Allspring SMID Cap Growth Fund Q1 2026: Who Moved The Needle

The Allspring SMID Cap Growth Fund underperformed the Russell 2500 Growth Index benchmark during the first quarter that ended March 31, 2026. Carpenter Technology is benefiting from increased production rates at Boeing and recent regulatory approvals that are driving demand for mission-critical materials and components. As one of only a few contractors capable of building large-scale power plants, Argan benefits from pricing power and strong demand across both gas-fired and renewable projects tied to grid modernization.

Seeking Alpha • May 14, 2026

Allspring Mid Cap Growth Fund Q1 2026 Performance And Attribution

The fund outperformed the Russell Midcap Growth Index during the first quarter that ended March 31, 2026. Vertiv Holdings Co. benefited from a sharp acceleration of growth in its order book and continued ability to win market share from legacy players in the cooling space. Curtiss-Wright Corp. reported a strong quarter with solid results and steady backlog growth, and we maintained our position as we view the company as a durable compounder.

Seeking Alpha • May 12, 2026

Carpenter: Waiting For A Dip

Carpenter Technology has delivered exceptional YTD and multi-year returns, driven by strong margin expansion and aerospace & defense demand. CRS guides for FY2024 operating income of $700–$705 million (+33% y/y) and $350 million in adjusted FCF, with continued growth expected into 2027. Despite robust fundamentals and margin gains, CRS trades at a low FCF yield (~1.6%), making shares unattractive for new entrants at current valuations.

Seeking Alpha • May 10, 2026

Top 3D Printing Stocks With Solid Potential for Long-Term Growth

3D Printing is reshaping industries with faster production and lower costs, drawing investor interest. Stocks like NVDA, AME, CRS and ATI offer strong growth potential.

Zacks Investment Research • May 7, 2026

Are You Looking for a Top Momentum Pick? Why Carpenter Technology (CRS) is a Great Choice

Does Carpenter Technology (CRS) have what it takes to be a top stock pick for momentum investors? Let's find out.

Zacks Investment Research • May 6, 2026

Carpenter Technology (CRS) Crossed Above the 20-Day Moving Average: What That Means for Investors

After reaching an important support level, Carpenter Technology (CRS) could be a good stock pick from a technical perspective. CRS surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.

Zacks Investment Research • May 6, 2026

Allspring Growth Fund Q1 2026 Contributors And Detractors

Comfort Systems USA entered 2026 with a robust backlog and high visibility into projected revenue for complex projects, benefiting from increased adoption of its modular solutions manufactured offsite. Vertiv Holdings Co. benefited from a sharp acceleration of growth in its order book and continued ability to win market share from legacy players in the cooling space. Quanta Services, Inc. performed well during the quarter following a strong earnings beat and record backlog, as power infrastructure became a critical bottleneck in the build-out of AI.

Seeking Alpha • Apr 30, 2026

Carpenter Technology Corporation (CRS) Q3 2026 Earnings Call Transcript

Carpenter Technology Corporation (CRS) Q3 2026 Earnings Call Transcript

Seeking Alpha • Apr 29, 2026

Carpenter Technology Reports Third Quarter Fiscal Year 2026 Results

Delivered Another Record Quarterly Operating Income, Up 20 Percent Sequentially Drove Adjusted Operating Margins in Specialty Alloys Operations Segment to Record 35.6 Percent Exceeded Third Quarter Operating Income Guidance for Specialty Alloys Operations Segment Demand Accelerating in Aerospace and Defense End-Use Market Generated $193.5 million of Cash from Operations; $124.8 Million in Adjusted Free Cash Flow Increased Operating Income and Adjusted Free Cash Flow Outlook for Fiscal Year 2026 PHILADELPHIA, April 29, 2026 (GLOBE NEWSWIRE) -- Carpenter Technology Corporation (NYSE: CRS) (the “Company”) today announced financial results for the fiscal third quarter ended March 31, 2026. For the quarter, the Company reported operating income of $186.5 million and earnings per diluted share of $2.77.

GlobeNewsWire • Apr 29, 2026

Carpenter (CRS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

While the top- and bottom-line numbers for Carpenter (CRS) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Apr 29, 2026