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Upturn AI SWOT - About
CRS 
Carpenter Technology Corporation (CRS)
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Upturn Advisory Summary
08/28/2025: CRS (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
7 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $321.43
1 Year Target Price $321.43
| 4 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 186.31% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.09B USD | Price to earnings Ratio 32.69 | 1Y Target Price 321.43 |
Price to earnings Ratio 32.69 | 1Y Target Price 321.43 | ||
Volume (30-day avg) 7 | Beta 1.45 | 52 Weeks Range 129.02 - 290.60 | Updated Date 08/28/2025 |
52 Weeks Range 129.02 - 290.60 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 0.34% | Basic EPS (TTM) 7.42 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-07-31 | When Before Market | Estimate 2.06 | Actual 2.21 |
Profitability
Profit Margin 13.07% | Operating Margin (TTM) 19.52% |
Management Effectiveness
Return on Assets (TTM) 9.4% | Return on Equity (TTM) 21.39% |
Valuation
Trailing PE 32.69 | Forward PE 16.56 | Enterprise Value 12479539043 | Price to Sales(TTM) 4.2 |
Enterprise Value 12479539043 | Price to Sales(TTM) 4.2 | ||
Enterprise Value to Revenue 4.34 | Enterprise Value to EBITDA 18.62 | Shares Outstanding 49850100 | Shares Floating 48548011 |
Shares Outstanding 49850100 | Shares Floating 48548011 | ||
Percent Insiders 2.35 | Percent Institutions 99.61 |
Upturn AI SWOT
Carpenter Technology Corporation
Company Overview
History and Background
Carpenter Technology Corporation was founded in 1889. It initially specialized in tool steel and has evolved into a leading producer and distributor of premium specialty alloys, including titanium alloys, powder metals, and engineered products. Over time, the company has expanded through acquisitions and organic growth, focusing on high-performance applications.
Core Business Areas
- Specialty Alloys Operations: This segment produces and distributes a wide range of specialty alloys, including stainless steels, tool steels, and high-temperature alloys. These materials are used in aerospace, medical, energy, and industrial applications.
- Performance Engineered Products: This segment focuses on the production of precision-engineered components and solutions, including powder metal parts, additive manufactured parts, and other specialized products.
Leadership and Structure
Tony R. Thene is the current President and CEO. The company has a traditional corporate structure with a Board of Directors and various executive leadership positions overseeing different business units and functions.
Top Products and Market Share
Key Offerings
- Alloy Steel: Carpenter Technology's alloy steel products are used in demanding applications such as aerospace components, medical implants, and energy exploration equipment. Market share is estimated at 10% globally. Competitors include ATI, Haynes International and TimkenSteel.
- Powder Metallurgy: Carpenter Technology produces powder metal components used in automotive, industrial, and aerospace applications. Market share is estimated at 8% globally. Competitors include GKN Powder Metallurgy, Hu00f6ganu00e4s AB, and Fine Sinter.
Market Dynamics
Industry Overview
The specialty alloy and engineered products industry is characterized by high barriers to entry, technological complexity, and cyclical demand tied to broader economic conditions. Growth is driven by increased demand from aerospace, medical, and energy sectors.
Positioning
Carpenter Technology is positioned as a premium supplier of specialty alloys and engineered products, with a strong focus on innovation, quality, and customer service. Its competitive advantages include its technical expertise, diverse product portfolio, and established customer relationships.
Total Addressable Market (TAM)
The global specialty alloys market is estimated at $200 billion. Carpenter Technology is positioned with respect to this TAM to capture 5% to 10% market share depending on the specific products.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Technical expertise
- Diverse product portfolio
- Established customer relationships
- Advanced manufacturing capabilities
Weaknesses
- Cyclical demand
- High raw material costs
- Dependence on specific industries
- High Capital Expenditures
Opportunities
- Expanding into new markets
- Developing innovative products
- Acquiring complementary businesses
- Increasing penetration in existing markets
Threats
- Economic downturns
- Increased competition
- Fluctuations in raw material prices
- Geopolitical instability
- Technological obsolescence
Competitors and Market Share
Key Competitors
- ATI (ATI)
- NUE (NUE)
- Haynes International (HAYN)
Competitive Landscape
Carpenter Technology's advantages include its strong brand reputation and technical expertise. Disadvantages include its higher cost structure compared to some competitors.
Major Acquisitions
Latrobe Specialty Metals
- Year: 2012
- Acquisition Price (USD millions): 558
- Strategic Rationale: Expanded Carpenter's product portfolio and increased its presence in the aerospace market.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by organic expansion and strategic acquisitions.
Future Projections: Future growth is projected to be around 5-7% per year, driven by increased demand from aerospace and medical sectors.
Recent Initiatives: Recent strategic initiatives include investments in new manufacturing technologies and expansion into new markets.
Summary
Carpenter Technology is a well-established company with a strong presence in the specialty alloys market. Its technical expertise and diverse product portfolio are key strengths. However, the company faces challenges related to cyclical demand and raw material costs. Investing in new technologies can enable it to achieve organic growth. Additionally, geopolitical tensions may negatively affect the company.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Industry Reports
- Analyst Estimates
- Company Press Releases
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a financial professional. Market share estimates are approximate and based on available data.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Carpenter Technology Corporation
Exchange NYSE | Headquaters Philadelphia, PA, United States | ||
IPO Launch date 1987-11-05 | President, CEO & Director Mr. Tony R. Thene CPA | ||
Sector Industrials | Industry Metal Fabrication | Full time employees 4500 | |
Full time employees 4500 | |||
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.
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