CARPENTER TECHNOLOGY CORP
CRSOther · Large accelerated filer · SEC filings ↗ · Compare ⊕
View price & chart on Yahoo Finance ↗Financials
SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $2.88B | $2.76B | $2.55B | $1.84B | $1.48B | $2.18B |
| Operating income | $521.8M | $323.1M | $133.1M | −$24.9M | −$248.6M | $25.3M |
| Net income | $376.0M | $186.5M | $56.4M | −$49.1M | −$229.6M | $1.5M |
| Total assets | $3.49B | $3.29B | $3.05B | $2.93B | $2.97B | $3.23B |
| Total liabilities | $1.60B | $1.66B | $1.66B | $1.60B | $1.58B | $1.78B |
| Equity | $1.89B | $1.63B | $1.40B | $1.33B | $1.39B | $1.45B |
| EPS (diluted) | $7.42 | $3.70 | $1.14 | $-1.01 | $-4.76 | $0.02 |
| Shares out. | 49.9M | 49.9M | 48.8M | 48.3M | 48.1M | 47.9M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- 18.1%
- Net margin
- 13.1%
- Return on equity
- 19.9%
- Return on assets
- 10.8%
- Return on capital (ROCE)
- 17.4%
- Liabilities / assets
- 45.9%
- Debt / equity
- 0.85×
- Book value / share
- $37.85
- Revenue growth (YoY)
- 4.3%
- Net income growth (YoY)
- 101.6%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Altman Z″ (distress)
- 6.25safe
- Accruals / assets
- −1.8%clean
- Piotroski F-Score
- 8/9strong
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →
Signs
● 1 severe● 7 good- Filed a late-filing notice (Form NT) — missed an SEC deadline
- Operating margin is positive
- Strong return on equity (>15%)
- Revenue is growing year-over-year
- Conservative leverage (liabilities < 50% of assets)
- Positive operating cash flow
- Clean earnings (low accruals)
- Altman Z″ in the safe zone
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Risk flags
late SEC filings- NT 10-Kmissed a reporting deadline ↗Sep 1, 2020
A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Fmr LlcPassive (13G)May 6, 2026
- Vanguard Capital Management LlcPassive (13G)Apr 29, 2026
- Vanguard Group IncPassive (13G)Mar 26, 2026
- Blackrock, Inc.Passive (13G)Oct 2, 2025
- State Street CorpPassive (13G)Feb 4, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Hart Anastasios JohnDirector | May 28, 2026 | Option exercise | 250 | $45.12 |
| Hart Anastasios JohnDirector | May 4, 2026 | Option exercise | 750 | $45.12 |
| Akins Marshall DOfficer — VP and Chief Comm Officer | May 5, 2026 | Sell | 560 | $436.37 |
| Dee James DOfficer — SVP, Gen Counsel & Sec | Feb 24, 2026 | Sell | 5,999 | $391.20 |
| Karol Steven EDirector | Feb 19, 2026 | Sell | 3,000 | $380.00 |
| Socci Elizabeth AOfficer — VP, Contr & Ch Acctg Officer | Dec 15, 2025 | Gift | 450 | — |
| Malloy Brian JOfficer — President and COO | Dec 9, 2025 | Gift | 3,300 | — |
| Socci Elizabeth AOfficer — VP, Contr & Ch Acctg Officer | Nov 26, 2025 | Sell | 3,900 | $321.25 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 1.6M | 2.9 | -3.8% |
| Apr 30, 2026 | 1.7M | 2.2 | -8.2% |
| Apr 15, 2026 | 1.9M | 2.8 | -11.9% |
| Mar 31, 2026 | 2.1M | 2.7 | -21.3% |
| Mar 13, 2026 | 2.7M | 3.8 | -13.9% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Results of operationsApr 29, 2026
- Results of operationsApr 29, 2026
- Director / officer changeApr 17, 2026
- Director / officer change · Regulation FD disclosureFeb 17, 2026
- Results of operationsJan 29, 2026
- Results of operationsJan 29, 2026
- Entered a material agreement · New financial obligation · Regulation FD disclosureNov 20, 2025
- Regulation FD disclosureNov 10, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- 144Jun 1, 2026
- 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESJun 1, 2026
- 144May 28, 2026
- SDMay 11, 2026
- 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESMay 6, 2026
- 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESMay 6, 2026
- SCHEDULE 13G/AMay 6, 2026
- 144May 5, 2026
- 144May 4, 2026
- SCHEDULE 13GApr 29, 2026
- 8-KApr 29, 2026
- 8-KApr 29, 2026
- 10-QApr 29, 2026
- 8-KApr 17, 2026
- 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESApr 2, 2026
Event-driven situations (2)
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