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Carpenter Technology reported record fiscal year 2027 first-quarter operating income of $196.4 million, up 28% year over year, as commercial aerospace supply-chain bookings rose 25 percent year-over-year. Management targets fiscal year 2029 operating income of approximately $1.2 to $1.3 billion.
Carpenter Technology reported fiscal first-quarter operating income of $196.4 million, up 28 percent year-over-year, and diluted earnings per share of $3.25. It maintained fiscal year 2027 operating income outlook of $850 million to $880 million.
Carpenter Technology Corporation held its first quarter fiscal year 2027 earnings call on October 22, 2026, broadcast live by webcast, and furnished the slides presented during the call.
Carpenter Technology Corp reported net sales of $798.2 million, net income of $162.5 million, or $3.25 diluted EPS, and operating income of $196.4 million for the quarter ended September 30, 2026, with sales up 9 percent amid stronger demand, productivity and pricing benefits.
Carpenter Technology Corporation announced James D. Dee will retire as Senior Vice President, General Counsel and Secretary effective December 31, 2026, and appointed Jed S. Freeman Vice President, General Counsel and Secretary effective January 1, 2027.
Useful current figures from the complete screener profile.
TL;DR. Carpenter Technology reported record FY2026 results with Q4 operating income of $206.9 million (+37% YoY), SAO adjusted operating margin reaching 37.8%, and full-year adjusted operating income of $702 million, while guiding FY2027 operating income to $850–880 million (21–25% growth) and setting an FY2029 target of $1.2–1.3 billion; offsetting headwinds include a YoY decline in PEP operating income and cautious structural aerospace customer ordering.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
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| adjusted operating margin non-GAAP | 37.7% | the first quarter of fiscal year 2027 | — |
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| available borrowings under the Company’s Credit Facility | $499.1M | the end of the first quarter of fiscal year 2027 | — |
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| bookings in Aerospace structural and distribution sub-markets | 49% | Q1 FY27 | — |
| capital expenditures | $77.7M | the first quarter of fiscal year 2027 | — |
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| Free cash flow non-GAAP | -24.8M | Three Months Ended September 30, 2026 | — |
| share repurchases | $133.9M | the first quarter of fiscal year 2027 | — |
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| Total liquidity | $658.6M | the end of the first quarter of fiscal year 2027 | — |
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| Adjusted diluted earnings per share non-GAAP | $10.76 | fiscal year 2026 filing | — |
| Adjusted gross margin excluding surcharge revenue non-GAAP | 37.8% | fiscal year 2026 filing | +15.2% |
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| 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
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| International sales as a percentage of total net sales | 42% | fiscal year 2026 filing | — |
| Operating margin (SAO segment, % of net sales) | 27.7% | fiscal year 2026 filing | — |
| Adjusted earnings per diluted share non-GAAP | $10.76 | FY2026 | — |
| Adjusted Earnings Per Diluted Share Excluding Special Item non-GAAP | $10.76 | Year Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Earnings Before Income Taxes $10.52
+$0.24 Debt extinguishment losses
= Adjusted Earnings Per Diluted Share Excluding Special Item $10.76
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| Adjusted Earnings per Diluted Share Excluding Special Items non-GAAP | $10.76 | FY26 | — |
| Adjusted free cash flow non-GAAP | $362.3M | FY2026 | — |
| Adjusted operating income non-GAAP | $702M | FY2026 | — |
| Adjusted operating income excluding special items non-GAAP | $702M | FY2026 | — |
| Adjusted Operating Margin ex. Surcharge Revenue and Special Items non-GAAP | 27.8% | FY26 | — |
| Adjusted operating margin excluding surcharge revenue - PEP non-GAAP | 8.5% | FY2026 | -14.1% |
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| Adjusted operating margin excluding surcharge revenue - SAO non-GAAP | 34.7% | FY2026 | +21.3% |
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| Adjusted operating margin excluding surcharge revenue and special item non-GAAP | 27.8% | FY2026 | +24.1% |
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| Annual dividends | $40.3M | FY2026 | — |
| Consolidated pounds sold | 207.87M | FY2026 | +7.7% |
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| Net cash provided from operating activities | $605M | FY2026 | — |
| Net sales excluding surcharge non-GAAP | $2.53B | FY2026 | — |
| Pounds sold - Performance Engineered Products | 10.36M | FY2026 | +2.6% |
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| Pounds sold - Specialty Alloys Operations | 200.87M | FY2026 | +7.8% |
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| SAO Operating Income | $229.7M | Q4 FY2026 | — |
| Stock repurchases completed to date against $400.0 million authorization | $281M | Q4 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
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CRS
this stock
Carpenter Technology Corp
|
$14.47B | -11.4% | +20.0% | 25.8 | 2.7% |
|
ATI
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|
$22.86B | +46.7% | -13.4% | 42.0 | 3.5% |
|
MLI
Mueller Industries Inc
|
$12.03B | — | +10.9% | 14.2 | 2.3% |
|
CMC
COMMERCIAL METALS Co
|
$7.31B | -10.1% | +25.6% | 11.3 | 6.0% |
|
ESAB
ESAB Corp
|
$4.87B | -29.2% | +3.7% | 27.6 | 7.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Carpenter Technology Corp reported net sales of $798.2 million, net income of $162.5 million, or $3.25 diluted EPS, and operating income of $196.4 million for the quarter ended September 30, 2026, with sales up 9 percent amid stronger demand, productivity and pricing benefits.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CRS | -6.6% | -28.0% | -31.8% | -1.5% | -11.4% |
| SPY | -4.7% | -5.3% | -0.8% | -3.0% | +7.5% |
| vs SPY | -1.9% | -22.7% | -31.0% | +1.5% | -18.9% |
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.
