Reading CXT? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track CXT free→Reading CXT? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track CXT free→NYSEInformation TechnologySpecialty Industrial MachinerySnapshot 2026-06-15
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
CXT screens as a quality-and-value setup, with recent financial performance steady and management's track record stable. Earnings quality is neutral, and risk is elevated, while the sector backdrop is a tailwind, benefiting the company. Peer multiples imply a price about 58% above where it trades (it looks cheap on this basis); the read is cheap, quality intact. Key factors to watch include guidance changes and sector trends, particularly related to the bellwether MIR. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 8 valuation methods, at three horizons. Current price $42.54. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $43 CXT trades at 12× p/e, below its 28× p/e peer median. Our $102 fair value sits above the price; low confidence. Analysts: $52–$67. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price implies about 58% below a flat-multiple fair value, below our forecast of about -5%. This describes what's priced in, not a forecast of the move.
Only a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 54% of the time over the next year (vs 68% for the rest of the cohort, n=3704).
Over the trailing year it converted 1.90x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 62% of the time over the next year (vs 58% for the rest of the cohort, n=2831).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $1.05 → $1.03 (-1.7% / 30d). 2 raised, 2 cut, 6 covering analysts.
0 upgrades, 0 downgrades / 30d. 83% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$175.
How much price usually moves either way.
On a bad day, this stock has moved -$394.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $4,721.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: This will show if Crane NXT can maintain its growth momentum after the Antares Vision acquisition.
Confirms:Q2 organic sales growth is below 6%.
Disproves:Q2 organic sales growth reported at or above 6%.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for CXT yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition. On May 6, 2026, Crane NXT, Co. (the “Company”) announced its results of operations for the quarter ended March 31, 2026. The related press release and quarterly financial data supplement is being furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information furnished under
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
$52.00 – $67.00 (median $63.50) · 4 analysts · as of 2026-05-15
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Electronic Equipment & Instruments.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
CXT Crane NXT | Typical Show detailsSector percentile: 43 of 100 | inexpensive | elevated |
KEYS Keysight Technologies | Above typical Show detailsSector percentile: 88 of 100 | expensive | moderate |
ROP Roper Technologies | Above typical Show detailsSector percentile: 96 of 100 | inexpensive | elevated |
TDY Teledyne Technologies | Above typical Show detailsSector percentile: 77 of 100 | full | moderate |
TRMB Trimble Inc. | Above typical Show detailsSector percentile: 94 of 100 | inexpensive | moderate |
1 material management or governance event in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 56% of the time over the next year (vs 62% for the rest of the cohort, n=797).
Not investment advice. As of 2026-06-15.
via XLK
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-15.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Crane NXT aims to achieve significant revenue growth, targeting a 15% to 17% increase for 2026.
Crane NXT is focused on enhancing operating income through strategic initiatives.
Crane NXT is committed to maintaining its dividend payments to shareholders.
Why it matters: A big improvement shows better cost control and how well the company runs.
Confirms:Operating income goes up by more than 50% from the last quarter.
Disproves:Operating income goes up by less than 50% from the last quarter.
Why it matters: Paying dividends shows the company is doing well. It also shows they care about shareholders.
Confirms:Management says they will pay dividends for Q3 2026.
Disproves:Management says they will cut or stop dividend payments.
Why it matters: Maintaining EPS guidance shows confidence in financial health. Changes may indicate issues.
Confirms one read:Full year Adjusted EPS guidance remains at $4.10 to $4.40.
Confirms the other:Full year Adjusted EPS guidance is lowered below $4.10.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On March 9, 2026, the Board of Directors (the “Board”) of Crane NXT, Co. (the “Company”) appointed Jeffrey Benck to serve as a director of the Board, effective immediately, for a term expiring at the next Annual Meeting and until his successor is duly elected and qualified. The Company has nominated Mr. Benck for election to the Board at the 2026 A…
Results of Operations and Financial Condition. On February 11, 2026, Crane NXT, Co. (the “Company”) announced its results of operations for the quarter ended December 31, 2025. The related press release and quarterly financial data supplement is being furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information furnished under