Tearsheet

Carpenter Technology (CRS)


Market Price (7/2/2026): $613.0 | Market Cap: $30.6 BilSector: Industrials | Industry: Industrial Machinery & Supplies & Components

Carpenter Technology (CRS)


Market Price (7/2/2026): $613.0
Market Cap: $30.6 Bil
Sector: Industrials
Industry: Industrial Machinery & Supplies & Components

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

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Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 21%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 21%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13%

Low stock price volatility
Vol 12M is 48%

Megatrend and thematic drivers
Megatrends include Advanced Materials, and Advanced Aviation & Space. Themes include Specialty Chemicals for Performance, Lightweight Composites, Show more.

Trading close to highs
Dist 52W High is -1.1%, Dist 3Y High is -1.1%

Expensive valuation multiples
P/SPrice/Sales ratio is 10x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 48x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 49x, P/EPrice/Earnings or Price/(Net Income) is 64x

Stock price has recently run up significantly
12M Rtn12 month market price return is 125%

Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 88%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.6%

Key risks
CRS key risks include [1] a significant dependence on cyclical aerospace and defense markets and [2] the potential for gross margin dilution from its raw material surcharge mechanisms.

0 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 21%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 21%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13%
2 Low stock price volatility
Vol 12M is 48%
3 Megatrend and thematic drivers
Megatrends include Advanced Materials, and Advanced Aviation & Space. Themes include Specialty Chemicals for Performance, Lightweight Composites, Show more.
4 Trading close to highs
Dist 52W High is -1.1%, Dist 3Y High is -1.1%
5 Expensive valuation multiples
P/SPrice/Sales ratio is 10x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 48x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 49x, P/EPrice/Earnings or Price/(Net Income) is 64x
6 Stock price has recently run up significantly
12M Rtn12 month market price return is 125%
7 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 88%
8 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.6%
9 Key risks
CRS key risks include [1] a significant dependence on cyclical aerospace and defense markets and [2] the potential for gross margin dilution from its raw material surcharge mechanisms.

CRS in ETFs

Weight = CRS's share of each fund

VTI0.03%
ITOT0.04%
IWB0.04%
IJH0.81%
VB0.28%
IYM2.9%
ITA2.1%
MDYG1.6%
+21 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 7/1/2026

Carpenter Technology (CRS) stock has gained about 55% since 3/31/2026 because of the following key factors:

1. Carpenter Technology reported a strong beat on its fiscal Q3 2026 earnings, accompanied by a significant increase in its full fiscal year 2026 outlook. On April 29, 2026, the company announced record operating income of $186.5 million, marking a 35% year-over-year increase, and adjusted earnings per diluted share of $2.77, surpassing analyst estimates of $2.59 by 6.95%. Furthermore, Carpenter Technology raised its operating income guidance for fiscal year 2026 to a range of $700 million to $705 million, and its adjusted free cash flow outlook to approximately $350 million.

2. The company experienced accelerating demand and secured new long-term agreements within its crucial Aerospace and Defense markets. The Specialty Alloys Operations (SAO) segment, which serves these markets, achieved a record operating income of $208.0 million in fiscal Q3 2026, representing a 37% year-over-year growth. This growth was driven by increased bookings for aerospace structural materials and the completion of negotiations for several aerospace long-term agreements that included significant price increases. This trend aligns with broader market projections for the aerospace and defense special metal market, which is expected to grow due to increasing air travel and defense expenditures.

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Updated on 7/1/2026

Carpenter Technology (CRS) stock has gained about 55% since 3/31/2026 because of the following key factors:

1. Carpenter Technology reported a strong beat on its fiscal Q3 2026 earnings, accompanied by a significant increase in its full fiscal year 2026 outlook. On April 29, 2026, the company announced record operating income of $186.5 million, marking a 35% year-over-year increase, and adjusted earnings per diluted share of $2.77, surpassing analyst estimates of $2.59 by 6.95%. Furthermore, Carpenter Technology raised its operating income guidance for fiscal year 2026 to a range of $700 million to $705 million, and its adjusted free cash flow outlook to approximately $350 million.

2. The company experienced accelerating demand and secured new long-term agreements within its crucial Aerospace and Defense markets. The Specialty Alloys Operations (SAO) segment, which serves these markets, achieved a record operating income of $208.0 million in fiscal Q3 2026, representing a 37% year-over-year growth. This growth was driven by increased bookings for aerospace structural materials and the completion of negotiations for several aerospace long-term agreements that included significant price increases. This trend aligns with broader market projections for the aerospace and defense special metal market, which is expected to grow due to increasing air travel and defense expenditures.

3. Operational efficiencies led to record operating margins, particularly in the Specialty Alloys Operations (SAO) segment. In fiscal Q3 2026, the SAO segment's adjusted operating margin reached a record 35.6%, an increase from 33.1% in the prior sequential quarter and 29.1% year-over-year. This consistent expansion in profitability metrics indicates strong operational execution and favorable pricing strategies.

