What is the 13F Pro Quality Score for CRS?

13F Pro ranks CARPENTER TECHNOLOGY CORP (CRS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CRS's current score at https://13fpro.ai/research/CRS (free sign-up required for the full ranking).

Which hedge funds own the most CRS stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of CRS include BlackRock,, FMR, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/CRS as soon as new 13F filings post.

Where does 13F Pro source CRS data?

All CARPENTER TECHNOLOGY CORP fundamentals and ownership data come directly from SEC EDGAR. CARPENTER TECHNOLOGY CORP files with the SEC under CIK 17843. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CRS in?

CARPENTER TECHNOLOGY CORP (CRS) is classified in the Materials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/materials.

What drives CRS's revenue?

Per CARPENTER TECHNOLOGY CORP's latest 10-Q filed with the SEC on 2026-04-29, the biggest revenue drivers are: Specialty Alloys Operations (SAO) ($2,056.3M, +9% YoY); Performance Engineered Products (PEP) ($274.5M, -9% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/CRS.

What are CRS's largest expenses?

CARPENTER TECHNOLOGY CORP's latest 10-Q reports these as the largest expense items: Cost of sales ($1,586.6M, +1% YoY); Selling, general and administrative expenses ($191.5M, +6% YoY); Interest expense, net ($30.3M, -17% YoY). Sourced directly from SEC EDGAR filing text for Q3 FY2026 (nine months ended March 31, 2026).

How often is CRS research updated on 13F Pro?

CRS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

CARPENTER TECHNOLOGY CORP(CRS)Stock Analysis

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13F Pro Quality Score

69.9/100

Rank #343 of 2,879 stocksTOP 25%

View Materials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

57.1/100

Profitability

83.9/100

Balance Sheet

91.4/100

Earnings Quality

90.3/100

Free Cash Flow

58.8/100

Institutional Flow

21.2/100

Revenue Scale

69.7/100

Dilution Risk

63.5/100

CRS Stock Analysis & AI Quality Score

AI stock analysis and institutional research for CARPENTER TECHNOLOGY CORP (CRS), a Materials sector company. 13F Pro's AI-powered ranking engine scores CRS at 69.9/100 on a 32-signal composite quality model, placing it at rank #343 of 2,879 stocks — the top 25% of the AI-ranked universe. CRS scores in the top quartile across balance sheet strength (91.4), earnings quality (90.3), profitability (83.9). Areas of concern include institutional flow (21.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), CARPENTER TECHNOLOGY CORP reports quarterly revenue of $811.5M, net income of $139.6M, an operating margin of 23.0%. Top institutional holders of CRS by reported 13-F value include BlackRock,, FMR, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. CRS trades on the NYSE exchange and files with the SEC under CIK 17843. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CRS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CARPENTER TECHNOLOGY CORP directly from SEC EDGAR. CARPENTER TECHNOLOGY CORP's 13F Pro composite quality score has ranged between 8 and 73 since 2021, currently 69.9 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

✦

Fun facts about CARPENTER TECHNOLOGY CORP

Quirks, history, and lore behind CRS — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. materials company · mid-cap · listed on the NYSE · headquartered in Pennsylvania.
2
The Numbers
Annual revenue in the range of $2–3 billion, serving industries that demand the absolute highest-performance metal alloys money can buy.
3
The History
Founded in the late 19th century, it has spent over a hundred years perfecting the art of making specialty alloys and stainless steels that ordinary steelmakers won't even attempt.
4
The Secret
Its real superpower is premium-grade metals for extreme environments — think jet engines, medical implants, and defense systems where failure is simply not an option.
5
The Lore
Its products show up inside aerospace turbines and surgical tools rather than on store shelves — a classic picks-and-shovels play on industries that get all the glory.
6
The Giveaway
A specialty alloys and stainless steel maker based in Reading, Pennsylvania since 1889, whose two-letter ticker shares initials with its very craft-sounding name.

