Crane pany(CR)
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Bullish Outlook for Crane (CR) Following Recent Acquisitions
Yahoo Finance· 2026-02-06 08:45
Crane Company (NYSE:CR) is one of the 15 best Industrial Machinery and Supplies stocks to buy according to Hedge Funds. On January 29, Scott Deuschle from Deutsche Bank maintained his Buy rating on Crane Company (NYSE:CR), following the company’s fourth quarter results announcement. The analyst also raised his price target on the stock from $235 to $238, implying almost 29% upside. Redwire (RDW) Loses 12.5% After 5-Month High Andrey Armyagov/Shutterstock.com On January 29, Matt Summerville from DA Davi ...
Crane signals 10% adjusted EPS growth target for 2026 with robust M&A-driven expansion (NYSE:CR)
Seeking Alpha· 2026-01-27 23:13
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Crane: Excellence Of Execution Versus What Will You Do For Me Tomorrow (NYSE:CR)
Seeking Alpha· 2026-01-27 18:30
Fair analysis almost demands criticism on some level, but apart from perhaps paying a little too much for some acquisitions and not always being consistent with the information they present on a quarterly basis, I don’t have a lot to criticize withAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receivi ...
Crane Q4 Earnings Call Highlights
Yahoo Finance· 2026-01-27 16:39
Crane also generated what Maue called “outstanding” cash performance in 2025, ending the year with 102% adjusted free cash conversion.CFO Rich Maue provided additional detail, noting fourth-quarter core sales growth of 5.4% and a 16% increase in adjusted operating profit. He said adjusted operating profit benefited from “higher productivity and favorable pricing net of inflation.” Maue added that core foreign-exchange-neutral backlog increased 14% year over year, while core FX-neutral orders rose 2%.For the ...
Crane pany(CR) - 2025 Q4 - Earnings Call Transcript
2026-01-27 16:02
Crane Company (NYSE:CR) Q4 2025 Earnings call January 27, 2026 10:00 AM ET Company ParticipantsAlex Alcala - EVP and COOAllison Poliniak-Cusic - VP of Investor RelationsAmit Mehrotra - Managing DirectorGreg Nalbandian - Senior Managing DirectorJeff Sprague - Founder and Managing PartnerJordan Lyonnais - Equity Research AssociateJustin Ages - Director Equity ResearchMax Mitchell - Chairman, President, and CEORich Maue - EVP and CFOScott Deuschle - DirectorConference Call ParticipantsMatt Summerville - Managi ...
Crane pany(CR) - 2025 Q4 - Earnings Call Transcript
2026-01-27 16:02
Financial Data and Key Metrics Changes - Adjusted EPS for Q4 2025 was $1.53, up 21% year-over-year, driven by a 5.4% core sales growth [5][29] - For the full year 2025, adjusted EPS increased by 24%, reflecting strong performance and customer satisfaction [5] - Core FX neutral backlog increased by 14% year-over-year, indicating strong demand [29] Business Line Data and Key Metrics Changes - Aerospace and Advanced Technologies segment sales reached $272 million, a 15% increase, primarily organic growth [30] - Process Flow Technologies segment delivered sales of $309 million, flat compared to the previous year, with core sales down 1.5% [31][20] - Adjusted segment margin for Aerospace and Advanced Technologies expanded to 23.6%, up 50 basis points from the previous year [31] Market Data and Key Metrics Changes - The commercial aerospace market remains strong, with Boeing and Airbus ramping up production [15] - Defense procurement spending is solid, with a focus on strengthening the defense industrial base amid global uncertainties [15] - Chemical markets remain subdued, impacting the Process Flow Technologies segment [18] Company Strategy and Development Direction - The company aims for 4%-6% core sales growth and 35%-40% core operating leverage, with a focus on delivering shareholder value [4] - Recent acquisitions, including Druck, Panametrics, and Reuter-Stokes, are expected to enhance growth and support existing and new customers [6][9] - The company plans to widen its strategic focus in the Aerospace and Advanced Technologies segment, looking for adjacent market opportunities [8][52] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strong performance and resilience, anticipating continued growth in 2026 [11] - The guidance for 2026 includes an adjusted EPS of $6.55-$6.75, reflecting a solid growth outlook despite challenges [12] - Management noted that while the first quarter of 2026 may be seasonally soft, the overall outlook for the year remains positive [35] Other Important Information - The company has a planned succession timeline, with Alex Alcala set to become CEO in April 2026, while Max Mitchell will transition to Executive Chairman [10][11] - The integration of recent acquisitions is progressing well, with expectations for these businesses to be slightly accretive to earnings in 2026 [22] Q&A Session Summary Question: What are the pricing opportunities at Druck in 2026 and 2027? - Management indicated significant pricing opportunities and expects improvements starting this year, with no obstacles to achieving goals [39][40] Question: Can you clarify guidance related to cost takeout at PSI? - Management confirmed no changes to previously discussed cost takeout targets, with productivity and commercial growth being key elements [41][42] Question: Can you discuss the impact of the government shutdown on military programs? - Management noted no significant changes in orders or funding due to the government shutdown, although some flight tests were delayed [77][78] Question: What is the expected performance for the aerospace segment in 2026? - Management anticipates strong growth in commercial OEM and mid-single digits for military OEM, with aftermarket volumes also expected to remain strong [76][77]
