Abstract

Crane NXT will report fiscal results on February 11, 2026 Post Market; this preview summarizes market forecasts for revenue, margins, net profit, and adjusted EPS, reviews last quarter’s performance, and aggregates prevailing analyst opinions alongside key drivers and risks for the upcoming print.

Market Forecast

Market consensus for the current quarter points to continued top-line expansion for Crane NXT, with revenue estimated at $450.62 million, EBIT forecast at $109.48 million, and adjusted EPS projected at $1.26; year-over-year growth is implied at 11.14% for revenue, 18.92% for EBIT, and 4.61% for EPS. Forecast margin details are limited, but the expected revenue trajectory reflects momentum driven by demand across core platforms and cost discipline, while EPS growth appears paced by operating leverage and a stable share base.

The company’s main business is projected to maintain steady growth, with product mix favoring high-value authentication and payment technology solutions that support resilient gross profitability and cash conversion, while management’s prior guidance underscores disciplined pricing and productivity. Among segments, the most promising area is expected to be Security and Authentication Technologies, where rising adoption of advanced features in currency and secure documents supports sustained demand; revenue in the last quarter from this segment was $228.80 million, offering a solid base for year-over-year gains as modernization programs continue.

Last Quarter Review

Crane NXT’s previous quarter delivered revenue of $445.10 million, a gross profit margin of 43.27%, GAAP net profit attributable to shareholders of $50.50 million, a net profit margin of 11.35%, and adjusted EPS of $1.28, with year-over-year growth of 10.31% for revenue and 10.35% for EPS. A key highlight was EBIT performance of $110.00 million, exceeding the period’s consensus and indicating disciplined cost control alongside favorable product mix that preserved gross margin despite an inflationary backdrop. Main business highlights featured Security and Authentication Technologies at $228.80 million and Crane Payment Innovations at $216.30 million, reflecting a balanced portfolio and diversified demand across secure currency, identity solutions, and automated payment ecosystems.

Current Quarter Outlook

Main business momentum

Crane NXT’s core operations are positioned to extend growth in the current quarter as enterprise and government customers continue to prioritize resilient authentication features and automated payment solutions. The prior quarter’s gross margin of 43.27% provides a supportive foundation for operating leverage if volume growth aligns with the revenue estimate of $450.62 million. Management’s cost initiatives and pricing execution, evidenced by last quarter’s EBIT of $110.00 million and adjusted EPS of $1.28, should help offset input cost variability and protect margin quality into the print. The revenue estimate implies a sequential improvement that, if achieved alongside stable gross margins, could translate into balanced bottom-line expansion and sustained cash generation.

Security and Authentication Technologies as growth anchor

Security and Authentication Technologies, the largest revenue contributor last quarter at $228.80 million, remains a key growth anchor into the current quarter. Demand drivers include periodic redesigns of currency and secure documents, broader adoption of anti-counterfeiting features, and the ongoing need for advanced materials and optical features in high-security applications. The segment’s inherently high value-add and specialized technology content typically support favorable margins, which is consistent with the prior quarter’s consolidated gross margin profile. With year-over-year growth embedded in the overall company forecast and an industry backdrop that rewards innovation and reliability, this segment is poised to underpin both revenue and profit stability, while offering upside should project timing and tenders align.

Factors most likely to move the stock price this quarter

Share performance around the report is likely to hinge on the revenue print relative to the $450.62 million estimate, alongside operating margin indications implied by the $109.48 million EBIT forecast. Investors will also scrutinize adjusted EPS delivery versus the $1.26 projection and any commentary on mix, pricing, or cost savings that informs gross margin direction from the 43.27% baseline. Forward-looking commentary on order timing in authentication programs and capital spending trends for automated payment solutions will be critical for assessing demand durability into the next fiscal period. Any updates on cash deployment priorities, including reinvestment in R&D, selective M&A, or capital returns, may also shape sentiment given the company’s cash conversion profile.

Analyst Opinions

The majority of recent analyst and institutional commentary skews constructive, emphasizing Crane NXT’s consistent execution and visibility in core authentication programs and automated payment solutions. Supportive views highlight the durability of demand tied to government and enterprise security requirements, with upside potential if higher-specification features and deployments scale as expected. Several institutions point to the company’s ability to protect margins through pricing and productivity, citing the last quarter’s outperformance on EBIT and the embedded forecast of $109.48 million for the current period as a sign of sustained operating discipline. On balance, the predominant viewpoint anticipates a clean quarter in line with or modestly ahead of revenue and EPS estimates, while acknowledging that project timing and FX could influence quarter-to-quarter volatility.