4. Analyst sentiment remained highly positive, with multiple firms upgrading price targets and reiterating "Buy" ratings. On June 30, 2026, KeyCorp notably raised its price target for Carpenter Technology from $459.00 to $644.00, maintaining an "overweight" rating. Other firms such as TD Cowen, Deutsche Bank, JPMorgan Chase & Co., Susquehanna, and BTIG Research also increased their price objectives for CRS in April and May 2026, reflecting strong confidence in the company's future performance. The consensus among 10 Wall Street analysts was a "Moderate Buy" rating with an average target price of $481.75.

5. Carpenter Technology continued its strategic share repurchase program, signaling confidence in its valuation. During fiscal Q3 2026, the company repurchased 145,000 shares of its common stock for an aggregate amount of $52.7 million. As of March 31, 2026, $164.2 million remained available under the authorized share repurchase program of up to $400.0 million. This proactive capital allocation strategy can enhance shareholder value and reflects management's positive outlook on the company's intrinsic worth.

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Stock Movement Drivers

Fundamental Drivers

The 54.9% change in CRS stock from 3/31/2026 to 7/1/2026 was primarily driven by a 40.3% change in the company's P/E Multiple.
(LTM values as of)33120267012026Change
Stock Price ($)393.97610.1654.9%
Change Contribution By: 
Total Revenues ($ Mil)2,9443,0292.9%
Net Income Margin (%)14.8%15.8%7.1%
P/E Multiple45.463.740.3%
Shares Outstanding (Mil)50500.2%
Cumulative Contribution54.9%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2026 to 7/1/2026
ReturnCorrelation
CRS54.9% 
Market (SPY)14.7%47.0%
Sector (XLI)13.4%68.6%

Fundamental Drivers

The 94.0% change in CRS stock from 12/31/2025 to 7/1/2026 was primarily driven by a 67.2% change in the company's P/E Multiple.
(LTM values as of)123120257012026Change
Stock Price ($)314.51610.1694.0%
Change Contribution By: 
Total Revenues ($ Mil)2,8933,0294.7%
Net Income Margin (%)14.3%15.8%10.6%
P/E Multiple38.163.767.2%
Shares Outstanding (Mil)50500.2%
Cumulative Contribution94.0%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 7/1/2026
ReturnCorrelation
CRS94.0% 
Market (SPY)9.7%44.4%
Sector (XLI)18.5%60.1%

Fundamental Drivers

The 121.4% change in CRS stock from 6/30/2025 to 7/1/2026 was primarily driven by a 64.7% change in the company's P/E Multiple.
(LTM values as of)63020257012026Change
Stock Price ($)275.64610.16121.4%
Change Contribution By: 
Total Revenues ($ Mil)2,9203,0293.7%
Net Income Margin (%)12.3%15.8%29.1%
P/E Multiple38.763.764.7%
Shares Outstanding (Mil)50500.4%
Cumulative Contribution121.4%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2025 to 7/1/2026
ReturnCorrelation
CRS121.4% 
Market (SPY)21.7%36.7%
Sector (XLI)25.6%50.5%

Fundamental Drivers

The 1009.0% change in CRS stock from 6/30/2023 to 7/1/2026 was primarily driven by a 1717.8% change in the company's Net Income Margin (%).
(LTM values as of)63020237012026Change
Stock Price ($)55.02610.161009.0%
Change Contribution By: 
Total Revenues ($ Mil)2,3563,02928.6%
Net Income Margin (%)0.9%15.8%1717.8%
P/E Multiple131.063.7-51.4%
Shares Outstanding (Mil)4950-2.4%
Cumulative Contribution1009.0%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2023 to 7/1/2026
ReturnCorrelation
CRS1009.0% 
Market (SPY)74.2%49.9%
Sector (XLI)78.0%56.3%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
CRS Return3%29%94%142%86%96%2183%
Peers Return44%26%38%9%70%28%491%
S&P 500 Return27%-19%24%23%16%10%100%

Monthly Win Rates [3]
CRS Win Rate42%50%67%58%67%83% 
Peers Win Rate52%56%56%52%75%67% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
CRS Max Drawdown-43%-42%-26%-16%-29%-12% 
Peers Max Drawdown-30%-39%-26%-33%-34%-25% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: ATI, HWM, NUE, CLF.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/1/2026 (YTD)

How Low Can It Go

EventCRSS&P 500
2025 US Tariff Shock
  % Loss-28.1%-18.8%
  % Gain to Breakeven39.1%23.1%
  Time to Breakeven24 days79 days
2023 SVB Regional Banking Crisis
  % Loss-23.7%-6.7%
  % Gain to Breakeven31.1%7.1%
  Time to Breakeven41 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-15.2%-24.5%
  % Gain to Breakeven17.9%32.4%
  Time to Breakeven22 days427 days
2020 COVID-19 Crash
  % Loss-65.8%-33.7%
  % Gain to Breakeven192.8%50.9%
  Time to Breakeven340 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-43.4%-19.2%
  % Gain to Breakeven76.6%23.8%
  Time to Breakeven1585 days105 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-25.2%-3.7%
  % Gain to Breakeven33.7%3.9%
  Time to Breakeven92 days6 days

