FOURTH QUARTER 2025 EARNINGS PRESENTATION January 29, 2026 DELIVERING SHAREHOLDER VALUE | | | 2025 | 2026 | | --- | --- | --- | --- | | | | Actuals | Guidance | | Strategy aligned to fastest | | | | | growing defense priorities | Revenue | $21.9B | $23B - $23.5B | | | Growth1,2 | 5% | 7%3 | | 2026 Guidance exceeded initial | Adjusted Segment | | | | 2026 Financial Framework | Operating | 15.8% | low 16% | | | Margin2,4 | | | | Disciplined capital deployment | | | | | | Adjusted Free | $2.8B | $3.0B | | | Ca ...

IP to Create Two Independent Public Companies; Fourth Quarter and Full Year 2025 Earnings January 29, 2026 Forward-looking Statements Certain statements in this presentation that are not historical in nature may be considered "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements can be identified by the use of forward-looking or conditional words such as "expects," "anticipates," "believes," "estimates," "could," "shou ...

Full Year & Fourth Quarter 2025 Results January 29, 2026 Charles T. Lauber Executive Vice President and Chief Financial Officer Fourth Quarter 2025 Earnings Presentation 2 Stephen M. Shafer President and Chief Executive Officer Highlights North America Rest of World Helen E. Gurholt Vice President - Investor Relations, Financial Planning & Analysis Forward Looking Statements This presentation contains statements that we believe are "forward-looking statements" within the meaning of the Private Securities Li ...

Q4 and Full Year 2025 Results January 29, 2026 CAUTIONARY STATEMENT REGARDING FORWARD LOOKING INFORMATION Certain statements contained in this presentation constitute "forward-looking statements" within the meaning of federal securities laws. These forward-looking statements are based upon management's current expectations, predictions, estimates, assumptions and beliefs concerning future events and conditions and may discuss, among other things, anticipated future performance (including sales and earnings) ...

2 *Based on the 2025 Pied Piper PSI Service Telephone Effectiveness Study **As of January 28, 2026 3 • Continued process improvements • Ongoing investment in attracting and retaining talent $2,858 $2,767 $1,653 $1,739 $226 $230 $680 $700 4Q24 4Q25 Consolidated Revenues 1% 3% 2% 5% (3)% $2,798 $2,672 New Vehicle Retail Used Vehicle Retail Finance & Insurance Parts & Service $5,546 $5,580 Same Store Revenues Increased in 2025 by 11.8% and 4.1% on an actual and same store basis, respectively, compared to 2024 ...

Q1 FY 2026 Investor Presentation January 29, 2026 Forward-Looking Statements Certain statements in this presentation are forward-looking as defined in the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events, and may be identified by the use of words such as "anticipate," "believe," "contemplate," "continue," "could," "estimate," "expect," "intend," "may," "plan," "potential," "predict," "project," "should," "target," "will," or "would," or the negat ...

Q4 2025 Update January 29, 2026 Q4 2025 Highlights "The fourth quarter represented our 24th consecutive quarter of free cash flow generation, highlighting our Sustainable Business Model and consistent execution that are the cornerstones of growing our long-term per share value," commented Alan Shepard, President & CEO. "We continue to believe that our share repurchase program represents a compelling capital allocation opportunity, and as such, we are announcing an additional $2 billion share repurchase auth ...

FOURTH QUARTER 2025 ANALYST CONFERENCE CALL JANUARY 29, 2026 Safe Harbor The information included in this presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements include expectations about the housing market in general and our future results including our ability to increase market share, our full year 2026 projected share repurchases, home closing volume and home closing revenue, and first quarter 2026 projected home closi ...

January 29, 2026 CARPENTER TECHNOLOGY CORPORATION 2 nd Quarter Fiscal Year 2026 Earnings Call © 2025 CRS Holdings, LLC. All rights reserved. Cautionary Statement Forward-looking statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Act of 1995. These forward-looking statements are subject to risks and uncertainties that could cause actual results to differ from those projected, anticipated or implied. The most significant of these uncertaint ...

Fourth-Quarter and Full Year 2025 Results January 29, 2026 Forward-Looking Statements This presentation includes "forward-looking" statements within the meaning of securities laws, which are statements that are not historical facts, including statements that relate to our future financial performance and targets, including revenue, EPS, operating income, operation margin and earnings; operating leverage; our business operations; demand for our products and services, including bookings and backlog; capital d ...