Carpenter Technology Dirección
Dirección controles de criterios 4/4
El CEO de Carpenter Technology es Tony Thene , nombrado en Jul 2015, tiene una permanencia de 10.83 años. compensación anual total es $8.42M, compuesta por 12.1% salario y 87.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.01% de las acciones de la empresa, por valor de $203.84M. La antigüedad media del equipo directivo y de la junta directiva es de 6.7 años y 7.3 años, respectivamente.
Información clave
Tony Thene
Chief Executive Officer (CEO)
US$8.4m
Compensación total
| Porcentaje del salario del CEO | 12.12% |
| Permanencia del CEO | 10.8yrs |
| Participación del CEO | 1.0% |
| Permanencia media de la dirección | 6.7yrs |
| Promedio de permanencia en la Junta Directiva | 7.3yrs |
Actualizaciones recientes de la dirección
Recent updates
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 AlphaArtículo 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.
Nueva narrativa • Mar 03
Carpenter Technology Corp (CRS): The Titanium Titan – Forging the High-Performance Future of Aerospace in 2026.
Carpenter Technology (CRS) is currently operating as a linchpin in the global aerospace supply chain, trading at $401.67 as of the March 3, 2026, close. The stock experienced a modest 1.67% intraday decline today, following a historic run that saw it hit an all-time high of $410.10 on March 2nd.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...Artículo de análisis • Jul 08
Carpenter Technology (NYSE:CRS) Is Doing The Right Things To Multiply Its Share Price
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Artículo de análisis • Jun 20
Are Carpenter Technology Corporation (NYSE:CRS) Investors Paying Above The Intrinsic Value?
Key Insights Carpenter Technology's estimated fair value is US$202 based on 2 Stage Free Cash Flow to Equity Carpenter...Seeking Alpha • Mar 03
Carpenter Technology Corp. Is Targeting Higher Growth In High-Margin Markets
Summary Carpenter Technology Corporation has strong growth potential in the aerospace & defense and energy markets, driven by high demand for specialty alloys and materials. Improved productivity and pricing have boosted CRS's Specialty Alloys Operations segment margins to 23%. CRS management has guided $500-520mm in operating income for eFY25, with a long-term target of $765-800mm by eFY27, driven by improved pricing and volumes in high-margin markets. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$479m |
| Dec 31 2025 | n/a | n/a | US$435m |
| Sep 30 2025 | n/a | n/a | US$414m |
| Jun 30 2025 | US$8m | US$1m | US$376m |
| Mar 31 2025 | n/a | n/a | US$358m |
| Dec 31 2024 | n/a | n/a | US$269m |
| Sep 30 2024 | n/a | n/a | US$227m |
| Jun 30 2024 | US$7m | US$996k | US$186m |
| Mar 31 2024 | n/a | n/a | US$131m |
| Dec 31 2023 | n/a | n/a | US$143m |
| Sep 30 2023 | n/a | n/a | US$107m |
| Jun 30 2023 | US$6m | US$971k | US$56m |
| Mar 31 2023 | n/a | n/a | US$20m |
| Dec 31 2022 | n/a | n/a | -US$6m |
| Sep 30 2022 | n/a | n/a | -US$41m |
| Jun 30 2022 | US$5m | US$924k | -US$49m |
| Mar 31 2022 | n/a | n/a | -US$109m |
| Dec 31 2021 | n/a | n/a | -US$142m |
| Sep 30 2021 | n/a | n/a | -US$198m |
| Jun 30 2021 | US$5m | US$880k | -US$230m |
| Mar 31 2021 | n/a | n/a | -US$290m |
| Dec 31 2020 | n/a | n/a | -US$210m |
| Sep 30 2020 | n/a | n/a | -US$87m |
| Jun 30 2020 | US$4m | US$897k | US$1m |
| Mar 31 2020 | n/a | n/a | US$167m |
| Dec 31 2019 | n/a | n/a | US$178m |
| Sep 30 2019 | n/a | n/a | US$175m |
| Jun 30 2019 | US$5m | US$891k | US$165m |
Compensación vs. Mercado: La compensación total de Tony($USD8.42M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD14.80M).
Compensación vs. Ingresos: La compensación de Tony ha sido consistente con los resultados de la empresa en el último año.
CEO
Tony Thene (65 yo)
10.8yrs
Permanencia
US$8,416,878
Compensación
Mr. Tony R. Thene, C.P.A., served as an Independent Director of Mativ Holdings, Inc. from July 06, 2022. He serves as Chief Executive Officer of Carpenter Technology Corporation since July 1, 2015 and as i...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Chairman of the Board | 10.8yrs | US$8.42m | 1.01% $ 211.7m | |
| President & Chief Operating Officer | 2.4yrs | US$2.71m | 0.14% $ 29.7m | |
| Senior VP & CFO | 7.7yrs | US$2.82m | 0.20% $ 42.7m | |
| Senior VP | 15.7yrs | US$2.07m | 0.14% $ 28.8m | |
| VP & Chief Commercial Officer | 4.3yrs | US$2.22m | 0.024% $ 5.1m | |
| VP, Controller & Chief Accounting Officer | 7.7yrs | sin datos | 0.018% $ 3.9m | |
| VP & Chief Technology Officer | 4.4yrs | sin datos | sin datos | |
| VP of Corporate Development & Investor Relations | no data | sin datos | sin datos | |
| VP & Chief Human Resources Officer | 5.8yrs | sin datos | sin datos | |
| VP & Chief Digital Officer | 4.5yrs | sin datos | sin datos | |
| VP of Finance - Global Operations & SAO Group CFO | 12.9yrs | sin datos | sin datos |
6.7yrs
Permanencia media
60.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de CRS es experimentado (6.7 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Chairman of the Board | 10.8yrs | US$8.42m | 1.01% $ 211.7m | |
| Independent Director | 14.3yrs | US$292.08k | 0.81% $ 169.8m | |
| Lead Independent Director | 25.3yrs | US$321.90k | 0.053% $ 11.1m | |
| Independent Director | 8.5yrs | US$282.41k | 0.017% $ 3.6m | |
| Independent Director | 5.6yrs | US$288.99k | 0.013% $ 2.7m | |
| Independent Director | 1.3yrs | US$555.81k | sin datos | |
| Independent Director | 4.6yrs | US$256.47k | 0.0039% $ 821.9k | |
| Independent Director | 2.9yrs | US$247.61k | 0% $ 0 | |
| Independent Director | 7.3yrs | US$276.68k | 0% $ 0 | |
| Independent Director | 7.3yrs | US$276.69k | 0% $ 0 | |
| Independent Director | 1.6yrs | US$549.32k | sin datos |
7.3yrs
Permanencia media
63yo
Promedio de edad
Junta con experiencia: La junta directiva de CRS se considera experimentada (7.3 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 21:26 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/06/30 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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 tenemos 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.
| Analista | Institución |
|---|---|
| Andre Madrid | BTIG |
| Jonathan Sullivan | Citigroup Inc |
| Christopher Olin | Cleveland Research Company |