Investors interested in stocks from the Steel - Speciality sector have probably already heard of Insteel Industries (IIIN) and Carpenter Technology (CRS) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate ...

Key Takeaways CRS delivered Q2 adjusted EPS of $2.33, beating estimates and rising sharply from the prior-year quarter.Revenues rose 7.5% y/y to $728M, driven by strength in the Aerospace, Defense and Energy markets.Carpenter Technology posted record adjusted operating income of $155M as margins expanded to 21.3%.Carpenter Technology Corporation (CRS) reported adjusted earnings of $2.33 per share for second-quarter fiscal 2026, beating the Zacks Consensus Estimate of $2.20. It had posted adjusted earnings o ...

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Total company sales excluding raw material surcharge were up 8% year-over-year and down 2% sequentially . Thene attributed the sequential decline largely to typical year-end factors such as fewer operating days and customer holiday closures, adding that those factors are not expected to impact the third quarter and that the company expects a sequential increase in net sales.Thene said the company’s Specialty Alloys and Operations (SAO) segment delivered an adjusted operating margin of 33.1% , up from 28.3% ...

(Mark One) Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-5828 CARPENTER TECHNOLOGY CORPORATION (Exact name of Registrant as specified in its Charter) Delaware 23-0458 ...

Exhibit 99.1 January 29, 2026 CARPENTER TECHNOLOGY CORPORATION 2nd Quarter Fiscal Year 2026 Earnings Call Cautionary Statement Forward-looking statements this presentation contains forward-looking statements within the meming of the Private Securities Litigation Act of 1995. These forward-fooking statements are subject to ri couse actual results to differ from those orgiected, anticipated on inquiled. The most similicant of these uncertainties are described in Carpenter Technology's filings wit Commission, ...

Carpenter Technology (CRS) reported $728 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 7.6%. EPS of $2.33 for the same period compares to $1.66 a year ago.The reported revenue represents a surprise of -0.08% over the Zacks Consensus Estimate of $728.57 million. With the consensus EPS estimate being $2.20, the EPS surprise was +5.79%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to ...

Carpenter Technology (NYSE:CRS) Q2 2026 Earnings call January 29, 2026 10:00 AM ET Company ParticipantsJohn Huyette - Head of Investor RelationsTimothy Lain - SVP and CFOTony Thene - Chairman and CEOConference Call ParticipantsAndre Madrid - AnalystBennett Moore - AnalystGautam Khanna - AnalystJosh Sullivan - Managing Director and Senior Equity Research AnalystPhil Gibbs - AnalystScott Deuschle - AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Desiree, and I will be your conferenc ...

Carpenter Technology (NYSE:CRS) Q2 2026 Earnings call January 29, 2026 10:00 AM ET Company ParticipantsJohn Huyette - Head of Investor RelationsTimothy Lain - SVP and CFOTony Thene - Chairman and CEOConference Call ParticipantsAndre Madrid - AnalystBennett Moore - AnalystGautam Khanna - AnalystJosh Sullivan - Managing Director and Senior Equity Research AnalystPhil Gibbs - AnalystScott Deuschle - AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Desiree, and I will be your conferenc ...

Financial Data and Key Metrics Changes - The company reported record operating income of $155 million for Q2 FY2026, a 31% increase compared to Q2 FY2025, and slightly up from the previous quarter [5][15] - Adjusted operating margin for the SAO segment reached 33.1%, up from 28.3% a year ago and 32% in the prior quarter [6][18] - Adjusted earnings per diluted share was $2.33 for the quarter, excluding the impact of debt refinancing [16][17] Business Line Data and Key Metrics Changes - SAO segment net sales excluding surcharge were $527.3 million, up 10% year-over-year and down 1% sequentially [17][18] - PEP segment net sales excluding surcharge were $77.2 million, down 11% sequentially and down 10% year-over-year, primarily due to lower demand for titanium products [19][20] Market Data and Key Metrics Changes - Sales in the aerospace and defense in-use market were down 1% sequentially but up 15% year-over-year, with aerospace engine materials order intake up 30% sequentially [10][11] - Medical in-use market sales were down 7% sequentially and 22% year-over-year, but orthopedic and dental sub-markets remained strong [12] - Energy in-use market sales were down 10% sequentially but up 19% year-over-year, driven by power generation demand [13] Company Strategy and Development Direction - The company is focused on expanding its capacity for nickel-based superalloys, with a brownfield capacity expansion project underway [30][36] - The company aims to maintain a balanced capital allocation approach, investing in growth projects while returning cash to shareholders through dividends and share repurchases [22][37] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing strength of the aerospace demand environment, citing significant increases in order intake and build rates [24][26] - The company raised its operating income guidance for FY2026 to $680 million-$700 million, reflecting a 30%-33% increase over FY2025 [34] Other Important Information - The company generated $132.2 million in cash from operating activities and expects to generate at least $280 million of adjusted free cash flow in FY2026 [21][22] - The company completed a refinancing of its long-term debt, extending maturity to 2034 and reducing interest rates [23] Q&A Session Summary Question: How broad-based is the participation of airframe customers in ordering? - Management noted increased activity across all aerospace sub-markets, with significant orders from structural customers returning after previous hesitations due to Boeing's issues [39][40] Question: What visibility is there regarding the defense sub-market orders? - Management indicated that there is pent-up demand from the defense sub-market due to the government shutdown, and orders are expected to pick up rapidly [40] Question: Is pricing still trending higher? - Management confirmed that pricing remains strong, with no discounts on premium aerospace products, and expects continued upward pricing trends due to supply-demand imbalances [42][43] Question: How did engine and fastener sales trend during the quarter? - Sales were relatively flat quarter-over-quarter, but year-over-year sales showed substantial increases across all aerospace sub-markets [51] Question: What is the outlook for the additive business? - Management sees potential for growth in the additive business, with increased adoption and activity from large customers [53]