Carpenter Technology Corporation (CRS) Gained from Growth in Its Aerospace Segment

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Mid Cap Growth Fund”. A copy of the letter can be downloaded here. The fourth quarter of 2025 saw mixed results for midcap stocks. Among the style indexes, the Russell Midcap® Growth Index decreased by 3.70%, while the Russell Midcap® Value Index rose by 1.41%. In the growth index, materials achieved the highest absolute return at 17.51%. However, due to their smaller weight in the index, their contribution to overall returns was limited. The healthcare (up 1.13%) and real estate (up 0.24%) sectors were the only other positive contributing sectors. Midcap stocks generated positive returns in 2025 but trailed their 2024 annual returns. The Russell Midcap Growth Index rose by 8.66%, trailing the Russell Midcap Value Index’s 11.04% return. In the growth index, utilities recorded the highest absolute return among all sectors, up 29.40%. The firm anticipates a favorable year ahead for equity markets. The letter outlined potential opportunities in Cyclicals, Healthcare, Information Technology, Financials, and Consumer Spending sectors through 2026. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.

In its fourth-quarter 2025 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Carpenter Technology Corporation (NYSE:CRS) as one of its leading contributors. Carpenter Technology Corporation (NYSE:CRS) manufactures specialty metals for a diversified set of industries. On March 03, 2026, Carpenter Technology Corporation (NYSE:CRS) stock closed at $401.08 per share. One-month return of Carpenter Technology Corporation (NYSE:CRS) was 20.02%, and its shares gained 97.09% over the past 52 weeks. Carpenter Technology Corporation (NYSE:CRS) has a market capitalization of $19.981 billion.

Carillon Eagle Mid Cap Growth Fund stated the following regarding Carpenter Technology Corporation (NYSE:CRS) in its fourth quarter 2025 investor letter:

“Carpenter Technology Corporation (NYSE:CRS) produces specialty metals and alloys for a diversified set of industries, notably aerospace and defense. The stock performed well after a strong quarterly report that was led by growth in its aerospace engine maintenance, repair, and overhaul (MRO) end market, which continues to show durable momentum. Looking ahead, the company’s exposure to airframe original equipment manufacturer (OEM) production is poised to accelerate as two global jet manufacturers are set to ramp up build rates in 2026 after years of stagnation. These dynamics are contributing to an increasingly tight supply-demand balance for Carpenter’s specialty metals, as evidenced by the notable increase in quarter-over-quarter bookings the company received within aerospace and defense during the quarter.”