Analyst Consensus ?
ConsensusBuy28 ratings
Bullish2175.0%
Neutral725.0%
Bearish00.0%
Crane Company · CR · FY2025 Q4 · Calendar Q1 2026
Crane’s Q4 growth broadens, while integration and chemical-market risks remain
The call presents a growth case built on aerospace, defense, nuclear and pharma demand, alongside recent acquisitions. Whether that translates into improved profitability depends on integrating the acquired businesses and executing cost initiatives while managing chemical-market weakness and higher interest expense.
Reported After market closeNYSEIndustrials
$11.45B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.53
Consensus $1.43
EPS surprise
+7.0%
Reported versus consensus
Reported revenue
$581.0M
Consensus $571.2M
Revenue surprise
+1.7%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-11.5%
Event window
SPY move
+0.4%
Same window
Abnormal move
-11.9%
Stock minus SPY
Volume
6.0×
Versus trailing sessions
Subsequent drift
+9.7%
Up to 20 sessions
CRSPY benchmark
Ask FN2 about CR FY2025 Q4
Transcript, numbers and history already loaded
Why did CR fall 11.5% after beating EPS estimates in FY2025 Q4?What changed in CR's guidance and outlook in FY2025 Q4?Give me the bull and bear case for CR after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management reported Q4 core sales growth, discussed four completed acquisitions and announced a CEO transition to Alex Alcala, effective April 27, 2026. It also set 2026 adjusted EPS guidance, with acquisition integration and cost-out execution central to the outlook.
Guidance delta
Management provided 2026 adjusted EPS guidance of $6.55–$6.75, described as 10% year-over-year growth. The supplied analysis does not provide a prior 2026 guidance range for comparison.
Key takeaways
- Core sales grew 5.4%, with Aerospace & Advanced Technologies and Process Flow Technologies leading.
- The four recent acquisitions are expected to be slightly accretive to 2026 earnings, according to management.
- 2026 adjusted EPS guidance is $6.55–$6.75; management described this as 10% year-over-year growth.
- Management expects integration and cost-out efforts to support margin improvement, while acknowledging near-term integration costs.
- The outlook draws on aerospace, defense, nuclear and pharma demand, with chemical-market softness a counterpoint.
Management priorities
- Integrate Druck, Panametrics, Reuter-Stokes and Optek-Danulat into their respective segments.
- Advance F-16 brake-control production and pursue additional defense programs.
- Expand nuclear sensing and small modular reactor offerings.
- Execute organizational simplification, product-line rationalization and lean-operating initiatives.
- Pursue targeted acquisitions while maintaining capacity for strategic deals.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$198.02Current
$125Low
$216.6Average
$255High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 2, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Stifel | Buy | Buy | Maintain | Oct 29, 2026 |
| DA Davidson | Buy | Buy | Maintain | Sep 15, 2026 |
| B of A Securities | Buy | Buy | Maintain | Aug 21, 2025 |
| UBS | Buy | Buy | Maintain | Jul 30, 2025 |
| Deutsche Bank | Buy | Buy | Maintain | Jun 10, 2025 |
| Vertical Research | Buy | Hold | Upgrade | Apr 24, 2024 |
| Morgan Stanley | Overweight | Equal Weight | Upgrade | Dec 12, 2022 |
| Canaccord Genuity | Buy | Buy | Maintain | Mar 8, 2021 |
| CFRA | Hold | Hold | Maintain | Apr 29, 2020 |
| Stifel Nicolaus | Buy | Buy | Maintain | Jan 29, 2020 |
| Buckingham | Buy | Neutral | Upgrade | Jan 29, 2020 |
| Buckingham Research | Buy | Buy | Maintain | Jul 24, 2019 |
| William Blair | Market Perform | Outperform | Downgrade | Jan 29, 2019 |
| Susquehanna | Positive | Neutral | Upgrade | Apr 25, 2018 |
| Bank of America | Buy | Buy | Maintain | Feb 1, 2018 |
| Seaport Global | Buy | Neutral | Upgrade | Oct 26, 2017 |
| Oppenheimer | Outperform | Outperform | Maintain | Oct 25, 2017 |
| Wolfe Research | Outperform | Peer Perform | Upgrade | Aug 14, 2017 |
| Topeka | Buy | Buy | Maintain | May 26, 2016 |
| Boenning & Scattergood | Outperform | Outperform | Maintain | Mar 4, 2016 |
| Avondale Partners | Perform | Market Perform | Maintain | Oct 15, 2015 |
| FBR Capital | Market Perform | Outperform | Downgrade | Feb 27, 2015 |
| RBC Capital | Sector Perform | Outperform | Downgrade | Feb 11, 2015 |
| KeyBanc | Hold | Buy | Downgrade | Feb 2, 2015 |
