Crane (CR)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
$204.69+0.87%
Close 2026-09-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
Warn: Management is running behind on a stated commitment.
Crane grows earnings steadily with EPS guidance raised to about $6.75 for 2026. Revenue grew nearly 25% year over year last quarter. The company keeps increasing dividends, showing strong capital allocation. Cash flow is improving, reducing negative cash from operations.
Crane's cash from operations remains negative, showing limited progress. The sector faces headwinds that could pressure growth. The stock trades at a premium valuation, risking a correction if growth slows.
The stock price is about 32% above our valuation level, reflecting expectations of roughly 16% revenue growth. Our view aligns with analysts on growth but sees limited margin for upside given the stretched valuation.
Breaks if: Cash from operations remains deeply negative or worsens
Breaks if: Dividend per share fails to grow to $0.26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on growth through acquisitions and core sales. The current thesis state is intact, supported by recent strong financial performance and a commitment to dividend growth.
The market currently prices CR at a premium compared to peers, reflecting a justified valuation despite recent fragility in earnings quality. There is a slight expectations gap, indicating that investors are not overly optimistic about future performance.
Fundamentals are likely to remain stable in the near term, driven by management's commitment to growth and recent strong sales figures. However, the fragile earnings quality suggests that any missteps could impact confidence.
The thesis hinges on the performance of sector bellwethers like GEV, PH, and TT. If these companies continue to perform well, it could support CR's growth; conversely, if they start to miss expectations, it could negatively affect CR's momentum.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports this improved outlook. There are no new threats identified that could weaken the thesis.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
The company is committed to maintaining a steady growth in dividends.
Breaks if: EPS falls below $6.65 in FY26
Raise full year adjusted EPS guidance reflecting growth from acquisitions and core sales.
Stated as a priority in 3 of last 3 quarters. Management raised full year adjusted EPS guidance from $6.55-$6.75 in 2025-Q4 to $6.65-$6.85 in 2026-Q1 and further to $6.85-$7.05 in 2026-Q2. This reflects management's focus on growth driven by acquisitions and core sales, with the trajectory delivering consistent upward revisions.
“Raising full year adjusted EPS outlook to a range of $6.85-$7.05.”
“Raising full year adjusted EPS outlook to a range of $6.65-$6.85.”
“Initiating full year 2026 adjusted EPS outlook of $6.55-$6.75 reflecting 10% growth.”
Breaks if: Revenue growth falls below 15% YoY
Raise full year adjusted EPS guidance reflecting growth from acquisitions and core sales.
Stated as a priority in 3 of last 3 quarters. Management raised full year adjusted EPS guidance from $6.55-$6.75 in 2025-Q4 to $6.65-$6.85 in 2026-Q1 and further to $6.85-$7.05 in 2026-Q2. This reflects management's focus on growth driven by acquisitions and core sales, with the trajectory delivering consistent upward revisions.
“Raising full year adjusted EPS outlook to a range of $6.85-$7.05.”
“Raising full year adjusted EPS outlook to a range of $6.65-$6.85.”
“Initiating full year 2026 adjusted EPS outlook of $6.55-$6.75 reflecting 10% growth.”
Overall, CR's outlook for the next 1 to 3 years is contingent on sector performance and management execution. Not investment advice.