10-KPeriod: FY2025

CARPENTER TECHNOLOGY CORP Annual Report, Year Ended Jun 30, 2025

Filed August 12, 2025For Securities:CRS

Summary

Carpenter Technology Corporation (CRS) delivered a strong fiscal year 2025, reporting its most profitable year on record. This performance was driven by significant growth in its Specialty Alloys Operations (SAO) segment, which saw a substantial increase in operating income and margin, benefiting from improved product mix and pricing actions. The company's performance was further bolstered by robust demand in key end-use markets, particularly Aerospace and Defense. Financially, CRS demonstrated solid operational cash flow and adjusted free cash flow, supporting its capital allocation strategy which includes sustaining operations, returning cash to shareholders through dividends and share repurchases, and investing in future growth, such as the expansion project in Athens, Alabama. The company also reported a healthy balance sheet and maintained compliance with its credit facility covenants, indicating financial stability. Despite some challenges like lower volumes in certain segments and the impact of raw material price volatility, Carpenter Technology appears well-positioned for continued earnings growth.

Financial Statements
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Key Highlights

  • 1Record profitability in fiscal year 2025, with operating income reaching $521.8 million (adjusted operating income of $525.4 million).
  • 2Specialty Alloys Operations (SAO) segment delivered strong results with operating income of $588.6 million and an operating margin of 23.0% (28.6% excluding surcharge revenue).
  • 3Net sales increased by 4% to $2.88 billion, with sales excluding surcharge revenue up 8%, primarily driven by Aerospace & Defense and Energy markets.
  • 4Generated robust operating cash flow of $440.4 million and adjusted free cash flow of $287.5 million in fiscal year 2025.
  • 5Successfully managed raw material costs through pricing actions and surcharges, mitigating most of the impact of volatility.
  • 6Repurchased $101.9 million of common stock in fiscal year 2025 as part of a $400 million authorization, and paid $40.3 million in dividends.
  • 7Investments in capital expenditures increased to $154.3 million, including spending on the Athens, Alabama expansion, with a projected $280-$300 million for fiscal year 2026.

Frequently Asked Questions

Carpenter Technology's record profitability in fiscal year 2025 was driven by an improved product mix with a shift towards higher-value materials, successful pricing actions, and expanding operational efficiencies. Strong demand in the Aerospace and Defense and Energy sectors also significantly contributed to the company's performance, particularly within the Specialty Alloys Operations (SAO) segment.

The company utilizes pricing surcharges, indexing mechanisms, base price adjustments, and commodity forward contracts to mitigate the impact of volatile raw material costs. These strategies are generally effective in passing cost increases to customers, although there can be a short-term lag that affects margins.

The company sees a strong, multi-year outlook for its primary end-use markets, including Aerospace and Defense, Medical, and Energy. These sectors are expected to continue driving demand for Carpenter Technology's advanced material solutions.

Carpenter Technology employs a balanced approach to capital allocation. This includes sustaining its asset base through capital expenditures, returning cash to shareholders via dividends and share repurchases, and investing in growth initiatives. The company is notably investing in a brownfield expansion project in Athens, Alabama, and plans significant capital expenditures in fiscal year 2026.