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Carpenter Technology Corp. (CRS) Stock Fundamental Analysis & AI Rating 2026

CRS NYSE Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) DE CIK: 0000017843
Recently Updated • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Rating
BUY
81% Confidence
STRONG AGREEMENT
BUY
80% Conf
BUY
82% Conf

📊 CRS Key Takeaways

Revenue: $2.3B
Net Margin: 16.2%
Free Cash Flow: $207.3M
Current Ratio: 3.73x
Debt/Equity: 0.33x
EPS: $7.29
AI Rating: BUY with 80% confidence
Carpenter Technology Corp. (CRS) receives a BUY rating with 81% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.3B, net profit margin of 16.2%, and return on equity (ROE) of 17.8%, Carpenter Technology Corp. demonstrates strong fundamentals in the Materials sector. Below is our complete CRS stock analysis for 2026.

Is Carpenter Technology Corp. (CRS) a Good Investment?

Claude

Carpenter Technology demonstrates exceptional financial fundamentals with net income doubling while maintaining a fortress balance sheet with minimal leverage (0.33x debt/equity) and robust liquidity (3.73x current ratio). Dramatic profitability improvements and superior margins (30.2% gross, 16.2% net) reflect strong operational execution, though the disconnect between 4.3% revenue growth and 101.6% net income growth raises sustainability questions in a cyclical industry. Strong free cash flow generation ($207.3M) and returns on capital (ROE 17.8%) support financial flexibility for a well-managed business.

ChatGPT

Carpenter Technology shows a sharp improvement in earnings quality, with only modest revenue growth translating into much stronger operating and net income, indicating favorable mix, pricing, and operating leverage. The balance sheet is healthy, liquidity is strong, and leverage remains manageable, supporting continued investment and resilience through industrial cycles.

Why Buy Carpenter Technology Corp. Stock? CRS Key Strengths

Claude
  • + Exceptional net income growth (+101.6% YoY) demonstrating significant operating leverage and efficiency gains
  • + Superior profit margins across all levels (30.2% gross, 21.8% operating, 16.2% net) indicating competitive advantage in specialty materials
  • + Fortress balance sheet: low leverage (0.33x debt/equity), strong liquidity (3.73x current ratio), excellent interest coverage (12.8x)
  • + Solid free cash flow generation ($207.3M, 9.1% FCF margin) providing financial flexibility
  • + Strong returns on invested capital (ROE 17.8%, ROA 10.0%) indicating efficient capital deployment
ChatGPT
  • + High profitability with 29.7% gross margin, 21.1% operating margin, and 15.6% net margin
  • + Strong financial health with 4.25x current ratio, 2.26x quick ratio, and low 0.35x debt-to-equity
  • + Earnings momentum is robust, with net income up 101.6% and diluted EPS up 100.5% year over year

CRS Stock Risks: Carpenter Technology Corp. Investment Risks

Claude
  • ! Significant margin expansion not accompanied by proportional revenue growth (4.3% YoY) raises sustainability concerns
  • ! High cyclicality exposure as specialty materials/steel company vulnerable to economic downturns and commodity price volatility
  • ! Profit surge appears margin-driven rather than volume-driven, at risk of reversal if pricing or mix deteriorates
  • ! Capital-intensive business model (CapEx 6.8% of revenue) requires consistent investment discipline
  • ! Limited cash position ($294.8M) relative to $3.7B assets constrains strategic flexibility
ChatGPT
  • ! Revenue growth is relatively modest at 4.3%, so recent earnings gains may be difficult to sustain without stronger top-line expansion
  • ! Free cash flow margin of 5.6% is solid but materially below accounting profitability, reflecting ongoing capital intensity
  • ! The business remains exposed to cyclical industrial demand, which can pressure margins and cash generation if end markets weaken

Key Metrics to Watch

Claude
  • * Revenue growth trajectory and organic volume trends to confirm sustainable expansion
  • * Gross margin sustainability amid input cost and commodity price volatility
  • * Free cash flow conversion rate and management's capital allocation decisions
  • * Leverage maintenance as cyclical conditions evolve
  • * Operating margin resilience through economic cycle downturn
ChatGPT
  • * Operating margin and gross margin sustainability
  • * Free cash flow conversion relative to net income

Carpenter Technology Corp. (CRS) Financial Metrics & Key Ratios

Revenue
$2.3B
Net Income
$367.4M
EPS (Diluted)
$7.29
Free Cash Flow
$207.3M
Total Assets
$3.7B
Cash Position
$294.8M

💡 AI Analyst Insight

Strong liquidity with a 3.73x current ratio provides a solid financial cushion.

