Carpenter Technology (CRS) Q2 FY25 earnings call

Earnings call· Dec 2024 (Q2 FY25)· Materials· Jan 30, 2025

Source: earnings call transcript

Carpenter Technology delivered a record second quarter, driven by strong productivity, product mix optimization, and pricing actions, leading to a significant increase in SAO segment margins and a raised full-year operating income outlook. Despite some sequential sales decline due to holiday shutdowns and cautious 737-related customer behavior, the company maintains confidence in continued robust earnings growth, especially as the aerospace supply chain ramps up. Management plans to share a long-term outlook at an upcoming investor event.

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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.