Crane NXT (NYSE:CXT) 2026 Investor Day February 25, 2026 08:30 AM ET Company ParticipantsAaron Saak - President and CEOBob Labick - PresidentBob Stewart - Aftermarket Service Support and Global Brand Protection ManagerCharlie Rose - Partner and Director of ResearchChristina Cristiano - CFOChristopher Arena - SVP and Head of On-Court and Brand PartnershipsIan Zaffino - Managing DirectorMatt Roache - VP of Investor RelationsMichael Mahan - President, Crane Payment Innovations (CPI)Robert Wertheimer - Founding ...

INVESTOR DAY FEBRUARY 25, 2026 POSITIONED TO ACCELERATE GROWTH 2 FORWARD-LOOKING STATEMENTS – DISCLAIMER This presentation contains forward-looking statements within the meaning of the federal securities laws. Forward-looking statements include all statements that are not historical statements of fact and those regarding the Company's intent, belief, or expectations, including statements with respect to our 2026 financial guidance and 2028 targets. Words such as "anticipate(s)," "expect(s)," "intend(s)," "b ...

Core Viewpoint - Crane NXT, Co. will host its 2026 Investor Day on February 25, 2026, featuring presentations from its management team and an innovation showcase [1][2]. Group 1: Event Details - The Investor Day will be webcasted from 8:30 a.m. to approximately 12:00 p.m. Eastern Time [1]. - In-person attendees will have the opportunity to participate in an innovation showcase highlighting Crane NXT's technologies and solutions [2]. - A replay of the webcast will be available for one year following the event [2]. Group 2: Company Overview - Crane NXT is a premier industrial technology company that provides trusted technology solutions for securing, detecting, and authenticating important assets [3]. - The company operates through two industry-leading business segments, offering advanced technologies for securing high-value physical products and sophisticated detection systems [3]. - Crane NXT employs approximately 5,000 individuals dedicated to helping customers protect their assets and ensure secure transactions globally [3].

Core Insights - Crane NXT reported full-year sales of approximately $1.7 billion, reflecting an 11% increase, with core sales growth of about 1% [1] - The company achieved fourth-quarter sales of $477 million, up around 20% year-over-year, driven by acquisitions and strong performance in Crane Currency [2] - Adjusted EBITDA margin was approximately 25% in Q4 and 24% for the full year, with adjusted EPS of $1.27 for the quarter and $4.06 for the year [3] Financial Performance - For the full year, adjusted segment operating margin decreased by approximately 260 basis points, influenced by acquisitions and international currency costs [1] - Fourth-quarter adjusted segment operating margin was about 26%, down roughly 120 basis points from the prior year due to added costs and unfavorable foreign exchange impacts [2] - CPI segment core sales declined about 4% year-over-year, while SAT delivered core sales growth of about 7% [6][9] Segment Analysis - In the CPI segment, fourth-quarter core sales were flat, with double-digit growth in gaming offset by softness in other markets [6] - SAT experienced a fourth-quarter core sales increase of approximately 11%, with total segment sales growth exceeding 40% [7] - SAT backlog was up more than 50% year-over-year, supporting management's confidence in future growth [9] Strategic Initiatives - Crane NXT plans to invest in international currency capacity and advance its pending Antares Vision transaction, expecting to take it private by mid-2026 [4][19] - The company aims for 2026 sales growth of 4-6%, with adjusted segment EBITDA margin around 28% and adjusted EPS of $4.10 to $4.40 [14][15] - Management outlined steps to expand capacity, including increased staffing and partnerships for banknote printing [12] Market Trends - Increased counterfeiting in emerging markets is prompting redesigns with higher security features, supporting demand in concentrated business areas [16] - The company expects revenue to be weighted towards the second half of the year, with mid-teens revenue growth anticipated in Q1 [17] - The company ended 2025 with net leverage of approximately 2.3x and plans to use free cash flow to pay down debt [18]

Crane NXT (NYSE:CXT) Q4 2025 Earnings call February 12, 2026 10:00 AM ET Company ParticipantsAaron Saak - CEOChristina Cristiano - CFOMatt Roache - VP of Investor RelationsConference Call ParticipantsBobby Brooks - Equity Research AnalystIan Zaffino - Equity Research AnalystMatt Summerville - Equity Research AnalystMichael Halloran - Equity Research AnalystRobert Labick - Equity Research AnalystOperatorGood day, everyone, and welcome to Crane NXT fourth quarter and full year 2025 earnings call. At this time ...

Crane NXT (NYSE:CXT) Q4 2025 Earnings call February 12, 2026 10:00 AM ET Company ParticipantsAaron Saak - CEOChristina Cristiano - CFOMatt Roache - VP of Investor RelationsConference Call ParticipantsBobby Brooks - Equity Research AnalystIan Zaffino - Equity Research AnalystMatt Summerville - Equity Research AnalystMichael Halloran - Equity Research AnalystRobert Labick - Equity Research AnalystOperatorGood day, everyone, and welcome to Crane NXT fourth quarter and full year 2025 earnings call. At this time ...

