May 8th ended up being a really good day for shareholders of Crane NXT (NYSE: CXT ), a company that serves as the only supplier of US paper currency to the US government, as well as a provider ofCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live c ...

Investors in Crane Company (CR) need to pay close attention to the stock based on moves in the options market lately. That is because the Jun 20, 2025 $115 Call had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean t ...

Financial Data and Key Metrics Changes - Adjusted EPS for Q1 2025 was $1.39, reflecting a 7.5% core sales growth driven by Aerospace and Electronics and Process Flow Technologies [5][28] - Core orders increased by 16% in the quarter, primarily due to strength in Aerospace and Electronics [5][28] - Adjusted operating profit rose by 18%, supported by volumes, solid net pricing, and productivity [28] Business Line Data and Key Metrics Changes - Aerospace and Electronics segment sales reached $249 million, a 10% increase, with a record backlog of $960 million, up 21% year-over-year [29][30] - Total aftermarket sales in Aerospace and Electronics increased by 20%, with commercial aftermarket sales up 19% and military aftermarket up 24% [29] - Process Flow Technologies delivered sales of $309 million, up 9%, with core sales growth of 5% and a 5% contribution from recent acquisitions [30][31] Market Data and Key Metrics Changes - The Aerospace market remains strong, with Boeing ramping up production and solid procurement spending in defense [16][30] - Core sales growth for Aerospace and Electronics is anticipated to be mid to high single digits for the year, leveraging a 35% to 40% growth rate [17][30] - Process Flow Technologies is positioned to outgrow markets across cycles, focusing on higher growth end markets such as chemicals and pharmaceuticals [20][21] Company Strategy and Development Direction - The company aims to continue driving above-market growth through both organic means and acquisitions, with a strong balance sheet and $1.5 billion in M&A capacity [10][23] - The strategic focus includes investing in technology and new product development while maintaining operational excellence [21][27] - The company is actively pursuing new business opportunities and has a robust pipeline of potential acquisitions across various segments [24][108] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in emerging stronger from current economic challenges, reaffirming the full-year adjusted EPS outlook of $5.3 to $5.6 [6][27] - The company is prepared to adapt to changes in the economic environment, including inflationary pressures and supply chain dynamics [6][15] - Management highlighted the importance of maintaining a flexible and accountable operational structure to navigate uncertainties [15][27] Other Important Information - The company has not seen a slowdown in M&A activity despite macroeconomic challenges, indicating a strong pipeline of potential deals [24][87] - Recent leadership conferences focused on reinforcing best practices and driving growth initiatives across the organization [25][26] - The company expects to manage through potential demand fluctuations without losing sight of long-term goals [21][27] Q&A Session Summary Question: Can you clarify the updated guidance and the contribution of price to sales? - Management expects about 3% overall price contribution, more heavily weighted to Process Flow Technologies [38] Question: Are there any notable items in the defense package that could drive growth? - Management sees broad exposure across defense platforms and anticipates strong demand in munitions and aircraft [44][45] Question: What is the growth split between volume and price in Aerospace and Electronics? - The growth split was roughly 50/50 between volume and price [51] Question: Are there any concerns about supply chain disruptions affecting project deliveries? - Management does not foresee significant disruptions, although some lead time extensions may occur [78] Question: How is the company managing tariff impacts on costs? - The estimated tariff impact is around $60 million for the year, which the company expects to mitigate substantially [95][96] Question: What is the outlook for the chemical market within Process Flow Technologies? - The company anticipates some project activity in the Americas to shift to the right, with softening demand in Europe [98]

2 FIRST QUARTER RESULTS CRANE Q1 2025 Earnings Release Call FORWARD LOOKING STATEMENTS – DISCLAIMER 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 separation transaction; strategic and competitive advantages of Crane; future financing plans an ...

Crane Company (CR) Q1 2025 Earnings Call April 29, 2025 10:00 AM ET Company Participants Allison Poliniak-Cusic - Vice President - IRMax Mitchell - Chairman, President & CEOAlejandro Alcala - Executive VP & COORichard Maue - Executive VP & CFODamian Karas - Executive DirectorScott Deuschle - Director - Aerospace & Defense Equity ResearchJeffrey Sprague - Founder and Managing PartnerNathan Jones - Managing DirectorJordan Lyonnais - Equity Research AssociateJustin Ages - Director - Equity ResearchTony Bancrof ...

