Stock Fundamentals

Company Information

Company Name
Carpenter Technology Corporation
Sector
Industrials
Industry
Metal Fabrication
Exchange
NYSE
ISIN: US1442851036
CIK: 0000017843
CUSIP: 144285103
Currency: USD
Full Time Employees: 4,500
Phone: 610 208 2000
Fiscal Year End: June
IPO Date: Nov 05, 1987
Description:

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 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.

Address:

1735 Market Street, Philadelphia, PA, United States, 19103

Directors & Officers

Name Title Year Born
Mr. Tony R. Thene CPA CEO & Chairman of the Board 1960
Mr. Brian J. Malloy President & Chief Operating Officer 1968
Mr. Timothy Lain CPA Senior VP & CFO 1972
Mr. James D. Dee Senior VP, General Counsel, Secretary, Chief Governance Officer & Chief Compliance Officer 1958
Mr. Marshall D. Akins VP & Chief Commercial Officer 1984
Ms. Elizabeth A. Socci VP, Controller & Chief Accounting Officer NA
Dr. Suniti Moudgil VP & Chief Technology Officer NA
Mr. John Huyette VP of Corporate Development & Investor Relations NA
Ms. Rachelle H. Thompson VP & Chief Human Resources Officer NA
Mr. Shakthimani Logasundaram VP & Chief Digital Officer NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 24, 2026 James D Dee N/A Sale 15.80K $391.78 $6.19M
Feb 19, 2026 Steven E Karol N/A Sale 3.00K $380.00 $1.14M
Feb 19, 2026 Steven E Karol N/A Sale 3.50K $381.12 $1.33M
Feb 04, 2026 Markwayne Mullin N/A Purchase N/A $334.34 N/A
Jan 05, 2026 Markwayne Mullin N/A Purchase N/A $340.46 N/A
Dec 11, 2025 Brian J Malloy N/A Sale 4.13K $303.52 $1.25M
Dec 10, 2025 Brian J Malloy N/A Sale 43.69K $304.45 $13.30M
Dec 09, 2025 Brian J Malloy N/A Sale 27.64K $305.60 $8.45M
Nov 26, 2025 Elizabeth A Socci N/A Sale 3.90K $321.25 $1.25M
Sep 09, 2025 Steven E Karol N/A Sale 3.43K $245.78 $843.76K
Aug 18, 2025 I Martin Inglis N/A Sale 5.69K $244.54 $1.39M
Aug 18, 2025 Tony R Thene N/A Sale 19.00K $244.99 $4.65M
Jun 12, 2025 Anastasios John Hart N/A Sale 1.00K $243.72 $243.72K
Apr 29, 2025 I Martin Inglis N/A Sale 3.43K $197.66 $678.57K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 5.82M Mar 31, 2026 11.72% $0.04 9.63%
Vanguard Group Inc 4.51M Dec 31, 2025 9.07% $0.02 -0.93%
FMR Inc 4.33M Mar 31, 2026 8.71% $0.09 13.81%
Vanguard Capital Management, LLC 2.15M Mar 31, 2026 4.34% $0.02 0.00%
Vanguard Portfolio Management, LLC 2.06M Mar 31, 2026 4.14% $0.04 0.00%
State Street Corp 2.01M Mar 31, 2026 4.04% $0.03 -1.00%
Amvescap Plc. 1.98M Mar 31, 2026 3.98% $0.12 -4.66%
Lone Pine Capital LLC 1.82M Mar 31, 2026 3.66% $5.71 38.46%
Egerton Capital LLP 1.33M Mar 31, 2026 2.68% $5.82 -14.30%
SurgoCap Partners LP 1.20M Mar 31, 2026 2.41% $15.75 3.84%
Geode Capital Management, LLC 1.09M Mar 31, 2026 2.20% $0.03 11.91%
Sands Capital Management, LLC 823.28K Mar 31, 2026 1.66% $1.27 32.43%
Jennison Associates LLC 805.31K Mar 31, 2026 1.62% $0.22 0.00%
AQR Capital Management LLC 724.42K Mar 31, 2026 1.46% $0.13 109.72%
NORGES BANK 620.17K Dec 31, 2025 1.25% $0.02 251.11%
Holocene Advisors, LP 548.89K Mar 31, 2026 1.10% $0.52 31.66%
UBS Group AG 538.92K Mar 31, 2026 1.08% $0.03 -11.14%
Bank of America Corp 520.39K Mar 31, 2026 1.05% $0.02 101.94%
T. Rowe Price Associates, Inc. 504.00K Mar 31, 2026 1.01% $0.02 -6.12%
Lord, Abbett & Co LLC 480.17K Mar 31, 2026 0.97% $0.62 162.54%

