NYSE$CR

Crane Co · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported strong first quarter results with core sales growth and raised full-year EPS guidance.

Crane Company reported a strong start to 2024 with a 10% increase in net sales, driven by 5% core sales growth and contributions from acquisitions. The company raised its full-year adjusted EPS guidance to $4.75-$5.05. They also announced an agreement to acquire CryoWorks, Inc.

  • Earnings per diluted share (EPS) of $1.12 and adjusted EPS of $1.22.
  • Year-over-year core sales growth of 5%, core orders growth of 11%, and core backlog growth of 11%.
  • Raising full-year adjusted EPS guidance to a range of $4.75-$5.05, from prior range of $4.55-$4.85.
  • Announced agreement to acquire CryoWorks, Inc. for approximately $61 million.

Headline financials

Total Revenue

$565M

Previous: $514M+10.0%
EPS

$1.12

Previous: $1.25-10.4%
Operating Margin

15.9%

Previous: 16.8%-5.4%
Adj. Operating Margin

17.3%

Previous: 18.5%-6.5%
Capital Expenditures

-$9.1M

Previous: -$8.9M-2.2%
Free Cash Flow

$55.7M

Previous: $52.9M+5.3%
Net Income

$64.8M

Previous: $61.8M+4.9%
Operating Income

$89.4M

Previous: $86.3M+3.6%
Gross Profit

$221M

Previous: $207M+6.6%
Cash & Equivalents

$219M

Previous: $292M-24.9%
Total Assets

$2.42B

Previous: $2.23B+8.4%
Stock-Based Comp

$6.6M

Previous: $5.6M+17.9%

Revenue & EPS history

Crane · Revenue · Quarterly

$565M

Q1 2024+10%vs Q1 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Crane · $267M total across 1 segment · Q3 2023

  • Process Flow Tech
    $267M

Forward guidance

Crane is raising its full-year adjusted EPS guidance by $0.20 to a range of $4.75 to $5.05.

Tailwinds

  • Total sales growth of approximately 10% driven by core sales growth.
  • Core sales growth of approximately 4% to 6%.
  • Acquisition benefit of approximately 5%.
  • Adjusted segment operating margin of ~20.5%.
  • Diluted shares of 58 million.

Headwinds

  • Corporate cost of $75 million.
  • Net non-operating expense of $23 million.
  • Adjusted tax rate of 23.5%.
  • Some persistent supply chain challenges at Aerospace & Electronics.
  • Ongoing weakness in the European Chemical markets.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 12 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.8%

Avg return

Earnings day

+1.8%

Avg return

5 days after

+5.2%

Avg return

30 days after

58%

38 / 65 earnings

Positive

+11.6%

Q3 2023

Best reaction

-11.4%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.7%-5.9%-1.0%
Q4 2025-11.4%-12.9%-2.7%
Q3 2025+0.0%-0.6%-4.4%
Q2 2025-0.9%-0.5%-4.2%
Q1 2025+1.3%+5.3%+7.9%
Q4 2024+8.7%+5.3%+0.8%
Q3 2024+6.6%+5.6%+21.8%
Q2 2024-4.7%-8.2%-2.5%
Q1 2024+6.7%+11.5%+13.3%
Q4 2023+8.8%+11.5%+9.2%
Q3 2023+11.6%+8.5%+27.9%
Q2 2023+2.7%+3.5%-4.6%
Q1 2023-2.5%+0.4%+5.5%
Q4 2022+6.7%
Q3 2022-1.5%
Q2 2022-2.2%
Q1 2022-5.7%
Q4 2021+1.9%
Q3 2021+7.6%
Q2 2021+3.4%
Q1 2021+3.7%
Q4 2020-4.1%
Q3 2020-4.7%
Q2 2020-5.9%
Q1 2020+6.9%
Q4 2019-0.2%
Q3 2019-6.2%
Q2 2019+4.1%
Q1 2019-2.2%
Q4 2018+4.3%
Q3 2018-1.3%
Q2 2018-0.8%
Q1 2018-7.7%
Q4 2017+2.9%
Q3 2017+2.0%
Q2 2017-7.3%
Q1 2017+5.0%
Q4 2016-3.1%
Q3 2016+11.5%
Q2 2016+5.4%
Q1 2016-0.2%
Q4 2015+3.8%
Q3 2015+4.8%
Q2 2015+0.4%
Q1 2015+1.4%
Q4 2014+2.4%
Q3 2014+0.3%
Q2 2014-0.2%
Q1 2014+3.1%
Q4 2013+1.6%
Q3 2013+1.8%
Q2 2013-1.1%
Q1 2013+0.4%
Q4 2012+2.0%
Q3 2012+3.4%
Q2 2012+1.3%
Q1 2012-2.0%
Q4 2011-1.7%
Q3 2011+1.2%
Q2 2011-4.4%
Q1 2011+1.3%
Q4 2010+0.1%
Q3 2010+1.4%
Q2 2010-0.3%
Q1 2010-5.4%

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