Carpenter Technology Corporation

Informe acción NYSE:CRS

Capitalización de mercado: US$29.2b

Carpenter Technology Dirección

Dirección controles de criterios 4/4

El CEO de Carpenter Technology es Brian Malloy , nombrado en Oct 2025, tiene una permanencia de menos de un año. compensación anual total es $2.71M, compuesta por 19.8% salario y 80.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.14% de las acciones de la empresa, por valor de $41.35M. La antigüedad media del equipo directivo y de la junta directiva es de 5.3 años y 6.6 años, respectivamente.

Información clave

Brian Malloy

Chief Executive Officer (CEO)

US$2.7m

Compensación total

Porcentaje del salario del CEO19.75%
Permanencia del CEOless than a year
Participación del CEO0.1%
Permanencia media de la dirección5.3yrs
Promedio de permanencia en la Junta Directiva6.6yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jul 07

CRS: Aerospace Rebound And EPS Momentum Will Sustain Risky Earnings Multiple

Analysts have nudged their price target for Carpenter Technology to $488.89 from $469.50, reflecting updated assumptions about fair value, discount rate, profit margin, revenue growth, and future P/E expectations. What’s in the News for Carpenter Technology Carpenter Technology shares rose 27% after management reported a strong recovery in aerospace demand.
Nueva narrativa Jun 30

Aerospace And Defense Upswing And Record Margins Will Support A Stronger Long-Term Outlook

Catalysts About Carpenter Technology Carpenter Technology produces specialty alloys and advanced materials for aerospace, defense, medical, energy and other high-performance applications. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Jun 23

CRS: Record Earnings And Buybacks Will Mask Risk Of Overextended Pricing Power

Analysts have raised their price target on Carpenter Technology by $10 to $469.50, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. These factors result in a slightly higher valuation framework.
Actualización de narrativa Jun 05

CRS: Record Q3 Earnings And Buybacks Will Support Balanced Outlook Into 2026

Analysts now set a fresh price target for Carpenter Technology of $459.50, up from $439.33. This reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
Seeking Alpha May 10

Carpenter: Waiting For A Dip

Summary Carpenter Technology has delivered exceptional YTD and multi-year returns, driven by strong margin expansion and aerospace & defense demand. CRS guides for FY2024 operating income of $700–$705 million (+33% y/y) and $350 million in adjusted FCF, with continued growth expected into 2027. Despite robust fundamentals and margin gains, CRS trades at a low FCF yield (~1.6%), making shares unattractive for new entrants at current valuations. I recommend holding CRS and waiting for a broader market pullback or improved valuation before considering new positions. Read the full article on Seeking Alpha
Artículo de análisis May 01

Analysts Have Made A Financial Statement On Carpenter Technology Corporation's (NYSE:CRS) Third-Quarter Report

Last week saw the newest third-quarter earnings release from Carpenter Technology Corporation ( NYSE:CRS ), an...
Actualización de narrativa Apr 27

CRS: Leadership Shift And Buybacks Will Support Balanced Outlook Into 2026

Analysts have raised their price target on Carpenter Technology to $439.33 from $431.44, citing updated fair value estimates and a slightly higher assumed future P/E multiple, while keeping revenue growth and profit margin expectations effectively unchanged. What's in the News The Board appoints Brian Malloy, currently President & Chief Operating Officer, as Chief Executive Officer effective July 1, 2026.
Actualización de narrativa Apr 11

CRS: Leadership Transition And Buybacks Will Support Measured Outlook Into 2026

Analysts now estimate Carpenter Technology's fair value at $431.44, up from $412.75 previously. The change reflects updated views on the discount rate, revenue growth, profit margin, and a future P/E assumption of 34.51 compared with 33.30 before.
Actualización de narrativa Mar 28

CRS: Leadership Transition, Buybacks And 2026 Guidance Will Support Balanced Outlook

Analysts have kept their Carpenter Technology fair value estimate steady at $412.75 while making only very small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions. This signals that recent research has not led to a material shift in their overall view of the stock.
Actualización de narrativa Mar 11

CRS: Leadership Change, Completed Buybacks And 2026 Guidance Will Support Balanced Outlook

Analysts have inched their price target for Carpenter Technology higher from $404.57 to $412.75, tying the move to updated assumptions around revenue growth, profit margins, the discount rate, and the forward P/E multiple. What's in the News Board appoints President & Chief Operating Officer Brian Malloy as next Chief Executive Officer, effective July 1, 2026.
Actualización de narrativa Feb 25

CRS: Leadership Transition, Buybacks And 2026 Guidance Will Shape Balanced Outlook

Analysts have kept their Carpenter Technology fair value estimate steady at about $405 per share, citing unchanged views on revenue growth of roughly 10.2%, a profit margin of about 19.2%, and a future P/E near 32.6x as key drivers for the maintained price target. What's in the News The board has appointed Brian Malloy, currently President and Chief Operating Officer, to become Chief Executive Officer effective July 1, 2026.
Actualización de narrativa Feb 11