Compare to ATI, HWM, NUE, CLF

In The Past

Carpenter Technology's stock fell -28.1% during the 2025 US Tariff Shock. Such a loss loss requires a 39.1% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventCRSS&P 500
2025 US Tariff Shock
  % Loss-28.1%-18.8%
  % Gain to Breakeven39.1%23.1%
  Time to Breakeven24 days79 days
2023 SVB Regional Banking Crisis
  % Loss-23.7%-6.7%
  % Gain to Breakeven31.1%7.1%
  Time to Breakeven41 days31 days
2020 COVID-19 Crash
  % Loss-65.8%-33.7%
  % Gain to Breakeven192.8%50.9%
  Time to Breakeven340 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-43.4%-19.2%
  % Gain to Breakeven76.6%23.8%
  Time to Breakeven1585 days105 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-25.2%-3.7%
  % Gain to Breakeven33.7%3.9%
  Time to Breakeven92 days6 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-35.1%-12.2%
  % Gain to Breakeven54.1%13.9%
  Time to Breakeven175 days62 days
2014-2016 Oil Price Collapse
  % Loss-53.0%-6.8%
  % Gain to Breakeven112.6%7.3%
  Time to Breakeven689 days15 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-28.1%-17.9%
  % Gain to Breakeven39.1%21.8%
  Time to Breakeven24 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-24.0%-15.4%
  % Gain to Breakeven31.6%18.2%
  Time to Breakeven169 days125 days
2008-2009 Global Financial Crisis
  % Loss-84.1%-53.4%
  % Gain to Breakeven530.8%114.4%
  Time to Breakeven5346 days1085 days
Summer 2007 Credit Crunch
  % Loss-27.6%-8.6%
  % Gain to Breakeven38.1%9.5%
  Time to Breakeven76 days47 days

Compare to ATI, HWM, NUE, CLF

In The Past

Carpenter Technology's stock fell -28.1% during the 2025 US Tariff Shock. Such a loss loss requires a 39.1% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Carpenter Technology (CRS)

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Carpenter Technology Corporation (CRS) is a global manufacturer, fabricator, and distributor of specialty metals. With a history dating back to 1889, the company focuses on producing advanced material solutions that meet the stringent demands of high-performance applications across various industries worldwide.

The company's core products include a diverse range of high-performance specialty alloys such as titanium alloys, powder metals, stainless steels, alloy steels, and tool steels. Beyond these foundational materials, Carpenter Technology also provides additives, metal powders, and engineered parts, leveraging its expertise in material science and advanced manufacturing processes.

Carpenter Technology's specialized materials are critical components for a broad spectrum of demanding markets. Its primary customers operate in key sectors like aerospace, defense, medical, transportation, energy, and industrial, where the superior strength, corrosion resistance, and reliability of its advanced metal products are essential for mission-critical and high-stress applications.

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AI Analysis | Feedback

Here are 1-3 brief analogies for Carpenter Technology (CRS):

  • Corning for advanced metals: Think of a company like Corning, but instead of specialized glass and ceramics, they focus on making ultra-high-performance metal alloys for critical industries.
  • A specialized 3M focused purely on high-performance metal alloys: Imagine a company like 3M or Honeywell, but exclusively dedicated to developing and manufacturing advanced metal materials and components for demanding industrial applications.
  • Alcoa for exotic, high-strength metals: Consider them similar to Alcoa, but instead of bulk aluminum, they specialize in highly engineered and exotic metal alloys like titanium and specialty stainless steels used in aerospace, defense, and medical devices.

AI Analysis | Feedback

  • Titanium Alloys: High-strength, corrosion-resistant metals crucial for demanding applications in aerospace, medical, and energy sectors.
  • Powder Metals: A category of advanced metallic materials produced in powder form, often designed for specific metallurgical properties and complex applications.
  • Stainless Steels: Corrosion-resistant iron-based alloys known for their durability, strength, and aesthetic qualities across various industries.
  • Alloy Steels: Steels that are engineered with various elements to achieve enhanced properties such as increased strength, hardness, or wear resistance.
  • Tool Steels: High-performance steels specifically formulated for the fabrication of tools, offering exceptional hardness, abrasion resistance, and toughness.
  • Additives: Specialized materials used to modify or enhance the properties and processing characteristics of other metals and alloys.
  • Metal Powders: Raw metallic materials supplied in powder form, primarily used for additive manufacturing and other specialized powder metallurgy processes.
  • Metal Parts: Fabricated or semi-fabricated components and products manufactured from their diverse range of specialty metal alloys.

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Major Customers of Carpenter Technology (CRS)

Carpenter Technology (CRS) primarily sells its specialty metals and materials to other companies (Business-to-Business or B2B) rather than directly to individuals. The company's diverse customer base consists of manufacturers and suppliers across various demanding industries. According to its public filings, no single customer accounts for 10% or more of Carpenter Technology's consolidated net sales, meaning there are no individually named "major customers" that are required to be disclosed.

