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Upturn AI SWOT - About
CRS 
Carpenter Technology Corporation (CRS)
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Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 144.01% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.05B USD | Price to earnings Ratio 34.12 | 1Y Target Price 234.17 |
Price to earnings Ratio 34.12 | 1Y Target Price 234.17 | ||
Volume (30-day avg) 874742 | Beta 1.55 | 52 Weeks Range 70.29 - 213.66 | Updated Date 03/31/2025 |
52 Weeks Range 70.29 - 213.66 | Updated Date 03/31/2025 | ||
Dividends yield (FY) 0.44% | Basic EPS (TTM) 5.31 |
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 9.34% | Operating Margin (TTM) 16.99% |
Management Effectiveness
Return on Assets (TTM) 8.41% | Return on Equity (TTM) 16.85% |
Valuation
Trailing PE 34.12 | Forward PE 16.56 | Enterprise Value 9594888915 | Price to Sales(TTM) 3.15 |
Enterprise Value 9594888915 | Price to Sales(TTM) 3.15 | ||
Enterprise Value to Revenue 3.33 | Enterprise Value to EBITDA 18.76 | Shares Outstanding 49948600 | Shares Floating 48693428 |
Shares Outstanding 49948600 | Shares Floating 48693428 | ||
Percent Insiders 2.25 | Percent Institutions 95.32 |
Analyst Ratings
Rating 4 | Target Price 194.5 | Buy 1 | Strong Buy 4 |
Buy 1 | Strong Buy 4 | ||
Hold 1 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Carpenter Technology Corporation
Company Overview
History and Background
Carpenter Technology Corporation was founded in 1889 as the Carpenter Steel Company in Reading, Pennsylvania. Initially focused on tool steel, it has evolved into a leading manufacturer of high-performance specialty alloy materials and engineered products.
Core Business Areas
- Specialty Alloys Operations: Manufactures, fabricates, and distributes specialty alloys, including stainless steels, titanium alloys, and high-temperature alloys. Products are used in aerospace, energy, medical, and industrial applications.
- Performance Engineered Products: Provides precision-engineered products and services, including powder metallurgy parts and components, primarily for the aerospace, medical, and energy sectors.
Leadership and Structure
Tony R. Thene serves as the President and CEO. The company is structured with various functional departments and business units aligned with its core business areas.
Top Products and Market Share
Key Offerings
- High-Performance Alloys: Includes specialty steels, stainless steels, titanium alloys, and nickel-based alloys. These materials are critical in aerospace and energy, where stringent performance requirements exist. Competitors include ATI, Haynes International, and VDM Metals. Market share data specifically for high-performance alloys is hard to come by, but Carpenter is a major player.
- Powder Metallurgy Parts: Consists of near-net-shape parts and components produced via powder metallurgy, offering advantages like complex geometries and material property control. These products cater primarily to the aerospace and medical industries. Competitors include GKN Powder Metallurgy, Hu00f6ganu00e4s AB. Revenue from powder metallurgy contributes significantly to the Performance Engineered Products segment; exact figure not available.
Market Dynamics
Industry Overview
The specialty alloy and engineered products industry is driven by demand from aerospace, energy, medical, and industrial sectors. Key trends include increasing demand for lightweight and high-strength materials, technological advancements in manufacturing processes, and growing regulatory requirements.
Positioning
Carpenter Technology Corporation is positioned as a premium supplier of high-performance materials and engineered products. Its competitive advantages include its technical expertise, integrated manufacturing capabilities, and strong customer relationships.
Total Addressable Market (TAM)
The global specialty alloys market is estimated to be in the tens of billions of dollars. Carpenter Technology Corporation has a significant portion of the addressable market due to the specialized and high quality offerings
Upturn SWOT Analysis
Strengths
- Strong Brand Reputation
- Technological Expertise
- Integrated Manufacturing Capabilities
- Diversified End-Markets
- Long-Standing Customer Relationships
Weaknesses
- Cyclical Demand
- High Operating Costs
- Dependence on Raw Material Prices
- Geographic Concentration (US Focused)
- Debt levels
Opportunities
- Growing Demand for Lightweight Materials
- Expansion into Emerging Markets
- Increased R&D Investments
- Strategic Acquisitions
- Product Diversification
Threats
- Economic Downturns
- Increased Competition
- Fluctuations in Raw Material Prices
- Regulatory Changes
- Geopolitical Instability
Competitors and Market Share
Key Competitors
- ATI (ATI)
- Haynes International (HAYN)
- Materion (MTRN)
Competitive Landscape
Carpenter Technology Corporation competes on product quality, technical expertise, and customer service. Its strengths include its brand reputation and integrated manufacturing capabilities. Weaknesses include cyclical demand and dependence on raw material prices.
Major Acquisitions
LPMS USA, Inc.
- Year: 2021
- Acquisition Price (USD millions): 35
- Strategic Rationale: To enhance additive manufacturing capabilities and expand into new markets.
Growth Trajectory and Initiatives
Historical Growth: Carpenter Technology Corporation has experienced cyclical growth, influenced by the aerospace and energy sectors.
Future Projections: Analysts project continued growth for Carpenter Technology Corporation, driven by increasing demand for its high-performance materials and engineered products.
Recent Initiatives: Recent initiatives include investments in new technologies, expansion of production capacity, and strategic acquisitions to enhance its product portfolio.
Summary
Carpenter Technology is a specialty alloy leader with a strong brand. Its financial recovery is progressing well, and the growth areas of additive manufacturing and aerospace provide significant upside. Cyclical demand and raw material costs remain concerns, but strategic acquisitions and investments point to a positive trajectory.
Similar Companies
- ATI
- HAYN
- MTRN
- ALLE
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Analyst Reports
- Industry Publications
- Company Website
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is estimated and may vary. Past performance is not indicative of future results.
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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