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Crane NXT Co

Crane NXT Co

CXT
$51.27USD↓-1.48%-0.77 today

MARKET CAP

3.0B

P/E (TTM)

12.4x

FWD P/E

11.2x

DAY RANGE

$51 – $53

52W RANGE

$36
$69

AI Summary

Stalk
StalkMedium

After a strong Stage 2 advance with a new HH/HL sequence and a confirmed Devil’s Bargain continuation pattern, CXT remains tradable on the long side, but is currently extended above rising 9/21 EMAs and tagging overbought territory. Execution is best deferred until a pullback into the 9/21 EMA support zone, where acceptance into this zone would offer improved risk/reward participation aligned with the medium-term bullish bias.

  • ↑Q1 revenue jumped 17% YoY to $388M with adjusted EPS up 11% to $0.60
  • ↑Antares Vision integration underpins 15–17% 2026 sales growth guidance and $4.10–$4.40 EPS
  • ↓Negative profitability metrics and margin pressure from rising operating costs
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Crane NXT, Co. (CXT) primarily operates within the security technology sector, focusing on currency production, authentication solutions, and traceability technologies. The company is enhancing its market position through its recent acquisition of Antares Vision, aiming to establish a stronger foothold in high-growth sectors such as life sciences and food & beverage. This strategic positioning allows Crane NXT to benefit from increasing regulatory demands in security technologies, while also tapping into burgeoning markets underpinned by rising counterfeiting concerns.

Bull says

  • ↑Q1 revenue jumped 17% YoY to $388M with adjusted EPS up 11% to $0.60
  • ↑Antares Vision integration underpins 15–17% 2026 sales growth guidance and $4.10–$4.40 EPS
  • ↑Adjusted EBITDA margin rose 80 bps YoY to 19%, management forecasts 25% by year-end
  • ↑International currency backlog at $221M supports sustained demand in emerging markets
  • ↑Free cash flow conversion of 90–110% and strong liquidity enable growth investments
  • ↑High book-to-price, robust earnings yield and solid balance sheet signal valuation upside

Bear says

  • ↓Negative profitability metrics and margin pressure from rising operating costs
  • ↓Net leverage at 2.3× expected by end-2026 following Antares acquisition
  • ↓Tariffs caused YoY sales decline in CPI segment and ongoing order softness
  • ↓Macro slowdown may curb demand for currency and authentication products
  • ↓Integration execution risk could disrupt synergies and margin expansion
  • ↓Weak growth and negative revisions underscore analyst skepticism and downgrade risk

Investment themes with CXT

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-10-2026neutral

Transcript signals

Bull points

  • in Q1, we delivered on our three value creation priorities of accelerating organic growth, building on our leadership positions, and driving operational excellence through CBS. In the quarter, we had organic sales growth of approximately 6%, with total sales growth of approximately 17% year over year.
  • through our focus on continuous improvement, we increased adjusted EBITDA margin by 80 basis points, a 22% improvement over the prior year.
  • Now, as part of Crane NXT, Antares Vision meaningfully expands our reach into the $3 billion life sciences and food and beverage in-markets and further positions Crane NXT as a global leader in authentication and traceability technologies.

Bear points

  • The one thing I would point out, and we've talked about this, but we will see it as currency inside of the SAT business continues to grow in Q2 we're going to face some tougher comps as we get to the back half of the year.
  • Sales declined approximately 4% year over year, as mid-single-digit growth in CPI service was more than offset by expected lower hardware sales.
  • Adjusted EBITDA margin decreased approximately 160 basis points year over year, reflecting the lower hardware volume and product mix.
Read full transcript analysis ›