Instead, Carpenter Technology serves a broad range of companies operating within the following key markets:

  • Aerospace (e.g., manufacturers of aircraft components, engines, and airframes)
  • Defense (e.g., suppliers to military and defense contractors)
  • Medical (e.g., producers of medical devices, implants, and surgical instruments)
  • Transportation (e.g., automotive, heavy equipment, and rail manufacturers)
  • Energy (e.g., companies involved in oil & gas, power generation, and nuclear sectors)
  • Industrial (e.g., general industrial manufacturing, machinery, and tooling)
  • Consumer (e.g., manufacturers of high-performance consumer products)

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Tony R. Thene Chairman of the Board and Chief Executive Officer

Tony R. Thene was appointed President & CEO of Carpenter Technology Corporation in July 2015 and became Chairman of the Board effective October 7, 2025. He joined the company in January 2013 as Senior Vice President & Chief Financial Officer. Prior to joining Carpenter Technology, Mr. Thene spent 23 years at Alcoa Inc., where he most recently served as the Chief Financial Officer for Alcoa's Engineered Products and Solutions (EPS) business. He also held positions as Vice President & Controller for Alcoa, Director of Investor Relations, and CFO for multiple divisions including Flat Rolled Products Group and Alcoa World Alumina and Chemicals, as well as a manufacturing manager for the Alumina Chemicals business. He is a Certified Public Accountant and earned an undergraduate degree in Accounting from Indiana State University and an MBA from Case Western Reserve University. Mr. Thene serves on the Board of Directors for Mativ Holdings (formerly Neenah, Inc.) and is a Trustee for Furman University.

Timothy R. Lain Senior Vice President and Chief Financial Officer

Timothy R. Lain was named Senior Vice President and Chief Financial Officer of Carpenter Technology Corporation in August 2020. He previously served as the company's Vice President and Chief Financial Officer, and Vice President – Controller & Chief Accounting Officer. Mr. Lain has over 25 years of financial experience, including 13 years with Carpenter Technology. Before joining Carpenter Technology, he served as Audit Director at McGladrey & Pullen. He is a Certified Public Accountant and holds a Bachelor's degree in Accounting from the Fox School of Business at Temple University.

Brian J. Malloy President and Chief Operating Officer

Brian J. Malloy currently serves as President and Chief Operating Officer and is slated to become Chief Executive Officer effective July 1, 2026. He has held the COO role since 2023. Over the past decade at Carpenter Technology, he has also served as Senior Vice President & Group President of Specialty Alloys Operations (SAO) and Performance Engineered Products (PEP), and as Chief Commercial Officer. Prior to joining Carpenter Technology, Mr. Malloy was Senior Vice President and Chief Strategy Officer at Ametek's Global Precision Tubes business. His earlier career included key leadership positions at Alcoa, Inc., where he was Vice President of Industrial Gas Turbines within the Power and Propulsion business unit.

James D. Dee Senior Vice President, General Counsel and Secretary

James D. Dee has served as Vice President, General Counsel and Secretary of Carpenter Technology Corp. since September 2010, and as Chief Governance Officer since August 2015. Before joining Carpenter Technology, he was Chief Administrative Officer, General Counsel, and Corporate Secretary at C&D Technologies Inc. from 2005 to 2010. He also spent 16 years at SPS Technologies, LLC, serving as Vice President, General Counsel, and Corporate Secretary. Mr. Dee is a licensed patent attorney. He received his undergraduate degree from the University of Pennsylvania and his law degree from the Marshall-Wythe School of Law of the College of William and Mary.

Marshall Akins Vice President - Chief Commercial Officer

Marshall Akins was promoted to Vice President and Chief Commercial Officer of Carpenter Technology Corporation in February 2022. In this role, he oversees the company's commercial operations and the execution of key commercial growth strategies, including market development, sales, and customer support. Mr. Akins joined Carpenter Technology in 2016 as Vice President – Aerospace, leading the company's aerospace and defense market. Before his tenure at Carpenter Technology, he worked for the Boston Consulting Group, a global management consulting firm, most recently as a Principal in their Boston office.

AI Analysis | Feedback

The key risks to Carpenter Technology (CRS) primarily revolve around its market exposure, cost structure, and industry dynamics.

  1. Dependence on Cyclical End Markets: Carpenter Technology's business is significantly exposed to the cyclical nature of its key end markets, particularly commercial aerospace, defense, and energy. A substantial portion of its sales are concentrated in these sectors, making the company vulnerable to downturns or fluctuations within these industries, which can adversely impact its revenue and profitability. For instance, the Aerospace and Defense market alone constituted approximately 50.1% of the company's total revenues in fiscal year 2025.
  2. Raw Material Price Volatility: The company relies on third-party suppliers for critical raw materials, including nickel, cobalt, chromium, manganese, molybdenum, and titanium. The costs of these essential feedstocks are subject to volatility due to factors beyond Carpenter Technology's control, which can directly affect its cost of sales and overall profitability.
  3. Intense Competition and Operational Execution Risks: Operating within a highly competitive specialty metals industry, Carpenter Technology faces continuous pressure to innovate and maintain operational excellence to secure market share. Additionally, while the company has focused on improving operational efficiency, sustaining these gains and successfully executing large capital programs, such as its planned brownfield expansions, are crucial. Challenges in these areas could affect its ability to maintain competitiveness and meet demand.