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What's Driving CRS's Business? Latest 10-Q Breakdown

✓ 24/24 datapoints verified

AI-extracted from CARPENTER TECHNOLOGY CORP's 10-Q filed 2026-04-29 — Q3 FY2026 (nine months ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Carpenter Technology delivered record Q3 operating income of $186.5M (+35% YoY) with adjusted operating margin of 28.4% excluding surcharge, driven by aerospace demand surge, pricing gains, and productivity improvements.

Biggest Revenue Drivers

Total revenue: $2,273.2M+7% YoY

Specialty Alloys Operations (SAO)$2,056.3M+9% YoY

Higher sales driven by realized price increases and improving product mix in Aerospace & Defense and Energy markets

Performance Engineered Products (PEP)$274.5M-9% YoY

Lower sales in Medical and Distribution end-use markets, partially offset by growth in Aerospace & Defense and Industrial & Consumer

Largest Expense Items

Cost of sales$1,586.6M+1% YoY

Surcharge mechanism protects absolute gross profit dollars despite higher raw material costs

Selling, general and administrative expenses$191.5M+6% YoY

Higher salary, benefit and variable compensation costs

Interest expense, net$30.3M-17% YoY

Lower due to higher capitalized interest and lower rate on 2034 Notes versus prepaid notes

Margins: Adjusted gross margin excluding surcharge improved 500 bps to 37.2% YoY, reflecting improved product mix, pricing realization, and productivity gains across both segments. Adjusted operating margin excluding surcharge expanded to 26.8% from 21.7% YoY, marking the seventeenth consecutive quarter of increasing adjusted SAO margins.

Watch Items from the Filing

Medical end-use market sales declined 22% YoY (excluding surcharge) due to medical supply chain managing inventory closely, creating near-term headwind despite pricing gains in dental sub-market.
Debt refinancing in November 2025 replaced $700M of higher-rate notes (6.375%-7.625%) with $700M 5.625% 2034 Notes, generating $15.6M extinguishment losses but improving future interest costs.
Approximately 43% of nine-month sales were firm price arrangements with commodity price risk; company mitigates via forward contracts and surcharge mechanisms to pass through raw material and tariff impacts.
Strong cash generation of $364.9M from operations YTD and adjusted free cash flow of $207.3M supports capital expansion plans (~$260M capex expected FY2026), dividend payments of $30.2M YTD, and share repurchases of $133.9M YTD.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q3 2026

$811.5M

Net Income

Q3 2026

$139.6M

Free Cash Flow

Q3 2026

$124.8M

Operating Margin

Q3 2026

23.0%

D/E Ratio

Q3 2026

0.33

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+4.3% YoY

$2.88BFY 2025

FY22 $1.84BFY23 $2.55BFY24 $2.76BFY25 $2.88B

Net Income

+101.6% YoY

$376.0MFY 2025

FY22 $-49.1MFY23 $56.4MFY24 $186.5MFY25 $376.0M

Operating Income

+61.5% YoY

$521.8MFY 2025

FY22 $-24.9MFY23 $133.1MFY24 $323.1MFY25 $521.8M

EPS (Diluted)

