Carpenter Technology CORP (CRS) — SEC Filings

Q: What are the key financial highlights for Carpenter Technology CORP?

Key financial highlights for Carpenter Technology CORP are extracted from the most recent 10-K or 10-Q filings, including revenue, net income, EPS, debt-to-equity, cash position, and operating margin.

Q: Who are the key executives at Carpenter Technology CORP?

Key executives at Carpenter Technology CORP are identified from SEC filings including 10-K annual reports, proxy statements, and insider trade forms.

Q: What are the main risk factors for Carpenter Technology CORP stock?

Risk factors for Carpenter Technology CORP (CRS) are assessed from SEC filings using AI analysis. Each filing is categorized as high, medium, or low risk based on disclosed risk factors and financial indicators.

Q: What are recent predictions and forward guidance from Carpenter Technology CORP?

Forward-looking statements and predictions from Carpenter Technology CORP are extracted from SEC filings including earnings reports, annual reports, and current event filings.

Latest SEC filings for Carpenter Technology CORP. Recent 8-K filing on Nov 20, 2025. AI-decoded analysis of earnings, risk factors, and insider trades.

View Carpenter Technology CORP on SEC EDGAR

Overview

Carpenter Technology CORP (CRS) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Nov 20, 2025: On November 20, 2025, Carpenter Technology Corporation entered into a material definitive agreement and created a direct financial obligation. The filing also includes Regulation FD Disclosure and Financial Statements and Exhibits.

Sentiment Summary

Across 32 filings, the sentiment breakdown is: 1 bullish, 29 neutral, 2 mixed. The dominant filing sentiment for Carpenter Technology CORP is neutral.

Filing Type Overview

Carpenter Technology CORP (CRS) has filed 16 8-K, 2 DEF 14A, 2 10-K, 5 10-Q, 1 SC 13G, 6 SC 13G/A with the SEC between Jan 2024 to Nov 2025.

Filings by Year

2025 · 2024

Recent Filings (32)

