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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
09/24/2026: CRS (4-star) is currently NOT-A-BUY. Pass it for now.
Carpenter Technology Corporation is a specialized manufacturer of high-performance alloys and titanium products, primarily serving the aerospace, defense, and medical industries. The company is known for its deep technical expertise and strong positioning within critical supply chains, which provides a competitive edge in high-margin applications. Its current investment story is driven by the recovery in commercial aerospace build rates and growth in advanced additive manufacturing services. Risks include significant exposure to cyclical aerospace markets, raw material price volatility, and the capital-intensive nature of its operations. The stock may best suit growth-oriented investors looking for aerospace exposure, and investors should monitor contract wins and aerospace production rates.
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 positioned to benefit from multi-year secular growth in aerospace and high-performance material demand. |
| Momentum investor | Strong fit while signal remains positive | Strong recent performance in aerospace-linked stocks supports momentum strategies during industry upturns. |
| Value investor | Mixed fit | Valuation is often tied to cyclical peaks, requiring careful entry points during market volatility. |
| Dividend investor | Mixed fit | The dividend provides steady income, but growth and reinvestment are higher priorities than high-yield income generation. |
| Low-risk investor | Weak fit | Exposure to cyclical industrial and aerospace end markets leads to inherent price volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Cyclical nature of aerospace and raw material markets causes significant stock price swings. |
| Valuation risk | Medium / high | The stock often trades at premiums based on optimistic growth cycles in aerospace. |
| Competition risk (specialty alloys) | Medium | Niche competition from players like ATI keeps pricing disciplined. |
| Business quality | Strong | Deep customer relationships and technical moat provide high-quality franchise characteristics. |
| Dividend income | Low | The company prioritizes capital reinvestment over high-yield dividend payouts. |
| Execution risk | Medium | Operational complexity in scaling new alloy production is a persistent challenge. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
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 09/24/2026 |
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 19.58B USD | Price to earnings Ratio 38.02 | 1Y Target Price 625.88 |
Price to earnings Ratio 38.02 | 1Y Target Price 625.88 | ||
Volume (30-day avg) 765.7K shares | Beta 1.26 | 52 Weeks Range 233.25 - 625.73 | Updated Date 09/23/2026 |
52 Weeks Range 233.25 - 625.73 | Updated Date 09/23/2026 | ||
Dividends yield (FY) 0.20% | Basic EPS (TTM) 10.39 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Specialty Alloys Operations (SAO) | Production of high-grade stainless, nickel, and cobalt alloys for aerospace/industrial. | This is the core profit driver, benefiting directly from aerospace demand. |
| Performance Engineered Products (PEP) | Additive manufacturing services and specialty distribution. | This represents the growth engine, focusing on advanced manufacturing technologies. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 38.02 | Forward PE 23.36 | Enterprise Value 20.13B | Price to Sales(TTM) 6.27 |
Enterprise Value 20.13B | Price to Sales(TTM) 6.27 | ||
Enterprise Value to Revenue 6.44 | Enterprise Value to EBITDA 23.76 | Shares Outstanding 49.56M | Shares Floating 48.40M |
Shares Outstanding 49.56M | Shares Floating 48.40M | ||
Percent Insiders 2.47 | Percent Institutions 95.4 |
Upturn AI Summary
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.
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.
About Carpenter Technology Corporation
Exchange NYSE | Headquarters Philadelphia, PA, United States | ||
IPO Launch date 1987-11-05 | CEO - | ||
Sector Industrials | Industry Metal Fabrication | Full time employees 4500 | |
Full time employees 4500 | |||
Carpenter Technology Corporation manufactures, fabricates, and distributes 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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