Financial Data and Key Metrics Changes - Sales growth was approximately 20% in Q4 and 11% for the full year 2025, with adjusted EBITDA margin at approximately 25% in Q4 and 24% for the full year [4][11] - Adjusted EPS was $1.27 in Q4 and $4.06 for the full year [5][11] - Free cash flow conversion ratio was approximately 135% in Q4 and 94% for the full year [4][11] Business Line Data and Key Metrics Changes - In the CPI segment, core sales were flat in Q4, with double-digit growth in gaming offset by softness in other markets, and adjusted operating margin improved to approximately 32% [12] - Security and Authentication Technologies (SAT) saw core sales up approximately 11% in Q4, driven by strong performance in Crane Currency, with adjusted operating margin decreasing by approximately 420 basis points [13][15] - Crane Authentication performed as expected, contributing to the overall growth in SAT, with a backlog up more than 50% year-over-year [16] Market Data and Key Metrics Changes - The international currency business showed strong performance, with organic backlog up over 30% year-over-year and 20 new Micro-optics wins in 2025 [6][24] - The company secured significant contract renewals with major sports leagues, enhancing its market position in authentication and traceability technologies [8] Company Strategy and Development Direction - The company is focused on accelerating organic revenue growth while maintaining strong margins and free cash flow, with significant investments in international currency and micro-optics technology [4][24] - The acquisition of Antares Vision is a strategic move to expand into higher growth markets, with plans to take the company private by mid-2026 [9][27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the sales outlook for 2026, driven by a strong backlog and new currency series launches, including the new $10 bill [6][19] - The company anticipates full-year sales growth of 4%-6% in 2026, with adjusted EPS expected in the range of $4.10-$4.40 [18][21] Other Important Information - The company announced a 6% increase in its annual dividend while maintaining capacity for future acquisitions [18] - Adjusted EBITDA margin is expected to be approximately flat year-over-year at around 28% for 2026 [20] Q&A Session Summary Question: Can you discuss the margin performance in SAT and pricing strategies? - Management highlighted strong growth and backlog in international currency, emphasizing that contracts are executed from backlog, which provides visibility into future performance [36] Question: What is the expected EPS cadence throughout the year? - EPS is expected to accelerate through the first half of the year, with a total guidance of $4.10-$4.40 reflecting continued strength in currency and authentication [40][41] Question: What are the dynamics in the CPI segment for the first quarter? - CPI is expected to be flat in 2026, with mid-single-digit growth in services and low single-digit declines in vending due to tariffs [51] Question: What is the status of the $10 bill onboarding? - The company is preparing for a mid-year announcement from the U.S. Treasury, with expectations for full consumer release in Q4 [54][81] Question: Can you provide insights on the international currency growth drivers? - Management identified increased counterfeiting, growth in emerging economies, and faster redesign times as key drivers for sustainable growth in international currency [66]

FOURTH QUARTER & FULL YEAR 2025 FINANCIAL RESULTS February 12, 2026 FORWARD-LOOKING STATEMENTS – DISCLAIMER This presentation contains forward-looking statements within the meaning of the federal securities laws. Forward-looking statements include all statements that are not historical statements of fact and those regarding the Company's intent, belief, or expectations. Words such as "anticipate(s)," "expect(s)," "intend(s)," "believe(s)," "plan(s)," "may," "will," "would," "could," "should," "seek(s)," and ...

Core Insights - Crane NXT reported revenue of $476.9 million for the quarter ended December 2025, marking a year-over-year increase of 19.5% and exceeding the Zacks Consensus Estimate of $452.1 million by 5.49% [1] - The company's EPS for the same period was $1.27, up from $1.20 a year ago, also surpassing the consensus estimate of $1.25 by 1.6% [1] Financial Performance - Net Sales in Security and Authentication Technologies reached $260.9 million, significantly above the two-analyst average estimate of $236.41 million, reflecting a year-over-year increase of 41.6% [4] - Net Sales for Crane Payment Innovations were reported at $216 million, slightly above the average estimate of $215.65 million, with a year-over-year change of 0.5% [4] - Operating profit for Security and Authentication Technologies was $37.7 million, below the average estimate of $44.53 million [4] - Operating profit for Crane Payment Innovations was $62.2 million, closely aligning with the average estimate of $62.42 million [4] Stock Performance - Crane NXT shares have returned +9.6% over the past month, contrasting with a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Crane NXT (CXT) came out with quarterly earnings of $1.27 per share, beating the Zacks Consensus Estimate of $1.25 per share. This compares to earnings of $1.2 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.60%. A quarter ago, it was expected that this maker of engineered industrial products would post earnings of $1.25 per share when it actually produced earnings of $1.28, delivering a surprise of +2.4%.Over the last four ...