AI Analysis | Feedback

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AI Analysis | Feedback

Carpenter Technology Corporation operates in several high-value addressable markets for its specialty metals, metal powders, and performance-engineered products. The global market sizes for its main product categories are detailed below:

Specialty Alloys

The global specialty alloys market was estimated at approximately USD 45 billion in 2023 and is projected to expand to USD 68 billion by 2032. Another estimate places the global special alloy market size at USD 23.49 billion in 2023, with an anticipation to exceed USD 39.24 billion by 2033. The annual demand for specialty alloys was USD 23.6 billion in 2024 and is expected to reach USD 25.0 billion in 2025. North America is a significant market, holding approximately 40% of the global share in the specialty alloy market.

Titanium Alloys

The global titanium alloys market was valued at approximately USD 10.8 billion in 2024 and is projected to reach USD 18.1 billion by 2035. Another report indicates the global titanium alloy market size is expected to rise from USD 6.62 billion in 2025 to USD 10.78 billion by 2035. Asia-Pacific held the largest share in the global titanium alloy market in 2021, followed by North America. The North America titanium alloy market is estimated to hold a 29% market share in 2024.

Metal Powders and Parts

The global metal powder market size was valued at USD 8.49 billion in 2025 and is projected to grow to USD 14.58 billion by 2034. Asia Pacific dominated the metal powder market with a 36.80% share in 2025. The U.S. metal powder market is projected to reach USD 3.06 billion by 2032.

For additive manufacturing with metal powders, the global market was valued at USD 40.25 billion in 2025 and is expected to surpass around USD 166.41 billion by 2034. North America dominated this market with a 38.5% volume share in 2025. The aerospace segment, a key market for Carpenter Technology, held a 34.7% market share in the additive manufacturing with metal powders market in 2025.

Stainless Steels

The global stainless steel market size was valued at USD 225.13 billion in 2025 and is projected to grow to USD 353.48 billion by 2034. Asia Pacific dominated the stainless steel market with a 73.60% share in 2025. Other reports indicate the global stainless steel market size was valued at USD 214.72 billion in 2024 and is expected to reach USD 310.93 billion by 2032. Asia-Pacific is also expected to be the largest and fastest-growing region in the stainless steel market with a revenue share of 35.58% in 2025.

Alloy Steels

The global alloy steel market size was estimated at USD 84.75 billion in 2025 and is projected to reach around USD 170.97 billion by 2035. Asia Pacific dominated the alloy steel market with a market share of 52.11% in 2025. Another report indicated the global alloy steel market size was valued at USD 89.83 billion in 2025 and is projected to grow to USD 169.23 billion by 2034. North America accounts for 35% of the global alloy steel market share.

Tool Steels

The global tool steel market size was valued at USD 6.8 billion in 2025 and is projected to reach USD 12.4 billion by 2035. Asia Pacific is the world's biggest market share for tool steel. The U.S. tool steel market is estimated to be valued at USD 2.5 billion in 2025 and is anticipated to reach USD 4.1 billion by 2035.

Additives

The broader global high-performance additives market size was valued at USD 14.42 billion in 2025 and is expected to reach USD 18.26 billion by 2033. Asia-Pacific dominated the high-performance additives market with a 39.4% revenue share in 2025. North America is also a significant market, holding approximately 40% of the global share for high-performance additives.

AI Analysis | Feedback

Carpenter Technology Corporation (CRS) is anticipated to drive future revenue growth over the next 2-3 years through several key factors:

  1. Strengthening Demand in Aerospace and Defense Markets: The aerospace and defense sector is consistently identified as a primary growth engine for Carpenter Technology. The company has observed strengthening market demand, evidenced by a 23% increase in bookings in the aerospace and defense sectors over the previous quarter and the negotiation of five large long-term agreements (LTAs) with aerospace customers that include significant price increases. This sector accounts for over 60% of the company's total net sales and is expected to continue growing.
  2. Product Mix Optimization Towards Higher-Value Materials: Carpenter Technology is strategically shifting its product mix to focus on more complex, higher-value specialty alloys and materials, including those for additive manufacturing. This deliberate pivot towards non-commoditized materials is expected to drive higher revenue per unit and expand margins. This strategy has already contributed to record profitability and is a core aspect of future performance.
  3. Effective Pricing Actions and Sustained Pricing Power: The company has demonstrated significant pricing power, particularly in a tight supply market for nickel-based superalloys. Through strategic pricing actions and favorable long-term agreements, Carpenter Technology has been able to pass along cost increases, contributing to increased operating income and overall revenue growth.
  4. Expansion in Energy Markets, Especially Power Generation: The energy market, particularly the power generation sub-segment, is a significant growth area. Carpenter Technology reported a 22% year-over-year increase in energy sales in Q4 FY2025, driven by substantial growth in sales to power generation customers. Demand for industrial gas turbines is anticipated to contribute to high revenue from power generation.
  5. Brownfield Capacity Expansion Investments: Carpenter Technology is investing in brownfield expansion projects to increase its primary and secondary melt capacity. These investments are crucial for accelerating growth by enhancing the company's ability to meet the robust demand from its key markets and support increased volumes. The expansion is a strategic initiative to fund growth and is expected to extend the company's earnings growth journey beyond fiscal year 2027.

