Carpenter Technology (CRS) Q1 FY27 earnings call

Earnings call· Sep 2026 (Q1 FY27)· Materials· Oct 22, 2026

Source: earnings call transcript

Carpenter Technology delivered a record first quarter operating income, driven by strong SAO segment margins, productivity gains, and favorable pricing. Demand acceleration across commercial aerospace, particularly in distribution and structural submarkets, signals a super cycle. While defense bookings faced funding headwinds, the company maintains a strong financial outlook and is focused on overachieving its FY27 and FY29 targets, supported by its brownfield expansion.

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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.