+100.5% YoY

$7.42FY 2025

FY22 $-1.01FY23 $1.14FY24 $3.70FY25 $7.42

Total Assets

+5.9% YoY

$3.49BFY 2025

FY22 $2.93BFY23 $3.05BFY24 $3.29BFY25 $3.49B

Total Debt

+0.2% YoY

$695.4MFY 2025

FY22 $691.8MFY23 $693.0MFY24 $694.2MFY25 $695.4M

Op. Cash Flow

+60.2% YoY

$440.4MFY 2025

FY22 $6.0MFY23 $14.7MFY24 $274.9MFY25 $440.4M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.88B +4.3%	$2.76B +8.2%	$2.55B +38.9%	$1.84B +24.4%	$1.48B -32.3%	$2.18B
Net Income	$376.0M +101.6%	$186.5M +230.7%	$56.4M +214.9%	$-49.1M +78.6%	$-229.6M -15406.7%	$1.5M
Operating Income	$521.8M +61.5%	$323.1M +142.7%	$133.1M +634.5%	$-24.9M +90.0%	$-248.6M -1082.6%	$25.3M
EPS (Diluted)	$7.42 +100.5%	$3.70 +224.6%	$1.14 +212.9%	$-1.01 +78.8%	$-4.76 -23900.0%	$0.02
Total Assets	$3.49B +5.9%	$3.29B +7.8%	$3.05B +4.1%	$2.93B -1.3%	$2.97B -7.9%	$3.23B
Total Debt	$695.4M +0.2%	$694.2M +0.2%	$693.0M +0.2%	$691.8M -0.4%	$694.5M -3.8%	$721.8M
Operating Cash Flow	$440.4M +60.2%	$274.9M +1770.1%	$14.7M +145.0%	$6.0M -97.6%	$250.0M +7.9%	$231.8M

AI Insight: CRS Ratio Trends

Carpenter Technology's Q1 2026 marks a profitability inflection, with operating margin hitting 23.0% and ROIC surging to 27.1% — both multi-quarter highs.

• Operating margin expanded steadily from 13.6% in Q2 2024 to 23.0% in Q1 2026, nearly doubling over five quarters.

• ROIC reached 27.1% in Q1 2026, up from 18.6% in Q2 2024, signaling significantly more efficient capital deployment.

• D/E ratio declined from 0.43 in Q2 2024 to 0.33 in Q1 2026, reflecting consistent balance sheet deleveraging.

• Net profit margin dipped from 16.7% in Q3 2025 to 14.5% in Q4 2025 before rebounding sharply to 17.2% in Q1 2026.

⚠ Q4 2025 showed a notable NPM drop to 14.5% and ROE contraction to 21.2% — monitoring whether that was seasonal or structural.

⚠ ROA of 15.2% in Q1 2026 is the strongest in the dataset; sustainability as aerospace/defense cycle matures warrants scrutiny.

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Available Research

13F Pro tracks comprehensive data for CARPENTER TECHNOLOGY CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CRS

BlackRock, Inc.
$2.3B5,822,193 sh
FMR LLC
$1.7B4,326,105 sh
VANGUARD CAPITAL MANAGEMENT LLC
$849.1M2,154,172 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$810.6M2,056,688 sh
STATE STREET CORP
$791.8M2,008,815 sh
Invesco Ltd.
$778.5M1,975,114 sh
LONE PINE CAPITAL LLC
$716.5M1,817,940 sh
Egerton Capital (UK) LLP
$524.6M1,330,920 sh
SurgoCap Partners LP
$471.8M1,196,901 sh
GEODE CAPITAL MANAGEMENT, LLC
$430.6M1,092,166 sh

Fund	Value	Shares
BlackRock, Inc.	$2.3B	5,822,193
FMR LLC	$1.7B	4,326,105
VANGUARD CAPITAL MANAGEMENT LLC	$849.1M	2,154,172
VANGUARD PORTFOLIO MANAGEMENT LLC	$810.6M	2,056,688
STATE STREET CORP	$791.8M	2,008,815
Invesco Ltd.	$778.5M	1,975,114
LONE PINE CAPITAL LLC	$716.5M	1,817,940
Egerton Capital (UK) LLP	$524.6M	1,330,920
SurgoCap Partners LP	$471.8M	1,196,901
GEODE CAPITAL MANAGEMENT, LLC	$430.6M	1,092,166

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Is CRS a good stock to buy?

13F Pro's AI-powered analysis of CARPENTER TECHNOLOGY CORP (CRS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CRS are available on the CRS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own CRS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CRS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CARPENTER TECHNOLOGY CORP's investment landscape.