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Share Repurchases

  • Carpenter Technology completed share repurchases totaling $183.09 million under a July 25, 2024 authorization, which included 100,000 shares for $32.1 million between October 1, 2025, and December 31, 2025.
  • The company initiated a $400 million share repurchase program and repurchased $32.1 million in shares during the second quarter of fiscal year 2025 and again in the second quarter of fiscal year 2026.
  • As of November 2, 2025, the company recently completed a share repurchase of 775,000 shares for US$150.99 million.

Capital Expenditures

  • Capital expenditures for environmental control equipment were $0.7 million in fiscal year 2024, $0.3 million in fiscal year 2023, and $1.1 million in fiscal year 2022.
  • The company's capital expenditures were $58.0 million in the fourth quarter of fiscal year 2025, an increase from $27.7 million in the same quarter of the prior year.
  • Carpenter Technology invested $46.3 million in capital expenditures in the second quarter of fiscal year 2026 and anticipates spending approximately $307.2 million for fiscal year 2026 and $313.8 million for fiscal year 2027.

Better Bets vs. Carpenter Technology (CRS)

Latest Trefis Analyses

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

CRSATIHWMNUECLFMedian
NameCarpente.ATI Howmet A.Nucor Clevelan. 
Mkt Price610.16192.17267.41219.029.42219.02
Mkt Cap30.526.3107.250.15.430.5
Rev LTM3,0294,5948,62334,16018,9038,623
Op Inc LTM6466622,2783,458-1,124662
FCF LTM4075521,656532-997532
FCF 3Y Avg2722691,1631,689-81272
CFO LTM6238352,0843,756-436835
CFO 3Y Avg4185071,5044,668541541

Growth & Margins

CRSATIHWMNUECLFMedian
NameCarpente.ATI Howmet A.Nucor Clevelan. 
Rev Chg LTM3.7%2.9%14.2%12.3%1.5%3.7%
Rev Chg 3Y Avg8.8%4.4%13.2%-4.2%-5.1%4.4%
Rev Chg Q11.6%0.6%19.1%21.3%6.3%11.6%
QoQ Delta Rev Chg LTM2.9%0.2%4.5%5.1%1.6%2.9%
Op Inc Chg LTM29.5%11.9%30.1%62.7%4.4%29.5%
Op Inc Chg 3Y Avg102.8%15.4%30.0%-12.5%-68.5%15.4%
Op Mgn LTM21.3%14.4%26.4%10.1%-5.9%14.4%
Op Mgn 3Y Avg16.4%13.0%22.8%11.4%-2.6%13.0%
QoQ Delta Op Mgn LTM1.0%0.4%0.9%1.9%1.9%1.0%
CFO/Rev LTM20.6%18.2%24.2%11.0%-2.3%18.2%
CFO/Rev 3Y Avg14.3%11.3%19.2%14.1%2.3%14.1%
FCF/Rev LTM13.5%12.0%19.2%1.6%-5.3%12.0%
FCF/Rev 3Y Avg9.3%5.9%14.9%5.0%-0.9%5.9%

Valuation

CRSATIHWMNUECLFMedian
NameCarpente.ATI Howmet A.Nucor Clevelan. 
Mkt Cap30.526.3107.250.15.430.5
P/S10.15.712.41.50.35.7
P/Op Inc47.239.747.114.5-4.839.7
P/EBIT47.640.547.514.2-5.040.5
P/E63.761.761.521.5-4.461.5
P/CFO49.031.551.513.3-12.331.5
Total Yield1.7%1.6%1.7%5.7%-22.6%1.7%
Dividend Yield0.1%0.0%0.0%1.0%0.0%0.0%
FCF Yield 3Y Avg3.2%2.1%2.2%3.9%-10.1%2.2%
D/E0.00.10.00.11.40.1
Net D/E0.00.10.00.11.40.1

Returns

CRSATIHWMNUECLFMedian
NameCarpente.ATI Howmet A.Nucor Clevelan. 
1M Rtn25.3%7.4%4.7%-12.7%-30.6%4.7%
3M Rtn51.0%27.1%11.9%26.4%13.9%26.4%
6M Rtn94.0%67.5%30.6%35.1%-29.1%35.1%
12M Rtn125.1%129.1%52.1%65.5%16.0%65.5%
3Y Rtn1,009.0%334.5%444.2%39.4%-43.8%334.5%
1M Excs Rtn26.8%8.9%6.2%-11.2%-29.1%6.2%
3M Excs Rtn40.3%17.5%1.5%15.2%-3.1%15.2%
6M Excs Rtn79.3%56.4%19.4%25.2%-38.5%25.2%
12M Excs Rtn100.8%102.0%23.4%50.7%3.3%50.7%
3Y Excs Rtn1,028.2%307.4%404.9%-25.2%-114.5%307.4%