CRS: Buybacks And 2026 Earnings Guidance Will Support Future Upside

Analysts now place Carpenter Technology's fair value estimate at about $405, up from roughly $382. The revision reflects updated assumptions that combine a slightly lower discount rate with adjusted views on revenue growth, profit margins, and future P/E levels.
Actualización de narrativa Jan 26

CRS: Share Repurchases And Stable Assumptions Will Support Future Upside

Analysts have kept their fair value target for Carpenter Technology unchanged at $382.37, with only minor tweaks to assumptions such as discount rate, revenue growth, profit margin and future P/E feeding into the updated model rather than driving a headline price target move. Valuation Changes Fair Value: Fair value estimate is unchanged at $382.37 per share.
Actualización de narrativa Jan 11

CRS: Share Repurchases And Rising Operating Income Will Support Future Upside

Analysts have maintained their price target on Carpenter Technology while fine-tuning their models to reflect a small adjustment to the discount rate, slightly different revenue growth and profit margin expectations, and a marginally higher assumed future P/E, in line with updated views on the company’s risk profile and earnings outlook. What's in the News From July 1, 2025 to September 30, 2025, Carpenter Technology repurchased 200,000 shares, representing 0.4% of shares, for $49.12 million under its existing buyback program (Key Developments).
Artículo de análisis Jan 03

Does Carpenter Technology (NYSE:CRS) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Actualización de narrativa Dec 18

CRS: Buybacks And Rising Operating Income Will Drive Future Upside

Analysts have modestly raised their price target on Carpenter Technology, reflecting slightly stronger long term revenue growth assumptions and a lower discount rate. This was offset by a marginally softer profit margin outlook and a small compression in projected future valuation multiples.
Actualización de narrativa Dec 04

CRS: Share Repurchases Will Drive Future Upside Potential

Analysts have modestly raised their price target on Carpenter Technology to approximately $382 per share, reflecting slightly higher assumed discount rates and long term profitability expectations. What's in the News Completed a share repurchase tranche, buying 200,000 shares for $49.12 million in the quarter, and totaling 775,000 shares for $150.99 million under the July 2024 authorization (company filing) Issued new guidance for fiscal 2026, projecting operating income of $660 million to $700 million, implying a 26% to 33% increase over fiscal 2025 with upside potential from higher volume, pricing, and productivity (company guidance) Set a fiscal 2027 operating income target of $765 million to $800 million, citing opportunities to exceed that range as strategic initiatives scale (company guidance) Added to the S&P Aerospace and Defense Select Industry Index, which may broaden the shareholder base via index-linked funds (index announcement) Valuation Changes Fair Value Estimate remains unchanged at approximately $382.37 per share, reflecting stable long term cash flow assumptions.
Actualización de narrativa Nov 20

CRS: Share Buyback Completion And Index Inclusion Will Drive Future Upside

Analysts have raised their price target for Carpenter Technology from $376.10 to $382.37. They cite updated discount rates and refined forecasts that reflect continued confidence in the company's growth outlook.
Actualización de narrativa Nov 06

CRS: Share Buyback And S&P Index Addition Will Drive Bullish Momentum

Analysts have raised their price target for Carpenter Technology from $338.10 to $376.10, citing improvements in revenue growth and profit margins as key factors behind the increased valuation. What's in the News Completed repurchase of 775,000 shares for $150.99 million under the buyback announced on July 25, 2024 (Key Developments) Issued new earnings guidance, projecting fiscal year 2026 operating income of $660 million to $700 million, which represents a 26% to 33% increase over 2025, and targeting up to $800 million for 2027 (Key Developments) Added to the S&P Aerospace & Defense Select Industry Index (Key Developments) Valuation Changes Consensus Analyst Price Target has increased from $338.10 to $376.10.
Artículo de análisis Oct 30

Carpenter Technology Corporation (NYSE:CRS) Stocks Shoot Up 34% But Its P/E Still Looks Reasonable

Carpenter Technology Corporation ( NYSE:CRS ) shareholders have had their patience rewarded with a 34% share price jump...
Actualización de narrativa Oct 23

Analysts Lift Carpenter Technology Price Target as Valuation Improves on Upbeat Guidance

Narrative Update on Carpenter Technology: Analyst Price Target Shift Analysts have raised their price target for Carpenter Technology from $325.72 to $338.10. They cite incremental improvements in profit margin and valuation multiples as key drivers of the upward revision.
Artículo de análisis Oct 01

The Compensation For Carpenter Technology Corporation's (NYSE:CRS) CEO Looks Deserved And Here's Why

Key Insights Carpenter Technology to hold its Annual General Meeting on 7th of October Salary of US$1.02m is part of...
Actualización de narrativa Sep 08

Aerospace Demand And Brownfield Expansion Will Open New Markets

Carpenter Technology’s consensus analyst price target saw only a marginal increase, with key valuation metrics such as future P/E and discount rate remaining essentially unchanged, resulting in a minimal upward revision of fair value from $321.43 to $325.72. What's in the News Carpenter Technology issued fiscal year 2026 operating income guidance of $660 million to $700 million, up 26% to 33% from adjusted fiscal year 2025, and reaffirmed a fiscal year 2027 target of $765 million to $800 million.
Artículo de análisis Aug 15

