Inside the research
Carpenter Technology Corporation
CRS Research profile · latest available data
Price overview
$396.84
▼ -4.01 (-1.0%)
| 52w hi | $618.99 |
|---|---|
| 52w lo | $231.87 |
| Vol | 682.70K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.22
| Short | -0.31 |
|---|---|
| Medium | -0.26 |
| Long | +0.06 |
computed 2026-09-27
Key fundamentals
Carpenter Technology Corporation
Industrials · Metal Fabrication
| Market cap | $19.67B |
|---|---|
| Enterprise value | $20.00B |
| Trailing P/E | 37.72x |
| Forward P/E | 24.99x |
| EV / EBITDA | 24.21x |
| P / S (ttm) | 6.29x |
| Profit margin | 17.0% |
| Return on equity | 25.8% |
| Revenue growth | +12.6% |
| Earnings growth | +46.4% |
| Debt / equity | 32.66 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.30 | |
| Sector | -0.01 | |
| Technical | -0.26 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Carpenter Technology Corporation manufactures, fabricates, and distributes specialty metals in the United States, Europe, the Asia Pacific, Mexico, Canada, and internationally. It operates in two segments, Specialty Alloys Operations and Performance Engineered Products. The company offers specialty alloys, including titanium alloys, powder metals, stainless steels, alloy steels, and tool steels, as well as metal powders and parts. It serves the aerospace, defense, medical, transportation, energy, industrial, and consumer markets. The company was founded in 1889 and is headquartered in Philadelphia, Pennsylvania.
Risk Metrics
| Beta vs SPX | 1.57 |
|---|---|
| Corr SPX | 0.53 |
| Annual vol | 47.8% |
| Annual ret | +57.7% |
| Sharpe | 1.21 |
| Max DD | -36.2% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $457.22 |
|---|---|
| High / Low | $500.00 / $400.00 |
| Median | $459.00 |
| Analysts | 9 |
| Strong Buy | 1 | |
|---|---|---|
| Buy | 7 | |
| Hold | 1 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-04 | Wells Fargo | → Equal-Weight |
| 2026-05-04 | Keybanc | → Overweight |
| 2026-04-30 | TD Cowen | → Buy |
| 2026-04-30 | Susquehanna | → Positive |
| 2026-04-30 | JP Morgan | → Overweight |
| 2026-04-30 | BTIG | → Buy |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-12 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-07-30 | Earnings Release, Exhibits | read |
| 2026-07-30 | Earnings Release, Exhibits | read |
| 2026-07-28 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-04-29 | Earnings Release, Exhibits | read |
| 2026-04-29 | Earnings Release, Exhibits | read |
| 2026-04-17 | Officer / Director Change, Exhibits | read |
| 2026-02-17 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-01-29 | Earnings Release, Exhibits | read |
| 2026-01-29 | Earnings Release, Exhibits | read |
| 2025-11-20 | Material Agreement, Material Obligation… | read |
| 2025-11-10 | Reg FD Disclosure, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-14 | Thene Tony R | Executive Chairman | Grant | 68.86K | — |
| 2026-07-14 | Thene Tony R | Executive Chairman | Withheld for tax | 29.91K | $17.26M |
| 2026-07-14 | SOCCI ELIZABETH A | VP, Contr & Ch Acctg Offi | Grant | 2.58K | — |
| 2026-07-14 | SOCCI ELIZABETH A | VP, Contr & Ch Acctg Offi | Withheld for tax | 1.13K | $650.71K |
| 2026-07-14 | Malloy Brian J | President and CEO | Grant | 17.22K | — |
| 2026-07-14 | Malloy Brian J | President and CEO | Withheld for tax | 7.91K | $4.56M |
| 2026-07-14 | LAIN TIMOTHY | SVP and CFO | Grant | 18.08K | — |
| 2026-07-14 | LAIN TIMOTHY | SVP and CFO | Withheld for tax | 8.30K | $4.79M |
| 2026-07-14 | AKINS MARSHALL D | VP and Chief Comm Officer | Grant | 12.91K | — |
| 2026-07-14 | AKINS MARSHALL D | VP and Chief Comm Officer | Withheld for tax | 5.93K | $3.42M |
Flow & Concentration
| Insider 180d net | -$975.48K |
|---|---|
| Insider buys / sells | 0 / 1 |
| Insider bias | Neutral |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
Dividends
| Yield (TTM) | 0.15% |
|---|---|
| $ / share (TTM) | $0.60 |
| 5y CAGR | +0.0% |
Annual dividend per share
| 2021 | $0.80 |
|---|---|
| 2022 | $0.80 |
| 2023 | $0.80 |
| 2024 | $0.80 |
| 2025 | $0.80 |
| 2026 | $0.40 |
SEC Filings
The Long Run
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $2.88B | +5.5% | |
| Gross profit | $337.30M | +11.5% | |
| Operating income | $521.80M | +30.8% | |
| Net income | $376.00M | +35.0% | |
| Cash from ops | $14.70M | -13.7% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $399.28 | $399.82 | $388.60 | $396.84 | 682.70K |
| Sep 24 | $391.21 | $402.53 | $386.51 | $400.85 | 656.00K |
| Sep 23 | $397.00 | $400.19 | $392.19 | $395.03 | 951.40K |
| Sep 22 | $401.13 | $404.00 | $395.33 | $400.02 | 599.50K |
| Sep 21 | $409.72 | $410.21 | $400.15 | $402.90 | 694.80K |
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