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Carpenter Technology Corporation Stock Price

NYSE:CRS Community·US$30.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 37 Fair Values set on narratives written by author

CRS Share Price Performance

US$603.69
327.38 (118.48%)
US$488.89
Fair Value
US$603.69
327.38 (118.48%)
23.5% overvalued intrinsic discount
US$488.89
Fair Value
Price US$603.69
AnalystConsensusTarget US$488.89
AnalystHighTarget US$722.00
AnalystLowTarget US$400.00

CRS Community Narratives

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Fair Value US$488.89 23.5% overvalued intrinsic discount

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

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Fair Value US$722 16.4% undervalued intrinsic discount

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

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·
Fair Value US$400 50.9% overvalued intrinsic discount

Aerospace Reliance And Capacity Expansion Will Increase Earnings Volatility And Pressure Margins

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US$722
16.4% undervalued intrinsic discount
Revenue
13.37% p.a.
Profit Margin
21.51%
Future PE
46.72x
Price in 2029
US$901.62
US$488.89
23.5% overvalued intrinsic discount
Revenue
10.46% p.a.
Profit Margin
20.09%
Future PE
36.71x
Price in 2029
US$611.99

Trending Discussion

No trending discussion available.

Updated Narratives

CRS logo

CRS: Rising Aerospace Demand And Record Earnings Will Drive Further Upside

Fair Value: US$722 16.4% undervalued intrinsic discount
0 users have set this as their fair value
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Aerospace Reliance And Capacity Expansion Will Increase Earnings Volatility And Pressure Margins

Fair Value: US$400 50.9% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CRS: Aerospace Rebound And EPS Momentum Will Sustain Risky Earnings Multiple

Fair Value: US$488.89 23.5% overvalued intrinsic discount
20 users have set this as their fair value
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Snowflake Analysis

Flawless balance sheet with solid track record.

1 Risk
2 Rewards

Carpenter Technology Corporation Key Details

US$3.0b

Revenue

US$2.1b

Cost of Revenue

US$900.6m

Gross Profit

US$421.7m

Other Expenses

US$478.9m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 30, 2026
9.64
29.73%
15.81%
33.4%
View Full Analysis

About CRS

Founded
1889
Employees
4500
CEO
Brian Malloy
WebsiteView website
www.carpentertechnology.com

Carpenter Technology Corporation engages in the manufacture, fabrication, and distribution of specialty metals in the United States, Europe, the Asia Pacific, Mexico, Canada, and internationally. It operates in two segments, Specialty Alloys Operations and Performance Engineered Products. The company offers specialty alloys, including titanium alloys, powder metals, stainless steels, alloy steels, and tool steels, as well as metal powders and parts. It serves the aerospace, defense, medical, transportation, energy, industrial, and consumer markets. The company was founded in 1889 and is headquartered in Philadelphia, Pennsylvania.

Recent CRS News & Updates

Seeking Alpha 7h

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
Narrative Update 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.
New Narrative 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?

Recent updates

No updates