Crane pany(CR) - 2025 Q4 - Earnings Call Transcript
2026-01-27 16:00
Financial Data and Key Metrics Changes - Adjusted EPS for Q4 2025 was $1.53, up 21% year-over-year, driven by a 5.4% core sales growth [5][30] - For the full year 2025, adjusted EPS increased by 24%, reflecting strong performance and customer satisfaction [5] - Core FX neutral backlog increased by 14% year-over-year, indicating strong demand [30] Business Line Data and Key Metrics Changes - Aerospace and Advanced Technologies segment sales reached $272 million, a 15% increase, primarily organic growth [30] - Process Flow Technologies segment sales were $309 million, flat compared to the previous year, with core sales down 1.5% [33][34] - Adjusted segment margin for Aerospace and Advanced Technologies expanded to 23.6%, up 50 basis points from the previous year [33] Market Data and Key Metrics Changes - The commercial aerospace market remains strong, with Boeing and Airbus ramping up production [16] - Defense procurement spending is solid, with a focus on strengthening the defense industrial base amid global uncertainties [16] - Chemical markets remain subdued, impacting the Process Flow Technologies segment [34][56] Company Strategy and Development Direction - The company aims for 4%-6% core sales growth and 35%-40% core operating leverage, with a focus on long-term value creation [4] - Recent acquisitions, including Druck, Panametrics, and Reuter-Stokes, are expected to enhance growth and support existing and new customers [5][9] - The company plans to expand its Aerospace and Advanced Technologies segment by exploring adjacent markets and technologies [8][16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength and resilience of the company’s team and portfolio, anticipating strong performance in 2026 [11] - The guidance for 2026 includes an adjusted EPS of $6.55-$6.75, reflecting a solid growth outlook [12] - The company expects core sales growth in Aerospace and Advanced Technologies to be at the high end of the long-term growth assumption of 7%-9% [16] Other Important Information - The company has a planned succession timeline, with Alex Alcala set to become CEO on April 27, 2026 [10] - The integration process for recent acquisitions is underway, with expectations for these businesses to be slightly accretive to earnings in 2026 [22][23] - Corporate expenses for 2026 are anticipated to be in the range of $80 million-$85 million [36] Q&A Session Summary Question: What are the pricing opportunities at Druck in 2026 and 2027? - Management indicated significant pricing opportunities and expects improvements starting this year, with no obstacles to achieving goals [41][42] Question: Can you clarify what guidance contemplates regarding cost takeout at PSI? - Management confirmed that there are no changes to previously discussed cost takeout plans, which include productivity improvements and leveraging growth [43][44] Question: Can you discuss the strategic direction of the Aerospace and Advanced Technologies segment? - Management explained that the renaming to AAT reflects a broader focus on adjacent technologies and strategic growth opportunities [52] Question: What is the outlook for the chemical market in 2026? - Management expects the chemical market to remain sluggish, with no strong uptick anticipated in 2026 [56][58] Question: What are the expected synergies from the recent acquisitions? - Management stated that while synergies are not included in the initial financial model, they anticipate growth synergies from the acquisitions over time [101][104]
Crane pany(CR) - 2025 Q4 - Earnings Call Presentation
2026-01-27 15:00
This presentation contains forward-looking statements within the meaning of the federal securities laws. Forward-looking statements include all statements that are not historical statements of fact and those regarding our intent, belief, or expectations, including, but not limited to: benefits and synergies of the Druck, Panametrics and ReuterStokes, and optek-Danulat acquisitions; strategic and competitive advantages of Crane; future financing plans and opportunities; and business strategies, prospects and ...
Gabelli Hosts 36th Annual Pump, Valve, and Water Systems Symposium
Globenewswire· 2026-01-27 13:00
GREENWICH, Conn., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Gabelli Funds, LLC, will host its 36th Annual Pump, Valve, & Water Systems Symposium at Convene 530 Fifth Avenue in New York, NY on Thursday, February 26th, 2026. The event will feature discussions with leading companies and organizations across the industrial landscape, with an emphasis on critical infrastructure, aerospace and defense, machine tools, and the oil and gas industry. Attendees will also have the opportunity to meet with management in a one-o ...
Crane Company Reports Strong Q4 2025 Performance, Initiates 2026 Guidance, Completes Two Acquisitions, and Announces Leadership Transition Plan
Businesswire· 2026-01-26 21:15
STAMFORD, Conn.--(BUSINESS WIRE)--Crane Company ("Crane," NYSE: CR) today announced its financial results for the fourth quarter of 2025 and initiated its full-year 2026 adjusted EPS outlook. Max Mitchell, Crane's Chairman, President and Chief Executive Officer, stated: "We are excited to report another outstanding quarter, highlighted by a 21% increase in adjusted EPS and 5.4% growth in core sales, reflecting our continued emphasis on technical and commercial excellence and operational discipline. Our four ...