Abstract
Crane Company will report fourth-quarter results on January 26, 2026 Post Market; our preview consolidates management’s latest guidance and external estimates to frame expectations for revenue, margins, and adjusted EPS, alongside segment dynamics and majority analyst perspectives.
Market Forecast
Consensus points to Crane Company’s current-quarter revenue at USD 0.57 billion, gross profit margin around 42.65%, net profit margin near 15.51%, and adjusted EPS at USD 1.41, with year-over-year forecasts indicating revenue growth of 7.13%, EBIT growth of 16.16%, and EPS growth of 15.86%. The main business highlights indicate a steady order backdrop in Process Flow Technologies and Aerospace & Electronics, with balanced exposure to aftermarket and OEM demand. The most promising segment is Process Flow Technologies, with last quarter revenue of USD 0.32 billion and traction expected from pricing discipline and backlog conversion, where YoY signals are supportive relative to prior-year softness.
Last Quarter Review
Crane Company reported prior-quarter revenue of USD 0.59 billion, gross profit margin of 42.65%, net profit attributable to the parent company of USD 91.40 million, net profit margin of 15.51%, and adjusted EPS of USD 1.64, with year-over-year growth in EPS of 18.84%. A notable highlight was EBIT at USD 122.10 million, exceeding estimates and demonstrating disciplined cost control alongside stable pricing. Main business highlights showed Process Flow Technologies revenue at USD 0.32 billion and Aerospace & Electronics revenue at USD 0.27 billion, with performance supported by resilient aftermarket demand and ongoing program execution.
Current Quarter Outlook
Process Flow Technologies
Process Flow Technologies stands as Crane Company’s largest contributor, anchored by flow management solutions across industrial and energy end markets. For the current quarter, the setup reflects steady backlog conversion as delivery lead times normalize and customers move to restock amid stable utilization rates. Pricing discipline remains intact, which supports margin resilience even as input costs show mixed signals across commodities. The operating playbook emphasizes mix management, prioritizing higher-value engineered orders and aftermarket parts where service tie-ins support recurring revenue. Demand from chemicals, refining, and general industrial customers continues to provide a base, while select downstream projects and maintenance cycles are supporting firm order books. Near-term risks include potential push-outs from customers cautious on capital spending, but the quarter’s economics look balanced given mid-single-digit unit volumes layered with pricing carryover. With revenue previously at USD 0.32 billion, the quarter’s trajectory suggests flat-to-modest sequential movement and a year-over-year bias to growth aligned with the 7.13% total company revenue forecast. Margin-sensitive elements include the cadence of aftermarket mix and throughput efficiency; management’s operational execution should help keep gross profit margin broadly aligned with the consolidated 42.65% level.
Aerospace & Electronics
Aerospace & Electronics offers high-reliability components and systems, positioned across commercial aerospace recovery and defense electronics programs. The current quarter outlook is supported by steady commercial aircraft build rates and ongoing retrofit activity that sustains aftermarket parts demand. Defense program timing typically tilts deliveries to second-half seasonality; within the quarter, order intake and shipment execution remain key to driving EBIT leverage. Supply chain flow has improved relative to prior constraints, enabling better schedule adherence and reduced expediting costs, which should support margin consistency. Pricing across proprietary content is holding, and engineering milestones are tracking, which is constructive for EBIT conversion. The segment posted USD 0.27 billion last quarter; for this quarter, a moderate year-over-year uplift is plausible given production stability and aftermarket tailwinds, reflected in the consolidated EPS estimate of USD 1.41. The risk narrative includes potential schedule changes from OEMs and program-specific qualification milestones; however, operational throughput gains are mitigating variability and sustaining net profit margin near the consolidated 15.51% benchmark.
Stock Price Drivers This Quarter
The stock’s performance into and through the print will likely hinge on three key factors. First, delivery cadence versus revenue guidance: investors will scrutinize whether revenue aligns to the USD 0.57 billion estimate and whether backlog conversion in Process Flow meets expectations, as this determines confidence in the FY trajectory. Second, margin quality: achieving gross profit margin around 42.65% with stable net profit margin near 15.51% would reinforce the narrative of disciplined execution, especially if pricing carryover offsets any volume variability. Third, EPS versus consensus: the USD 1.41 estimate embeds EBIT growth of 16.16%; beats would likely be driven by mix favorability and cost efficiency, while any miss could be tied to timing of deliveries or higher operating expenses. Cross-segment commentary on aftermarket resilience and order intake will shape the durability thesis as investors calibrate the growth run-rate into the next fiscal period.
Analyst Opinions
Institutional commentary collected over the period suggests a majority constructive slant, with bullish views outweighing cautious takes. Several well-followed analysts emphasize the visibility provided by a diversified backlog and consistent margin execution, noting that adjusted EPS momentum remains underpinned by operational discipline and pricing integrity. The positive perspective highlights that prior-quarter outperformance on EBIT (USD 122.10 million versus estimates) demonstrates levers to defend profitability even as macro signals are mixed, building confidence in meeting or exceeding the USD 1.41 adjusted EPS forecast. Supportive opinions also point to the balanced exposure between Process Flow Technologies and Aerospace & Electronics, which mitigates end-market concentration risk and stabilizes free cash flow trends. The majority view expects Crane Company to show year-over-year improvement in both revenue and EPS, with attention on the cadence of aftermarket growth and the degree of conversion from the existing order book. Commentary flags that sustained gross margin around 42.65% would validate pricing power and operational improvements. On balance, the constructive stance anticipates an in-line to modest-beat quarter, with subsequent guidance commentary on backlog and order intake seen as the next validation point for the growth narrative.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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