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Specialty Alloys Operations (SAO )2,5642,4442,2141,5661,262
Performance Engineered Products (PEP )405411434344260
Elimination of intersegment-92-95-97-74-46
Total2,8772,7602,5501,8361,476


Operating Income by Segment
$ Mil20252024202320222021
Specialty Alloys Operations (SAO )58940817910-87
Performance Engineered Products (PEP )37363218-16
Elimination of intersegment-12-20-0
Corporate costs-103-123-76-53-144
Total522323133-25-249


Assets by Segment
$ Mil20252024202320222021
Specialty Alloys Operations (SAO )2,6492,5422,4612,2622,150
Corporate433335159249402
Performance Engineered Products (PEP )414432452419418
Intersegment-9    
Elimination of intersegment -17-1820
Total3,4873,2923,0542,9322,971


Price Behavior

Price Behavior
Market Price$610.16 
Market Cap ($ Bil)30.5 
First Trading Date11/05/1987 
Distance from 52W High-1.1% 
   50 Days200 Days
DMA Price$485.72$370.61
DMA Trendupup
Distance from DMA25.6%64.6%
 3M1YR
Volatility43.1%48.4%
Downside Capture82.69119.24
Upside Capture195.09187.82
Correlation (SPY)48.0%36.9%
CRS Betas & Captures as of 6/30/2026

 1M2M3M6M1Y3Y
Beta1.141.281.541.521.411.48
Up Beta0.921.062.181.891.641.57
Down Beta1.250.880.650.730.871.43
Up Capture323%297%236%311%290%902%
Bmk +ve Days11244067140429
Stock +ve Days14263972139422
Down Capture-30%47%77%105%114%103%
Bmk -ve Days10172358112321
Stock -ve Days7152453113328

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CRS
CRS122.1%48.4%1.79-
Sector ETF (XLI)25.7%16.5%1.2150.5%
Equity (SPY)21.8%12.5%1.3036.7%
Gold (GLD)21.7%27.7%0.6914.9%
Commodities (DBC)21.4%18.6%0.90-9.5%
Real Estate (VNQ)13.0%13.7%0.6516.5%
Bitcoin (BTCUSD)-45.0%42.6%-1.2818.1%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CRS
CRS74.7%46.6%1.35-
Sector ETF (XLI)14.3%17.6%0.6459.5%
Equity (SPY)13.5%17.1%0.6152.0%
Gold (GLD)17.4%18.3%0.7711.5%
Commodities (DBC)6.8%19.5%0.2516.6%
Real Estate (VNQ)2.8%18.8%0.0537.7%
Bitcoin (BTCUSD)11.9%53.7%0.4121.6%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CRS
CRS35.8%48.8%0.81-
Sector ETF (XLI)14.5%20.1%0.6465.4%
Equity (SPY)15.4%18.0%0.7357.6%
Gold (GLD)11.9%16.1%0.606.9%
Commodities (DBC)5.6%18.0%0.2426.9%
Real Estate (VNQ)5.4%20.7%0.2246.2%
Bitcoin (BTCUSD)56.6%66.3%0.9717.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date6152026
Short Interest: Shares Quantity1.9 Mil
Short Interest: % Change Since 53120266.5%
Average Daily Volume0.7 Mil
Days-to-Cover Short Interest2.6 days
Basic Shares Quantity50.0 Mil
Short % of Basic Shares3.7%

