NYSE$CRS

Carpenter Technology Corporation · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Carpenter Technology reported Q4 2023 earnings with revenue increase and EPS beat.

Carpenter Technology reported a strong fourth quarter, with revenue increasing to $683.5 million and adjusted EPS exceeding expectations at $1.03. The company benefited from robust demand in the aerospace and defense sectors, as well as operational improvements.

  • Revenue increased to $683.5 million, up 16% year-over-year.
  • GAAP EPS was $0.93, and adjusted EPS was $1.03, surpassing estimates.
  • The company experienced strong demand in aerospace and defense markets.
  • Carpenter Technology is well-positioned for continued growth with a significant backlog.

Headline financials

Total Revenue

$758M

Previous: $564M+34.5%
EPS (adj)

$0.78

Previous: $0.05+1360.9%
Net Income

$47.7M

Previous: $2.6M+1734.6%
Operating Income

$64.4M

Previous: -$8.1M+895.1%
Gross Profit

$119M

Previous: $72M+65.3%
Cash & Equivalents

$44.5M

Previous: $154M-71.1%
Total Assets

$3.05B

Previous: $2.93B+4.1%
Stock-Based Comp

$6M

Previous: $2.2M+172.7%

Revenue & EPS history

Carpenter Technology · Revenue · Quarterly

$758M

Q4 2023+34.5%vs Q4 2022
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Carpenter Technology · $335M total across 2 segments · Q4 2023

  • Specialty Alloys Ops
    $224M+4.1%
  • Perf. Engineered Prod.
    $111M+6.4%

Forward guidance

Carpenter Technology anticipates continued strong demand, particularly in the aerospace and defense sectors, driving future growth. The company expects to maintain operational efficiency and capitalize on market opportunities.

Tailwinds

  • Continued strong demand in aerospace and defense.
  • Operational improvements driving profitability.
  • Growing backlog providing revenue visibility.
  • Favorable market conditions.
  • Potential for margin expansion.

Headwinds

  • Potential for supply chain disruptions.
  • Fluctuations in raw material costs.
  • Economic uncertainties.
  • Geopolitical risks.
  • Increased competition.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+1.0%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+5.0%

Avg return

30 days after

55%

37 / 67 earnings

Positive

+22.6%

Q1 2026

Best reaction

-17.5%

Q1 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+0.6%-0.3%+9.5%
Q2 2026-6.3%+2.2%+20.0%
Q1 2026+22.6%+26.6%+26.4%
Q3 2025+4.5%+3.5%+20.7%
Q2 2025-7.4%-8.1%-1.0%
Q1 2025-0.8%+3.8%+21.8%
Q4 2024+15.9%-3.3%+0.2%
Q3 2024+16.6%+18.9%+29.4%
Q2 2024-4.0%-4.1%-2.4%
Q1 2024+3.3%+3.7%+13.3%
Q4 2023+2.6%-1.1%+6.9%
Q3 2023+9.3%+12.6%-4.9%
Q2 2023+11.8%+9.9%+7.6%
Q1 2023-2.6%+2.8%+10.6%
Q4 2022+8.3%+3.2%-0.7%
Q3 2022+2.7%+1.0%-2.9%
Q2 2022-1.2%-1.9%+22.6%
Q1 2022+1.5%+2.0%-3.8%
Q4 2021+0.1%-10.3%-13.9%
Q3 2021-10.9%-6.4%+12.8%
Q2 2021-9.1%-7.8%+18.3%
Q1 2021+8.5%+2.4%+49.3%
Q4 2020-5.1%+6.7%-4.1%
Q3 2020-9.4%-12.7%-1.1%
Q2 2020-9.2%-2.9%-16.0%
Q1 2020-3.1%+1.4%+2.8%
Q4 2019+4.4%+2.3%+6.2%
Q3 2019-1.1%-1.6%-14.8%
Q2 2019+5.3%+0.3%+6.4%
Q1 2019-16.6%-19.2%-20.6%
Q4 2018+8.1%+0.1%+2.3%
Q3 2018+11.6%+8.5%+19.0%
Q2 2018-6.6%-7.4%-2.1%
Q1 2018-0.3%-1.3%-4.5%
Q4 2017+5.4%-0.3%-0.1%
Q3 2017+1.8%-1.3%-8.5%
Q2 2017+7.1%+4.8%-4.1%
Q1 2017-17.5%-18.5%-0.4%
Q4 2016-0.5%-2.7%-7.1%
Q3 2016+1.1%
Q2 2016+5.6%
Q1 2016+8.8%
Q4 2015-0.7%
Q3 2015+4.0%
Q2 2015-6.4%
Q1 2015+10.4%
Q4 2014-7.0%
Q3 2014-1.2%
Q2 2014-0.5%
Q1 2014-1.3%
Q4 2013+8.1%
Q3 2013-4.3%
Q2 2013+0.4%
Q1 2013-2.4%
Q4 2012+1.7%
Q3 2012+7.6%
Q2 2012-3.4%
Q1 2012-11.2%
Q4 2009-0.6%
Q4 2011-0.6%
Q3 2010+5.4%
Q3 2011+5.4%
Q2 2010+1.6%
Q2 2011+1.6%
Q1 2011+0.6%
Q4 2010+0.6%
Q1 2010+0.6%

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