Crane NXT (CXT)
NYSEInformation TechnologyIndustrial - MachinerySnapshot 2026-09-04
$50.06+0.14%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologyIndustrial - MachinerySnapshot 2026-09-04
Intact: The reason to own it still holds.
Crane NXT grows revenue about 15% to 17% in 2026. Profit margins are stable despite some pressure. The company keeps paying dividends steadily. Its stock trades cheaply versus peers with a PE of 12.1.
Operating income fell from $37.3M to $22.2M in one year. Profit margin pressure could worsen. Revenue growth might slow below 12% expected by analysts.
The price is about 32% below our fair value near $75. Analysts expect 12% revenue growth, which we consider reasonable. Our fair value is 15% above the Street median, reflecting confidence in growth and valuation.
Breaks if: Dividend per share falls below $0.18 next 4 quarters
Breaks if: Operating income falls below $20M next 4 quarters
Crane NXT is focused on enhancing operating income through strategic initiatives.
Breaks if: YoY revenue growth falls below 12% in FY26
Crane NXT aims to achieve significant revenue growth, targeting a 15% to 17% increase for 2026.
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.
CXT represents a durable compounder with a focus on revenue growth and margin improvement. The current thesis state is intact, supported by recent earnings beats and a stable management team.
The market appears to price CXT as cheap compared to its peers, with a significant expectations gap. This suggests that investors may not fully account for the company's recent improvements in financial performance.
Management is on track to accelerate revenue growth and improve operating income and margins. Despite a low probability of missing guidance, there is a history of past misses that could create caution among investors.
The thesis hinges on the company's ability to maintain its growth trajectory and avoid cutting guidance. Additionally, external factors like Federal Reserve rate cuts and performance of sector bellwethers will be crucial for CXT's momentum.
In the next 1 to 3 years, CXT's performance will depend on its execution and broader market conditions. Not investment advice.
The most important moves since the prior daily snapshot.
Mixed, the news cuts both ways. The latest earnings beat supports the company's outlook. However, Moody's downgrade of Crane NXT's senior secured debt threatens to increase borrowing costs. This could impact margins and overall financial health.
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.