| Citigroup | Buy | Neutral | Upgrade | Feb 28, 2014 |
| Imperial Capital | Outperform | Outperform | Maintain | Jun 13, 2013 |
| Ascendiant Capital | Neutral | Buy | Downgrade | May 16, 2013 |
| Capstone | Buy | Buy | Maintain | Dec 12, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $198.02. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| D.A. Davidson | Analyst unavailable | $255 | $203.12 | +28.8% | Oct 29, 2026 |
| Stifel Nicolaus | Nathan Jones | $247 | $198.42 | +24.7% | Oct 29, 2026 |
| Deutsche Bank | Analyst unavailable | $240 | $203.81 | +21.2% | Sep 1, 2026 |
| D.A. Davidson | Analyst unavailable | $245 | $212.48 | +23.7% | Jul 30, 2026 |
| Stifel Nicolaus | Nathan Jones | $242 | $217.49 | +22.2% | Jul 20, 2026 |
| BMO Capital | Daniel DiCicco | $253 | $217.49 | +27.8% | Jul 20, 2026 |
| Stifel Nicolaus | Nathan Jones | $215 | $177.93 | +8.6% | Apr 29, 2026 |
| Deutsche Bank | Analyst unavailable | $238 | $178.01 | +20.2% | Jan 29, 2026 |
| Stifel Nicolaus | Nathan Jones | $201 | $204.03 | +1.5% | Jan 23, 2026 |
| Stifel Nicolaus | Analyst unavailable | $200 | $186.5 | +1.0% | Dec 16, 2025 |
| Wolfe Research | Analyst unavailable | $215 | $184.03 | +8.6% | Dec 4, 2025 |
| D.A. Davidson | Analyst unavailable | $235 | $193.18 | +18.7% | Oct 30, 2025 |
| Stifel Nicolaus | Analyst unavailable | $202 | $191.29 | +2.0% | Oct 29, 2025 |
| D.A. Davidson | Matt Summerville | $230 | $194.2 | +16.1% | Oct 28, 2025 |
| UBS | Damian Karas | $215 | $186.67 | +8.6% | Jun 10, 2025 |
| Deutsche Bank | Scott Deuschle | $186 | $141.3 | -6.1% | Apr 14, 2025 |
| Stifel Nicolaus | Nathan Jones | $175 | $159.14 | -11.6% | Oct 16, 2024 |
| Deutsche Bank | Scott Deuschle | $182 | $156.6 | -8.1% | Oct 3, 2024 |
| D.A. Davidson | Matt Summerville | $160 | $145.58 | -19.2% | May 16, 2024 |
| UBS | Analyst unavailable | $125 | $93.84 | -36.9% | Jul 28, 2022 |
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Start freeCompany context
Snapshot as of publicationEstablished in 1855 in Stamford, Connecticut, Crane Company, formerly known as Crane Holdings, Co., is a global industrial manufacturer and distributor of specialized engineered products. Operating across the Americas, Europe, the Middle East, Asia, and Australia, the company is structured into four main business divisions. The Aerospace & Electronics segment provides critical components and integrated systems, including both original equipment and aftermarket parts, primarily to commercial and military aerospace, defense, and space exploration markets. This encompasses products like pressure sensors for aircraft engine control, braking systems for fighter jets, power conversion solutions for spacecraft, and lubrication systems.…
Historical context
All CR earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| GD General Dynamics Corporation | FY2026 Q3 · Calendar Q4 2026 | +9.0% | +0.5% | General Dynamics raises outlook as orders and backlog surge |
| RBC RBC Bearings Incorporated | FY2027 Q2 · Calendar Q4 2026 | +5.9% | -6.8% | RBC Bearings: Strong Q2, capacity investment supports second half |
| CNI Canadian National Railway Company | FY2026 Q3 · Calendar Q4 2026 | +3.4% | -0.3% | CN posts strong Q3, maintains EPS outlook and expands Mexico strategy |
| NVT nVent Electric plc | FY2026 Q3 · Calendar Q4 2026 | +8.6% | -8.8% | nVent raises outlook as data-center demand and Maverick broaden growth |
| MTZ MasTec, Inc. | FY2026 Q3 · Calendar Q4 2026 | +0.3% | +0.8% | MasTec posts record Q3 as power and data-center demand accelerates |
| IR Ingersoll Rand Inc. | FY2026 Q3 · Calendar Q4 2026 | +18.5% | +0.2% | Ingersoll Rand raises FY2026 outlook as orders accelerate |
Latest beats and misses
Who reports nextBeat on EPS
- CHDFY2026 Q3 · October 30, 2026+2.2% EPS+1.2% move
- AZNFY2026 Q3 · October 30, 2026+7.3% EPS+7.0% move
- FRTFY2026 Q3 · October 30, 2026+3.9% EPS-1.1% move
- CVXFY2026 Q3 · October 30, 2026+8.4% EPS+1.8% move
- BTSGFY2026 Q3 · October 30, 2026+14.2% EPS+11.1% move
- EXCFY2026 Q3 · October 30, 2026+10.4% EPS+0.5% move
Missed on EPS
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— move
Get the CR recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-02T04:30:52.665830+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-02T04:30:52.662210+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-02. For educational purposes only; not investment advice.