$CRS

Carpenter Technology (CRS) reported record fiscal 2026 earnings and capacity expansion at its annual meeting. CEO Thene highlighted strong cash generation and a balanced capital-allocation strategy. Shareholders elected new directors, ratified PricewaterhouseCoopers as auditors, and approved executive compensation. The company has 49.6 million outstanding shares. CRS manufactures specialty metals and engineered products.

Carpenter Technology (CRS) has seen its stock rise 12x over 5 years, raising questions about valuation. Dan Loeb's Third Point reduced its stake by 31%, signaling potential concerns. The company generated $429M in free cash flow over the last year, with analysts expecting growth. The DCF intrinsic value estimate is modestly above the current share price of $408.12. Investors are assessing whether the current price reflects future cash flows.

CARPENTER TECHNOLOGY CORP ($CRS) CEO Tony R. Thene's 2026 compensation is estimated at $12.4M, a 32% increase from 2025. Insiders sold $CRS shares 34 times in 6 months, with no purchases. Hedge funds showed mixed activity, and analysts set price targets with a median of $470.

Carpenter Technology (CRS) reports strong demand across end-use markets, with aerospace and defense sales up 15% in fiscal 2026. Industrial, consumer, and transportation sales also increased, offsetting a 1.9% decline in medical sales. The company expects fiscal 2027 operating income of $850-$880 million, a 21-25% increase, and targets $1.2-$1.3 billion by fiscal 2029.

KAROL STEVEN E sold 3,275 shares of CARPENTER TECHNOLOGY CORP (CRS) at $474.08 ($1.55M total) on 2026-09-04.

Carpenter Technology Corp (CRS) shares fell 3.5% to $458.56. Analysts say it's 117.4% overvalued with a GF Value™ of $210.95. Insiders sold $93.9M in shares over 12 months. CRS's P/E (43.6x) is 13% above its 5-year median. GF Score™ is 74/100, with strong financials but poor valuation.

Carpenter Technology Corp. (CRS) director Steven E. Karol plans to sell 3,275 shares, valued at $1.55M, on September 4, 2026, via a stock option exercise. The sale will occur on the NYSE through Morgan Stanley Smith Barney LLC.

Carpenter Technology reported $605M in operating cash flow and $362.3M in adjusted free cash flow for FY26, up 37.4% and 26% YoY. The company expects FY27 operating income of $850M-$880M and adjusted free cash flow of $400M-$430M. It is investing in a $400M expansion project and maintains a strong balance sheet with $892.4M in liquidity. Shares have surged 98.2% over the past year, trading at a forward P/S ratio of 6.85X.

Thene Tony R (Chairman, President and CEO) sold 57,456 indirectly-held shares of CARPENTER TECHNOLOGY CORP (CRS) at an average of $483.90 ($479.89–$488.74, $27.80M total) across 10 trades on 2026-08-25.

Thene Tony R (Chairman, President and CEO) sold 51,827 shares of CARPENTER TECHNOLOGY CORP (CRS) at an average of $483.78 ($479.49–$489.33, $25.07M total) across 11 trades on 2026-08-25.