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Upturn AI SWOT - About
CRS 
Carpenter Technology Corporation (CRS)
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Upturn Advisory Summary
07/02/2025: CRS (5-star) is a STRONG-BUY. BUY since 42 days. Profits (29.13%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
7 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $297
1 Year Target Price $297
| 4 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 182.55% | Avg. Invested days 53 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/02/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.76B USD | Price to earnings Ratio 39.21 | 1Y Target Price 297 |
Price to earnings Ratio 39.21 | 1Y Target Price 297 | ||
Volume (30-day avg) 7 | Beta 1.37 | 52 Weeks Range 103.52 - 279.51 | Updated Date 07/1/2025 |
52 Weeks Range 103.52 - 279.51 | Updated Date 07/1/2025 | ||
Dividends yield (FY) 0.29% | Basic EPS (TTM) 6.93 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 12.26% | Operating Margin (TTM) 18.42% |
Management Effectiveness
Return on Assets (TTM) 9.25% | Return on Equity (TTM) 21.8% |
Valuation
Trailing PE 39.21 | Forward PE 16.56 | Enterprise Value 14301614818 | Price to Sales(TTM) 4.71 |
Enterprise Value 14301614818 | Price to Sales(TTM) 4.71 | ||
Enterprise Value to Revenue 4.9 | Enterprise Value to EBITDA 23.36 | Shares Outstanding 49779300 | Shares Floating 48598079 |
Shares Outstanding 49779300 | Shares Floating 48598079 | ||
Percent Insiders 2.26 | Percent Institutions 101.09 |
Analyst Ratings
Rating 2 | Target Price 297 | Buy 1 | Strong Buy 4 |
Buy 1 | Strong Buy 4 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Carpenter Technology Corporation
Company Overview
History and Background
Carpenter Technology Corporation was founded in 1889. Initially focused on tool steel, it evolved into a leading producer of specialty alloys and engineered materials for aerospace, energy, medical, and transportation industries.
Core Business Areas
- Specialty Alloys Operations: Produces and distributes specialty alloys, including stainless steels, tool steels, and high-temperature alloys, in various forms like bars, billets, and wire.
- Engineered Products Operations: Manufactures precision-engineered components and powder metallurgy parts, offering advanced solutions for critical applications.
Leadership and Structure
The company is led by its CEO, Tony R. The CEO reports to the board of directors. The organizational structure consists of various departments and business units, including sales, marketing, operations, and finance.
Top Products and Market Share
Key Offerings
- High-Temperature Alloys: High-performance alloys designed for extreme environments, serving the aerospace and energy markets. Carpenter Technology is a major player; market share data is proprietary, but competitors include ATI (ATI), Haynes International (HAYN), and VSMPO-AVISMA.
- Stainless Steels: A range of stainless steel products used in various industries, including medical and industrial applications. Competitors include Outokumpu, Acerinox, and other global steel producers.
- Powder Metallurgy Parts: Manufactures high precision components for aerospace and medical applications. Competitors include Sandvik, GKN Powder Metallurgy.
Market Dynamics
Industry Overview
The specialty alloys market is driven by demand from aerospace, energy, medical, and transportation industries. Factors such as technological advancements and increasing regulatory requirements impact the industry.
Positioning
Carpenter Technology is positioned as a leading producer of specialty alloys and engineered products, with a focus on high-value applications and customized solutions. Competitive advantages include its technical expertise, advanced manufacturing capabilities, and strong customer relationships.
Total Addressable Market (TAM)
The TAM for specialty alloys and engineered products is estimated to be in the tens of billions of dollars globally. Carpenter Technology is well-positioned to capture a significant portion of this market through its diverse product portfolio and market presence.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Technical expertise
- Advanced manufacturing capabilities
- Diverse product portfolio
- Long-standing customer relationships
Weaknesses
- Exposure to cyclical industries
- High capital intensity
- Dependence on raw material prices
- Geographic concentration of manufacturing facilities
Opportunities
- Growing demand from aerospace and medical industries
- Expansion into emerging markets
- Development of new alloys and engineered products
- Acquisitions of complementary businesses
- Increased adoption of additive manufacturing
Threats
- Economic downturns
- Increased competition
- Fluctuations in raw material prices
- Geopolitical risks
- Disruptive technologies
Competitors and Market Share
Key Competitors
- ATI
- HAYN
- VSMPO-AVISMA
Competitive Landscape
Carpenter Technology competes on the basis of product quality, technical expertise, customer service, and price. The company's competitive advantages include its strong brand reputation, advanced manufacturing capabilities, and diverse product portfolio.
Major Acquisitions
Latrobe Specialty Metals
- Year: 2012
- Acquisition Price (USD millions): 558
- Strategic Rationale: Expanded Carpenter Technology's presence in the aerospace market and added complementary alloy manufacturing capabilities.
Growth Trajectory and Initiatives
Historical Growth: Carpenter Technology's growth has been driven by demand from aerospace and medical industries, as well as strategic acquisitions and investments in new technologies.
Future Projections: Future growth is expected to be driven by increasing demand from aerospace, medical, and energy industries, as well as the company's focus on innovation and operational efficiency.
Recent Initiatives: Recent initiatives include investments in new manufacturing facilities, acquisitions of complementary businesses, and the development of new alloys and engineered products.
Summary
Carpenter Technology is a strong player in specialty alloys, benefiting from demand in aerospace and medical. Its technical expertise and diverse portfolio are key strengths. Cyclical industry exposure and raw material price volatility pose risks. Strategic acquisitions and innovation drive future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share data is based on estimates and may not be precise. Financial data should be verified with official sources.
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 4600 | |
Full time employees 4600 | |||
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 additives, and metal powders and parts. It serves to 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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