CRS Profit Margin, ROE & Profitability Analysis

Gross Margin 30.2%
Operating Margin 21.8%
Net Margin 16.2%
ROE 17.8%
ROA 10.0%
FCF Margin 9.1%

CRS vs Materials Sector: How Carpenter Technology Corp. Compares

How Carpenter Technology Corp. compares to Materials sector averages

Net Margin
CRS 16.2%
vs
Sector Avg 10.0%
CRS Sector
ROE
CRS 17.8%
vs
Sector Avg 14.0%
CRS Sector
Current Ratio
CRS 3.7x
vs
Sector Avg 1.6x
CRS Sector
Debt/Equity
CRS 0.3x
vs
Sector Avg 0.6x
CRS Sector

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

Is Carpenter Technology Corp. Stock Overvalued? CRS Valuation Analysis 2026

Based on fundamental analysis, Carpenter Technology Corp. appears fundamentally strong relative to the Materials sector in 2026.

Return on Equity
17.8%
Sector avg: 14%
Net Profit Margin
16.2%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.33x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Carpenter Technology Corp. Balance Sheet: CRS Debt, Cash & Liquidity

Current Ratio
3.73x
Quick Ratio
2.08x
Debt/Equity
0.33x
Debt/Assets
43.8%
Interest Coverage
12.83x
Long-term Debt
$690.4M

CRS Revenue & Earnings Growth: 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 Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
9.1%
Free cash flow / Revenue

CRS Quarterly Earnings & Performance

Quarterly financial performance data for Carpenter Technology Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $727.0M $95.4M $1.88
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

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

Carpenter Technology Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$364.9M
Cash generated from operations
Stock Buybacks
$133.9M
Shares repurchased (TTM)
Capital Expenditures
$157.6M
Investment in assets
Dividends Paid
$30.2M
Returned to shareholders

CRS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Carpenter Technology Corp. (CIK: 0000017843)

📋 Recent SEC Filings

Date Form Document Action
May 6, 2026 4 xslF345X06/form4.xml View →
May 6, 2026 4 xslF345X06/form4.xml View →
Apr 29, 2026 8-K crs-20260429.htm View →
Apr 29, 2026 8-K crs-20260429.htm View →
Apr 29, 2026 10-Q crs-20260331.htm View →

Frequently Asked Questions about CRS

What is the AI rating for CRS?

Carpenter Technology Corp. (CRS) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 81% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CRS's key strengths?

Claude: Exceptional net income growth (+101.6% YoY) demonstrating significant operating leverage and efficiency gains. Superior profit margins across all levels (30.2% gross, 21.8% operating, 16.2% net) indicating competitive advantage in specialty materials. ChatGPT: High profitability with 29.7% gross margin, 21.1% operating margin, and 15.6% net margin. Strong financial health with 4.25x current ratio, 2.26x quick ratio, and low 0.35x debt-to-equity.

What are the risks of investing in CRS?

Claude: Significant margin expansion not accompanied by proportional revenue growth (4.3% YoY) raises sustainability concerns. High cyclicality exposure as specialty materials/steel company vulnerable to economic downturns and commodity price volatility. ChatGPT: Revenue growth is relatively modest at 4.3%, so recent earnings gains may be difficult to sustain without stronger top-line expansion. Free cash flow margin of 5.6% is solid but materially below accounting profitability, reflecting ongoing capital intensity.

What is CRS's revenue and growth?

Carpenter Technology Corp. reported revenue of $2.3B.

Does CRS pay dividends?

Carpenter Technology Corp. pays dividends, with $30.2M 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 $7.29.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is CRS a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Carpenter Technology Corp. has a BUY rating with 81% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is CRS stock overvalued or undervalued?

Valuation metrics for CRS: ROE of 17.8% (sector avg: 14%), net margin of 16.2% (sector avg: 10%). Higher ROE suggests strong returns relative to peers.

Should I buy CRS stock in 2026?

Our dual AI analysis gives Carpenter Technology Corp. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is CRS's free cash flow?

Carpenter Technology Corp.'s operating cash flow is $364.9M, with capital expenditures of $157.6M. FCF margin is 9.1%.

How does CRS compare to other Materials stocks?

Vs Materials sector averages: Net margin 16.2% (avg: 10%), ROE 17.8% (avg: 14%), current ratio 3.73 (avg: 1.6).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) 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: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI