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Upturn AI Summary - About
Carpenter Technology Corporation(CRS)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CRS
11/05/2026: CRS (5-star) is currently NOT-A-BUY. Pass it for now.
Carpenter Technology Corporation is a specialized manufacturer of high-performance alloys, catering primarily to the aerospace, medical, and defense sectors. The company has a leading position in proprietary material science, which supports healthy margins and strong OEM relationships. Its primary growth story revolves around the rising demand for sophisticated materials in modern jet engines and the expansion of additive manufacturing. However, the company faces notable risks, including cyclical aerospace demand, high raw material price sensitivity, and complex operational execution requirements. The stock is best suited for growth-oriented investors who can tolerate cyclical volatility, with long-term monitoring of aerospace production rates and input costs.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company is benefiting from structural growth trends in aerospace and defense demand. |
| Momentum investor | Strong fit while signal remains positive | The stock has shown strong price appreciation potential driven by industry-wide aerospace cycles. |
| Value investor | Mixed fit | Valuation often tracks closely with aerospace cyclicality, making it less of a deep-value play. |
| Dividend investor | Mixed fit | The company pays a dividend but focus is primarily on capital reinvestment for growth. |
| Low-risk investor | Weak fit | The inherent cyclicality of the aerospace sector makes the stock subject to higher volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is highly sensitive to news cycles regarding aerospace manufacturing rates. |
| Valuation risk | Medium | Pricing reflects optimistic expectations for long-term aerospace demand growth. |
| Competition risk (Specialty Alloys) | Medium | Maintaining margins requires constant technological edge over competitors like ATI. |
| Business quality | Strong | The company holds a strong reputation and technical expertise in a highly regulated industry. |
| Dividend income | Low | The dividend is reliable but not the primary driver for total shareholder return. |
| Execution risk | Medium | Successfully managing complex manufacturing supply chains is essential for margin protection. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 142.19% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.47B USD | Price to earnings Ratio 26.17 | 1Y Target Price 438 |
Price to earnings Ratio 26.17 | 1Y Target Price 438 | ||
Volume (30-day avg) 1.1M shares | Beta 1.41 | 52 Weeks Range 270.61 - 625.40 | Updated Date 11/04/2026 |
52 Weeks Range 270.61 - 625.40 | Updated Date 11/04/2026 | ||
Dividends yield (FY) 0.27% | Basic EPS (TTM) 11.16 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Aerospace & Defense | Nickel-based superalloys and high-strength steels for engine and airframe components. | The primary revenue engine, tied to global flight hours and aircraft production. |
| Medical | Specialty stainless steel and titanium for implants and surgical instruments. | A steady, high-margin, and resilient source of growth demand. |
| Energy & Industrial | Specialty materials for power generation and industrial applications. | Provides diversification against aerospace-specific cycles. |
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 2026-10-22 | When Before Market | Estimate 2.97 | Actual 3.25 |
Profitability
Profit Margin 17.87% | Operating Margin (TTM) 24.69% |
Management Effectiveness
Return on Assets (TTM) 12.96% | Return on Equity (TTM) 27.84% |
Valuation
Trailing PE 26.17 | Forward PE 23.36 | Enterprise Value 14.95B | Price to Sales(TTM) 4.54 |
Enterprise Value 14.95B | Price to Sales(TTM) 4.54 | ||
Enterprise Value to Revenue 4.69 | Enterprise Value to EBITDA 16.81 | Shares Outstanding 49.54M | Shares Floating 48.37M |
Shares Outstanding 49.54M | Shares Floating 48.37M | ||
Percent Insiders 2.49 | Percent Institutions 96.02 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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