earnings
confidence high
sentiment positive
materiality 0.85
Carpenter Tech Q4 op income $151.4M, record FY adj op income $525.4M; FY26 guidance $660-700M
CARPENTER TECHNOLOGY CORP
2025-FY EPS reported
$7.42
revenue$2,877,100,000
- Q4 adjusted op income $151.4M (record quarterly), up 21% YoY; EPS $2.21.
- SAO segment op income $167.0M, adj margin 30.5% (up from 29.1% prior quarter).
- FY2025 adjusted op income $525.4M (most profitable ever), up 48% YoY; adj free cash flow $287.5M.
- FY2026 op income guidance $660-700M, up 26-33% from FY2025; Q1 FY26 guidance $148-152M.
- Executed $101.9M in stock buybacks and $40.3M in dividends during FY2025.
item 2.02item 9.01