Carpenter Technology Corp Files 8-K — 8-K · Nov 20, 2025 Risk: medium
On November 20, 2025, Carpenter Technology Corporation entered into a material definitive agreement and created a direct financial obligation. The filing also i
8-K Filing — 8-K · Nov 10, 2025
Carpenter Technology Files 8-K on Financials — 8-K · Oct 23, 2025 Risk: low
Carpenter Technology Corporation filed an 8-K on October 23, 2025, reporting on its results of operations and financial condition, and including financial state
Carpenter Technology Corp Files 8-K on Shareholder Vote Matters — 8-K · Oct 8, 2025 Risk: low
Carpenter Technology Corporation filed an 8-K on October 7, 2025, reporting on the submission of matters to a vote of its security holders. The filing, designat
Carpenter Tech Soars Past Profit Targets, Eyes 25% CAGR to $800M Op Income — DEF 14A · Sep 12, 2025 Risk: low
Carpenter Technology Corporation (CRS) reported a historic fiscal year 2025, achieving over $525 million in adjusted operating income, significantly surpassing
Carpenter Technology Corp: Executive and Director Changes Announced — 8-K · Aug 13, 2025 Risk: low
Carpenter Technology Corporation announced on August 12, 2025, changes in its executive and director roles. The filing details the departure of certain officers
Carpenter Tech Boosts R&D, Eyes Global Growth Amid Cyclical Markets — 10-K · Aug 12, 2025 Risk: medium
Carpenter Technology Corporation reported sales outside the United States, including export sales, of $1,177.2 million for fiscal year 2025, an increase from $1
Carpenter Technology Corp Files 8-K on Financials — 8-K · Aug 6, 2025 Risk: low
Carpenter Technology Corporation filed an 8-K on August 6, 2025, reporting on its results of operations and financial condition as of July 31, 2025. The filing
Carpenter Technology Corp Files 8-K on Financials — 8-K · Apr 29, 2025 Risk: low
Carpenter Technology Corporation filed an 8-K on April 29, 2025, reporting on its results of operations and financial condition as of April 24, 2025. The filing
Carpenter Technology Files Q3 2025 10-Q — 10-Q · Apr 24, 2025 Risk: medium
Carpenter Technology Corp. filed its 10-Q for the period ending March 31, 2025. The filing covers the third quarter of their fiscal year. Key financial data and
Carpenter Technology Corp Announces Executive & Board Changes — 8-K · Feb 24, 2025 Risk: medium
Carpenter Technology Corporation announced on February 20, 2025, changes in its executive team and board of directors. The filing details the departure of certa
Carpenter Technology Files 8-K — 8-K · Feb 18, 2025 Risk: low
Carpenter Technology Corporation filed an 8-K on February 18, 2025, reporting information under Regulation FD and including financial statements and exhibits. T
Carpenter Technology Corp Files 8-K on Financials — 8-K · Feb 3, 2025 Risk: low
Carpenter Technology Corporation filed an 8-K on January 30, 2025, reporting on its results of operations and financial condition. The filing includes financial
Carpenter Technology Corp. Files Q2 2025 10-Q — 10-Q · Jan 30, 2025 Risk: low
Carpenter Technology Corp. reported its Q2 2025 results for the period ending December 31, 2024. The company's fiscal year ends on June 30th. This filing covers
SC 13G Filing — SC 13G · Nov 12, 2024
SC 13G/A Filing — SC 13G/A · Oct 31, 2024
Carpenter Technology Corp Files 8-K on Financials — 8-K · Oct 29, 2024 Risk: low
Carpenter Technology Corporation filed an 8-K on October 29, 2024, reporting on its results of operations and financial condition as of October 24, 2024. The fi
Carpenter Technology Files Q1 FY25 10-Q — 10-Q · Oct 24, 2024 Risk: medium
Carpenter Technology Corp. filed its 10-Q for the period ending September 30, 2024. The filing details financial performance and operational updates for the fir
SC 13G/A Filing — SC 13G/A · Oct 16, 2024
Carpenter Technology Appoints New Director — 8-K · Oct 10, 2024 Risk: low
Carpenter Technology Corporation announced on October 8, 2024, the appointment of Michael J. McGarry as a new director, effective immediately. McGarry brings ex
Carpenter Technology Files 8-K on Shareholder Votes — 8-K · Oct 9, 2024 Risk: low
Carpenter Technology Corporation filed an 8-K on October 9, 2024, reporting on matters submitted to a vote of security holders as of October 7, 2024. The filing
Carpenter Technology Corp DEF 14A Filing — DEF 14A · Sep 13, 2024 Risk: medium
Carpenter Technology Corp filed its DEF 14A on September 13, 2024, for the fiscal year ending June 30, 2024. The filing details executive compensation, stock an
Carpenter Technology Corp. Files 2024 10-K — 10-K · Aug 13, 2024 Risk: medium
Carpenter Technology Corp. filed its 2024 10-K report on August 13, 2024, detailing its fiscal year ending June 30, 2024. The company, a specialty metals produc
Carpenter Technology Corp Files 8-K on Financials — 8-K · Jul 29, 2024 Risk: low
Carpenter Technology Corporation filed an 8-K on July 25, 2024, reporting on its results of operations and financial condition, as well as filing financial stat
Carpenter Technology Corp Files 8-K on Financials — 8-K · May 3, 2024 Risk: low
Carpenter Technology Corporation filed an 8-K on May 1, 2024, reporting on its results of operations and financial condition. The filing includes financial stat
Carpenter Technology Corp. Files 10-Q for Period Ending March 31, 2024 — 10-Q · May 1, 2024 Risk: medium
CARPENTER TECHNOLOGY CORP (CRS) filed a Quarterly Report (10-Q) with the SEC on May 1, 2024. Carpenter Technology Corp. filed a 10-Q report for the period endin
SC 13G/A Filing — SC 13G/A · Feb 13, 2024
Dimensional Fund Advisors Cuts Carpenter Tech Stake to 9.0% — SC 13G/A · Feb 9, 2024 Risk: medium
Dimensional Fund Advisors LP, a Delaware Limited Partnership, filed an amendment (SC 13G/A) on February 9, 2024, updating its ownership in Carpenter Technology
Carpenter Tech Files 8-K on Operations & Financial Condition — 8-K · Jan 29, 2024
Carpenter Technology Corporation filed an 8-K on January 25, 2024, to report its results of operations and financial condition. This filing, under SEC File Numb
Carpenter Technology Corp Files 10-Q for Period Ending December 31, 2023 — 10-Q · Jan 25, 2024 Risk:
CARPENTER TECHNOLOGY CORP (CRS) filed a Quarterly Report (10-Q) with the SEC on January 25, 2024. Carpenter Technology Corp filed a 10-Q report for the period e
State Street Corp Amends Passive Stake in Carpenter Technology — SC 13G/A · Jan 24, 2024
State Street Corporation, a major financial institution, filed an amended SC 13G/A on January 24, 2024, disclosing its ownership of Carpenter Technology Corp (C
BlackRock Amends Carpenter Tech Stake, Passive Investment Update — SC 13G/A · Jan 22, 2024
BlackRock Inc. filed an amended SC 13G/A on January 22, 2024, indicating a change in its ownership of Carpenter Technology Corp. common stock as of December 31,

Risk Profile

Risk Assessment: Of CRS's 23 recent filings, 0 were flagged as high-risk, 9 as medium-risk, and 14 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Financial Highlights

Key financial metrics from Carpenter Technology CORP's most recent 10-K filing (Aug 12, 2025):

Revenue: Not Disclosed
Net Income: Not Disclosed
EPS: Not Disclosed
Debt-to-Equity: Not Disclosed
Cash Position: Not Disclosed
Operating Margin: Not Disclosed
Total Assets: Not Disclosed
Total Debt: Not Disclosed

Key Executives

Tony R. Thene
Dr. Viola L. Acoff
Stephen M. Ward, Jr.
Howard H. Yu
I. Martin Inglis
James D. Dee
Michael J. McGarry

Industry Context

Carpenter Technology operates in the specialty metals industry, serving demanding sectors like aerospace, defense, medical, and energy. This industry is characterized by high barriers to entry due to specialized technology and capital requirements. Key trends include increasing demand for advanced materials with superior performance characteristics, driven by innovation in end-use applications and a focus on lightweighting and durability.

