Carpenter Technology Reports First Quarter Fiscal Year 2027 Results
Carpenter Technology reported record Q1 FY27 operating income of $196.4 million, up 28% year-over-year, with diluted EPS of $3.25 versus $2.43 a year ago. Net sales rose 9% to $798.2 million, and the SAO segment posted a 37.7% adjusted operating margin, up from 32.0%. Commercial aerospace bookings accelerated, with aerospace structural and distribution bookings up 49% YoY. Management maintained FY27 operating income guidance of $850-880 million (up 21-25%), reaffirmed a $1.2-1.3 billion FY29 target, and said it is working on actions to exceed both.
Key figures
- Eps
- 3.25
- Revenue
- 798200000
- Guidance
- Q2 FY27 operating income $192M-$197M; FY27 operating income maintained at $850M-$880M (up 21-25% YoY); FY29 target $1.2B-$1.3B
- Revenue Yoy
- 9%
- Capex
- 77700000
- Net income
- 162500000
- Total liquidity
- 658600000
- Operating income
- 196400000
- Operating cash flow
- 52800000
- Operating income yoy
- 28%
- Sao operating income
- 216300000
- Share repurchases q1
- 133900000
- Buyback authorization
- $1.0 billion (August 2026), $985.0M remaining
- Sao adjusted operating margin
- 37.7%
- Aero structural distribution bookings growth
- 23% sequential / 49% YoY
AI analysis
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