Carpenter Technology Gestion
Gestion contrôle des critères 4/4
Le PDG Carpenter Technology est Tony Thene, nommé en Jul2015, a un mandat de 10.83 ans. La rémunération annuelle totale est $ 8.42M, composée du salaire de 12.1% et des bonus 87.9%, y compris les actions et options de la société. détient directement 1.01% des actions de la société, d'une valeur de $ 203.84M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 6.7 ans et 7.3 ans.
Informations clés
Tony Thene
Directeur général
US$8.4m
Rémunération totale
| Pourcentage du salaire du PDG | 12.12% |
| Durée du mandat du directeur général | 10.8yrs |
| Propriété du PDG | 1.0% |
| Durée moyenne d'occupation des postes de direction | 6.7yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 7.3yrs |
Mises à jour récentes de la gestion
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 AlphaArticle d’analyse • 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...
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| 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$165m |
Rémunération vs marché: La rémunération totale de Tony ($USD 8.42M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.80M ).
Rémunération et revenus: La rémunération de Tony a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Tony Thene (65 yo)
10.8yrs
Titularisation
US$8,416,878
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Chairman of the Board | 10.8yrs | US$8.42m | 1.01% $ 203.8m | |
| President & Chief Operating Officer | 2.4yrs | US$2.71m | 0.14% $ 28.6m | |
| Senior VP & CFO | 7.7yrs | US$2.82m | 0.20% $ 41.1m | |
| Senior VP | 15.7yrs | US$2.07m | 0.14% $ 27.8m | |
| VP & Chief Commercial Officer | 4.3yrs | US$2.22m | 0.024% $ 4.9m | |
| VP, Controller & Chief Accounting Officer | 7.7yrs | pas de données | 0.018% $ 3.7m | |
| VP & Chief Technology Officer | 4.4yrs | pas de données | pas de données | |
| VP of Corporate Development & Investor Relations | no data | pas de données | pas de données | |
| VP & Chief Human Resources Officer | 5.8yrs | pas de données | pas de données | |
| VP & Chief Digital Officer | 4.5yrs | pas de données | pas de données | |
| VP of Finance - Global Operations & SAO Group CFO | 12.9yrs | pas de données | pas de données |
6.7yrs
Durée moyenne de l'emploi
60.5yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de CRS est chevronnée et expérimentée (6.7 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Chairman of the Board | 10.8yrs | US$8.42m | 1.01% $ 203.8m | |
| Independent Director | 14.3yrs | US$292.08k | 0.81% $ 163.5m | |
| Lead Independent Director | 25.3yrs | US$321.90k | 0.053% $ 10.7m | |
| Independent Director | 8.5yrs | US$282.41k | 0.017% $ 3.5m | |
| Independent Director | 5.6yrs | US$288.99k | 0.013% $ 2.6m | |
| Independent Director | 1.3yrs | US$555.81k | pas de données | |
| Independent Director | 4.6yrs | US$256.47k | 0.0039% $ 791.5k | |
| 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 | pas de données |
7.3yrs
Durée moyenne de l'emploi
63yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de CRS sont considérés comme expérimentés (ancienneté moyenne 7.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 12:21 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/06/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Carpenter Technology Corporation est couverte par 20 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Andre Madrid | BTIG |
| Jonathan Sullivan | Citigroup Inc |
| Christopher Olin | Cleveland Research Company |