CRSCarpenter Technology
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $3.25Beat
- vs $2.97 expected on Oct 22
- Stock move on it
- −2.60%
- one session
- Typical move
- ±2.9%
- average over 2 reports
- Price
- $299.73
- −1.68% today · $29.3B cap
Past and upcoming reports
2
| Oct 22, 2026 | Sep 30, 2026 | Time not given | $2.97 | Beat$3.25 | −2.60% |
| Jul 30, 2026 | Jun 30, 2026 | Time not given | $3.08 | Missed$2.21 | +3.17% |
After the report
Jul 30, 2026 report
This covers the Jul 30, 2026 report. The Oct 22, 2026 numbers are in the table above.
CRS Q4 EPS Misses by 27%, Stock Rises 3.2% on FY27 Growth Guidance
Carpenter Technology reported Q4 EPS of $2.21, missing the $3.03 estimate by 27%. Despite the miss, shares rose 3.2% as management guided for 21-25% FY2027 growth, signaling confidence in aerospace and defense demand. The stock remains below its 50-day SMA, and valuation is elevated at 49x TTM P/E.
Reported against expected
MissedEPS of $2.21 missed consensus of $3.03 by -27.1% ($0.82 miss).
Guidance
Management guided for 21% to 25% growth in FY2027, a concrete forward catalyst.
How the stock reacted
Stock rose +3.17% on the day following the print, closing at $519.70.
What changed
Q4 EPS missed by 27%, but FY27 growth guidance of 21-25% was introduced.
What the price now assumes
Stock rose 3.2% despite the miss, pricing in the FY27 guidance as a positive catalyst.
What it means for the business
Upgrade bias if FY27 guidance is delivered. watch Q1 FY27 revenue for confirmation.
The next one to three months, as we saw it then
Better case35%
FY27 guidance proves conservative as aerospace/defense orders accelerate, driving EPS above the guided range.
Base case45%
FY27 growth lands within the 21-25% range, supported by steady demand but offset by margin pressure from the Q4 miss.
Worse case20%
The Q4 miss signals underlying cost or demand issues. FY27 guidance proves too optimistic as macro headwinds hit.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.