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CRS Stock Analysis - CARPENTER TECHNOLOGY CORP AI Rating

CRS NYSE Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) DE CIK: 0000017843
Recently Updated • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
AI Rating
BUY
78% Confidence

📊 CRS Key Takeaways

Revenue: $1.5B
Net Margin: 15.6%
Free Cash Flow: $82.5M
Current Ratio: 4.25x
Debt/Equity: 0.35x
EPS: $4.52
AI Rating: BUY with 78% confidence

Investment Thesis

Carpenter Technology demonstrates exceptional profitability improvement with net income doubling YoY and strong operational margins of 21.1%, supported by solid revenue growth and excellent balance sheet health. The company generates robust free cash flow (82.5M) with conservative leverage (0.35x debt/equity), indicating strong financial stability and capacity for shareholder returns or reinvestment.

CRS Strengths

  • + Outstanding earnings growth with net income up 101.6% YoY and EPS doubling
  • + Strong operational efficiency with 21.1% operating margin and 15.6% net margin
  • + Excellent liquidity position with 4.25x current ratio and 231.9M cash balance
  • + Conservative capital structure with 0.35x debt/equity and 8.0x interest coverage
  • + Solid free cash flow generation of 82.5M providing financial flexibility

CRS Risks

  • ! Cyclical industry exposure in specialty steel with sensitivity to economic downturns
  • ! Modest revenue growth of 4.3% YoY suggests limited top-line expansion despite strong profitability
  • ! Capital intensive business requiring sustained capex (88.9M annually) that could pressure cash flow
  • ! ROE of 11.5% and ROA of 6.5% indicate moderate asset utilization efficiency
  • ! Concentrated customer base risk typical of specialty materials suppliers serving aerospace/defense sectors

Key Metrics to Watch

CRS Financial Metrics

Revenue
$1.5B
Net Income
$227.8M
EPS (Diluted)
$4.52
Free Cash Flow
$82.5M
Total Assets
$3.5B
Cash Position
$231.9M

💡 AI Analyst Insight

Strong liquidity with a 4.25x current ratio provides a solid financial cushion.

CRS Profitability Ratios

Gross Margin 29.7%
Operating Margin 21.1%
Net Margin 15.6%
ROE 11.5%
ROA 6.5%
FCF Margin 5.6%

CRS vs Default Sector

How CARPENTER TECHNOLOGY CORP compares to Default sector averages

Net Margin
CRS 15.6%
vs
Sector Avg 12.0%
CRS Sector
ROE
CRS 11.5%
vs
Sector Avg 15.0%
CRS Sector
Current Ratio
CRS 4.3x
vs
Sector Avg 1.8x
CRS Sector
Debt/Equity
CRS 0.3x
vs
Sector Avg 0.7x
CRS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

CRS Balance Sheet & Liquidity

Current Ratio
4.25x
Quick Ratio
2.26x
Debt/Equity
0.35x
Debt/Assets
43.3%
Interest Coverage
7.99x
Long-term Debt
$690.1M

CRS 5-Year Financial Trend

CRS 5-year financial data: Year 2021: Revenue $2.4B, Net Income $167.0M, EPS $3.43. Year 2022: Revenue $2.2B, Net Income $1.5M, EPS $0.02. Year 2023: Revenue $2.6B, Net Income -$229.6M, EPS $-4.76. Year 2024: Revenue $2.8B, Net Income -$49.1M, EPS $-1.01. Year 2025: Revenue $2.9B, Net Income $56.4M, EPS $1.14.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: CARPENTER TECHNOLOGY CORP's revenue has grown significantly by 21% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.14 reflects profitable operations.

CRS Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
5.6%
Free cash flow / Revenue

CRS Quarterly Performance

Quarterly financial performance data for CARPENTER TECHNOLOGY CORP including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $676.9M $84.1M $1.66
Q1 2026 $717.6M $84.8M $1.67
Q3 2025 $684.9M $6.3M $0.12
Q2 2025 $624.2M $42.7M $0.85
Q1 2025 $651.9M $43.9M $0.88
Q3 2024 $684.9M $6.3M $0.12
Q2 2024 $579.1M -$600.0K $-0.02
Q1 2024 $522.9M -$6.9M $-0.14

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

CRS Capital Allocation

Operating Cash Flow
$171.4M
Cash generated from operations
Stock Buybacks
$81.2M
Shares repurchased (TTM)
Capital Expenditures
$88.9M
Investment in assets
Dividends Paid
$20.1M
Returned to shareholders

CRS SEC Filings

Access official SEC EDGAR filings for CARPENTER TECHNOLOGY CORP (CIK: 0000017843)

📋 Recent SEC Filings

Date Form Document Action
Feb 25, 2026 4 xslF345X05/form4.xml View →
Feb 23, 2026 4 xslF345X05/form4.xml View →
Feb 17, 2026 8-K d109893d8k.htm View →
Jan 29, 2026 10-Q crs-20251231.htm View →
Jan 29, 2026 8-K crs-20260129.htm View →

Frequently Asked Questions about CRS

What is the AI rating for CRS?

CARPENTER TECHNOLOGY CORP (CRS) has an AI rating of BUY with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CRS's key strengths?

Outstanding earnings growth with net income up 101.6% YoY and EPS doubling. Strong operational efficiency with 21.1% operating margin and 15.6% net margin.

What are the risks of investing in CRS?

Cyclical industry exposure in specialty steel with sensitivity to economic downturns. Modest revenue growth of 4.3% YoY suggests limited top-line expansion despite strong profitability.

What is CRS's revenue and growth?

CARPENTER TECHNOLOGY CORP reported revenue of $1.5B.

Does CRS pay dividends?

CARPENTER TECHNOLOGY CORP pays dividends, with $20.1M distributed to shareholders in the trailing twelve months.

Where can I find CRS SEC filings?

Official SEC filings for CARPENTER TECHNOLOGY CORP (CIK: 0000017843) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CRS's EPS?

CARPENTER TECHNOLOGY CORP has a diluted EPS of $4.52.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 23, 2026 | Data as of: 2025-12-31 | Powered by Claude AI