10-QPeriod: Q2 FY2022

CARPENTER TECHNOLOGY CORP Quarterly Report for Q2 Ended Dec 31, 2021

Filed February 2, 2022For Securities:CRS

Summary

Carpenter Technology Corporation (CRS) reported a net loss of $29.4 million, or $0.61 per diluted share, for the three months ended December 31, 2021. This marks an improvement from the $84.9 million net loss, or $1.76 per diluted share, in the same period of the prior year. The company saw a 14% increase in net sales to $396.0 million, driven by improving demand across most end-use markets. However, operational challenges, including an unplanned press outage at the Reading facility, labor shortages, and supply chain disruptions, impacted profitability. The Specialty Alloys Operations (SAO) segment experienced an operating loss, while the Performance Engineered Products (PEP) segment showed improved operating income. For the six months ended December 31, 2021, Carpenter Technology reported a net loss of $44.1 million, or $0.91 per diluted share, compared to a net loss of $132.0 million, or $2.74 per diluted share, in the prior year period. Net sales increased by 12% to $783.6 million. The company continues to manage its working capital, with a notable increase in inventory levels in the recent period to meet growing demand and address operational challenges. Despite operational headwinds, the company maintains a strong liquidity position with $96.9 million in cash and cash equivalents and $294.7 million in available borrowing capacity.

Financial Statements
Beta
Revenue$396.00M
Gross Profit$13.10M
SG&A Expenses$44.60M
Operating Income-$31.50M
Interest Expense$10.10M
Net Income-$29.40M
EPS (Basic)$-0.61
EPS (Diluted)$-0.61
Shares Outstanding (Basic)48.60M
Shares Outstanding (Diluted)48.60M

Key Highlights

  • 1Net sales increased 14% year-over-year to $396.0 million for the three months ended December 31, 2021, indicating improving demand across key markets.
  • 2Despite increased sales, the company reported a net loss of $29.4 million ($0.61/share) for the quarter, though this is an improvement from the prior year's net loss of $84.9 million ($1.76/share).
  • 3Operational challenges, including an unplanned press outage, labor shortages, and supply chain disruptions, negatively impacted financial performance, particularly in the Specialty Alloys Operations (SAO) segment.
  • 4The Performance Engineered Products (PEP) segment showed improved operating income, driven by strong demand in the Medical end-use market.
  • 5For the six months ended December 31, 2021, net sales grew 12% to $783.6 million, with a net loss of $44.1 million ($0.91/share), also an improvement from the prior year's loss.
  • 6Inventory levels increased significantly ($109.8 million in six months) to support growing demand and mitigate operational challenges, leading to negative free cash flow of $187.6 million for the six-month period.
  • 7The company ended the period with a strong liquidity position, including $96.9 million in cash and cash equivalents and $294.7 million in available borrowing capacity under its credit facility.

Frequently Asked Questions

Net sales increased by 14% to $396.0 million for the three months ended December 31, 2021, driven by improving demand across most end-use markets. Excluding surcharge revenue, sales increased 5% on a 9% increase in shipment volume. The Medical, Industrial and Consumer, and Transportation end-use markets showed significant growth.

The company faced several operational headwinds, including an unplanned outage of the press at its Reading, PA facility, labor shortages (production employee COVID-19 isolations and hiring challenges), and broader supply chain disruptions. These issues impacted production targets and limited the ability to meet demand, particularly affecting the Specialty Alloys Operations (SAO) segment.

The company maintained a strong liquidity position. As of December 31, 2021, cash and cash equivalents were $96.9 million, and available borrowing capacity under its credit facility was $294.7 million, totaling $391.6 million in liquidity. However, free cash flow was negative ($187.6 million for the six months ended December 31, 2021) primarily due to a significant increase in inventory to support demand and operational challenges.

Despite near-term operational challenges, the company believes it is well-positioned for growth. Management expects the Reading press to be back online in the March 2022 quarter. The company anticipates continued improving demand across end-use markets and sees long-term growth opportunities in its soft magnetics and additive manufacturing capabilities.