Top Tags

financial-reporting (5) · 10-Q (5) · results-of-operations (4) · 8-K (3) · quarterly-report (3) · financials (3) · 8-k (3) · institutional-ownership (3) · regulation-fd (2) · shareholder-vote (2)

Executive Compensation

From the most recent DEF 14A filing (Sep 12, 2025):

Michael A. Lorz — Chief Financial Officer: $2,500,000
Mark J. Kamphaus — Chief Operating Officer: $2,300,000
Christopher J. Donley — Senior Vice President, Specialty Alloys Operations: $2,100,000
Karen L. Weaver — Senior Vice President, Human Resources: $1,800,000
Timothy J. France — Senior Vice President, General Counsel and Secretary: $1,750,000

Key Numbers

Adjusted Operating Income: $525M — Exceeded original fiscal year 2027 target of $460-$500 million in fiscal year 2025
Brownfield Investment: $400M — Capacity expansion for premium melt capacity, expected completion early fiscal year 2028
New Operating Income Target: $765-$800M — For fiscal year 2027, representing nearly 25% CAGR from fiscal year 2025
Years of Uninterrupted Dividend Payments: 118 — Fiscal year 2025 marked this milestone
Total Case Incident Rate (TCIR): 1.4 — Fiscal year 2025, an improvement from prior year and below industry averages
CEO Equity Ownership Guideline: 5x — Multiple of base salary required over a five-year period
Say-on-Pay Vote Approval: 99% — Average approval rate from 2022-2024
Annual Meeting Date: October 7, 2025 — Virtual meeting at 11:00 a.m. EDT
Record Date: August 8, 2025 — For stockholders eligible to vote at the Annual Meeting
Directors for Election: 3 — To three-year terms expiring in 2028
Sales outside of the United States: $1,177.2 million — Increased from $1,136.7 million in fiscal year 2024, indicating international growth.
Company-sponsored research and development expenditures: $26.1 million — Increased from $25.6 million in fiscal year 2024, showing continued investment in innovation.
Costs of maintaining and operating environmental control equipment: $18.0 million — Increased from $17.4 million in fiscal year 2024, reflecting rising environmental compliance costs.
Capital expenditures for environmental control equipment: $1.1 million — Increased significantly from $0.7 million in fiscal year 2024, indicating new environmental investments.
Aggregate market value of voting common stock held by non-affiliates: $8,464,305,427 — As of December 31, 2024, based on a closing price of $169.71 per share.

Forward-Looking Statements

{"claim":"Other institutional investors may review their positions in Carpenter Technology Corp following Dimensional Fund Advisors LP's reduction.","entity":"Carpenter Technology Corp","targetDate":"Q2 2024","confidence":"medium"}

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Frequently Asked Questions

What are the latest SEC filings for Carpenter Technology CORP (CRS)?

Carpenter Technology CORP has 32 recent SEC filings from Jan 2024 to Nov 2025, including 16 8-K, 6 SC 13G/A, 5 10-Q. Each filing includes an AI-generated plain-English summary.

What is the overall sentiment of CRS filings?

Across 32 filings, the sentiment breakdown is: 1 bullish, 29 neutral, 2 mixed. The dominant sentiment is neutral.

Where can I find Carpenter Technology CORP SEC filings explained simply?

ReadTheFiling provides AI-powered plain-English summaries of all Carpenter Technology CORP (CRS) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.

What are the key financial highlights for Carpenter Technology CORP?

Key financial highlights from Carpenter Technology CORP's most recent 10-K include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.

What is the investment thesis for CRS?

The investment thesis for CRS includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.

Who are the key executives at Carpenter Technology CORP?

Key executives identified across Carpenter Technology CORP's filings include Tony R. Thene, Dr. Viola L. Acoff, Stephen M. Ward, Jr., Howard H. Yu, I. Martin Inglis and 2 others.

What are the main risk factors for Carpenter Technology CORP stock?

Of CRS's 23 assessed filings, 0 were flagged high-risk, 9 medium-risk, and 14 low-risk.

What are recent predictions and forward guidance from Carpenter Technology CORP?

Recent forward-looking statements from Carpenter Technology CORP include guidance on {"claim":"Other institutional investors may review their positions in Carpenter Technology Corp following Dimensional Fu.