The Carpenter Technology Corporation (NYSE:CRS) Full-Year Results Are Out And Analysts Have Published New Forecasts

NYSE:CRS 1 Year Share Price vs Fair Value Explore Carpenter Technology's Fair Values from the Community and select...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Brian Malloy en comparación con los beneficios de Carpenter Technology?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$479m

Dec 31 2025n/an/a

US$435m

Sep 30 2025n/an/a

US$414m

Jun 30 2025US$3mUS$536k

US$376m

Mar 31 2025n/an/a

US$358m

Dec 31 2024n/an/a

US$269m

Sep 30 2024n/an/a

US$227m

Jun 30 2024US$2mUS$517k

US$186m

Mar 31 2024n/an/a

US$131m

Dec 31 2023n/an/a

US$143m

Sep 30 2023n/an/a

US$107m

Jun 30 2023US$2mUS$492k

US$56m

Mar 31 2023n/an/a

US$20m

Dec 31 2022n/an/a

-US$6m

Sep 30 2022n/an/a

-US$41m

Jun 30 2022US$1mUS$457k

-US$49m

Mar 31 2022n/an/a

-US$109m

Dec 31 2021n/an/a

-US$142m

Sep 30 2021n/an/a

-US$198m

Jun 30 2021US$1mUS$424k

-US$230m

Mar 31 2021n/an/a

-US$290m

Dec 31 2020n/an/a

-US$210m

Sep 30 2020n/an/a

-US$87m

Jun 30 2020US$953kUS$432k

US$1m

Compensación vs. Mercado: La compensación total de Brian($USD2.71M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD14.71M).

Compensación vs. Ingresos: La compensación de Brian ha sido consistente con los resultados de la empresa en el último año.


CEO

Brian Malloy (58 yo)

less than a year
Permanencia
US$2,713,716
Compensación

Mr. Brian J. Malloy serves as President of Carpenter Technology Corporation from October 7, 2025 and served as its Chief Operating Officer since December 04, 2023 until July 01, 2026 and also serves as its...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Tony Thene
Executive Chairman of the Board11yrsUS$8.42m1.01%
$ 294.8m
Brian Malloy
Presidentless than a yearUS$2.71m0.14%
$ 41.3m
Timothy Lain
Senior VP & CFO7.8yrsUS$2.82m0.20%
$ 59.4m
James Dee
Senior VP15.8yrsUS$2.07m0.14%
$ 40.2m
Marshall Akins
VP & Chief Commercial Officer4.4yrsUS$2.22m0.024%
$ 7.1m
Elizabeth Socci
VP, Controller & Chief Accounting Officer7.8yrssin datos0.018%
$ 5.4m
Suniti Moudgil
VP & Chief Technology Officer4.6yrssin datossin datos
John Huyette
VP of Corporate Development & Investor Relationsno datasin datossin datos
Rachelle Thompson
VP & Chief Human Resources Officer5.9yrssin datossin datos
Shakthimani Logasundaram
VP & Chief Digital Officer4.7yrssin datossin datos
Thomas Cramsey
VP of Finance - Global Operations & SAO Group CFO13.1yrssin datossin datos
5.3yrs
Permanencia media
61.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de CRS es experimentado (5.3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Tony Thene
Executive Chairman of the Board11yrsUS$8.42m1.01%
$ 294.8m
Brian Malloy
Presidentno dataUS$2.71m0.14%
$ 41.3m
Steven Karol
Independent Director14.4yrsUS$292.08k0.81%
$ 235.3m
Stephen Ward
Lead Independent Director25.5yrsUS$321.90k0.053%
$ 15.5m
Kathleen Ligocki
Independent Director8.7yrsUS$282.41k0.017%
$ 5.0m
Charles McLane
Independent Director5.8yrsUS$288.99k0.013%
$ 3.8m
Julie Beck
Independent Director1.4yrsUS$555.81ksin datos
Ramin Younessi
Independent Director4.8yrsUS$256.47k0.0039%
$ 1.1m
Colleen Pritchett
Independent Director3.1yrsUS$247.61k0%
$ 0
Viola Acoff
Independent Director7.4yrsUS$276.68k0%
$ 0
Anastasios Hart
Independent Director7.4yrsUS$276.69k0%
$ 0
Howard Yu
Independent Director1.8yrsUS$549.32ksin datos
6.6yrs
Permanencia media
62.5yo
Promedio de edad

Junta con experiencia: La junta directiva de CRS se considera experimentada (6.6 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/09 08:06
Precio de las acciones al final del día2026/07/09 00:00
Beneficios2026/03/31
Ingresos anuales2025/06/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Carpenter Technology Corporation está cubierta por 20 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Andre MadridBTIG
Jonathan SullivanCitigroup Inc
Christopher OlinCleveland Research Company