Shares Statistics

Shares Outstanding: 49.69M
Shares Float: 48.43M
% Insiders: 236.90%
% Institutions: 9,791.10%
Short % Float: 3.63%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Mid-Cap ETF 1.69M 3.40% ▲ 0.02% May 29, 2026
2 Vanguard Total Stock Mkt Idx Inv 1.51M 3.04% ▲ 0.24% Apr 30, 2026
3 Vanguard Small Cap Index 1.09M 2.19% ▼ 0.22% Apr 30, 2026
4 Fidelity Contrafund 842.56K 1.70% ▲ 7.79% Apr 30, 2026
5 Vanguard Small Cap Growth Index Inv 611.58K 1.23% ▲ 0.01% Apr 30, 2026
6 Vanguard Institutional Extnd Mkt Idx Tr 562.31K 1.13% ▲ 1.00% Apr 30, 2026
7 iShares US Aerospace & Defense ETF 553.76K 1.11% ▼ 0.90% May 29, 2026
8 Sands Capital Select Growth TE Inst EQ 497.59K 1.00% ▲ 33.78% Mar 31, 2026
9 Stt Strt® SPDR® S&P® Arspc & Dfnc ETF 463.93K 0.93% ▲ 0.11% May 29, 2026
10 Fidelity Blue Chip Growth 427.10K 0.86% ▲ 9.68% Apr 30, 2026

Valuation Metrics

Enterprise Value: $28.30B
Trailing P/E: 59.17
Forward P/E: 23.36

Financial Highlights

Market Cap: $27.90B
EBITDA: $765.90M
P/E Ratio: $59.17
PEG Ratio: $1.59
Book Value: $41.61
Dividend/Share: $0.80
Dividend Yield: 0.14%
Earnings/Share: $9.49
Profit Margin: 15.82%
Operating Margin: 22.81%
ROA (TTM): 11.33%
ROE (TTM): 24.89%
Revenue (TTM): $3.03B
Revenue/Share (TTM): $60.43
Earnings Growth (YOY): 47.30%
Revenue Growth (YOY): 11.60%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-06-30 3.65x 0.37x 0.46x 8.17x 1.05x
2024-06-30 3.41x 0.43x 0.51x 4.94x 1.71x
2023-06-30 2.79x 0.50x 0.54x 2.08x 2.62x
2022-06-30 2.98x 0.53x 0.55x -0.55x 6.20x
2021-06-30 3.65x 0.51x 0.53x -7.40x -5.00x
2020-06-30 2.80x 0.51x 0.55x 1.28x 4.90x
2019-06-30 2.97x 0.38x 0.52x 9.25x 1.57x
2018-06-30 3.24x 0.37x 0.51x 6.69x 1.79x
2017-06-30 2.76x 0.50x 0.58x 4.08x 2.78x
2016-06-30 3.38x 0.64x 0.60x 1.84x 4.21x
2015-06-30 3.32x 0.54x 0.54x 4.03x 3.00x
2014-06-30 2.78x 0.49x 0.51x 12.47x 2.29x
2013-06-30 3.04x 0.46x 0.55x 11.08x 1.77x
2012-06-30 2.25x 0.37x 0.58x 8.83x 1.37x
2011-06-30 2.93x 0.66x 0.61x 5.64x 2.96x
2010-06-30 3.76x 0.45x 0.64x 0.66x 3.18x
2009-06-30 3.78x 0.45x 0.59x 3.98x 2.11x
2008-06-30 2.97x 0.36x 0.51x 14.32x 0.82x
2007-06-30 3.43x 0.31x 0.47x N/A 0.91x
2006-06-30 3.68x 0.35x 0.50x N/A 0.93x
2005-06-30 2.94x 0.46x 0.56x N/A 1.36x
2004-06-30 2.14x 0.62x 0.63x N/A 2.63x
2003-06-30 2.46x 0.83x 0.66x N/A 3.89x
2002-06-30 1.78x 0.77x 0.66x N/A 7.22x
2001-06-30 1.33x 0.81x 0.62x N/A 2.55x
2000-06-30 1.22x 0.89x 0.63x N/A 3.46x
1999-06-30 1.44x 0.25x 0.61x N/A 0.94x
1998-06-30 1.85x 0.24x 0.61x N/A 0.69x
1997-06-30 1.56x 0.19x 0.63x N/A 0.55x
1996-06-30 1.89x 0.08x 0.66x N/A 0.17x
1995-06-30 1.79x 0.10x 0.68x N/A 0.22x
1994-06-30 1.74x 0.07x 0.67x N/A 0.15x
1993-06-30 2.95x 0.03x 0.69x N/A 0.08x
1992-06-30 2.92x 0.02x 0.59x N/A 0.09x
1991-06-30 1.93x 0.20x 0.55x N/A 0.66x
1990-06-30 2.03x 0.17x 0.55x N/A 0.45x
1989-06-30 2.25x 0.10x 0.53x N/A 0.29x
1988-06-30 2.42x 0.10x 0.52x N/A 0.36x
1987-06-30 2.58x 0.06x 0.50x N/A 0.27x
1986-06-30 2.01x 0.18x 0.52x N/A 1.22x

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