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Sep 30, 2024
Carpenter Technology Q1 2025 Earnings Report
Carpenter Technology reported a strong start to fiscal year with record first quarter and increased earnings guidance.
Key Takeaways
Carpenter Technology reported a record first quarter with profits up 70% year-over-year. The company generated $13.3 million in adjusted free cash flow and executed $32.1 million in share repurchases. They are guiding to the high end of the $460 million to $500 million range for FY25.
Record first quarter profits up 70% year-over-year
SAO beat guidance with expanding operating margins
Generated $13.3 million in adjusted free cash flow
Executed $32.1 million in share repurchases
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Carpenter Technology is guiding to the high end of the $460 million to $500 million range for FY25 and expects continued earnings growth beyond FY25.
Positive Outlook
- Delivering record profits while navigating near-term Aerospace market uncertainty
- Strong start to fiscal year with record first quarter
- Strengthening earnings growth outlook
- Backlog remains near record levels
- Strong demand across markets, like Medical and Energy sub-market power generation, with Aerospace-like margins
Challenges Ahead
- Navigating near-term Aerospace uncertainty
- Leveraging supply chain visibility and manufacturing flexibility to optimize production schedules
- Line-of-sight to activities that could push operating income higher
- Expected earnings growth beyond FY25
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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