Carpenter Technology (CRS) Q4 FY26 earnings call

Earnings call· Jun 2026 (Q4 FY26)· Materials· Jul 30, 2026

Source: earnings call transcript

Carpenter Technology delivered a record-breaking Q4 FY26, driven by strong operational execution and accelerating demand in high-value markets, particularly Aerospace and Defense. The company achieved record operating income and SAO segment margins, translating into robust cash flow and continued shareholder returns. Management provided strong FY27 and FY29 operating income targets, expressing confidence in sustained growth beyond FY29, supported by market dynamics and the brownfield expansion project.

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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.