Monitor DTT segment stabilization and Antares integration progress. Failure to raise EPS guidance despite large acquisition suggests margin dilution or integration costs. Next catalyst: Q2 2026 earnings in August for first full quarter with Antares.
Price Chart
Executive Summary
Crane NXT reported Q1 2026 adjusted EPS of $0.60, beating consensus of $0.57 by 5.3%, while revenue of $387.7M surpassed estimates of $378.6M (beat 2.4%). Organic sales grew 6% but GAAP EPS collapsed to $0.11 due to acquisition-related charges. The company completed the Antares Vision acquisition and raised FY2026 sales guidance to +15-17% (from +4-6%), but maintained adjusted EPS guidance of $4.10-$4.40, tempering enthusiasm.
Key Financial Metrics
Key Facts
- Adjusted EPS $0.60 vs consensus $0.57 (beat 5.3%)
- Revenue $387.7M (+17.4% YoY) vs consensus $378.6M
- Organic sales growth 5.6% (SAT +22.4%, DTT -5.1%)
- GAAP EPS $0.11 vs $0.38 YoY due to $10.3M transaction expenses and $3.4M restructuring
- Completed Antares Vision acquisition for ~$362M cash on March 31, 2026
- FY2026 sales growth guidance raised to +15-17%, adjusted EPS guidance maintained at $4.10-$4.40
- DTT segment sales declined 4.0% and operating profit fell 36.8%
- Net leverage increased to 2.9x from 2.3x at year-end 2025
Financial Impact
Modest beat on adjusted EPS and revenue; guidance raise for sales but flat EPS guidance limits upside. DTT weakness is a concern.
Risk Factors
- DTT segment organic decline accelerating (5.1% in Q1) could signal structural headwinds
- Integration risk from Antares Vision; net leverage at 2.9x limits financial flexibility
- GAAP net income down 70% due to acquisition costs; adjusted metrics mask real cash flow strain (negative FCF of $24.1M)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000025445-26-000015 |
| Document: cxt-20260506.htm | 0000025445-26-000015 |
| Document: 0000025445-26-000015-index-headers.html | 0000025445-26-000015 |
| Document: 0000025445-26-000015-index.html | 0000025445-26-000015 |
| Document: 0000025445-26-000015.txt | 0000025445-26-000015 |
| 8-K Data (Synthetic) | 0000025445-26-000015 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 12d ago | Press Release | $54.27 | awaiting T+20 | — | $58.44 (+7.68%) |
Oct 7, 2026 20d ago | 8-K | $48.16 | awaiting T+20 | — | $58.44 (+21.35%) |
Aug 14, 2026 10w ago | Institutional Cluster | $51.66 $49.81 | ▼ −3.58% | ▼ −1.59% | $58.44 (+13.12%) |
Aug 11, 2026 11w ago | 8-K | $51.18 $50.67 | ▼ −1.00% | ▲ +0.06% | $58.44 (+14.19%) |
May 6, 2026 24w ago | 8-K | $43.88 $36.16 | ▼ −17.59% | ▼ −20.73% | $58.44 (+33.18%) |
Apr 7, 2026 29w ago | DEFA14A | $41.63 $44.49 | ▲ +6.87% | ▼ −2.91% | $58.44 (+40.38%) |
Apr 1, 2026 29w ago | Press Release | $41.83 $43.62 | ▲ +4.28% | ▼ −5.44% | $58.44 (+39.71%) |
Feb 25, 2026 34w ago | 8-K | $50.83 $43.13 | ▼ −15.16% | ▼ −9.92% | $58.44 (+14.96%) |
US Market Status
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