds sold | 148.3M | Nine Months Ended March 31, 2026 | — |
| Energy Net Sales ex. Surcharge | $50.5M | Q3 FY2026 | — |
| Industrial & Consumer Net Sales ex. Surcharge | $78.1M | Q3 FY2026 | — |
| Liquidity | $793.8M | Q3 FY2026 | — |
| Medical Net Sales ex. Surcharge | $51.7M | Q3 FY2026 | — |
| Performance Engineered Products operating income | $23M | Nine Months Ended March 31, 2026 | — |
|
|
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| Performance Engineered Products pounds sold | 7.1M | Nine Months Ended March 31, 2026 | — |
| Pounds | 53.47M | Q3 FY2026 | — |
| Quarterly cash dividend | $0.2 | Q3-26 | — |
| Repurchase program | $400M | Q3-26 | — |
| Repurchased shares | 145,000 | Q3-26 | — |
| Specialty Alloys Operations pounds sold | 143.42M | Nine Months Ended March 31, 2026 | — |
| Transportation Net Sales ex. Surcharge | $19.3M | Q3 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| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CRS
this stock
Carpenter Technology Corp
|
$24.09B | +53.6% | +20.0% | 46.2 | 3.0% |
|
ATI
Ati Inc
|
$28.80B | +85.5% | -13.4% | 61.8 | 2.5% |
|
MLI
Mueller Industries Inc
|
$14.13B | — | +10.9% | 16.7 | 2.0% |
|
CMC
COMMERCIAL METALS Co
|
$7.18B | -1.2% | +25.6% | 12.3 | 4.4% |
|
ESAB
ESAB Corp
|
$5.00B | -26.4% | +3.7% | — | 8.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CRS | -5.2% | -8.8% | +22.5% | -6.9% | +53.6% |
| SPY | -0.4% | +5.0% | +12.4% | +2.6% | +12.3% |
| vs SPY | -4.8% | -13.9% | +10.0% | -9.5% | +41.3% |
Capital returns
Latest dividend
$0.20
/ share · ex Aug 25, 2026
Paid (TTM)
$0.80
/ share · 4 payouts
Dividend yield (TTM, derived)
0.17%
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)
666 filings
662 filers
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