Core Insights - Crane NXT reported full-year sales of approximately $1.7 billion, reflecting an 11% increase, with core sales growth of about 1% [1] - The company achieved fourth-quarter sales of $477 million, up around 20% year-over-year, driven by acquisitions and strong performance in Crane Currency [2] - Adjusted EBITDA margin was approximately 25% in Q4 and 24% for the full year, with adjusted EPS of $1.27 for the quarter and $4.06 for the year [3] Financial Performance - For the full year, adjusted segment operating margin decreased by approximately 260 basis points, influenced by acquisitions and international currency costs [1] - Fourth-quarter adjusted segment operating margin was about 26%, down roughly 120 basis points from the prior year due to added costs and unfavorable foreign exchange impacts [2] - CPI segment core sales declined about 4% year-over-year, while SAT delivered core sales growth of about 7% [6][9] Segment Analysis - In the CPI segment, fourth-quarter core sales were flat, with double-digit growth in gaming offset by softness in other markets [6] - SAT experienced a fourth-quarter core sales increase of approximately 11%, with total segment sales growth exceeding 40% [7] - SAT backlog was up more than 50% year-over-year, supporting management's confidence in future growth [9] Strategic Initiatives - Crane NXT plans to invest in international currency capacity and advance its pending Antares Vision transaction, expecting to take it private by mid-2026 [4][19] - The company aims for 2026 sales growth of 4-6%, with adjusted segment EBITDA margin around 28% and adjusted EPS of $4.10 to $4.40 [14][15] - Management outlined steps to expand capacity, including increased staffing and partnerships for banknote printing [12] Market Trends - Increased counterfeiting in emerging markets is prompting redesigns with higher security features, supporting demand in concentrated business areas [16] - The company expects revenue to be weighted towards the second half of the year, with mid-teens revenue growth anticipated in Q1 [17] - The company ended 2025 with net leverage of approximately 2.3x and plans to use free cash flow to pay down debt [18]

Core Insights - Crane NXT reported revenue of $476.9 million for the quarter ended December 2025, marking a year-over-year increase of 19.5% and exceeding the Zacks Consensus Estimate of $452.1 million by 5.49% [1] - The company's EPS for the same period was $1.27, up from $1.20 a year ago, also surpassing the consensus estimate of $1.25 by 1.6% [1] Financial Performance - Net Sales in Security and Authentication Technologies reached $260.9 million, significantly above the two-analyst average estimate of $236.41 million, reflecting a year-over-year increase of 41.6% [4] - Net Sales for Crane Payment Innovations were reported at $216 million, slightly above the average estimate of $215.65 million, with a year-over-year change of 0.5% [4] - Operating profit for Security and Authentication Technologies was $37.7 million, below the average estimate of $44.53 million [4] - Operating profit for Crane Payment Innovations was $62.2 million, closely aligning with the average estimate of $62.42 million [4] Stock Performance - Crane NXT shares have returned +9.6% over the past month, contrasting with a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Crane NXT reported revenue of $445.1 million for the quarter ended September 2025, marking a year-over-year increase of 10.3% and exceeding the Zacks Consensus Estimate by 3.78% [1] - The earnings per share (EPS) for the same period was $1.28, up from $1.16 a year ago, with an EPS surprise of 2.4% compared to the consensus estimate of $1.25 [1] Financial Performance - Net Sales in Security and Authentication Technologies reached $228.8 million, surpassing the estimated $206.25 million, reflecting a year-over-year increase of 28.1% [4] - Net Sales for Crane Payment Innovations were reported at $216.3 million, slightly below the average estimate of $222.65 million, indicating a year-over-year decline of 3.8% [4] - Operating profit for Security and Authentication Technologies was $39.3 million, close to the average estimate of $39.59 million [4] - Operating profit for Crane Payment Innovations was $60.7 million, compared to the average estimate of $63.01 million [4] Stock Performance - Crane NXT shares have returned -6.3% over the past month, contrasting with the Zacks S&P 500 composite's increase of 1% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Q2 2025 Financial Performance - Sales grew by approximately 9%[6, 15], driven by acquisitions[16] - Adjusted EPS was $0.97[6, 16], aligning with expectations[16] - Adjusted Free Cash Flow conversion was approximately 120%[6, 16] - Core growth was (0.8%) [15] - FX Translation was 2.7%[15] - Acquisitions was 7.2%[15] Segment Results - Crane Payment Innovations (CPI) sales decreased by 5.8% to $211 million[17] - Security and Authentication Technologies (SAT) sales increased by 32% to $193 million[19] Guidance and Outlook - Full-year Adjusted EPS guidance is reaffirmed at $4.00 to $4.30[7] - Crane NXT sales growth is projected at +6% to +8%[24] - CPI segment sales growth is projected at -2% to 0%[24] - SAT segment sales growth is projected at +19% to +21%[24]

Core Insights - Crane NXT reported revenue of $404.4 million for the quarter ended June 2025, marking a year-over-year increase of 9.1% [1] - The earnings per share (EPS) for the same period was $0.97, down from $1.06 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $376.41 million by 7.44%, while the EPS also surpassed the consensus estimate of $0.92 by 5.43% [1] Revenue Breakdown - Net Sales from Security and Authentication Technologies reached $193 million, exceeding the average estimate of $173.02 million by two analysts [4] - Net Sales from Crane Payment Innovations totaled $211.4 million, slightly above the average estimate of $203.42 million, but represented a year-over-year decline of 5.8% [4] Profitability Metrics - Operating profit from Security and Authentication Technologies was reported at $18 million, significantly lower than the average estimate of $31.59 million [4] - Operating profit from Crane Payment Innovations was $49 million, compared to the average estimate of $53.42 million [4] Stock Performance - Crane NXT shares have returned +1% over the past month, outperforming the Zacks S&P 500 composite's +0.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Crane NXT (CXT) reported revenue of $330.3 million for the quarter ended March 2025, marking a year-over-year increase of 5.3% and a surprise of +4.40% over the Zacks Consensus Estimate of $316.38 million [1] - The earnings per share (EPS) for the same period was $0.54, down from $0.85 a year ago, with an EPS surprise of +5.88% compared to the consensus estimate of $0.51 [1] Financial Performance Metrics - Net Sales in Security and Authentication Technologies reached $127.40 million, exceeding the average estimate of $119.10 million by two analysts, representing a year-over-year increase of +21.8% [4] - Net Sales for Crane Payment Innovations were reported at $202.90 million, slightly below the average estimate of $197.53 million, reflecting a year-over-year decline of -2.9% [4] - Operating profit for Security and Authentication Technologies was $2.40 million, significantly lower than the average estimate of $14.33 million [4] - Operating profit for Crane Payment Innovations was $49.70 million, surpassing the average estimate of $46.37 million [4] Stock Performance - Shares of Crane NXT have returned +12.2% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]