EarningsCRS's high conviction 2-year EPS CAGR of 25%+ is seen as a buying opportunity.
Operational EfficiencyThe continuous improvement culture at Carpenter Technology Corp has reached a high level of efficiency, contributing to improved margins, safety, and operational flow.
Pricing PowerPricing power remains a pillar of the analyst's Overweight thesis for CRS, supported by an attractive outlook for more than 75% of the company’s end market exposure, steep barriers to entry, and expectations of a forthcoming high-purity nickel alloy shortfall.