Carpenter Technology Corporation

NYSE:CRS 株式レポート

時価総額：US$21.3b

Carpenter Technology 将来の成長

Future 基準チェック /26

Carpenter Technology利益と収益がそれぞれ年間14.6%と9.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に24.3% 14.7%なると予測されています。

主要情報

14.6%

収益成長率

14.74%

EPS成長率

Aerospace & Defense 収益成長18.5%
収益成長率9.1%
将来の株主資本利益率24.27%
アナリストカバレッジ

Good

最終更新日03 May 2026

今後の成長に関する最新情報

分析記事 • 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...

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 Alpha
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
新しいナラティブ • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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).
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • May 21

Is Carpenter Technology (NYSE:CRS) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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 Alpha

業績と収益の成長予測

NYSE:CRS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
6/30/20283,8667393787705
6/30/20273,4736223737068
6/30/20263,1325213646407
3/31/20263,029479407623N/A
12/31/20252,944435317504N/A
9/30/20252,893414269439N/A
6/30/20252,877376286440N/A
3/31/20252,920358228352N/A
12/31/20242,878269256361N/A
9/30/20242,825227206308N/A
6/30/20242,760186178275N/A
3/31/20242,719131181280N/A
12/31/20232,724143103201N/A
9/30/20232,6791079100N/A
6/30/20232,55056-6815N/A
3/31/20232,35620-137-53N/A
12/31/20222,155-6-111-22N/A
9/30/20221,972-41-115-25N/A
6/30/20221,836-49-856N/A
3/31/20221,694-109-107-26N/A
12/31/20211,557-142-132-58N/A
9/30/20211,510-19833115N/A
6/30/20211,476-230150250N/A
3/31/20211,491-290206312N/A
12/31/20201,725-210244381N/A
9/30/20201,949-87162319N/A
6/30/20202,181160232N/A
3/31/20202,38516777270N/A
12/31/20192,410178N/A208N/A
9/30/20192,393175N/A224N/A
6/30/20192,380165N/A232N/A
3/31/20192,357159N/A176N/A
12/31/20182,319139N/A239N/A
9/30/20182,250195N/A226N/A
6/30/20182,158187N/A209N/A
3/31/20182,047170N/A185N/A
12/31/20171,949161N/A173N/A
9/30/20171,88876N/A119N/A
6/30/20171,79847N/A130N/A
3/31/20171,74836N/A156N/A
12/31/20161,730-8N/A160N/A
9/30/20161,747-4N/A220N/A
6/30/20161,81311N/A257N/A
3/31/20161,91419N/A271N/A
12/31/20152,02841N/A327N/A
9/30/20152,13354N/A309N/A
6/30/20152,22759N/A283N/A

アナリストによる今後の成長予測

収入対貯蓄率: CRSの予測収益成長率 (年間14.6% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: CRSの収益 ( 14.6% ) US市場 ( 16.7% ) よりも低い成長が予測されています。

高成長収益: CRSの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: CRSの収益 ( 9.1% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: CRSの収益 ( 9.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CRSの 自己資本利益率 は、3年後には高くなると予測されています ( 24.3 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/11 14:34
終値2026/05/08 00:00
収益2026/03/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Carpenter Technology Corporation 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
Andre MadridBTIG
Jonathan SullivanCitigroup Inc
Christopher OlinCleveland Research Company