Earnings Returns History

Updated 6/2/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/29/20265.3%12.7%15.4%
1/29/20262.4%12.3%31.6%
10/23/20254.6%6.2%3.0%
8/6/20250.3%-1.4%-2.4%
4/29/2025-0.9%5.1%18.2%
2/3/20250.5%-0.4%6.5%
10/29/2024-2.0%-1.0%19.5%
7/29/20240.4%-5.5%2.4%
...
SUMMARY STATS   
# Positive111416
# Negative13108
Median Positive1.0%5.2%14.1%
Median Negative-1.9%-2.1%-7.4%
Max Positive5.3%12.7%45.0%
Max Negative-7.0%-9.1%-11.6%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/29/20265.3%12.7%15.4%
1/29/20262.4%12.3%31.6%
10/23/20254.6%6.2%3.0%
8/6/20250.3%-1.4%-2.4%
4/29/2025-0.9%5.1%18.2%
2/3/20250.5%-0.4%6.5%
10/29/2024-2.0%-1.0%19.5%
7/29/20240.4%-5.5%2.4%
5/3/2024-1.7%1.0%0.8%
1/29/2024-2.6%-9.1%-0.0%
10/31/20232.8%5.6%12.9%
7/31/20230.7%0.2%3.0%
5/1/20235.3%-1.4%-11.6%
1/27/2023-1.1%4.1%-1.2%
11/1/2022-7.0%3.0%8.5%
8/2/20221.0%2.7%4.2%
4/29/2022-0.5%-8.4%-7.2%
2/3/2022-2.0%12.4%21.2%
10/28/2021-1.9%-1.0%-10.4%
7/30/2021-0.4%-2.7%-11.4%
4/30/2021-4.8%4.4%21.1%
1/29/20210.7%6.0%37.0%
10/23/2020-2.5%-4.6%45.0%
8/3/2020-1.0%5.2%-7.6%
SUMMARY STATS   
# Positive111416
# Negative13108
Median Positive1.0%5.2%14.1%
Median Negative-1.9%-2.1%-7.4%
Max Positive5.3%12.7%45.0%
Max Negative-7.0%-9.1%-11.6%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202604/29/202610-Q
12/31/202501/29/202610-Q
09/30/202510/23/202510-Q
06/30/202508/12/202510-K
03/31/202504/24/202510-Q
12/31/202401/30/202510-Q
09/30/202410/24/202410-Q
06/30/202408/13/202410-K
03/31/202405/01/202410-Q
12/31/202301/25/202410-Q
09/30/202310/26/202310-Q
06/30/202308/11/202310-K
03/31/202304/27/202310-Q
12/31/202201/26/202310-Q
09/30/202210/27/202210-Q
06/30/202208/15/202210-K
Collapse to Preview
Report DateFiling DateFiling
03/31/202604/29/202610-Q
12/31/202501/29/202610-Q
09/30/202510/23/202510-Q
06/30/202508/12/202510-K
03/31/202504/24/202510-Q
12/31/202401/30/202510-Q
09/30/202410/24/202410-Q
06/30/202408/13/202410-K
03/31/202405/01/202410-Q
12/31/202301/25/202410-Q
09/30/202310/26/202310-Q
06/30/202308/11/202310-K
03/31/202304/27/202310-Q
12/31/202201/26/202310-Q
09/30/202210/27/202210-Q
06/30/202208/15/202210-K
03/31/202204/28/202210-Q
12/31/202102/02/202210-Q
09/30/202110/28/202110-Q
06/30/202108/19/202110-K
03/31/202104/29/202110-Q
12/31/202001/29/202110-Q
09/30/202010/22/202010-Q
06/30/202009/04/202010-K
03/31/202004/30/202010-Q
12/31/201901/30/202010-Q
09/30/201910/24/201910-Q
06/30/201908/29/201910-K

Recent Forward Guidance

Updated 5/31/2026

Latest: Q3 2026 Earnings Reported 4/29/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q4 2026 Operating Income205.00 Mil207.50 Mil210.00 Mil   
2026 Operating Income700.00 Mil702.50 Mil705.00 Mil1.8% RaisedGuidance: 690.00 Mil for 2026
2026 Adjusted Free Cash Flow 350.00 Mil 25.0% RaisedGuidance: 280.00 Mil for 2026

Prior: Q2 2026 Earnings Reported 1/29/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q3 2026 Operating Income177.00 Mil179.50 Mil182.00 Mil  Higher New
2026 Operating Income680.00 Mil690.00 Mil700.00 Mil1.5% RaisedGuidance: 680.00 Mil for 2026
2026 Adjusted Free Cash Flow 280.00 Mil 7.7% RaisedGuidance: 260.00 Mil for 2026

Insider Activity

Updated 6/3/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Karol, Steven E Held by Affiliates of Reporting PersonSell6032026487.742,000975,479108,951,715Form
2Hart, Anastasios John DirectSell6012026461.88250  Form
3Akins, Marshall DVP and Chief Comm OfficerDirectSell5062026441.3611,8155,214,6308,096,146Form
4Hart, Anastasios John DirectSell5062026423.86750  Form
5Dee, James DSVP, Gen Counsel & SecDirectSell2252026391.7815,8006,190,09528,889,517Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Karol, Steven E Held by Affiliates of Reporting PersonSell6032026487.742,000975,479108,951,715Form
2Hart, Anastasios John DirectSell6012026461.88250  Form
3Akins, Marshall DVP and Chief Comm OfficerDirectSell5062026441.3611,8155,214,6308,096,146Form
4Hart, Anastasios John DirectSell5062026423.86750  Form
5Dee, James DSVP, Gen Counsel & SecDirectSell2252026391.7815,8006,190,09528,889,517Form
6Karol, Steven E DirectSell2232026380.003,0001,140,00067,260,000Form
7Karol, Steven E Held by Affiliates of Reporting PersonSell2232026381.123,5001,333,92985,897,815Form
8Malloy, Brian JPresident and COODirectSell12112025303.524,1301,253,52023,939,880Form
9Malloy, Brian JPresident and COODirectSell12112025304.4543,68813,301,02624,013,957Form
10Malloy, Brian JPresident and COODirectSell12112025305.6027,6408,446,85024,104,464Form
11Socci, Elizabeth AVP, Contr & Ch Acctg OfficerDirectSell12012025321.253,9001,252,8603,082,036Form
12Younessi, Ramin DirectSell11252025307.191,300399,347898,208Form
13Karol, Steven E DirectSell9102025245.783,433843,77344,240,922Form
14Inglis, I Martin DirectSell8192025244.545,6911,391,7041,646,276Form
15Thene, Tony RPresident and CEODirectSell8192025244.9919,0004,654,838131,075,099Form
16Hart, Anastasios John DirectSell6162025243.721,000  Form
Core Cache Last Updated: 7/1/2026