Carpenter Technology Beheer
Beheer criteriumcontroles 4/4
De CEO Carpenter Technology is Tony Thene, benoemd in Jul2026, heeft een ambtstermijn van minder dan een jaar. De totale jaarlijkse vergoeding van { bedraagt $ 8.42M, bestaande uit 12.1% salaris en 87.9% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 1.12% van de aandelen van het bedrijf, ter waarde $ 272.51M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 6 jaar en 6.7 jaar.
Belangrijke informatie
Tony Thene
Algemeen directeur
US$8.4m
Totale compensatie
| Percentage CEO-salaris | 12.12% |
| Dienstverband CEO | less than a year |
| Eigendom CEO | 1.1% |
| Management gemiddelde ambtstermijn | 6yrs |
| Gemiddelde ambtstermijn bestuur | 6.7yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Aug 18
CRS: Record Margins And Buybacks Will Support Elevated Earnings Multiple
Analysts have raised their price target on Carpenter Technology to $625.88 from $595.33. This change reflects updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, which collectively support a modestly higher valuation framework.Narratiefupdate • Aug 04
CRS: Record Margins And 2027 Outlook Will Support Elevated Earnings Multiple
Analysts now set a higher implied fair value for Carpenter Technology at about $595 per share, up from roughly $489, citing updated assumptions for revenue growth, profit margins, and future P/E levels. What's in the News for Carpenter Technology Carpenter Technology reported record fourth quarter operating income of US$206.9 million for fiscal 2026 and full year operating income of US$702.0 million, which the company described as its most profitable year.Seeking Alpha • Jul 26
Carpenter Technology: From Strong Buy To Sell After A 78% Rally
Summary Carpenter Technology has outperformed with a 78.3% gain, driven by robust aerospace and defense demand. I am downgrading CRS from strong buy to sell, as the stock is now around 10% overvalued despite strong fundamentals. Margins are expected to surpass 30% and cash conversion to reach 40%, with a net cash position anticipated by FY28. While CRS remains a high-quality company, current valuation reflects a scarcity premium, making profit-taking prudent. Read the full article on Seeking Alpha
Narratiefupdate • Jul 21
CRS: Rising Aerospace Demand And Record Earnings Will Drive Further Upside
Analysts have lifted their price target on Carpenter Technology to $722.00 from $633.62, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E, which collectively support a higher valuation range for the stock. What's in the News for Carpenter Technology Carpenter Technology reported record adjusted operating income of US$186.5 million in Q3 fiscal 2026, supported by aerospace and defense demand, a stronger product mix, and higher sales, according to recent earnings coverage.
Nieuw narratief • Jul 15
Aerospace Reliance And Capacity Expansion Will Increase Earnings Volatility And Pressure Margins
Catalysts About Carpenter Technology Carpenter Technology produces specialty alloys and advanced materials for aerospace, defense, medical and energy customers. What are the underlying business or industry changes driving this perspective?Narratiefupdate • 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.Nieuw narratief • 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?Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$530m |
| 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$1m |
Compensatie versus markt: De totale vergoeding ($USD 8.42M ) Tony } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.46M ).
Compensatie versus inkomsten: De vergoeding van Tony is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Tony Thene (66 yo)
less than a year
Tenure
US$8,416,878
Compensatie
Mr. Tony R. Thene, C.P.A., has been the President and Chief Executive Officer at Carpenter Technology Corporation since July 26, 2026. He served as an Independent Director of Mativ Holdings, Inc. from July...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | less than a year | US$8.42m | 1.12% $ 272.5m | |
| Senior VP & CFO | 7.9yrs | US$2.82m | 0.23% $ 56.0m | |
| Senior VP | 15.9yrs | US$2.07m | 0.15% $ 37.4m | |
| VP & Chief Commercial Officer | 4.5yrs | US$2.22m | 0.043% $ 10.4m | |
| VP, Controller & Chief Accounting Officer | 7.9yrs | geen gegevens | 0.021% $ 5.2m | |
| VP & Chief Technology Officer | 4.7yrs | geen gegevens | geen gegevens | |
| VP of Corporate Development & Investor Relations | no data | geen gegevens | geen gegevens | |
| VP & Chief Human Resources Officer | 6yrs | geen gegevens | geen gegevens | |
| VP & Chief Digital Officer | 4.8yrs | geen gegevens | geen gegevens | |
| VP of Finance - Global Operations & SAO Group CFO | 13.2yrs | geen gegevens | geen gegevens |
6.0yrs
Gemiddelde duur
65yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van CRS is doorgewinterd en ervaren (gemiddelde ambtstermijn van 6 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 11.1yrs | US$8.42m | 1.12% $ 272.5m | |
| Independent Director | 14.5yrs | US$292.08k | 0.81% $ 197.1m | |
| Lead Independent Director | 25.6yrs | US$321.90k | 0.053% $ 13.0m | |
| Independent Director | 8.8yrs | US$282.41k | 0.017% $ 4.2m | |
| Independent Director | 5.8yrs | US$288.99k | 0.013% $ 3.2m | |
| Independent Director | 1.5yrs | US$555.81k | geen gegevens | |
| Independent Director | 4.8yrs | US$256.47k | 0.0039% $ 959.0k | |
| Independent Director | no data | geen gegevens | geen gegevens | |
| Independent Director | 3.2yrs | US$247.61k | 0% $ 0 | |
| Independent Director | 7.5yrs | US$276.68k | 0% $ 0 | |
| Independent Director | 7.5yrs | US$276.69k | 0% $ 0 | |
| Independent Director | 1.8yrs | US$549.32k | geen gegevens |
6.7yrs
Gemiddelde duur
62.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van CRS wordt beschouwd als ervaren (gemiddelde ambtstermijn 6.7 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/24 11:16 |
| Aandelenkoers aan het einde van de dag | 2026/08/21 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2026/06/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Carpenter Technology Corporation wordt gevolgd door 17 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Andre Madrid | BTIG |
| Jonathan Sullivan | Citigroup Inc |
| Scott Deuschle | Deutsche Bank |