Core Insights - Crane NXT reported a full year sales growth of 7%, with GAAP EPS of $3.19 and Adjusted EPS of $4.26, indicating a solid performance in 2024 [1][3][16] - The company is on track to close the acquisition of De La Rue Authentication Solutions in the second quarter of 2025, enhancing its position in the authentication market [1][3] Fourth Quarter 2024 Highlights - Fourth quarter sales reached $399.1 million, an increase of $42.2 million or 11.8% year-over-year, driven by the OpSec Security acquisition and core sales growth [6][14] - GAAP operating profit margin was 17.7%, while Adjusted operating profit margin improved to 23.7% [5][7] - GAAP EPS for the fourth quarter was $1.00, and Adjusted EPS was $1.20 [8][16] Full Year 2024 Results - Total net sales for 2024 were $1,486.8 million, a 6.9% increase from 2023, primarily due to the OpSec Security acquisition and core sales growth [13][14] - Operating profit for the year was $268.8 million, with an operating profit margin of 18.1% [15][16] - Adjusted operating profit margin decreased to 23.6% from 24.8% in the previous year [15] Financial Position and Cash Flow - Cash provided by operating activities was $214.1 million in 2024, down from $276.3 million in 2023, primarily due to timing of shipments and increased capital expenditures [17] - The company ended 2024 with cash and cash equivalents of $165.8 million and total debt of $750.6 million [18] 2025 Guidance - Crane NXT introduced guidance for 2025, projecting Adjusted EPS between $4.00 and $4.30, with sales growth expectations of 1% to 3% [19][20] - The company anticipates Adjusted Segment Margin to be around 26% to 27% [20] Dividend Announcement - The company declared a quarterly dividend of $0.17 per share for the first quarter of 2025, reflecting a 6% increase over the prior year [21]

Group 1 - Crane NXT (NYSE: CXT) operates two separate divisions, attracting interest since its spin-off from its parent company [1] - The company focuses on cash flow and the potential for value and growth in the oil and natural gas sector [1] - Crude Value Insights provides an investing service and community centered on oil and natural gas, emphasizing cash flow generation [1] Group 2 - Subscribers of Crude Value Insights benefit from a 50+ stock model account and in-depth cash flow analyses of exploration and production (E&P) firms [2] - The service includes live chat discussions about the sector, enhancing community engagement and information sharing [2] Group 3 - A two-week free trial is available for new subscribers, promoting access to insights in the oil and gas industry [3]

CRANE Q4 2024 Earnings Release Call Forward-Looking Statements – Disclaimer 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 separation transaction; strategic and competitive advantages of Crane; future financing plans and opportunities; and bus ...

Company Performance - The share price of Crane Company (NYSE: CR) grew over 39% in the past year, indicating strong performance [1] - The company has reinvested in growth, positioning itself in a virtuous cycle, suggesting potential for further price appreciation [1] Analyst Background - Robert F Abbott has been managing family investments since 1995 and incorporated options strategies in 2010 [2] - He holds a Bachelor of Arts and a Master of Business Administration (MBA) degree [2]

Core Insights - Crane Company (CR) divested its Engineered Materials segment to KPS Capital Partners for $227 million, announced in December 2024 [1] - The divestment allows Crane Company to concentrate on its core businesses, specifically Aerospace & Electronics and Process Flow Technologies, while enhancing capital allocation priorities [2] - Starting Q4 2024, the Engineered Materials segment will be classified as discontinued operations, with updated adjusted EPS guidance for 2024 now expected to be between $4.71 and $4.86, down from the previous range of $5.05 to $5.20 [3] Financial Performance - Crane Company currently holds a Zacks Rank of 4 (Sell), with a stock price increase of 35.4% over the past year, outperforming the industry growth of 11.8% [4] Comparative Analysis - Graham Corporation (GHM) has a Zacks Rank of 1 (Strong Buy) and a trailing four-quarter average earnings surprise of 101.9%, with a recent 8.4% increase in earnings estimates for fiscal 2025 [6] - Gates Industrial Corporation plc (GTES) holds a Zacks Rank of 2 (Buy) and has a trailing four-quarter average earnings surprise of 11.8% [7] - Generac Holdings Inc. (GNRC) also carries a Zacks Rank of 2, with a trailing four-quarter average earnings surprise of 10.8% and a 0.6% increase in earnings estimates for 2024 [8]