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CRS · Carpenter Technology Corp

$556.91 -13.48 (-2.36%)
Market Cap
$27.69B
Shares
49.69M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$570.39 Open$574.88 Day$570.16–588.37 52W$227.57–625.99 Avg vol 30d802K Short int1.9M · 3.8% float · 3.2d Short vol54% Last earningsJul 30, 2026 DataJan 2020–Aug 2026 Filing10-Q · Apr 29

Up next

Next earnings call
Oct 29, 2026 Est · unconfirmed · in 12 wks
FQ1-27 quarter ends
~Sep 30, 2026 Est
filed Apr 29, 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 Buy Momentum Strong Sentiment Bearish Fundamentals Strong Quant / Vol Very High
      Market backdrop VIX 15.8 · calm Equity put/call 0.60
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +39%
      above
      Price vs 50-day avg +3%
      above
      RSI (14) 53
      neutral
      MACD trend Negative
      52-week position 86%
      near high
      Momentum
      relative strength
      Strong
      1-month return −3%
      trailing
      6-month return +54%
      trailing
      YTD return +81%
      this year
      Relative strength +43%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bearish
      Trend (MA cross) No cross
      50d $554 › 200d $410 — 50d above 200d
      Institutional flow Distributing
      406 of 701 funds reported for Jun 30 · net -653.9K sh shares · +121 new
      Insider flow Distributing
      Net -$1.1M over 90 days · 100% sells
      Short interest Rising
      3.76% of float · ▲ +9.3% MoM · 3.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      701 holders — near 3-yr high, broad support
      Squeeze score 63
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth +20%
      Y/Y
      Gross margin 36%
      expanding
      EPS growth +101%
      Y/Y
      Valuation P/E 58.7
      rich
      Buyback $119.0M
      remaining
      Balance sheet $379.9M
      net debt
      Quant / Vol
      risk profile
      Very High
      Volatility 49%
      annualized · 1-yr
      Max drawdown −19%
      past year
      ATR 4.9%
      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 Initiated $850M – $880M
      Adjusted free cash flow Initiated $400M – $430M
      fiscal year 2029
      Operating income Initiated $1.2B – $1.3B
      first quarter of fiscal year 2027
      Operating income Initiated $195M – $200M

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

      Technicals

      trend & momentum for long-term holders Buy
      1 · 2 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +39% Bullish
      Price vs 50-day avg
      +3% Bullish
      RSI (14)
      53 Neutral
      MACD trend
      Negative Bearish
      52-week position
      86% Bullish
      Market signals — smart money & positioning
      Bearish · 3 of 6
      Trend (MA cross) No cross
      50d $554 › 200d $410 — 50d above 200d
      Institutional flow Distributing
      406 of 701 funds reported for Jun 30 · net -653.9K sh shares · +121 new
      Insider flow Distributing
      Net -$1.1M over 90 days · 100% sells
      Short interest Rising
      3.76% of float · ▲ +9.3% MoM · 3.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      701 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $228 Now $570 · 86% 52-wk high $626
      vs 200-day avg +39% vs 50-day avg +3%

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

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Adjusted Operating Income non-GAAP $702M FY26
      Total case incident rate 1.4 FY26
      Pounds 53,474K Q3 FY26

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      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
      $27.69B +81.4% +20.0% 58.7 3.8%
      ATI
      Ati Inc
      $30.49B +78.7% -13.4% 65.5 2.7%
      MLI
      Mueller Industries Inc
      $15.32B +21.4% +10.9% 18.1 1.8%
      CMC
      COMMERCIAL METALS Co
      $8.15B +10.3% -1.3% 13.9 4.3%
      ESAB
      ESAB Corp
      $5.88B -17.0% +3.7% 34.2 7.5%

      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
      805
      % held
      90.6%
      Reported
      406 of 701
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      581
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      1.9M
      Days to cover
      3.2d
      Change
      +159.3K sh
      View
      Short Volume
      Short vol %
      54%
      As of
      Aug 6, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      330
      Value
      $195.0K
      As of
      Jul 10, 2026
      View
      Off-Exchange
      Off-exchange %
      44.2%
      Week of
      Jul 6, 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
      Financials
      Revenue (FY)
      $2.9B
      Net income (FY)
      $376.0M
      EPS diluted
      $7.42
      View
      Buybacks
      Authorized
      $400.0M
      Remaining
      $119.0M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 30, 2026
      This year
      11
      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
      Aug 5, 2026
      View
      Investor Relations
      Latest news
      Carpenter Technology Reports Four…
      Published
      Jul 30, 2026
      Upcoming events
      2
      View

      Performance

      5D 20D 120D MTD YTD
      CRS +7.5% -2.9% +54.4% +9.8% +81.4%
      SPY +5.5% +3.3% +11.3% +3.1% +12.9%
      vs SPY +2.0% -6.2% +43.1% +6.7% +68.5%

      Capital returns

      Latest dividend
      $0.20 / share · ex Apr 28, 2026
      Paid (TTM)
      $0.80 / share · 4 payouts
      Dividend yield (TTM, derived)
      0.14%
      Buyback program · as of Jun 30, 2026
      Authorized
      $400.00M
      Spent (derived)
      $281.00M
      Remaining
      $119.00M
      Spent Remaining

      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) 380 filings 380 filers Visit website Investor relations