Carpenter Technology (CRS) Q3 FY25 earnings call

Earnings call· Mar 2025 (Q3 FY25)· Materials· Apr 24, 2025

Source: earnings call transcript

Carpenter Technology delivered an exceptional quarter, achieving record operating income and expanding SAO segment margins, driven by strong market demand in Aerospace and Defense, and effective manufacturing execution. The company raised its full-year operating income guidance and remains confident in its long-term growth trajectory, supported by strategic capacity investments and a disciplined capital allocation approach. Management highlighted the strength of its specialized product portfolio and ability to navigate supply chain disruptions.

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CRS operating KPIs by quarter

CRS operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Dec 2025 Q2 FY26	Mar 2026 Q3 FY26	Change vs prior quarter
Total case incident rate	1.4 ratio We ended the second quarter of fiscal year 2026 with a total case incident rate of 1.4. Source: earnings call transcript	1.3 ratio We ended the third quarter of fiscal year 2026 with a total case incident rate of 1.3. Source: earnings call transcript	-7.1%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.