Carpenter Technology Corporation filings document an operating specialty materials issuer with common stock listed on the New York Stock Exchange under CRS. Recent Form 8-K disclosures cover quarterly results, earnings-call materials, Regulation FD communications, dividend and governance events, and capital-structure actions.
The filing record includes material agreements for the company’s 5.625% senior notes due 2034, along with exhibits describing press releases, presentation materials, indenture terms, and related financial disclosures. Carpenter Technology’s filings also frame risks around the cyclical specialty materials business, aerospace, defense, medical, energy, transportation, industrial and consumer end markets, manufacturing performance, raw material, energy and freight costs, and execution of operating improvements.
Carpenter Technology Corporation announced the pricing of a private offering of $700.0 million aggregate principal amount of 5.625% senior notes due 2034. The notes will be offered in the U.S. to qualified institutional buyers under Rule 144A and outside the U.S. in compliance with Regulation S, and have not been registered under the Securities Act.
The company furnished a press release as Exhibit 99.1. Any resale in the United States is expected to be limited to investors reasonably believed to be qualified institutional buyers, consistent with the private placement structure.
Carpenter Technology (CRS) announced it intends to offer, subject to market and other conditions, $700.0 million aggregate principal amount of senior notes due 2034 in a private offering. The notes will not be registered under the Securities Act and are expected to be eligible for resale in the U.S. only to qualified institutional buyers and to non‑U.S. persons in compliance with Regulation S.
The company is also moving to amend and restate its credit facility, expecting to increase revolving commitments from $350 million secured to $500 million unsecured, add an uncommitted accordion feature of up to $650 million, extend the maturity to the fifth anniversary of closing, and modify rates and covenants. The amendment is anticipated to close concurrently with or prior to the offering, though there is no assurance on timing or outcome.
FMR LLC filed Amendment No. 4 to Schedule 13G reporting beneficial ownership of 3,371,421.60 shares of Carpenter Technology common stock, representing 6.8% of the class. The filing lists sole voting power over 3,152,951.78 shares and sole dispositive power over 3,371,421.60 shares, with no shared voting or dispositive power. The date of event is September 30, 2025.
Abigail P. Johnson is also a reporting person, citing sole dispositive power over 3,371,421.60 shares and a 6.8% stake. The certification states the securities were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.
Carpenter Technology Corporation furnished slides from its first quarter fiscal 2026 earnings call, which was broadcast by webcast. The presentation materials are included as Exhibit 99.1 and are expressly stated as furnished, not deemed filed.
Carpenter Technology Corporation furnished an 8-K announcing fiscal 2026 first quarter results for the period ended September 30, 2025. The company issued a press release on October 23, 2025, which is included as Exhibit 99.1. The information under Item 2.02 is furnished and shall not be deemed to be filed. The filing also lists the Cover Page Interactive Data File as Exhibit 104.
Carpenter Technology (CRS) reported stronger quarterly results. For the three months ended September 30, 2025, net sales were $733.7 million versus $717.6 million a year ago, while gross profit rose to $216.4 million from $176.3 million. Operating income increased to $153.3 million from $113.6 million, and net income grew to $122.5 million from $84.8 million. Diluted EPS was $2.43, up from $1.67.
Segment performance was led by Specialty Alloys Operations, with segment operating income of $170.7 million; Performance Engineered Products delivered $9.4 million. Aerospace and Defense end‑market sales totaled $470.9 million, up from $437.4 million. Operating cash flow was $39.2 million. Cash and equivalents were $208.0 million as of quarter end, down from $315.5 million at June 30, 2025.
The company repurchased 200,000 shares for $49.1 million; $249.0 million remained available under the $400.0 million program as of September 30, 2025. Long‑term debt was $695.7 million, and $348.9 million remained available under the $350.0 million revolving credit facility. The effective tax rate was 15.4% and included $10.8 million of discrete tax benefits related to share‑based compensation.
Carpenter Technology (CRS) director reported an automatic option exercise of 3,433 shares at $34.76 on October 13, 2025. A separate transaction with code F recorded a disposition of 494 shares at $241.99 the same day. Following these transactions, the director beneficially owns 26,339 shares directly.
The option was originally granted on 10/13/2016 and, per the award terms, was automatically exercised on the last business day before its 10/13/2025 expiration.
Carpenter Technology Corp (CRS) Form 4/A reports director Howard H. Yu received equity awards on 10/07/2025. He was granted 557 director stock units that convert 1-for-1 into common stock and are payable upon the later of separation of service or a specified date/event. He also received a director stock option covering 304 shares with an exercise price of $256.27, exercisable beginning 10/07/2026 and expiring 10/07/2035. The Form shows 1,392.2 shares beneficially owned following the transactions (including previously unreported dividend equivalents). The filing was signed via POA on 10/09/2025.
Ramin Younessi, a director of Carpenter Technology Corporation (CRS), received equity awards on 10/07/2025 under the companys non-employee director plan. The filing shows 557 Director Stock Units (convertible 1-for-1 into common shares and payable upon separation or a specified date/event) and an award of 304 stock options with an exercise price of $256.27, exercisable beginning 10/07/2026 and expiring 10/07/2035. After these grants the reporting persons beneficial ownership is reported as 10,666.8 shares (including dividend equivalents). The RSUs include dividend equivalents and both awards were issued as standard director compensation.
Carpenter Technology Corporation director Stephen M. Ward Jr. reported awards and option grants dated 10/07/2025. He was granted 557 Director Stock Units that convert to common stock on a one-for-one basis and are payable upon separation of service or a specified date/event. He was also granted a Director Stock Option to buy 304 shares at a $256.27 exercise price, exercisable beginning 10/07/2026 and expiring 10/07/2035. Following these grants, the form shows 77,094.1065 shares beneficially owned by the reporting person (direct ownership).